UpRate

Mobile crane hire software with Xero integration in the UK

Connect mobile crane hire invoice preparation to the documented Xero handoff. Invoice Manager lets accounts review contract charge items, select Tax Rate and Sales Type, submit to Xero and retrieve the invoice PDF. Keep the customer agreement and supporting work records available while reviewing the accounting choices and intended customer submission route.

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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

“UpRate has replaced many of our manual processes, allowing us to manage everything in one centralised system.”

Alan McCaig, Hire Desk Manager
Alan McCaigHire Desk ManagerForsyth of Denny · Scotland

UK: 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.

  1. Review the source items

    Confirm the customer and hire contract before importing charge items into invoice preparation.

  2. Check the accounting choices

    Review quantities, descriptions and rates, then select Tax Rate and Sales Type with accounts.

  3. 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.
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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?

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.

What do United Kingdom, Britain, GB and broad UK compass searches mean?

The United Kingdom, or UK, includes England, Northern Ireland, Scotland and Wales. Great Britain, also called Britain or GB, includes England, Scotland and Wales and excludes Northern Ireland. North UK does not mean North England. For a north, south, east or west UK/Britain request, identify the home nation and actual site; use its relevant audience page without treating compass words as administrative boundaries.

Can this workflow look up coverage from a full postcode?

No postcode lookup or exhaustive coverage matching is provided here. The official postal geography sources explain why postcode and administrative boundaries can differ. Use the actual site address and full postcode as a starting point for the responsible person’s check.

Invoice Manager and Xero updates

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.

The United Kingdom, or UK, includes England, Northern Ireland, Scotland and Wales. Great Britain, also called Britain or GB, includes England, Scotland and Wales and excludes Northern Ireland.

A postcode area, a postcode district and a full unit postcode describe different levels of postal geography. Use the actual site address and full postcode when known; a broad prefix is not enough to establish the site authority or operating arrangements. Postal and administrative boundaries can differ, so check the current official geographic reference and the responsible authority rather than assuming a region name settles the job.

Your next job.
A little simpler.

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