Overview
Alliohq.com is a comprehensive job management software that is designed specifically for trade and professional service businesses, built to help these your daily operations with ease and efficiency.
Contact management is core to Allio, allowing you to manage contacts and track activity against them. Create professional looking quotes and allow contacts to accept these online.
From here you can easily create a job, assign it to your team and start tracking time and cost. Jobs allow for flexible invoicing, including deposit invoices and progress claims. This then allows you to identify profitable work and get more of those jobs.
Invoices can be sent with a pay now function and natively sync with Xero so you don't have to worry about duplicate data entry. Any payments reconciled in Xero will flow back to Allio.
In addition to these core features, Allio also includes a safety audit, incidents, and asset management system. This system allows users to track safety incidents, manage their assets, and stay on top of compliance requirements. This feature is especially important for businesses that work in hazardous environments or that have to comply with strict regulatory requirements.
Overall, Alliohq.com is a powerful job management software that is designed to help trade and professional service businesses run more efficiently and effectively. With its robust features and intuitive interface, it is an ideal solution for businesses looking to streamline their operations and improve their bottom line.
Allio + Xero
Integrating Allio with Xero creates a powerful solution for service businesses, allowing for a complete end to end solution from winning the job through to accounting and tax compliance. Key features of the integration include:
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Contact sync: Sync your contacts between Allio and Xero, keeping details up to date and ensuring you don't ever have to enter anything twice.
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Account mapping: Map your Xero sales account through to Allio to ensure your job income goes to the correct account.
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Invoices sync: Invoices will flow from Allio to Xero including all line items and amounts. If the invoice is paid using Allio's pay now function, the payment will be reflected in Xero. If the payment is reconciled in Xero, this will be reflected in Allio.
We have more plans for the integration so keep an eye out!
Getting started
You can sign up for Allio with your Xero account for a free, 14 day trial to ensure the software is the right fit for your business.
To connect your Xero account, go to settings > integrations and select 'Connect to Xero'. From here you will be able to set your sales account and import contacts.
You will see these under 'Contacts' and will be able to search through them to find the contact you're after. You will now be able to create quotes, jobs and invoices for these contacts and track performance.
A member of the Allio team will reach out, however if you need support we are available via the blue chat widget in the bottom right of the screen.
