Connect Xero once, then pull customer details, business settings, and project references from your books into compliance forms while you fill on site.
Sole traders on Xero still re-type customer and business lines into every compliance PDF by hand.
You invoice in Xero but still type the customer name and address again when you fill a cert on site.
Your ABN, business name, and contact lines live in Xero but do not flow into paperwork automatically.
When you track work as Xero projects, the reference still does not land in the form without copy-paste.
Connect once, pick a contact or project, and import fields on site.
Sign in with Xero and choose which organisation to link. Team workspaces share one connection.
Read-only access to contacts, settings, and projects. Full steps in the setup guide.
Use the link icon on supported fields to search Xero contacts or projects and drop values into the form.
Phone fill at the board or in the ute.
Finish the form, attach the PDF to the linked Xero contact when upload is on, and complete the official layout on site.
Project imports attach to the project's contact in Xero.
Comparing built-in job software forms? See Tradie Forms vs job software forms.
Import names, phones, addresses, and your business details from Xero contacts and organisation settings.
When Projects is enabled in Xero, pull a project name or reference into job-style fields on the form.
A fit for tradies who invoice in Xero and want customer and business details in forms without another monthly subscription.
Connect once with secure Xero sign-in. We read contacts, organisation settings, and projects. Finished PDFs can attach to contacts when upload is on.
Import customer and business details from Xero while you fill compliance paperwork on site.