Track project profits
Quote, invoice and get paid for jobs, plus keep track of time, costs and project profitability within Xero.
Estimate and quote on jobs
Quickly prepare quotes based on your estimates.
Track time and costs
Use the app timer or location-based tracking.
Send customised invoices
Turn quotes into invoices for online payment.
View profitability
Monitor profit margins on a dashboard.
Estimate and quote on jobs
Use your estimates of time and costs to prepare budgets and create quotes in minutes.
- Build budgets from estimates of time and expenses on tasks
- Send customised quotes for approval in just a few clicks
- Choose the exact level of detail you want to show customers
Track time and costs
Accurately track time on the go with a start-stop timer and location-based tracking on mobile.
- Record hours spent on a project at the time rather than later
- Seamlessly link costs to jobs and projects
- See exactly where every pound was spent
Send customised invoices
Turn quotes into branded invoices and choose how much detail to display.
- Create fixed price or time and materials invoices
- Send invoices for deposits and lump sums like progress payments
- Add a ‘Pay now’ button to online invoices and get paid faster
View profitability
Keep an eye on project financials so you can maximise profit on any job and see how to improve it in future.
- View job profit margins in an easy-to-comprehend chart
- See a breakdown of costs, such as time recorded and expenses
- Quickly identify how much remains to be invoiced
More about projects
You only pay for employees who use Xero Projects within the month. You don’t pay for an employee if all they did that month was view project information or run project-related reports.
See how projects pricing worksAdd project timesheets directly into Xero Payroll, ensuring that employees only record time once, in one place, and avoiding duplicate data entry.
See how to add project time into a timesheetSnap and submit expenses or mileage claims anytime, anywhere with Xero Expenses and assign them to a project to recover the costs.
See how to create an expense claim and assign to a projectGet reports that show chargeable and non-chargeable hours for any period. See if staff have completed their time entries, how many hours they’ve worked on a project, and whether they're meeting their chargeable hours targets.
See how to run the staff time overview reportIf you use Trello to allocate tasks and manage workflows, you can log time that’s entered against tasks in Trello directly to Xero Projects. The time entry details show that it came from Trello and let you click through to the Trello card.
See how Xero and Trello work togetherRun Xero reports for a summary of all your projects, including which jobs are profitable or over budget. Use past projects to help estimate new ones.
See how to get a project summary report
Track projects within Xero
Access all Xero features for 30 days, then decide which plan best suits your business.
Manage larger projects and sync with Xero
Improve profitability and gain insights with WorkflowMax. Try it free for 14 days.
I’ve got all my figures and my accounts at my fingertips. It’s brilliant.
Dan uses Xero to run his business
