Integrations
The tools you trust.
The work, connected.
Xero for accounts. Slack for conversations. Dropbox for files. TrackerPlus connects them to the project record.
Xero
Draft invoices out. Overheads in.
- Draft invoices. Client Billing creates a draft in Xero for one project or a client’s projects, using the client’s Xero contact, your revenue account and tax rate. You review and send it in Xero; TrackerPlus never sends it for you.
- Invoice history. Issued and paid invoices show against the project, and Client Owners see them in their portal.
- Contacts. Clients are matched to Xero contacts, or created there from the client record.
- Overheads. Choose the expense accounts that count as practice overhead. They refresh nightly and are allocated per logged hour into project margins.
Create InvoiceXero draft · Riverside Family
PreviewLinked Xero contact
- Client
- Riverside Family
- Xero contact
- Riverside Family · matched
- Projects
- All outstanding projects
Selected work · amounts before GST
| Project | Basis | Amount |
|---|---|---|
| Riverside House | 32.8% of $12,000 | $3,936 |
| Terrace House Interior | 9 hours × $165 | $1,485 |
| Total | $5,421 |
Practice overheadsSettings · Running costs
PreviewXero accounts that count as overhead
- Include
- Professional indemnity · Software subscriptions · Studio rent
- Manual monthly overhead
- $350 AUDUsed when Xero has no figure. Tax exclusive; excluding wages.
Use suggestedSync from Xero
Slack
Project channels that know which project they belong to.
- Internal and external channels linked to each project, so review submissions, returns and reminders land where the team is already talking.
- Notifications for deadline warnings, follow-up reminders and review handovers, per practice settings.
- Optional channel monitoring of linked external client channels for signs of frustration. It produces a signal and its reasoning for a person to read, never an action, and internal channels are excluded.
Project risk assessmentRiverside House · Client relationship
PreviewClient frustration · High
- Evidence
- The client has asked repeatedly for a coordinated issue date. Recent conversations indicate concern about timing.
- Review context
- Linked external client channel · Sample assessment
Team-leader context
- Follow-up
- Agree the issue date and close the outstanding coordination questions.
- Decision
- The studio reviews the evidence and decides what to do.
The score, when it was analysed and how many messages were read, before the reasoning.
Dropbox
Project folders where you already keep them.
- Folder templates for fee proposals and projects, copied into place when a project is created, so the file structure is the practice’s own.
- Tender documents referenced from Dropbox for the document register and the contractor portal.
- Client files copied to the agreed client folder when you choose to share them.
Drawings stay together. Uploaded sheets, markups and reviews live in TrackerPlus. Your original PDFs remain available to download.
Desktop apps
A timer beside the drawing.A workday in one window.
- Tracker App (Windows). Assigned tasks grouped by project, a visible timer for the task you are on, and a status change without leaving your drawing software.
- Project App (Windows and macOS). TrackerPlus project tabs alongside your Gmail accounts, Slack and Microsoft To Do, each signed in with its own notifications and unread badges.
- Both use your TrackerPlus login and are included with your account. The full platform runs in the browser regardless.
Time entryTerrace House Interior · Material selection
PreviewEntry and task total
- This entry
- 6 hours
- Task logged
- 8 hours
- Task allowance
- 18 hours
Billing status
- Billable
- Yes
- Invoiced
- No
Time captured with the desktop app arrives here, against its task, with its billable and invoiced flags.
See it for yourself
Follow the work into billing.
Explore billing and overhead settings. External integrations are disconnected in the live practice.
Enter with your name and work email. No card required.Pricing
Which plan includes which connections.