Know Which Jobs Make Money — While They're Still Running
Connect Xero once and every invoice matches itself to the deal it belongs to. The estimate, the invoiced-to-date, and the projected-to-come sit on the same deal — so you can see margin per job and momentum across the business without waiting for month end.
Xero (and MYOB, coming) are never paywalled — connect on day one, on any plan.
Run the business on live margin, not month-end guesswork
Xero invoices match to deals by client automatically and feed your cost-tracking figures — invoiced totals, work in flight, and where a category is drifting over estimate. That's the number you grow the business on; your customer's portal chart is published from the same figures, so what you see is what they see.
- Xero on every plan. Accounting integrations are never gated — connect Xero from the Solo plan up.
- Cost tracking & projected-to-come. Set a revised at-completion figure per category and watch projected-to-come burn down as invoices land.
- Catch margin drift while you can still act. The picture updates as invoices sync — spot the job eating your profit this week, not at month end.
One estimate, one source of truth for every job
Whether the estimate was built natively or synced from Buildxact, it sits on the deal itself — the same numbers your invoices get checked against, exportable as a clean, versioned Excel workbook whenever you need a record.
- Client-ready Excel export. Turn any estimate into a branded workbook in one click — useful for lenders, insurers, or your own file.
- Versioned snapshots. Freeze the workbook at key moments — deposit, lock-up, handover — and keep an audit trail of what changed.
Xero is on every plan; cost tracking comes with Crew
Grow on numbers you can trust.
Xero and the financial overview are on every plan; cost tracking and Excel exports come with Crew.
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