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The Handyperson Scheme

The Handyperson Scheme provides a comprehensive method of recording Referrals, allocating people to the jobs and recording what was done.

The system allows the allocation of as many job cards as necessary to a Referral, and each Job Card can deal with multiple jobs being done.

The time spent on the various parts of the job and any materials used may also entered.

When combined with the travelling time and the money or donations received from the clients, it is possible to produce a financial 'profit and loss' for each job undertaken.

It is possible to produce invoices for the client or for funders of the scheme (or both). Invoices may be printed for the relevant parties. Nominal codes, VAT rates and Cost Centres may be used to create the necessary information to export into an Accounting system.

There is a section to record the Outcome of the Referral, whether the client was satisfied and any notes which should be recorded.

While the Referral is going through its stages, the system will automatically generate reminder Actions, which will show in the Action List, to ensure that nothing is forgotten.

The reports are also comprehensive - the results, whether physical or financial, can be summarised by a wide range of criteria, such as time, who the Referral originated from, geographical district and so on.

It is also possible to export the reports directly to an Excel spreadsheet for incorporation into a report for Funders.

Indeed, the security system used by Charitylog would allow the situation where a funder could be given specific access to just the reporting section, with visibility of only their Projects.