Quotes into Xero

Write the quote once. Not on paper, then the app, then Xero.

You write it on site, type it into an app back in the ute, then type it again into Xero at night. Every retype is an hour gone and a chance to get a number wrong. Tell me how yours works, and let’s see if you can write it once.

Sound familiar?

Already built: Quote Pilot does quotes, invoices and receipts for a one-person business. Now building: an iPad quoting app for Happy Plumbing.

What it could look like

Quote on the phone, on site

Your price list and wording, GST worked out, sent before you leave the driveway.

Into Xero without retyping

Xero has an API that apps can connect to, so a quote can land there instead of being typed in.

Accepted means invoiced

When the client says yes, the invoice is already half done.

What people ask first.

Can’t I just quote in Xero?

You can, and for simple jobs Xero’s quotes are enough. It gets harder on site, with measurements, photos and a signature, which is why so many tradies write it on paper first. I build the on-site part, and the quote lands in Xero without retyping.

Can it connect to Xero?

Xero has a public API that apps connect to, so yes, that’s the usual way to stop the retyping. Whether a connection is the right fix for your business is what the first conversation is for.

I use MYOB, not Xero.

Same problem, same idea. Tell me what you use and how the quote gets there now.

What does it cost?

It depends on the job, so there’s no price list. First we talk through how you work and where it hurts. That’s a conversation, not a sales pitch. Then you get a quote that lists the cost and exactly what’s included, and nothing is built until you approve it.

Is my problem too small?

Probably not. A five minute job someone redoes every week used to cost more to fix than to put up with. AI has lowered the cost of building good software, and I still design, check and test every part of it. Now leaving the problem alone is usually the expensive option.

Will my team actually use it?

Most of what I’ve built is used by church volunteers who get no training at all. If a tool hasn’t paid off in the first two minutes, nobody opens it again, so that’s the bar.

What happens after it’s handed over?

If something needs fixing or changing, email me. I’ll look at it, tell you what it’ll take, and start once you’ve approved the quote.

Who owns it?

You do. Your data and the code belong to your business, so you’re never stuck with me. If it’s a tool several businesses share, there’s a monthly fee instead, and we’ll agree an arrangement that works for both of us before anything starts.

Have a problem like this?

Let’s have a chat. It goes straight to me, and I’ll reply by email.

Other problems I fix

Fynn Projects is an Australian one-person software business, building custom apps, websites and automation for small businesses, trades and churches.

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