Why Every Plumber Should Connect Their CRM to Xero

If you're running a plumbing business, you're probably using Xero for your accounting. It's the go-to choice for NZ tradies - and for good reason. But if you're still manually entering invoices from your job management system into Xero, you're wasting hours every week and risking costly errors.

Here's why connecting your CRM to Xero should be at the top of your to-do list.

The Pain of Manual Double-Entry

Most plumbers we talk to have a familiar routine: finish a job, create an invoice in their job management software, then re-enter the same information into Xero. Some do it daily, others let it pile up for a weekend accounting session.

This manual process creates three major problems:

Time waste: Re-entering invoices takes 5-10 minutes each. With 20 jobs a week, that's 2-3 hours of pure admin
Errors: Typos happen. Wrong amounts get entered. GST gets miscalculated. These mistakes cause headaches at tax time
Delayed financials: If you're behind on data entry, you don't know your true financial position. Are you actually profitable this month? Who knows

What Xero Integration Actually Does

When your job management system connects to Xero, invoices sync automatically. Here's what that looks like in practice:

You complete a job and mark it as done in pipehq
The invoice is generated automatically (or you create it with voice)
Within seconds, it appears in Xero - correctly formatted, with the right GST treatment, linked to the right customer
When the customer pays, the payment syncs back to Xero automatically

No double-entry. No errors. No weekend accounting sessions.

Real-Time Financial Visibility

With automatic syncing, your Xero dashboard actually reflects reality. You can log in any time and see:

Exactly how much revenue you've generated this month
Which invoices are outstanding and for how long
Your GST liability (no surprises at filing time)
Profit and loss that's actually up to date

This visibility matters. Plumbers who know their numbers make better decisions about pricing, hiring, and growth.

GST Made Simple

GST tracking is where integration really shines. Every invoice synced to Xero has the correct GST treatment applied automatically. No more wondering if you calculated it right, no more manual adjustments at filing time.

Your accountant will thank you. Actually, they'll probably charge you less because there's less mess to clean up.

How pipehq Connects to Xero

Setting up the Xero integration in pipehq takes about 10 minutes. You authorise the connection, map your accounts, and you're done. From that point on, everything syncs automatically.

The integration is included in every pipehq subscription - no extra fees, no per-invoice charges.

The Bottom Line

Connecting your CRM to Xero isn't just about saving time (though you'll save 2-3 hours per week). It's about having accurate financials, eliminating errors, and running your business with confidence.

If you're still doing manual double-entry, it's time to stop. Book a demo and we'll show you how the integration works.