01 May

Easing Your Way Into Klox

You, like many contractors, probably want to improve profitability and your ability to monitor and manage your field and office operations.  So, you may have already begun considering purchasing and implementing an operations management system.  But, your past experience with software (typically, accounting software) makes you wary, perhaps even intimidated, by the various "start-up requirements" of such systems.  So, you tell yourself that you'll "get to it" when you have the time and resources to evaluate, purchase and implement an operations management system, even as money continues to "slip through your hands."   Waiting costs you money.

Klox, however, provides a superior start-up experience -- one that is easy, low-risk and affordable.   

  • EASY --Klox does not require ANY of the hard things typically associated with new business software installations -- no software customization or implementation, very little software integration with an existing accounting system (that's right, you don't have to change accounting systems to use Klox) and no need to purchase and maintain hardware, software or networking equipment. 
  • LOW RISK -- Klox allows you to ease your way into a decision before committing, either financially or institutionally.  Start by playing in a free Klox Sandbox -- a public instance of Klox already stocked with sample company data, so it's ready to go.  If you like that, migrate to a Klox Test Drive, a 14-day free trial of your own private instance of Klox.  You and your colleagues can actually use Klox using your own actual data in a secure environment.  If you like what you see, you can then subscribe to Klox, and still derive peace of mind from having a monthly subscription with a 90-day money back guarantee, no contract and no cancellation fee.  
  • AFFORDABLE --  At less than $1/day per user, Klox is very affordable.  Priced per user, Klox charges a set-up fee of $250 or less and a low $30 monthly subscription fee.  You can avoid the set-up fee by paying $50/month instead.  Paying for Klox is no more expensive than buying your employee a single tool when you hire him and then buying him a cheap cup of coffee each day.  Lots of free training and support are included with the susbcription, and some low-priced additional training and support is available if you want it.

Klox is a powerful system that you can evaluate and use at your own pace -- it's not "all or none."  We allow and encourage you to "crawl before you walk and walk before you run," both in evaluating Klox and training to use Klox.  Klox will provide you value -- improved efficiency, control and profitability -- as soon as you start using the system, and that value will grow as you use the system more extensively.

Data Entry Requirements

There are NO data entry requirements for the Sandbox, a public instance of Klox already containing data.  There are some data entry requirements for your own private instance of Klox (via a Klox Test Drive or subscription), which arrives with only a little basic information pre-loaded.  Like with any system, you start with a blank canvas, then you need to enter data to make the system useful to your business.  However, it does not all have to be input right away.  You need only input such data as the business needs arise, as indicated below.  


Klox does require that you enter certain minimal employee data, such as name, user name on the Klox system, user roles (what access to the Klox system and your company data the user will have), employee skills (what classifications of labor can this worker perform) and employment status at the company.  You need to set up one or more employee skills in advance of creating employees on the system.  It takes about a minute to set up an employee skill in the system, and probably 2-3 minutes to set up each employee.  Only set up employees that will be using the system, either in the office or in the field.  This is all that is necessary to input into Klox, and it enables you to use Klox to track, review and approve your field employees’ hours for payroll processing.  These employee records you create are a convenient repository for maintaining the standard information you would want to keep about each employee, such as wage and billing rates, job skills, contact information, tax identification information, employment status, direct deposit information, insurance coverage information and Klox system user information.  Employee data is typically most efficiently input as needed "by hand."


Klox requires only minimal information about at least one contact and at least one location (likely a job site) for each customer.  All other information is optional.  If you enter an email and physical address, it enables full use of the invoicing capabilities of Klox.  Information about any specific customer only needs to be entered at the time you wish to use Klox to manage a project for that customer.  Klox can assist you in performing an initial customer data import from your existing accounting system.

Materials & Suppliers

If you want to track materials usage (for job costing & invoicing), or use Klox to manage purchasing and/or inventory, then materials data is required by the system.  The materials data required includes basic information about units of measure and categories.  Klox can help you coordinate with your supplier(s) (the source of your materials data) to import your initial materials data into the Klox system.  Klox requires only minimal information about at least one contact and at least one location (likely a store) for each supplier.  All other information is optional.  If you enter an email and physical address, it enables full use of the purchasing capabilities of Klox.  Information about any specific supplier only needs to be entered at the time you wish to use Klox to purchase from that supplier. 


You need to enter some basic information about any project you intend to monitor, manage or track using Klox.  A project requires that you enter at least one task.  A task requires only that you enter a text name for the task and the select the skill required by the worker who will perform the task.  Other optional information -- a labor time budget, a preferred employee specification, materials specifications, multi-media job notes and diagrams, etc. -- can be added to enable you to create better estimates, direct and inform your employees more precisely and monitor and collect data about the project more precisely, which is useful for invoicing and future bidding.

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