Construction Manager X for Xero. Designed to simplify the accounts and job costing needs of businesses within the construction industry. Easy to use and fast to operate, Construction Manager X provides a single point of entry for all transactions. Giving you all the additional functions required to control construction industry accounts and streamline your contract management.
Construction Manager X Functionality Highlights
Quotations and Sales Order Processing
Manage your quotes and pipeline in one place. Quotations can be built up from standard products, free text and with customisable layouts allows you to personalise your templates. Accepted quotes are easily converted customers. The quotes module is a fully integrated quotation and sales order system for the Construction Manager and Maintenance Manager software. This module can be used anywhere you have an internet connection and a web browser.
Contract Management for the Construction Industry
With Xero integration, there is no need for duplicate entry. All sales invoices, purchase orders, sales applications/retentions, plant hire and CIS needs are easily input. Spreadsheets are erased and reporting is made simple by having all your project information in one place. Construction Manager is also directly linked to HMRC ensuring you are ‘Making Tax Digital’ compliant.
Job Costing for Construction
Job Costing software for Xero, Construction Manager allows you to keep track of your budgets for each job by allocating costs to each project. Easily view your Work In Progress, and be able to view in real time how profitable each job is.
Subcontractor records are kept up to date with monthly returns produced with a single click. Automatically produce subcontractor certificates and statements as requested. CIS Tax is automatically deducted on payment certificates and online submissions go directly to HMRC.
Applications for payment
Easily track applications and retentions. Construction Manager X will improve cash flow through a full suite of application and retention tracking facilities. Applications are produced without raising a VAT invoice and can include dayworks, variations and retention values.
Online Timesheets and Purchase Order's
Subcontractors can input their time sheets and purchases on a smart phone which are then sent to you for approval. Once approved, this information feeds into Construction Manager X and updates all of your job costing and budgeting automatically.
Maintenance Manager X Functionality Highlights
Mobile Manager / APP
Using smartphones with Mobile Manager, your workforce will have all the information they need at their fingertips. Send job information directly to the worker’s phone. Once a job is completed, details are fed back to the office enabling the generation of invoices to the customer faster and more accurately than before. Mobile Manager gives you real-time job updates.
Easily manage service jobs by importing existing equipment and services schedules. Automatically process planned service visits with the related equipment required. Communicates directly with Mobile Manager, service details for each item of equipment can be recorded and a service history can be viewed.
Replace your whiteboards and excel spreadsheet to plan resources required for each job including, labour, subcontractors and plant. Share information with all online users. Clash detection tells you that nothing has been duplicated. The planner module relays job information to the Mobile Manager App.
Real time updates of your current jobs from the Mobile Manager App. Job Status can be accepted, declined, travelling, on site, on hold, cancelled and completed by onsite engineers. Job details are sent straight to the mobile app and include site contact and phone number, work to be carried out and also the site address, which is linked to Google maps, providing the user with accurate directions.
Link to Xero / Construction Manager for invoicing
Produce automated invoices from job sheet details. All invoices can be amended and a fixed price, product invoice or a schedule of rates can be used. Invoices can be raised for a multi-job or single job and the invoice status is tracked for each job. All invoices are seamlessly pulled through to Xero.
Stop duplication, with seamless integration
|Nominal Codes||Chart of Accounts (Excluding type Bank)|
|Purchase Invoices||Bills to pay (Awaiting Payment)|
|Subcontractor Certificates||Bills to pay (Awaiting Payment)|
|Sales Invoices||Invoices (Awaiting Payment)|
|Sales Certificates||Invoices (Awaiting Payment)|
|Payments||Bills to pay (Paid)|
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Find out more or try Xero Accounting Software for free.
Connecting to Xero in 3 simple steps
Once you have signed into your Construction Manager cloud software, simply click through to the settings options in the top right corner.
From here you will see the tab for connection settings, within this area click the button to connect to you Xero accounts.
Finally the log in screen for Xero will appear and you will need to sign in and Allow Access for the integration.
Construction Manager includes in product training in the way of guided walkthroughs and short how to videos, If you would prefer to read our user guide please click here.
Alternatively you can contact the support team on email@example.com
Xero Integration FAQ
Yes, your customer will appear in Xero instantly.
You would create a purchase order in CM, invoice the order dirctly and there is an option to post this straight to Xero. This will be there as an outstanding purchase invoice until paid.
Yes, you can create a contract which will only be used to process overheads. This can be used to raise purchase orders for items such as stationary, or raise an invoice to account for a utility bill.
You would create a certificate which will account for your 20 or 30% CIS labour, pay this off in Xero and CM has the facility to import the paid transaction back in. This means that you can run your CIS return for the period of which the transaction date falls.
It will take no longer than 5 minutes to integrate CM providing you have the administrative permissions in Xero.
CM has an import routine which will run and collectively import any payments relating to transactions you have posted over to Xero. When you run any subsequent certificates, this will mark any previous certificates as paid on the print-out.
Request a Demo
To understand how JNC can benefit your organisation please email firstname.lastname@example.org or call our office on 0121 285 0058. Alternatively please fill in the form below and we will get back in touch as soon as possible. Please note that some fields are mandatory.