Win quotes with e-signature, turn signed-off bookings into invoices with one click, and track every purchase order back to the project. Read more on our cleaning company invoicing software page, or keep reading below for quotes, purchases and built-in payroll calculation. 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, with the date, task, team member, notes and photos carried through to the public view. Clients see exactly what they’re paying for, with the evidence attached. Fewer disputes, faster cash.
Raise purchase orders against suppliers and allocate them to a project or to stock. Buy in bulk and 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.
Once an invoice is raised it locks, so the numbers a client sees can’t drift after the fact.
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.
Straight answers on invoicing, quotes and payroll inside Xota.
Yes. Xota's cleaning company invoicing software pulls signed-off bookings straight onto the invoice, with the date, task, team member, notes and photos carried through. Nothing gets re-typed and clients see exactly what they are paying for.
Yes. Every invoice and quote has a public shareable link that needs no login. Clients open it on any device, see the full breakdown with photos, and sign quotes with an e-signature straight from the link.
Yes. Quotes and margin reports both generate as PDFs you can send on or file for the accountant. Invoices are shared as a public link rather than a PDF, so the client always sees the live, up-to-date version.
Yes. Xota's cleaning company payroll software calculates payroll runs and entries directly from bookings, absences and travel time, with hourly rates resolved automatically. Payroll is viewed in-app; there is no payslip or CSV export.
Not directly today. Xota calculates payroll and raises invoices inside the platform, so most cleaning companies run the whole job from booking to invoice in one place. There are no direct Xero, QuickBooks or Sage integrations yet. A public REST API is available for teams who want to build their own connection, and accounting integrations are on the roadmap.
Most cleaning companies run quotes, invoices, purchases and payroll calculation entirely inside Xota without a second tool. If your accountant needs the numbers, margin reports and quotes export as PDFs, and the public REST API is there for teams that want to build a custom export.
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