Quick answer: Compare how each system handles the work, the people who need access, and the ongoing cost. A spreadsheet and an online workspace can have different capabilities, so review the actual features and terms before choosing.
Map the workflow
List the work you do each week: customer records, quotes, scheduling, paperwork, invoices, payment records and job-cost review. Identify which steps need to be shared and which can remain with one person.
Compare total cost
Include the current plan price, billing frequency, setup and training time, compatible devices, exports and any additional services. A monthly price alone does not describe the whole cost of a workflow.
Estimate the value of time
As an illustration, 12 jobs that each require 15 minutes of extra administration add up to three hours per month. At a hypothetical $35 per hour, that time has an estimated value of $105. Replace those assumptions with your own figures and test whether the process actually saves time.
Review access and records
Check which features and user access are included, how records are exported, what happens after cancellation, and whether the workflow fits the devices your team uses. Maintain appropriate backups.
Explore SGL software
Compare SGL online workspaces and modules and review each product’s current features, price and subscription terms.