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Type into the blank cells, then print or use your browser’s “Save as PDF”. Typed changes are not saved when you close this page. The filled example follows your blank copy.

Use this with AxiomBlue

Use this plan to set up AxiomBlue and complete a familiar test job before moving new work across.

  1. Check Settings → Business details, tax treatment and invoice payment details. Add the active customers and Products & Services you need; use the supported CSV import and check a sample record.
  2. Set team access for your plan. Professional adds managed crews, skills and leave; a sole trader can start with an individual assignment. Inspect the job in the worker’s actual app or browser.
  3. Create a quote, convert accepted scope to a job, schedule it, record time/materials and review its invoice. Check the results and previous billing before the changeover date; retain the old system’s history.

Product instructions: Setting Up Your Business · Import customers, suppliers, price book items and jobs from a spreadsheet · Job detail page: every card explained

AXIOM BLUE / PRACTICAL RESOURCES

Week-one switching plan

Your working copy

The order that gets you quoting and scheduling in the first week. Adapt it to your business. Nothing here needs to move on day one, and jobs already under way are best finished where they are.

What to recordYour notes
Day 1: business details
Day 1: tax and terms
Day 2: price book
Day 2: billing rules
Day 3: customers
Day 3: people
Day 4: the crew app
Day 5: first real job
Weeks 2–3: run it on new jobs
Changeover date
Keep
Check at week 3

AXIOM BLUE / PRACTICAL RESOURCES

Week-one switching plan

Filled example — illustrative records

The order that gets you quoting and scheduling in the first week. Adapt it to your business. Nothing here needs to move on day one, and jobs already under way are best finished where they are.

What to recordExample
Day 1: business detailsBusiness name, ABN, GST registration, payment details for invoices
Day 1: tax and termsGST treatment checked; payment terms (for example 14 days)
Day 2: price bookImport it from a spreadsheet saved as CSV, or enter your 20 most-quoted items and labour rates first
Day 2: billing rulesStandard hourly rate, rounding, minimum charge, overtime
Day 3: customersActive customers only: import them from a CSV, or on Professional connect Xero to bring them across
Day 3: peoplePeople and access; on Professional, crews, skills and home bases
Day 4: the crew appSend the app or sign-in link; each person records one test job
Day 5: first real jobQuote, schedule, record on site, invoice, from one record
Weeks 2–3: run it on new jobsNew work in the new system; open jobs finish in the old one
Changeover dateSet once the everyday job feels right
KeepThe old spreadsheet or system for history; nothing is deleted
Check at week 3Can you answer who, when, how long, what changed and what was paid, from the job alone?