Xero offers quoting features for contractors and construction, in addition to core accounting features and mobile access. For many teams, that’s a useful starting point, but it isn’t a full estimate-to-budget-to-purchasing system by itself.
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Xero offers quoting features for contractors and construction, in addition to core accounting features and mobile access. For many teams, that’s a useful starting point, but it isn’t a full estimate-to-budget-to-purchasing system by itself.
Use construction estimating software that converts estimates to budgets and raises POs from those budget lines, then match/approve invoices and post a single bill to Xero. This keeps rates/qty consistent from bid to ledger.
No—if you capture, match and approve upstream, you can publish a fully coded bill (supplier, GL, tracking, tax, PDF) into Xero automatically.
They get clean, pre-approved invoices in Xero, real-time budget updates, stronger forecasting and fewer month-end corrections.
Planyard turns your estimate (codes, quantities, rates) into a live budget and POs, then 3-way matches invoices; once approved, it publishes a single, fully coded bill to Xero – result: consistent rates and quantities from estimate to ledger.
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