Roadmap
What’s built, and what’s next.
Everything XGrafter does today, ticked off, then what we’re building now and what’s lined up. It’s made for trade businesses that work for builders, and what comes next follows what they ask for.
Built and working
Everything it does today.
Leads inbox
8- Your own leads email addressForward a builder's email to it and the job turns up as a lead.
- The email read for youThe builder, contact, site address, stages to quote, the due date and what's still missing, picked out so nobody retypes it.
- Plans pulled inAttachments, zip files and Dropbox or Google Drive links downloaded into the lead, with page counts.
- Take-off started before you open itThe customer, site and a numbered take-off made, the pages sorted and auto take-off run in the background.
- Replies kept togetherA reply or revised plan set from the builder joins the lead it belongs to.
- "Lead ready" emailsWhoever forwarded it, and anyone you add, hears when it's ready or needs a look.
- You choose who can sendYour team and approved builders go straight through; anything else waits for you.
- Add a lead by handFor jobs that come in by phone or text: paste the request and upload the plans.
Take-offs
10- Upload a plan setEvery page as a thumbnail with its sheet number, title and printed scale.
- Auto-assignReads every page and files it into the right drawing set by type and level.
- Scale from the title blockPicks up the printed scale, or calibrate off any known dimension in two clicks.
- Measuring toolsLength, area, fill-a-room, count, volume and notes, with cut-outs, snapping and keyboard shortcuts.
- Auto take-offTick the drawing sets and it measures every item it knows, sheet by sheet, for you to check.
- Find walls, find more like theseDraws every wall, or finds the rest of an item from two or three you've measured.
- Learns from your jobsTeach it from your past take-offs; it learns from the marks you delete too.
- Live price as you measurePrice, cost and margin by cost centre add up while you work.
- Take-off report and marked-up plansQuantities by cost centre, and a PDF of the plans with every mark and the legend.
- Quick take-offUp to 15 pages and a scope; it prices a bill of quantities from your items for you to check.
Quotes
8- Take-off to quote in one clickEach cost centre becomes a section of the quote.
- Re-sync from the take-offThe take-off changed? Refresh the quote and keep your edits.
- Quotes from your price bookPrebuilds, materials, labour rates or one-off lines, with ready-made exclusions.
- Margin on every quoteTotal, cost, gross and nett margin after overhead, and labour hours, for the quote and each section.
- Optional extrasPrice an extra the builder can add without it touching the total.
- Five PDF layoutsDetailed, quantities only, summary, fixed price or time and materials, with your logo.
- Email quotes from XGrafterSent under your company name, replies to your inbox, a copy to the office.
- Won quote becomes a jobOne quote or a batch, with the cost centres and lines carried across.
Jobs
7- Job summaryContract value, claimed, left to claim, forecast margin, progress and the crew this week on one screen.
- Live margin per cost centreEstimated against actual hours and cost, every day.
- Real labour costEach booking carries that person's true cost per hour.
- Purchase ordersRaise POs to suppliers against a cost centre, email them, receipt the deliveries.
- Job foldersFiles and photos from your folder template, office-only or shared with the crew.
- Jobs listActive, pipeline, practical completion and closed, with value, invoiced, remaining and paid.
- Job logEvery change, claim and payment on one timeline.
Schedule and timesheets
6- Crew boardA week of who's on which job, drag and drop, copy and paste, office time and leave.
- Book crew to part of a jobHours land on the right cost centre.
- Project programmeEach job's stages on a timeline that skips weekends and public holidays, with the claim at each stage.
- TimesheetsHours per person for a week, a month or any range.
- Timesheet reviewApprove or reject shifts the crew added from site.
- Variations trackerExtra hours split into chargeable and no-charge, raised and invoiced in a click.
The Field app (crew)
8- Their week on their phoneWhere they're working and who else is on each job.
- End-of-day timesheetHours against each cost centre in a couple of taps.
- Shifts and leaveLog work the office didn't book, or ask for annual, sick or personal leave.
- Plans and photosCurrent drawings on the phone, photos straight into the right folder.
- Quoted scope, no pricesWhat's included and what's a variation, without the rates.
- Variations signed on siteThe site manager signs on the phone; a signed PDF lands on the job.
- Site lists and tasksA to-do list for each job, handed to a mate and ticked off.
- Their profileLeave balance, apprenticeship progress, licences, and SWMS to sign.
Variations, claims and invoicing
5- Progress claims and tax invoicesClaim a running percentage of each cost centre, with the builder's PO number.
- Claims from the programmeStage claims fill themselves in from the project programme.
- Invoice layoutsDetailed, quantities only, hourly or summary, with a contract progress panel.
- PaymentsFull or part payments, and when you expect to be paid.
- Chase overdue moneyOne reminder per customer with their invoices, worded your way.
Xero
5- Invoices into XeroWith your invoice number and the job as reference; customers added as contacts.
- Payments back from XeroPaid in Xero, paid on the job.
- Xero check-upWhat still has to move each way, side by side.
- Leave from Xero PayrollBalances read daily; approved leave goes back as a leave application.
- Your real costs from XeroProfit and loss feeds the overhead calculator, the dashboard and the cashflow forecast.
People, leave and safety
6- Employee recordsPAYG or subbie, pay rate, true cost per hour and charge-out rate.
- Apprentice trackingYear level, progress and the countdown to qualifying.
- Office inboxLeave requests, site variations, extra shifts and birthdays in one place.
- Leave trackerWho's away, what's waiting, balances and a Christmas cash-out forecast.
- SWMS sign-offSend a SWMS to the crew, signed on their phones, tracked by name.
- Safety registerLicences and tickets, policies, SDS, inductions, incidents and insurance expiry warnings.
Reports and the dashboard
4- DashboardPipeline, money owed, payments due this week, overdue, the crew's week and monthly P&L.
- Cashflow forecastMoney in and out week by week, from Xero and what's left to claim.
- Job profitability and WIPMargin, gross profit and hours on every job; invoiced and left to claim.
- Overhead calculatorWhat each person really costs per hour, with leave, super, WorkCover and overheads.
Your company and set-up
9- Bring your data inTeam, customers, suppliers, price list and rates from one spreadsheet, or your own lists.
- A set-up spreadsheet with your details inYour company details already filled in, with dropdowns and tips on every tab, ready to fill in and upload.
- Type it in, or skip it for nowAdd a few customers, suppliers or rates by hand instead, or start empty and add things as you go.
- Price bookMaterials, prebuilds with a live margin gauge, labour rates and take-off sets.
- Your branding everywhereLogo and colours on every quote, invoice and email.
- Users and rolesOffice staff and crew invited by email, each with their own login.
- Every screen on a phoneThe office app works on a phone as well as a computer.
- Your own address, your data locked to youEach company on its own XGrafter address, its records locked at the database.
- Download your dataEverything as Excel or CSV, any time.
Signing up and billing
4- Sign up onlinePick a plan and term, sign the agreement on screen, check your card with $1, and you're set up in minutes.
- 7-day free trialEverything switched on; the $1 comes off your first bill.
- Billing pageChange plan or term, add field licences, update payment details, download invoices and receipts.
- Book a callPick a time for an introduction or your onboarding call; the Zoom link and calendar invite come straight away.
What’s next
On the way.
What we’re building now, what’s next, and the ideas lined up after that. The order moves with what customers need most.
Building now
Building nowTake-off
Auto take-off for every company
Auto take-off working from day one with its own items under common names, like 90mm Wall Frame, and your own items assigned to what it picks up, with your prices.
Building nowLeads
Plans from any link
The leads inbox fetching plans from SharePoint, OneDrive, WeTransfer and Box links, as well as Dropbox and Google Drive.
Building nowWebsite
Voiced demo videos
Eight short videos, one for every part of the business, on the demo page and in the demo email.
Next up
Next upTake-off
Doors by size
Doors read from the plans and the door schedule and counted by size, like 2700x820 Door.
Next upAccounting
MYOB
For businesses on MYOB instead of Xero: invoices, contacts and payments flowing both ways.
Next upApps
App Store and Google Play
XGrafter Field for the crew and XGrafter Admin for the office, installed like any other app, with phone alerts for new shifts, leave answers and variations.
Next upTake-off
Auto take-off for every trade
Set your company's trade and auto take-off goes after just what that trade needs, built to the same detail as carpentry: tiling, plumbing, electrical, painting, plastering and more.
On the list
On the listQuotes
Quotes builders accept and sign online
A link in the quote email to view it online and sign it, so a won job is one click.
On the listQuotes
AI quotes for trades
From the plans to a priced quote in your own layout, ready for you to check and send.
On the listMoney
Get paid online
Card and bank payments on your invoices, matched to the job when they land.
On the listMoney
Retention
Retention held on each claim, tracked, and released with its own invoice.
On the listAccounting
Purchase orders into Xero as bills
Supplier POs flowing into Xero so the books match the job.
On the listMoney
Automatic overdue reminders
A polite sequence of reminders to builders who are late, without lifting a finger.
On the listJobs
Site lists and tasks in the office
What's still open on every job, from the crew's lists, on one office screen.
On the listField app
Your own QA checklists
Build checklists for each stage and have them ticked and signed on site.
On the listTake-off
Compare plan revisions
See what changed between plan revisions before you re-quote.
On the listWebsite
A demo company to try
Your own demo login loaded with sample jobs, take-offs and schedules.
On the listLater
Tools for builders
Once the trade side is complete, XGrafter grows into the builder's side of the job.
Got an idea for XGrafter?
Tell us what would make your week easier. The best ideas come from the people running jobs.