Financials

Run the Money on Every Job

Turn a priced estimate into a live budget, then track purchase orders, bills, timesheets, variations and invoices against it, with Xero kept in sync.

Core Estimator financial overview for a project

Works with Xero

Your books stay in step with the job

Push in one click

Invoices, credit notes, bills and purchase orders go to Xero as the matching record.

Payments both ways

Paid in Xero shows as paid here, and payments you record here reach Xero.

Codes and tax sorted

Account codes come from the line, the supplier or your default, and each line carries the right tax rate.

Questions

Yes. Choose the contract type when you set up the job. Fixed price jobs are claimed by stage, and cost plus jobs are invoiced from approved bills and labour with your markup.
No. The budget is created from the estimate version you choose, with every category, item, quantity and cost carried across.
Yes. Send a variation as a web link and the client can approve or reject it with a signature from their phone.
Yes. Invoices, credit notes, bills and purchase orders push to Xero, and payments sync both ways.

Ready to run the money on your jobs?