What is invoicing and job management software?

Job management apps centralise the management of all the moving parts of your businesses jobs or projects, and streamline the financial processes that come out of them. 

What are the benefits of invoicing and job management software?

• Efficient workforce management. Assign work and track progress and hours in one place so everyone on your team knows what they’re working on. Set up recurring tasks and automatically assign them to team members for set and forget efficiency across your team. 

• Accurate costing. Quickly provide customised quotes based on accurate time and cost data. Feel confident that you’re charging enough and can deliver on time, giving you the competitive edge.

• Cash flow management. Track your leads, submitted proposals, unpaid invoices and sales projections in one place to get a complete picture of your cash flow and identify where you can drive profitability. 

What are the typical features I can use with this software?

• Job and project management. Send off proposals and tenders for new work, assign new work and set up approval workflows for complete control over every job.

• Time tracking. Track and report every minute you and your team spend on a project. Manage staff capacity and see where you’re spending the most time to streamline productivity and forecast additional resource needs.

• Supplier invoice management. Send supplier invoices directly to your Xero account to be paid and track money spent accurately.

• Automated invoicing. Create invoices based on completed works and send them off for customers to pay completely online. 

• Customisable quote creation. Set up branded quotes customised to the project you’re submitting for. Include a breakdown of estimated costs and allow customers to accept quotes and kick off the project with the click of a button.

How job management apps work with Xero

Managing any project relies on you having accurate, up to date invoices and project information at your fingertips. Integrating your app with Xero can give you just that - a single place to track your invoices, expenses and quotes, all updated with accurate information every single day. 

No more manually transferring the time your team spent working on a project, or adding up your expenses. Connecting your job management app to Xero means it’s done for you, making it easier for you to:

• Sync approved expenses, timesheets and purchase orders straight to your accounts and fulfil them from within Xero

• Create and send professional custom quotes, complete with an breakdown of estimated costs based on real data that your customers can accept in the click of a button

• Create and send invoices that accurately reflect the time and costs spent on a project down to the second (and the spanner), with multiple secure payment options for your customers so you can get paid sooner  

Find your fit

Every job management apps’ integration with Xero can be different. To learn more, browse through the apps in this category. Click on an app to find detailed information on how it works and integrates with your Xero account, and ratings and reviews by other Xero users. Want to try an app? You can then get started directly from the app listing page in just a few clicks.