The quote is in Excel
Revised four times. The version the client approved is not the version site is building from.
Project-to-payment software for design-and-build firms
Quote it. Build it. Get paid for it.
One system for the whole job: quotations built from your own catalogue, every cost and vendor bill against the project, GST invoices, payments reconciled, and live margin on every project you run.
We’ll run one of your own quotations through the system. No slides.
- 16
- Integrated modules
- 3
- Kinds of firm
- 99.98%
- Uptime
The problem
You find out what a job earned after it’s too late to change it.
A single project lives in four places that never talk to each other.
The site is in WhatsApp
Photos, delays and change requests in a scroll nobody can audit and nobody can cost.
The buying is in a diary
What you ordered, what arrived and what the vendor billed only reconcile if somebody remembers to check.
The money is in Tally
It sees the invoice after you raise it. It never sees the quotation it came from.
The margin leaks in the gaps between them. By the time the numbers meet, at handover, in a spreadsheet, six weeks late, the job is done and the money is gone.
Built for
Three kinds of firm, one shape of problem.
Not built for infrastructure or civil works: no BOQ, measurement books or RA billing.
Capabilities
Sixteen modules. Five stages of one job.
Quote
Win the work without re-typing it
Quotation Builder · Products & Specifications
Build a quote from your own materials and finishes, with margin control and reusable templates. Send the client a version with pricing withheld. When it is approved, it becomes the project.
Plan
Turn the approval into a plan
Project Planning · Tasks · Company Setup · User Management
Milestones, owners and deadlines held against the project itself, so the plan and the progress cannot drift apart. Roles decide who sees the money and who sees the work.
Build
Keep site and office on the same page
Site Visits · Order Management · Virtual Tour
Progress, issues and photos logged from a phone on site. Purchase orders raised against the project and tracked to fulfilment. 360° walkthroughs shared with the client from the project record.
Bill
Get the money in, and control what goes out
Invoice Generation · Bill Management · Expense Tracking · Pay-In · Pay-Out
GST-ready invoices raised from the project, aged from the day they go out. Vendor bills against the project that incurred them. Nothing leaves without an approval on the record.
Know
Report without re-keying anything
Dashboard · Reports & Analytics
Fourteen ready-made reports: GST summary, TDS, project finance, vendor finance, invoice ageing and quotation register. Generated from live records, not from a spreadsheet rebuilt on Friday.
Dashboard
One Dashboard. Complete Visibility.
Every view works the same on a laptop in the office and a phone on site.
Live project status
Every active project, its stage and its owner, updated as the site reports in rather than when someone remembers to refresh a spreadsheet.
Financial overview
Receivables, payables and margin per project on one strip: the number you would otherwise wait on accounts to compile.
Workflow tracking
Quotation through payment as a single pipeline. Anything stalled surfaces here instead of in a follow-up call three weeks later.
Team activity
Who logged the site visit, who approved the bill, who closed the task: an audit trail you can read at a glance.
Benefits
What you get back.
Know a margin while you can still fix it
Costs are coded to the project as they happen. A job drifting from 22% to 9% shows up in week three, not at handover.
Stop quoting from an edited spreadsheet
The catalogue holds the rates, the quote pulls from the catalogue, the project inherits the quote. Nobody retypes a line item.
Send scope without sending margins
The same quotation prints with pricing withheld. One document for the client, one for site, no second file to maintain.
Get paid before the invoice gets old
Every invoice carries its own age. Receivables sort by how long they have been sitting, not by when someone last thought about them.
Know what you owe before you pay it
Vendor bills sit against the project that incurred them, and payouts route through an approval before money leaves.
Close GST without rebuilding it in Excel
GST summary and TDS reports come out of the same records that raised the invoices.
Getting started
Live in one afternoon.
Four steps to set your firm up. After that, the same six stages run every project.
- 1
Set Up Your Account
~10 minCreate your company profile, add team members and configure your workspace. No IT help is required.
- 2
Launch Your Projects
~15 minAdd projects, assign tasks, schedule site visits and invite clients, all from one workspace.
- 3
Track Every Rupee
liveManage bills, expenses, quotations and payments in real time. Know where every project stands.
- 4
Invoice & Grow
growGenerate invoices, share 360° virtual tours and use data-driven insights to win more business.
And then, every project
1
Quotation
Send polished quotes in minutes.
2
Project
Convert approvals into live projects.
3
Tasks
Assign work and set deadlines.
4
Invoice
Bill accurately, automatically.
5
Payment
Track pay-ins and pay-outs.
6
Reports
Close the loop with clear insight.
Field notes
Trusted by the people who build.
Rated 5 out of 5
“The product catalogue and virtual tour features completely changed how I present to clients. I can walk them through a finished space before a single wall is painted.”
Rated 5 out of 5
“We were juggling 6 projects with spreadsheets and WhatsApp groups. After Optigestix, our billing cycle got 40% faster and we never miss a site visit follow-up.”
Rated 5 out of 5
“One platform for client proposals, task delegation and financial tracking. The real-time dashboard gives me visibility I never had before.”
Bring us a quotation you’re working on.
Thirty minutes. We build it in Optigestix while you watch, turn it into a project, raise the invoice and show you the margin.