Who Uses Burdi and How? |
Running a trade business is rarely simple. Between managing suppliers, staying on top of invoices, training apprentices, and keeping jobs profitable, there’s a mountain of admin that can quickly overwhelm any team. That’s why Burdi was built: to simplify operations, reduce manual work, and make sure the right information flows smoothly across the whole business.
But Burdi isn’t used the same way by everyone in the business. In fact, different people interact with it in different ways, depending on their role. Here’s a breakdown of who uses Burdi, and how it supports them day to day.
For owners and managers, Burdi is the hub of business operations.
Direct users of the platform: They log into Burdi daily to keep everything running smoothly.
Purpose-built for trade businesses: Burdi was created by Joel, an electrician, for his own electrical business. He continues to use it hands-on, shaping development around real trade needs.
Purchasing and financial oversight: Owners manage purchases, keep an eye on supplier pricing, create and maintain bundles, and access detailed financial reports.
Rapid onboarding: With processes already embedded in Burdi, new team members can be “up and running quickly with minimal downtime.”
Community support: Passport Holders also get access to the Passport Lounge — weekly sessions offering expert advice and peer business discussions.
For owners, Burdi is more than software. It’s both a control centre and a support system.
Office staff are the financial engine room of the business, and Burdi makes their lives far easier.
Accounts payable automation: Instead of chasing paperwork, they use Burdi to import invoices and reconcile directly with accounting software like Xero.
Supplier management: They can set up suppliers and integrations so that invoices flow directly to a dedicated Burdi email address, cutting out repetitive data entry.
Exception handling: If an invoice comes through missing details (like a job number), Burdi flags it so staff can fix only the exceptions — not every invoice.
This saves hours of manual admin every week, freeing bookkeepers to focus on higher-value work instead of mind-numbing data entry.
Technicians and apprentices rarely log into Burdi directly. Instead, they feel its benefits indirectly through ServiceM8 and training resources.
Expense capture: Field staff can snap photos of receipts and email them to Burdi. With job numbers added in the subject line, the system automatically assigns them to the right job.
Training resources: Passport training videos help staff learn specific tasks (like switchboard upgrades) without a steep learning curve. These are short, principle-based lessons accessible via a dedicated page — no Burdi login required.
On-site quoting and invoicing: Through the Burdi add-on in ServiceM8, technicians can access pre-built bundles and dynamic pricing to generate accurate quotes on-site.
Job self-assignment: Technicians can assign themselves to jobs within ServiceM8, feeding back into Burdi’s reporting for profitability and bonus tracking. Apprentices can also be set up with different labour rates or classifications to keep reporting accurate.
In short, while field staff don’t sit in Burdi all day, they benefit from its structure every time they complete a job.
Burdi works because it connects the dots across the business. Owners get clarity and control, office staff gain efficiency, and field teams benefit from smoother quoting and reduced admin.
Every role interacts with Burdi differently, but the outcome is the same: less wasted time, better information flow, and a stronger, more profitable business.