Tradies are always on the go and Xero has proven to be beneficial to plenty of builders, plumbers, and contractors (among other businesses). Trade business owners often find themselves spending way too much time working in the business instead of on it and now that they can invoice right away or between jobs, it has changed the way they work and get paid.
Tradies who use Xero often want to rely more on it when it comes to job tracking and profit management. Here are some Xero add-ons that are perfect for tradie businesses.
Quotient is a very intuitive online quoting and proposal software that allows tradies to create, send and manage their quotes. Once integrated with Xero, accepted Quotient quotes appear as invoices automatically. All details will be populated onto the invoice with a permanent link to its quote for easy reference. Xero contacts and inventory items are also available in the predictive search when creating quotes.
Tradies can specify optional quote items, so customers can pick and choose and the quote total will automatically update. Images can be added too, and customers can ask questions directly on the quote. Tradies can keep track of everything on the dashboard and see updated quotes, follow-up reminders, and easy-to-understand analytics – perfect for the construction and trades sector.
EzzyBills is another perfect app for tradies as it automates bookkeeping and comes with invoice processing, management approval, and bills, sales, receipts, and statements support. EzzyBills allows you to email your PDF invoices or scans to it using your phone app and data are exported to Xero in seconds with line items. It’s suitable for construction and trade businesses that have many bills or sales invoices to process.
EzzyBills replaces paper removal with fully automated multi-level management approval workflows. It ensures regulatory compliance and expense control and allows you to set approval rules and approvers for each department.
Buildxact is an easy online estimating and job management software for residential trades and builders. You can sync it with Xero and make your bookkeeping a breeze. From take-off to final invoice, Buildxact provides builders and tradies with online business tools to get and stay ahead of the competition. It produces accurate quotes up to 80% faster and helps make scheduling and management of staff and contractors easier. More importantly, it streamlines invoicing and purchase orders and allows for better cash flow and profit control.
Once integrated with Xero, Buildxact helps track purchases, manage variations, and issue client invoices. It allows all approved purchases and issued client invoices to flow into Xero for payment and reconciliation automatically.
Do you need a hand with your business? If you think these Xero add-ons can help you then let’s get you all set up! Give us a buzz now and learn how you can further improve your business. Speak soon!
Your Outside Team
Need a bit of assistance with your business? Contact an Outside Accounting team member today and learn more about our fixed fees. You won’t regret it.
Aside from business consultation, we are business accountants Wellington who offer accounting, bookkeeping, payroll services designed to help you achieve greater financial success.
You can click here to speak to a business, accounting and bookkeeping firm. We will give you a call to know more about your needs. We will explain to you how we can improve your business.
Address: Level 2, 182 Vivian Street,
Te Aro, Wellington 6011, New Zealand
Mail: PO Box 24-457, Wellington 6142
Phone: 04 889 2975
Evaluating a franchise opportunity requires careful analysis of various factors to ensure long-term success. Here are 11 essential points to consider before purchasing a franchise:
Steering a small business through economic downturns can be challenging, but these moments also present opportunities for growth, innovation, and strategic change. Deciding whether to pivot, grow, or leave the business depends on factors such as market conditions, financial stability, and personal aspirations. Here’s a guide to help you navigate tough times:
As a business owner, reviewing your financial reports each month is essential for maintaining control and steering your business in the right direction. Here are six key reasons why you should prioritize this important task.
Starting your own business is exciting, but handling all the financial details can be overwhelming. Instead of spending your time managing the books, you could focus on growing your business. This is where expert accounting firms like Outside Accounting step in.
Choosing the right accounting software is crucial for your small business, and with so many options available, it can be challenging to decide which one is best. Xero Accounting Software stands out as a popular choice, but what makes it so special? In this article, we’ll explore six key benefits of using Xero for your small business. If you’re looking for a skilled, cost-effective accountant in Wellington to assist with your small business bookkeeping, reach out to the friendly team at Outside Accounting today.
Bookkeeping fraud, including embezzlement and theft from company accounts, can quietly drain your business’s resources for years before being discovered. The consequences can be devastating. This guide will explore how bookkeeping fraud happens and provide five effective strategies to protect your business from it.
ALL POSTS
NEWSLETTER SUBSCRIPTION