Done-with-you setup • Built for Australian builders

Get BuildLedger set up properly from day one

We don't just hand you the software and leave you to it. We bring your suppliers, clients, projects, templates and Xero data across, organise your workflows, and get your team ready to use BuildLedger with confidence.

No obligation • Takes under a minute

Switching software shouldn't mean starting from scratch

Your business already has templates, suppliers, client contacts, invoices, quoting processes, spreadsheets, folders, emails, Xero data and project workflows spread across multiple systems. Moving all of that yourself is exactly why most software gets signed up for, clicked around, and then quietly abandoned.

Whether you're coming from spreadsheets, Xero Projects, Buildxact, CoConstruct, WorkGuru, WorkflowMax, Hubdoc, Google Drive, Dropbox or a completely manual process — our setup and migration service helps you transition into one cleaner, more centralised system.

What we help with

A hands-on setup tailored to how your business actually runs — not a rigid template you have to bend to fit.

1

Business process review

We map how you quote, run projects, track costs and handle supplier invoices today, then configure BuildLedger around the way your business actually works.

2

Xero contact & supplier import

Bring your client and supplier records across from Xero, clean up duplicates, and start with an organised database instead of re-keying everything.

3

Supplier setup

Organise supplier contacts, trades, default cost categories and invoice handling so job costing and PO tracking run smoothly from day one.

4

Client contact setup

Import your existing clients, tidy duplicates, assign them to active projects and prepare client portal access where you need it.

5

Project setup

Get your active, upcoming and recently quoted jobs into BuildLedger — addresses, clients, statuses, key dates and documents — ready for cost tracking.

6

Quote, estimate & template migration

Turn your quoting spreadsheets, scopes of work and inclusions into repeatable BuildLedger templates and estimate structures.

7

Cost category setup

Configure cost categories that match how you really track work, so estimates, invoices, budgets and reporting all line up.

8

Invoice workflow setup

Set up invoice capture, email forwarding, supplier matching, cost coding and an approval process so invoices stop piling up.

9

Email & document intake

Create a dedicated intake email and clear rules for where invoices, plans and project documents should go.

10

File & document organisation

Pull key files out of Drive, Dropbox, email and Hubdoc and organise them against the right projects in one central place.

11

Workflow mapping

Define a practical day-to-day process — from new lead to project to invoice to variation — so your team has a real operating rhythm.

12

Team setup & permissions

Add your team, assign roles and permissions, and make sure everyone knows what they're responsible for inside the system.

13

Training & onboarding

Walk your team through projects, invoices, quotes, budgets, documents and the client portal so they're confident before going live.

14

Go-live support

Review your setup, help your team move off the old process, and stay close through your first real projects, quotes and invoices.

Who this service is for

Builders, renovators, carpenters and trade businesses who want to use BuildLedger properly — without losing weeks setting it up themselves.

You already use Xero
You have supplier contacts you want imported
You have existing quote templates or spreadsheets
You have active projects to bring across
Your admin is spread across multiple systems
Your team runs on emails, folders and spreadsheets
You want a cleaner way to manage project information
You want the right workflow set up from the start

What you'll walk away with

Instead of starting with an empty account, you start with a working system.

Suppliers imported and organised
Client contacts set up
Active projects created
Quote & estimate templates migrated
Cost categories configured
Invoice workflows prepared
Project documents organised
Xero contacts connected or imported
Team members added & roles configured
A clear day-to-day process to follow
Training for your team
A smoother path to going live

Optional add-on services

Depending on your business, we may also be able to help with:

Custom quote template creation Custom project workflow setup Historical invoice import Supplier invoice clean-up Spreadsheet-to-BuildLedger migration Xero data clean-up Admin process documentation Client portal setup Gantt / project schedule setup Variation workflow setup Purchase order workflow setup Compliance & QA checklist setup

Transparent setup pricing

A one-off fee scaled to the size of your operation and how much you're bringing across. Pick the level that fits — we'll confirm the right one with you before any work starts.

All prices in AUD • One-off fee, separate from your monthly subscription

Starter

Get up and running on the essentials.

$499 one-off
  • Basic setup
  • User permissions
  • Initial data import (e.g. supplier contacts)
  • 1-hour training session
Most Popular

Growth

A full migration with your templates dialled in.

$999 one-off
  • Comprehensive setup
  • Advanced user permissions
  • Full data migration (contacts + historical data if applicable)
  • 2-hour training session
  • Custom quote template setup

Pro

White-glove onboarding for busy teams.

$1,499 one-off
  • Full white-glove onboarding
  • Complex data migration
  • Multiple training sessions for different teams
  • Dedicated onboarding specialist
  • Workflow optimisation consultation

Enterprise

A bespoke plan built around your operation.

Custom from $2,499
  • Bespoke onboarding plan
  • Extensive data migration
  • On-site training (if applicable)
  • Custom integrations setup
  • Dedicated account manager

30-day satisfaction guarantee

If you're not happy with your setup within the first 30 days, we'll refund the fee — or credit it toward your subscription. The setup is an investment in a smooth transition, and we stand behind it.

Let's get you set up

Tell us a few quick details about your business and what you'd like help migrating. We'll get back to you to talk through the best way to get you up and running on BuildLedger.

No obligation • Takes under a minute