Book a job once. It's ready in Xero automatically.
When a new job is booked, Build Concierge creates the matching item in Xero, with your accounts and VAT already set. Finance can code every bill to the right job from day one.
At a glance
Every new job booked in your job management system appears in Xero automatically, with the job reference, customer name, account codes and VAT already in place. Finance can code supplier bills and sales invoices to the right job from day one, and nobody sets up the same job twice.
One job, set up twice
Many service businesses track job profitability in Xero by giving every job its own item. It's a smart approach, and it relies on one thing: the item being there before the first supplier bill arrives.
That usually means someone re-keying each new job into Xero, adding the job reference and customer name and choosing the right accounts and VAT settings. It's careful, repetitive work that sits between operations and finance. When it's delayed, bills are coded to the wrong job or to no job at all.
Your job costing is only as reliable as the data behind it.
How the automation works
When a new job is created, Build Concierge takes care of the rest.
- It finds the job. The job reference is used to locate the job in your system.
- It identifies the customer. The customer's account name is taken from the job's contact record.
- It creates the matching item in Xero. The job reference becomes the item code and the customer name becomes the item name.
- It applies your finance settings. Your chosen purchase account, sales account and VAT treatment are set on every item, the same way every time.
The item is ready in Xero before the first cost comes in.
Your team stays in control
If a job can't be found, Build Concierge emails your team with the job reference so it can be checked and the process run again. Nothing goes quietly missing.
Build Concierge handles the repetitive setup. Your finance team keeps full ownership of how jobs are coded, reported and reviewed, and spends its time where a person adds the most value.
The result
Finance has the job reference ready when coding supplier bills and sales invoices, without waiting for anyone to set it up in Xero.
- Accurate job costing: costs and revenue sit against the right job from the start, so profitability reporting reflects what really happened.
- Time back for finance: no more setting up the same job twice or chasing references from operations.
- Consistent coding: every item follows the same account and VAT rules, whoever booked the job.
- A smoother month-end: fewer unallocated costs to investigate and fewer corrections to make.
What it stops
- Setting up every job twice, once in operations and again in Xero
- Bills coded to the wrong job, or to none, because the item wasn't ready
- Typing errors in job references and customer names
- Account and VAT settings varying from person to person
Works with the systems you already use
Build Concierge connects your job management platform, such as BigChange, Joblogic or Simpro, with Xero. Operations keep booking jobs exactly as they do today, and finance keeps working in Xero. No replatforming, no disruption.
It's one example of how Build Concierge connects the admin dots across your business, so the same information never needs entering twice.
Common Questions
No. Jobs are created exactly as they are today, and the Xero item follows automatically.
Whichever your finance team chooses. They're set once and applied to every new item.
Yes. The same connection can support other finance steps, such as pushing job costs, raising invoices or keeping customer records in sync.
See this automation running in your operations
Get in touch with the Build Concierge team and we’ll set it up around the way you work.
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