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Step by Step

How to quote in Xero
by voice

From spoken memo to Xero draft in one breath. Connect Xero once, speak the job, review the matched lines at your own prices, and send the draft to Xero. Here is the whole flow.

See it draft a real quote into Xero.

You quote in Xero by voice with FlowSpec. Connect your Xero account once, then speak the job into your phone. FlowSpec matches what you say to your own Xero items, applies GST, matches or creates the contact, and drafts a real quote into Xero with account codes and tax types in place.

The whole thing takes about 30 seconds, from the moment you start talking to a draft quote sitting in Xero. You read it over on screen first, then send it to the client from Xero. For the wider picture of voice quoting in Australia, see voice quoting for Xero in Australia, and for the question of what Xero does on its own, see does Xero have voice quoting.

Five steps from your voice to a Xero draft

Steps 1 and 2 are a one-time setup. After that, every quote is steps 3 through 5, and they happen in about 30 seconds.

1

Connect Xero

Open FlowSpec and tap Connect Xero. Sign in to your Xero account and approve access. This is a one-time setup so FlowSpec can read your items and draft quotes into the same Xero organisation you already run.

2

Sync your items

FlowSpec pulls your Xero items in as your price list. Each line carries your own sell price, account code, and tax type. Your prices stay yours, and FlowSpec uses them as the source of truth for every quote.

3

Speak the job

Tap record and describe the job the way you would say it out loud. Name the client, the materials, the quantities, and the labour. FlowSpec understands trade slang like GPO, RCD, PRV, and TMV, and it learns your phrasing over time.

4

Review the matched lines

FlowSpec lays out the quote on screen with each spoken item matched to your Xero price list, quantities filled in, GST applied, and the contact matched or created. Read it over, adjust any line, and confirm it reads the way you want.

5

Send the draft to Xero

Tap send. FlowSpec drafts a real quote into your Xero organisation with the line items, the matched or created contact, account codes, and tax types in place. Open Xero, give it a final look, and send it to the client.

One spoken memo, four lines, a sent Xero draft

Here is a real four-line job walked from voice all the way to a quote sitting in Xero, ready for the client.

What you say into the phone

“Quote for Sarah Nguyen, 14 Birdwood Street. Supply and install 6 double GPOs, run 2 new circuits back to the board, fit an RCD, and 4 hours labour.”

FlowSpec reads it back as four lines, each priced from your own Xero items

Line Qty Your Xero item Line total (ex GST)
Double GPO, supply and install 6 Matched to your item $510.00
New circuit run to board 2 Matched to your item $340.00
RCD supply and fit 1 Matched to your item $95.00
Labour 4 hrs Matched to your item $380.00

The four lines come to $1,325 before GST, and FlowSpec adds $132.50 GST for a quote total of $1,457.50. Every figure traces back to a sell price you already set in Xero. You glance over the matched lines, fix the labour rate if the job ran long, and tap send. The draft lands in Xero against Sarah’s contact, with account codes and GST already in place. Open Xero, give it the final read, and it goes to the client. Start to finish, that is about 30 seconds of talking and a quick review.

The setup before your first voice quote

Three things get you from install to your first spoken quote. All of it is a one-time setup.

A Xero subscription

FlowSpec drafts quotes into Xero, so a live Xero organisation is the home for everything it creates. If Xero already runs your invoicing and bookkeeping, you are set. Your quotes land where your numbers already live.

A phone with FlowSpec installed

FlowSpec installs to your home screen straight from the browser as a Progressive Web App, so it works like a native app on any phone today. Native iOS and Android apps are on the way. The phone is your recorder and your review screen.

Your items in Xero

The items you already keep in Xero, with your own sell prices, become FlowSpec’s price list. The more of your common materials and labour lines that live in Xero, the more of each quote matches on the first pass. You can keep adding items in Xero any time.

The prices on the quote are your own

This is the part people most want pinned down, so here it is plainly.

FlowSpec prices every line from your own Xero items. The figures on the quote are the sell prices you set in Xero, with your margin already built in. Update a price in Xero and the next quote you speak uses the new number.

That keeps your margins yours, set by you, carried straight through from Xero into the quote and back into Xero as a draft. To see how this compares with the other voice quoting tools in the market, the comparison hub lays them out side by side.

Questions about quoting in Xero by voice

Can you create a Xero quote by voice?

Yes. With FlowSpec you connect your Xero account once, then speak the job into your phone. FlowSpec matches what you say to your own Xero items, applies GST, matches or creates the contact, and drafts a real quote straight into Xero with account codes and tax types in place. You review it on screen first, then it lands in Xero ready for you to send.

How long does a voice quote take?

About 30 seconds from spoken memo to a draft quote in Xero. You describe the job in a short voice memo, FlowSpec matches the items and prices them from your Xero list, and the draft appears for review. A four-line job is the work of one breath, and bigger jobs scale up gently from there.

Do I need to connect Xero first?

Yes. FlowSpec drafts quotes into your Xero organisation, so the first step is to connect Xero and approve access. It is a one-time setup. Once Xero is linked, FlowSpec syncs your items in as your price list and every quote you speak after that drafts straight into the same Xero account.

Can I edit the quote before it goes to Xero?

Yes. After you speak the job, FlowSpec shows the full quote on screen with each line matched to your Xero items, quantities filled in, and GST applied. You can change a quantity, swap an item, adjust a price, or fix the contact before anything moves. The draft reaches Xero only once you confirm it reads the way you want.

Does it use my own Xero prices?

Yes. FlowSpec prices every line from your own Xero items, so the numbers on the quote are the sell prices you already set in Xero. When you update a price in Xero, the next quote uses the new figure. Your margins stay yours, set by you, carried straight through from Xero into the quote.

Speak your next quote into Xero

FlowSpec is the clear pick for tradesmen who run on Xero. Built to cater for the way you already quote, it turns one spoken memo into a Xero draft. Try the demo and watch it draft a real quote into Xero.

Try the demo