Your books, sorted without re-typing anything
Accepted quotes push into Xero as draft invoices
An accepted quote becomes a draft invoice in Xero, so your books start from the numbers you actually quoted - without copying them by hand.
The double-entry problem is one of the biggest time wasters in a trade business. A job is quoted in one tool, tracked in another, and then the invoice is manually created in Xero from what was quoted - or what someone thinks was quoted, because the variation got added on a sticky note. Every time data moves from one system to another by hand, something goes wrong.
Swiftscope connects to Xero via OAuth. When a client accepts a quote, we push a draft invoice with the quote total and, where we have them, the priced scope lines from the job. You review and approve in Xero before it goes out.
Payment status still lives in Xero for now - mark jobs paid in Swiftscope when the money clears, or use Export when you need a CSV handoff. Two-way payment sync is on the roadmap, not live yet.
What it does
- OAuth connection with Xero - not a manual CSV as the only path
- Accepted quotes push through as draft invoices automatically
- Scope lines included when the quote has priced site items
- You approve and send from Xero - full control of tax and accounts
- Payment back-sync and variation invoice updates are not live yet
- Included in the base plan, not a paid add-on
Every competitor offers some form of Xero sync. Swiftscope includes OAuth invoice push on the base plan, not a higher tier.
How it works
From zero to done
Connect Xero once
Go to Settings and connect your Xero account via OAuth. Takes about 60 seconds.
Quote is accepted by the client
When the client taps Accept on their quote, Swiftscope creates the job and queues a draft invoice for Xero.
Draft invoice appears in Xero
The invoice lands in Xero as a draft with client details, reference, and line items from the quote scope when available. You approve it in Xero.
Review before sending
Check tax codes and account mapping in Xero - Swiftscope does not pull your full chart of accounts or rewrite invoices after variations yet.
Mark paid where you work
Record payment in Xero as usual, then mark the job paid in Swiftscope when you want the jobs board to match. Payment does not auto-flow back yet.
Why Swiftscope
Not another tool.
The last one.
An accepted quote becomes a draft invoice in Xero, so your books start from the numbers you actually quoted - without copying them by hand.
Every major field service platform has some form of Xero sync. The difference is usually in how it's structured and what it costs to turn on. Tradify and Fergus both offer Xero integration, but on higher-tier plans. Swiftscope includes invoice push on the base plan because it shouldn't be a premium feature - it's basic accounting hygiene.
A CSV export that you drag into Xero once a week works, but it creates lag and is easy to forget. OAuth draft push means the invoice starts from the accepted quote the moment the client says yes.
For tradies who use an accountant or bookkeeper, starting from a draft that matches the quoted total cuts reconciliation time even before full two-way sync lands.
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