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Xero-to-monday.com job costing for a steel fabricator

A steel fabrication contractor runs its projects, sub-jobs and fabrication stages on monday.com and its accounts in Xero. Skofi built Make automation that brings the accounts to the projects: supplier bills, credit notes and sales invoices posted to the right project and sub-job. The current build is switched off.

An Australian or New Zealand steel fabrication contractorSteel and metal fabrication2026
scenarios built, all now switched off
42
in the job-costing flow
11
half-year cost boards
4

The organisation

The contractor fabricates steel for projects that break down into sub-jobs, and each piece moves through stages from assembly to welding to dispatch. monday.com holds the projects, sub-jobs, stages and hours; Xero holds the bills, credit notes, purchase orders and invoices.

Job costing needs both. A supplier bill matters to the project it was for and a sales invoice to the project it bills. Linking them by hand, across a growing set of boards, was the work to remove.

The Make estate has been through two generations: a first sync in 2024 and a rebuild between November 2025 and March 2026. This page draws on the complete parts of the rebuild.

What we built

The outcome

  • 42 scenarios in the account, all switched off, with no usage this period and no history in Make's retention window.

  • The flow described here is eleven of them: a bills parent of about 79 modules with four half-year sub-scenarios, the same structure for credit notes, and an invoice mirror of about 25 modules.

Where it stops

Nothing here is running, so there are no run figures. The first-generation sync, purchase orders, receivable credit notes, the scenario that keeps project links in step across boards, the fabrication-stage date stamps and the hours scenarios are not described, either because they were superseded or because they could not be confirmed as complete builds.

Built with

  • Make.com
  • Xero
  • monday.com
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Page copy drafted with AI assistance. Skofi is accountable for it. Editorial policy

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