What Working Tools can help streamline your workflow?

09-09-2022

Everyone in our fraternity has their fair share of unique tasks and challenges, and it’s very important to manage them properly. The challenge here is that all of this takes a lot of time. That’s why many freemasons seek to improve the process and implement an adequate solution, which is where software like The Working Tools comes into play. But what kind of masonic tools do you need?

Secretary tools

The first thing you want from a good masonic software is to include secretarial tools. Every person that tackles secretary duties needs to manage membership records, but there are also other facets such as creating and managing events, minutes and summons, but also tracking attendances or creating table plans. Some of the other tasks include tracking their expenses or sending correspondence. It helps immensely to have the right masonic secretary software, since it can eliminate many of the challenges and help save a significant amount of time.

Tools featured in The Working Tools to help a Secretary:

·       Manage Member & Contact Records

·       Create Summons & Minutes easily

·       Create Events, Dining Lists & Table Plans

·       Track and Report on Attendances, Roles and Rituals

·       Emailer for Invites & Correspondence

Treasurer tools

Each Lodge Treasurer can attest to the huge volume of admin they undertake; from reconciling payments to chasing outstanding Dues and producing end-of-year reports.  Many Treasurer’s don’t have accounting experience, or the budget for dedicated software (Xero or Quickbooks for example), so often resort to borrowed spreadsheets or even paper records.  This is a role where great precision is vital, which is why having the best masonic software is crucial for both time saving and accuracy.

Tools featured in The Working Tools to help a Treasurer:

·       Keep Track of Dues and Payments

·       Record Day-to-Day Income & Expenses

·       Produce a professional Year-End Report, with Balance Sheet, Profit & Loss and Forecasts

Lodge tools

A masonic lodge also needs a multitude of tools to tackle general lodge tasks. That includes the ceremony planner, the almoner’s report (for non-attendees) or the incoming candidate tracker. Having all these things can really help in the management of the Lodge. 

Then there are other things related to lodge management. The ability to track lodge assets and a 90-day forward planner, even a way to assign delegates to assist with tasks can easily come in handy. 

Plus, the cloud access makes it easy to access everything, while still offering you the security you need.

Tools featured in The Working Tools to help the whole Lodge:

·       Manage Lodge Assets

·       Keep track of Charitable Goals and Contributions

·       Maintain a Document archive

·       Facilitates an easy hand-over to a successor

·       Produces business-level Reporting to assist with Lodge Management

·       Centralised and Secure Lodge Data and Records

Conclusion

As you can see, using a good masonic secretary software like The Working Tools is going to make a huge difference. You have direct access to all the tools you need, and that will help make the experience better and more convenient. Add to that the true focus on quality and value, and you will be more than happy with the results.

Try it free for 30 days and you will be very impressed with the great solutions and ease of use provided by our system!