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  1. Homepage - Chatbox or notepad on Xero

    27 votes

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    9 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the clarification, Davie! We don't have immediate plans but are closely monitoring the feedback and votes this receives here. If there are any plans made for a feature like this we'll let you know, here.

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    Christie Hughes commented  · 

    I have thought for a long time that it would be great to have a diary facility within Xero, it could then be a one stop shop for contractors who use the system.

    The way I see it working is that when someone marks a quote as accepted, a screen could pop up to add it to the diary. All the information could be added to the appointment, i.e. address, work to be undertaken and cost. It could potentially also be that when clients accept the quote, they get to see a "busy/available" version of the diary whereby they just see when someone is busy / available and can select a provisionally date for the works to be undertaken.

    When marking that appointment as complete, a screen could pop up to invoice it and the diary colour would change to show it has been invoiced and then change again once it has been paid.

    You could then have a widget on the home page to show the projected earnings for the following weeks / months.

    I currently do this all manually for my contractor clients but it would be great to have it all in one place and somewhat automated and client interactive.

    I appreciate not every Xero client is a contractor, so maybe it could be an "add on" for those who provide that type of work.

    It could also be taken a step further to allow "read only" users who could view the diary and work involved, but not the costs, to be used by sub-contractors who could in turn submit their invoices once they mark the job as complete their end.

    Anyway just a thought, hope this is helpful.

    Christie Hughes supported this idea  ·