Win quotes with e-signature, turn signed-off bookings into invoices with one click, and track every purchase order back to the project. The finance loop that closes itself — no second accounts tool needed.
Build branded quotes with one-off and recurring line items. Send by email with a tracked delivery receipt, or share a public link — no login needed. Clients accept with an e-signature on their phone. Won quotes convert to projects in one click, with the brief and images carried over.
Every invoice line comes from a real signed-off shift — date, task, team member, notes and photos carry through to the public view. Clients see exactly what they’re paying for, with the evidence attached. Less disputes, faster cash.
Raise purchase orders against suppliers and allocate them to a project or to stock. Buy in bulk, release to projects as needed — Xota keeps the cost trail intact so your margin maths is always right.
Every purchase line carries cost and sale price. Xota rolls them up by project, supplier or category so you can see — at a glance — which contracts are healthy and which are eating your lunch. Filter by date range, drill into any row.
Quotes and invoices share via a secure token URL. Clients sign or pay without needing an account.
See if the client opened the quote or invoice. No more “did you get my email?” calls.
Set your currency once in Finance Settings. Every quote, invoice and report renders in it automatically.
No re-typing. Won quote creates a project. Signed-off bookings fill the invoice.
Invoice lines are signed-off bookings with photos and notes attached. Disputes disappear.
Cost, sale and margin rolled up per job, so you know what’s profitable before the year ends.
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.