SET UP XERO PROJECTS THE RIGHT WAY, FAST

GET THE SETUP CHECKLIST NOW

Avoid costly setup mistakes and get your quoting, invoicing, and tracking working properly from day one.
Download the free 16-step checklist built for trade businesses.

 
What You’ll Get 

  • The exact steps to correctly configure Xero Projects for trades

  • How to set up tasks, expenses, markup, and templates

  • What to test, review, and save to avoid rework later

  • Bonus: Steps for using the Xero Demo Company for safe testing

 
 
Who It’s For

This checklist is made for busy trade business owners, admin staff, and project managers who want structure, confidence, and margin control — without the trial and error.

 

Enter your name and email to get the checklist instantly.


You’ll also receive a few helpful tips to streamline setup and boost your profit.

GET THE SETUP CHECKLIST NOW

Want More Than Just the Checklist?

 

The 16-step checklist gives you a solid starting point — but if you want to go further, I’ve built two step-by-step training systems to help you:

 

Xero Projects Starter Kit for Tradies (AU/NZ)

Get quoting, invoicing, and tracking set up properly with short video walkthroughs, downloadable guides, and templates you can start using today.
Perfect for business owners or admins who want results fast.
Price: $39

 

The Complete Xero Projects System for Tradies (AU/NZ)

The full operations system — markup control, payment claims, team rollout, compliance, and reporting.
Protect your profit, streamline your jobs, and roll out a clear system across your whole team.
Founders Access Price: $329

 

 

You’ll receive more info on both offers after downloading your checklist — or you can get started right now.

 

 

Explore Training & Setup Options