Concrete cutting invoicing, from the signed docket
Concrete cutting invoicing in Core Docket starts where the work is recorded: the docket the customer signed on site. Core Docket does this for trade businesses of every kind, and cutting, with its diameters, depths and per-hole minimums, is the work it was first built around. The lines are priced from your rate card, the minimums and set-up fees are already applied, and a draft invoice is waiting for you when the crew finish. You check it and send it to Xero or MYOB within minutes.
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From signed docket to invoice
The same job, from the crew pressing finish to the invoice sitting in your accounts.
- 01
The crew record the work
They pick what was done (sawing, core drilling, wall sawing) and enter the measurement: metres, depth, holes or hours. The price comes from your rate card, so nobody on site has to remember a number.
- 02
The customer signs
The customer signs on the crew member's phone and gets a PDF copy of the docket by email straight away.
- 03
A draft invoice is created
Finishing the docket creates a draft invoice from its priced lines, with section minimums, set-up fees, callout fees and any after-hours charges already on it.
- 04
You review it
You read it over in the office, change a line or add one if you need to, and mark it ready.
- 05
It goes to Xero or MYOB
The invoice is pushed to your accounting system with its account codes and GST codes, as a draft or as approved. Xero or MYOB then sends it to the customer in their own format.
Charges that apply themselves
The charges that are easy to forget on a Friday afternoon are worked out from the docket.
Minimums and set-up fees
A price can have a "never less than" minimum per unit, a section can have its own minimum or a set-up fee charged once per docket, and a docket can have a minimum invoice amount. One minimum can be shared by more than one section, for example track sawing and wire sawing.
After-hours from the actual times
A charge or minimum can apply only at night or on weekends. It is worked out from the job's actual start and finish times, so the crew never have to choose it and you never have to argue it. The minimum charges and after-hours guide covers how businesses usually set these.
Customer prices
A builder on a price group, or with prices of their own, is invoiced at those prices. You set it once on the customer and every docket for them follows.
Checking before it goes out
Core Docket makes the draft and you send it. That keeps you in charge of what leaves the business, and it means the time you used to spend typing up docket books goes on the parts that need a person: checking a price on an odd job, ringing about a missing PO number, or getting the invoice out while the job is still fresh in the builder's mind.
Some items are priced by hand, such as waste bags or a one-off extra. A line at $0 is marked "No price yet" on the invoice, and sending it to Xero or MYOB asks you first. It goes at $0 only if you say so.
When a builder questions an invoice, the signed docket answers it. Every line on the invoice came from work the crew recorded and the customer signed for, with photos and times on the docket behind it.
Invoicing, the rate card and the Xero and MYOB connections are all part of the one Core Docket plan. There are no tiers and no add-ons, and new features arrive as soon as they are ready.
Invoicing the way builders pay
- Combined invoices: filter a customer's dockets by dates, tick them, and put a month of work for one builder on one invoice.
- Multi-day jobs: a job booked across several days keeps one job number, and each day's docket adds to the same draft invoice, with each line marked with its day.
- PO and order numbers: a booking can require a PO number, and it is carried from the job onto the invoice so the builder's accounts team can match it.
- Account codes and GST codes can be set per line, per item, per section or once for the whole company.
- Customers sync both ways with your accounting system, and payment status can be checked back from it.
Xero and MYOB
You connect one or the other. Both are live today, and if you use other accounting software, we build the connection to it where it is possible.
| Xero | MYOB | |
|---|---|---|
| Invoice pushed with account and GST codes | Yes | Yes |
| Push as draft or approved | Yes | Yes |
| Signed docket PDF attached to the invoice | Yes | No, MYOB does not accept it from us |
| Customers synced both ways | Yes | Yes |
| Payment status checked back | Yes | Yes |
The invoice your customer receives is made by Xero or MYOB, in their format. More on the connection on the Xero and MYOB page.
Questions
Does Core Docket send invoices to Xero and MYOB?
Yes. A company connects Xero or MYOB, and invoices are pushed with their account codes and GST tax codes, either as a draft or as approved.
Is the signed docket attached to the invoice?
In Xero, yes: the signed docket PDF is attached to the invoice. MYOB does not accept the attachment from us, so with MYOB the customer has the PDF from the docket email instead.
Are minimum charges and set-up fees added automatically?
Yes. Minimums per unit, section minimums, set-up fees, callout fees and after-hours charges are applied from your rate card when the docket is finished, and after-hours is worked out from the job's actual times.
Can I put a month of dockets for one builder on one invoice?
Yes. Filter the builder's dockets by dates, tick them and combine them into one invoice before it goes to Xero or MYOB.
Does the invoice go out without anyone checking it?
No. Finishing a docket creates a draft invoice, and the office reviews and edits it before sending it to the accounting system.
Read next
- Accounting integrationHow Core Docket turns a finished docket into a draft invoice and sends it to your accounting suite with your account and GST codes, after the office has checked it.
- Rate card and pricingThe Core Docket rate card for trade businesses: work priced the way it is measured, by the hour, item, metre, hole or load, with minimums, callout fees, after-hours loadings and customer price groups.
- Digital docketsDigital job dockets for trade crews: your own docket rebuilt, with photos, signatures, safety stop questions and the customer's copy emailed on your letterhead.
- Minimum charges and after-hoursHow concrete cutting businesses set minimum charges per visit, per hole and per section, set-up fees and after-hours loadings, how they stack, and how to word them so they get paid.
Try it free. We'll help you roll it out.
Send us your price list and logo. We set up your rate card, build your docket and letterhead, and get your first crew running. Free for a month, no credit card.