Xero Backup for Trades

Running a trades business means juggling quotes, jobs, suppliers, and customers. When customers dispute bills or warranty issues arise, you need complete records. Boxkite automatically backs up your Xero data to Dropbox, protecting your job history and financial records.

Why Tradies Need Xero Backup

Trades work is job-based. Each quote, each material purchase, each labour hour needs tracking. Job management apps sync this data to Xero, but when integrations fail or data gets corrupted, your financial records become unreliable.

Customer disputes are common in trades. "That wasn't in the quote." "You overcharged for materials." "The work wasn't done properly." Complete records help you respond to these challenges professionally.

Critical Trades Data

Quote and estimate records
Job costing and profitability
Supplier invoices for materials
Customer invoices and payments
Subcontractor payments
Vehicle and tool expenses
Warranty and callback records
Multiple job site tracking

Trades Data Risks

Customer Disputes Final Bill

A customer claims you overcharged compared to the original quote. You need to show the quote, any variations agreed, and material costs. If the job file was archived when the work finished, you can't defend your billing.

Warranty Callback Costs

A job from two years ago has a warranty issue. You need to know what materials were used, who did the work, and what was charged. Without historical records, you're covering costs you shouldn't.

Subcontractor Payment Dispute

A subbie claims they weren't paid for work from last year. Your office manager has changed and old payment records are incomplete. With Boxkite backup, you have complete payment history.

Tax Deduction Questions

HMRC questions vehicle expenses or tool purchases from two years ago. You need the original invoices to prove business use. If those were deleted, you lose the deductions.

Trades Compliance

  • Building regulations may require financial records for inspections
  • Consumer protection laws require quote and invoice records
  • Trade body memberships may require financial documentation
  • Insurance claims need job and expense records
  • Tax authorities require records for deductible expenses

How Boxkite Helps

Job Records Protected

Every quote, invoice, and job cost backed up automatically.

Dispute Ready

Complete records for customer billing disputes.

Supplier History

Material purchases and payments for warranty issues.

Tax Ready

Expense records for tax deductions and HMRC enquiries.

Works With Your Software

TradifyServiceM8FergussimPROWorkflowMaxStripeGoCardlessReceipt Bank / Dext

FAQs

Protect Your Trades Business

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