A Practical Introduction to Xero Projects
Just getting started with Xero Projects? This short course is designed to help tradies get the basics right from the beginning — without getting lost in features you don’t need yet.
You’ll learn how to avoid the most common setup mistakes, understand how core tools like tasks and markup actually work, and start using time tracking in a way that fits how your team operates on site.
It’s a practical first step — simple, focused, and designed to give you quick wins and confidence before diving into anything more complex.
What you’ll get:
• A quick-start walkthrough video to get you up and running fast
• A breakdown of the key setup areas that matter most: tasks, rates, markup
• A clear guide to introducing time tracking into your day-to-day
• Common mistakes to avoid so you don’t waste time fixing things later
• A smoother path to scaling into more advanced features when you're ready
Why it matters:
Getting the basics wrong now can cost you later — in quoting errors, missed hours, and messy reports. This course helps you set up your foundations properly, so when you’re ready to grow, you’re not starting from scratch.
It’s not a full system build — it’s the smart way to start.
A Practical Introduction to Xero Projects
Just getting started with Xero Projects? This short course is designed to help tradies get the basics right from the beginning — without getting lost in features you don’t need yet.
You’ll learn how to avoid the most common setup mistakes, understand how core tools like tasks and markup actually work, and start using time tracking in a way that fits how your team operates on site.
It’s a practical first step — simple, focused, and designed to give you quick wins and confidence before diving into anything more complex.
What you’ll get:
• A quick-start walkthrough video to get you up and running fast
• A breakdown of the key setup areas that matter most: tasks, rates, markup
• A clear guide to introducing time tracking into your day-to-day
• Common mistakes to avoid so you don’t waste time fixing things later
• A smoother path to scaling into more advanced features when you're ready
Why it matters:
Getting the basics wrong now can cost you later — in quoting errors, missed hours, and messy reports. This course helps you set up your foundations properly, so when you’re ready to grow, you’re not starting from scratch.
It’s not a full system build — it’s the smart way to start.
