Type it once
Stop retyping every job into your accounts at the end of the week.
Taskr keeps customers, quotes, invoices, items and payments in step with Xero, so a job entered once in the field is the same job in the books.
What it looks like
Familiar signs the process has outgrown the team.
- The same customer exists three times, spelled three ways
- Someone spends Friday afternoon copying invoices into Xero
- Job sheets, quotes and invoices disagree on the price
- Errors only surface when a customer queries their bill
Retyping is slow, but the real cost is the mistakes: wrong prices, missed lines and duplicate customers that take far longer to untangle than they took to make.
Product solution
Give the next action a place, an owner and the right context.
01
Xero connection
Customers, quotes, invoices, payments, items, supplier bills and progress claims are pushed to Xero, and payments and contacts come back.
02
Import what you have
Bring customers, sites and assets in from a spreadsheet or another job system with ready-made column mappings.
03
One job record
The quote becomes the job, the job becomes the invoice. Nobody copies a line from one document to the next.
The working rhythm
A simple workflow the team can repeat.
Connect
Link Xero once, from settings.
Work
Quote, schedule and complete jobs in Taskr as normal.
Sync
Invoices and payments reach the books without retyping.
What improves
More control without adding another layer of admin.
- Hours of Friday admin given back
- One customer list, one price, one invoice
- Books that match the jobs that were actually done
FAQ
Frequently asked questions
Which accounting software does Taskr connect to?
Taskr has a live Xero connection. Exports from MYOB and QuickBooks can be imported with ready-made column mappings.
Will connecting Xero create duplicate contacts?
Taskr matches customers to existing Xero contacts when it pushes them, and keeps the link so later invoices land on the same contact.
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