Setting up Xero Projects for Plumbers

If you don't need a heavy tool like Fergus or SimPRO, Xero Projects is a fantastic, lightweight option for tracking job costs. It's perfect for sole traders and small teams.

1. Assign Expenses Immediately

When you reconcile your bank feed in Xero, you can assign an expense (e.g., Reece invoice) directly to a Project (e.g., "Mrs. Smith's Bathroom Reno"). This gives you a live view of costs.

2. Track Time on the Go

Use the Xero Projects app on your phone to clock in and out of jobs. This ensures you bill for every hour worked.

3. Create Quotes from Projects

You can create a quote in Xero Projects and, once accepted, convert it into an invoice with one click.