One platform. No more leaks between systems.
Sky Homes ACTThe problem
Sky Homes was running one job across five different systems. Estimation in one tool, takeoffs in another, quote presentations in a third — and data leaked at every handover. An accepted quote didn't connect to the client invoice in Xero. Bills weren't allocated against the estimate, so actual cost versus estimated cost was a manual exercise. Site diary, Gantt chart, selections flowing into variations, e-signatures from clients — every software they tried was missing at least one of them.
My partner used to lose her week to manual bookkeeping. Now the digital staff run the mailbox and the books, she runs the client experience — and the referrals keep coming because of it.
Mitesh Patel · Sky Homes ACT
The result
Now the whole job runs in one place: takeoff, estimate, quote presentation, client e-signature, invoicing synced to Xero, bills allocated against the estimate, site diary, Gantt chart, and selections that flow straight into priced variations. On top of that, the digital staff — Bob and Betty — manage the mailbox and the bookkeeping. Mitesh's partner got her week back from manual finance admin and now focuses on interior design, client experience, and communication. Better service turned into referral jobs.
Before vs after
- ✕Five systems to run a single job
- ✕Data leaking at every handover between tools
- ✕Accepted quotes disconnected from Xero invoicing
- ✕No actual cost tracked against the estimate
- ✕Selections, variations & e-signatures handled ad hoc
- Takeoff to e-signature in one platform
- Accepted quote flows straight to the client invoice in Xero
- Every bill allocated against the estimate — live actuals
- Site diary, Gantt, selections & variations in the same place
- Bob & Betty run the mailbox and the books
- Plans & Takeoff
- Estimations
- Quote Presentation
- DoceSign e-signatures
- Selections & Variations
- Site Diary & Gantt
- Bob & Betty
- Xero integration