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Construction Manager is a cloud-based solution designed to simplify the accounts and job costing needs of small-to-medium sized businesses within the construction industry.

Construction Manager provides a single entry point for all transactions and offers the functionality you require to streamline your contract management and job costing needs with full integration into Xero Accounts.

Construction Manager Functionality Highlights

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

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.

Quotations and Sales Order Processing

Build professional looking quotes from scratch, templates or personalised layouts to ensure you remain consistent across your quotations. Once accepted, easily convert quotes to sales orders in Construction Manager. 

Subcontractor CIS

With Construction Manager’s integrated HMRC portal, automatically produce subcontractor certificates and have CIS Tax deducted on payment certifications which is then submitted directly to HMRC. 

Applications for payment

Easily monitor the status of applications and retentions held by or against you with Construction Manager. Improve your cash flow through a variety of tracking functionalities to ensure you never miss a payment date again. 

Online Timesheets and Purchase Order's

Using Construction Manager’s mobile app, on-site workers can send their timesheets and purchase orders from anywhere. Once approved, this information is automatically updated in Construction Manager including your job costing and budgeting. 

CM-POxero

Maintenance Manager Functionality Highlights

Mobile Manager

Have your workforce access all the information they need at their fingertips with Mobile Manager. Send job information directly to your worker’s phone, then, once a job is complete, receive details in your back office enabling the generation of invoices.

MM -mobilemanager

Equipment Register

Easily manage service jobs by importing existing equipment and service schedules. Automatically process planned service visits with the related equipment required. By directly communicating with Mobile Manager, service details for each item of equipment can be recorded and a service history can be viewed.

Planner

Replace your whiteboards and Excel spreadsheets with an integrated resource planner to manage labour, subcontractors and plant. The planner module allows you to relay job information to the Mobile Manager App and built-in clash detention ensures you nothing has been duplicated.

Job Details

Job details can be sent directly to your engineer’s mobile device using Mobile Manager. Jobs can be accepted, declined then marked as travelling, on-site, on hold, cancelled and completed by onsite engineers. Job information, such as contact and phone number, work to be carried out and also the site address, can be sent to your engineers.

Xero Integration

Utilise powerful functionality with direct integration into Xero Accounts. You can automatically produce invoices from job sheets, which can be amended and a fixed price, product invoice or a schedule of rates can be used. You can raise and track invoices for a multi or single jobs which are seamlessly pulled through to Xero.

Stop duplication, with seamless integration

Construction Manager Xero
Suppliers Contacts
Xero Customers Contacts
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)
Receipts Invoices (Paid)

About Xero

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

1

Once you have signed into your Construction Manager cloud software, simply click through to the settings options in the top right corner.

2

From here you will see the tab for connection settings, within this area click the button to connect to you Xero accounts.

3

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 cm.support@eque2.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 Eque2 can benefit your organisation please email constructionmanager@eque2.com 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.

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