Features
Everything Xobuya does.
Every feature, section by section. All of it is in the one subscription.
Smart Quoting
Measure, price and send the quote on site, even with no signal.
- Room-by-room quoting with product configuration
- Automatic pricing from your catalogue
- Supplier ranges already in Xobuya added with a tap, with prices kept current as the supplier updates them
- Duplicate a line item instead of building it again
- Line items, install costs and photos captured in one flow
- Hero image capture on site
- Works offline and syncs when the signal comes back
- AI Quote Builder with voice dictation
- Trade and retail pricing, volume discounts and markup rules
- Finished quotes as a PDF and as a web page
- Quote layout of hero image, about us, cross-sell, then the quote; the first three appear only when you have added content for them
- Customer signs and pays straight from the quote link
- Product Loader to add your own products, about 10 to 20 minutes each, with documentation
Job Management
When the customer accepts, the job is created for you.
- Quote to job in one tap, created automatically on acceptance
- Drag-and-drop scheduling
- Calendar sync with Google Calendar and Outlook
- Installer assignments and tracking
- Check measures
- People, hours and task tracking on every job
- Job notes
- Live job status for the whole team
- SMS and email the customer directly from the job
- Supplier purchase orders
- Inventory with barcode scanning, warehouse and van locations
CRM & Lead Tracking
Every enquiry lands in the app, with the follow-up attached.
- An enquiry form for your website that feeds straight into the app
- Web enquiries, phone and email, and partner referrals in one place
- Follow-up reminders and SMS
- Full pipeline visibility
- Client records with their quotes and jobs
- Customer portal where your customers see order status (ordered, arrived, scheduled, installed), sign quotes, pay and manage their account
Native App, Every Device
One app on the ute, the tablet and the office desktop.
- One native app on Windows, Android, iOS and Mac, not a web page in a wrapper
- iPhone, iPad, Android phone and tablet
- macOS and Windows desktop apps
- Full offline mode; everything syncs the moment you are back online
- On-site quoting and photo capture
- One account, all devices
- Several people on the same quote or job at once, synced in real time
- Your logo, brand colour and background image on every screen
Payments & Invoicing
The customer pays off the quote, and the payment lands in the app.
- Online payments that feed straight into the app
- Customers pay directly from the quote link
- Automatic invoice generation
- Card payments through Stripe, Square or Authorize.net
- Xero, QuickBooks and MYOB sync
Reporting
What is selling, who is selling it, and what it is worth.
- Sales dashboards and targets
- Sales by rep
- Manager overview of team performance and revenue
- Revenue insights at a glance
- Commission builder with tiered, percentage and flat-rate structures
- Five roles (Admin, Manager, Sales, Install, Office), each seeing what their job needs
Notifications
Your team and your customers hear about it as the job moves.
- Push, email and SMS, all built in
- Triggered automatically as jobs move
- Automations that send an email, an SMS or an internal task at any milestone
- Keep your team and your customers updated without picking up the phone
Tasks
The next thing to do, assigned to someone, with a date on it.
- Assign tasks to your team with due dates
- Created automatically as jobs hit key milestones
- Assigned by you or raised by the system, in one list
Integrations
Your accounts and your calendar stay where they are; Xobuya connects to them.
Accounting
Calendar
Google Calendar
Outlook
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