Mobile crane hire software with Xero integration in Bath

For mobile crane hire firms serving Bath, UpRate helps you prepare reviewed invoice charges for the Xero handoff. Invoice Manager connects the accounting workflow with the hire record. Check the intended customer, charge items and available accounting selections before submission. An uncertain result needs checking in the accounting system before another submission.

Free CRM for 1 user with Sales Manager: customers, enquiries, quotes and hire contracts. Larger teams use paid capacity; scheduling, timesheets and invoicing are optional modules. No credit card needed to create your account.

UpRate invoice preparation with chargeable items and the connected Xero customer panel — Invoice preparation and the Xero customer connection. Static product screenshot.

Built around the hire desk.

Keep contract context

Start invoice preparation from the hire agreement and reviewed charge items.

Make tax choices explicit

Accounts reviews Tax Rate and Sales Type rather than relying on an assumed classification.

Retrieve the PDF

The Xero workflow retrieves the invoice document for customer communication.

Wider UK customer experience.

Read the full customer stories

Alan McCaig, Hire Desk Manager — **Alan McCaig**Hire Desk ManagerForsyth of Denny · Scotland

Bath: check the invoice handoff between crane hire records and Xero

Illustrative workflow: Accounts must verify charge details and tax choices before submitting the invoice to Xero.

Review the source items
Confirm the customer and hire contract before importing charge items into invoice preparation.
Check the accounting choices
Review quantities, descriptions and rates, then select Tax Rate and Sales Type with accounts.
Check the returned document
Submit to Xero and retrieve the invoice PDF. Review the result and use the agreed customer sending route.

Choose the workflow you need.

Start with Sales Manager. Add the modules and capacity your hire desk needs.

Sales Manager: Browse customers and contracts with search, filters and tables, alongside enquiries and quotes. Where enabled, add dated records and follow-ups.
Invoice Manager: Add invoicing with the monthly capacity you need.

Free CRM for 1 user. No credit card needed to create your account.

Questions before you start.

Which product availability should I check?

Invoice Manager provides the documented Xero handoff after review of Chargeable Items, Tax Rate and Sales Type. It retrieves the invoice PDF. No Xero endorsement, tax advice, automatic portal submission or guaranteed payment is implied.

Does sales work allocate resources?

No. Enquiries, quotes, follow-ups and Sales Calendar are separate from Resource Manager assignments. Check the relevant company features and use Resource Manager for plant and labour allocation.

What does UpRate’s crane hire Xero workflow do?

Keep the office handover clear

Start from the intended customer and hire contract. Import charge items when appropriate, then review descriptions, quantities and rates against the agreed work. A timesheet or schedule amendment does not itself approve a variation or determine every charge.

Accounts selects Tax Rate and Sales Type before submission to Xero. Review these choices rather than assuming a previous customer job has the same treatment. This software workflow is not tax advice and no Xero endorsement is implied.

The workflow retrieves the invoice PDF for you to send using the customer’s agreed route. It does not automatically submit to every buyer portal, guarantee inbox delivery or guarantee payment. Invoice Manager can be added to Sales Manager without Resource Manager.

This page applies the shared UK mobile crane hire software with xero integration workflow to teams serving Bath. It does not establish a local office or a location-specific rule. Confirm the actual site arrangements with the responsible people; use the product task guide for the software controls.

Your next job.
A little simpler.

Free CRM for 1 user with Sales Manager. No credit card needed to create your account.