From the first enquiry to delivery-ready work. No re-typing between tools, no lost briefs, no missing images. One connected loop from who the client is to what your team is doing tomorrow morning.
Every company is the root of its own history. Contacts, documents, projects, bookings, hours and invoices — all on one record, never scattered across folders and spreadsheets.
Every contact you add is a record by default. When you want to let a client log in and see their own jobs — photos, sign-off reports, upcoming bookings — flip one switch. No separate user admin, no re-entering their details, no invite emails to send manually.
Build branded quotes with line items, one-off or recurring services. Send a public PDF link, capture an e-signature, and move through Draft → Sent → Won. No separate quoting app, no data re-entry when the client says yes.
This is where most tools fall down. The client said yes — now you usually re-type everything into a project tool. In Xota, one click turns a won quote into a live project, with the brief, images and client already in place. Ready to book in your team.
A project in Xota isn’t just a folder. It’s the live home for delivery: the brief, the image gallery, and tabs for bookings, draft bookings, booking templates, issues, emails and documents. Everyone working on this job knows where everything is.
Won quotes become projects instantly. The brief, images and client all carry over — ready for your team to deliver.
Any contact becomes a portal user by flipping a switch. No separate user admin, no invite flow to manage.
Every project, quote, booking and invoice traces back to the company. Open one client, see everything you’ve ever done for them.
Every booking, every client, every certificate — joined up and live for admins, clients and operatives. Start your 90-day free trial of everything. No credit card, cancel any time.