Skillix operational software

From accepted quote to completed handover.

Carry the agreed scope and estimate into the project. Plan the work, record delivery, manage costs and changes, and assemble the evidence needed for handover and acceptance.

How Skillix helps

The work Skillix brings into one accountable operating record

Feature / Project delivery01

The quote is won. Now deliver what was agreed.

Carry the accepted scope into the work plan, follow progress and commercial changes, and assemble the closeout evidence before handing the project over.

Control intentQuote-to-closeout project delivery
Linked modules7
Proof postureTraceable
Current Friction02
  • The agreed quote and the delivery plan lose their connection after the work is won.
  • Actual costs, remaining work and approved changes are difficult to reconcile.
  • Handover stalls while the team searches for outstanding work and supporting evidence.
Skillix operating record03
  • Carry the accepted estimate into the original project budget.
  • Plan work packages, activities, dependencies, people and plant.
  • Record delivery and compare accepted quantities with the plan.
  • Manage cost entries, forecast revisions, variations and progress claims.
  • Close out through required items, quality checks, report packs and customer acceptance.
Connected modules04
QuotingProject DeliveryWorkforce PlanningAssetsCommercial ControlQualityDocuments
Original budget and approved change05
  • Preserve the accepted estimate as the original baseline.
  • Record approved variations separately.
  • See the revised budget and contract value.
Delivery and commercial control06
  • Follow accepted quantities against planned work.
  • Record cost entries and numbered forecast revisions.
  • Keep claims connected to their supporting records.
Evidence for handover07
  • Manage outstanding work, defects, as-builts and test packs.
  • Assemble the closeout report pack.
  • Keep readiness, handover and acceptance as distinct decisions.
Problems Skillix controls

Turn the pressure points into accountable operating work.

Skillix is designed around the real points where work stalls: missing proof, unclear ownership, disconnected systems, manual follow-up, and decisions made too late.

01

The agreed quote and the delivery plan lose their connection after the work is won.

02

Actual costs, remaining work and approved changes are difficult to reconcile.

03

Handover stalls while the team searches for outstanding work and supporting evidence.

What Skillix produces

The quote is won. Now deliver what was agreed.

Carry the accepted scope into the work plan, follow progress and commercial changes, and assemble the closeout evidence before handing the project over.

Request a Skillix walkthrough
  1. Carry the accepted estimate into the original project budget.
  2. Plan work packages, activities, dependencies, people and plant.
  3. Record delivery and compare accepted quantities with the plan.
  4. Manage cost entries, forecast revisions, variations and progress claims.
  5. Close out through required items, quality checks, report packs and customer acceptance.
Real operating use cases

Where Skillix turns this pressure point into operational control.

These are the problems Skillix is built to control when teams are still relying on spreadsheets, disconnected point tools, and manual follow-up.

Operating use case

01 / Accept the quote

Build the estimate using rate cards, cost lines and margin, then accept the agreed baseline.

  • Keep estimate versions and acceptance history.
  • Generate the quote and supporting documents.
Operating use case

02 / Establish the project budget

Promote the quote into the operational job, carrying its identity, requirements and scope into delivery.

  • Create work packages from scope inclusions where the job has no existing breakdown.
  • Preserve original quantities, costs and sell values.
  • Map outstanding estimate lines to work packages and cost codes.
Operating use case

03 / Plan the work

Build the WBS and Gantt plan with activities, dependencies and planned resources.

  • Structure the work against the project period.
  • Connect people and plant planning with the job.
  • Keep site rules, access requirements and readiness in view.
Operating use case

04 / Record delivery

Capture signed daily reports with quantities, dockets, plant and supporting evidence.

  • Measure physical progress from accepted quantities.
  • Keep corrections linked to the earlier report.
  • Retain the field record behind the reported progress.
Operating use case

05 / Manage cost and forecast

Record commercial costs and revise the estimate to complete as the remaining work changes.

  • Review authoritative actual costs, commitments and accruals.
  • Compare original and revised budgets.
  • Calculate completion cost and margin from supported cost and forecast data.
Operating use case

06 / Control changes and claims

Move variations through notice, quotation, submission and decision, then prepare supported progress claims.

  • Approved variations update revised cost and contract values.
  • Keep accepted quantities, dockets or approved time linked to the relevant claim.
  • Record accounting and payment evidence.
Operating use case

07 / Hand over and close out

Assemble the closeout pack, resolve quality issues and complete the required items before handover.

  • Required items must be accepted or waived before readiness.
  • Move from ready to handed over.
  • Record customer approval of the current closeout version before acceptance.
Connected control path

This capability becomes stronger when it connects to the surrounding operation.

The strongest outcome is not the page by itself. It is the way Quoting, Project Delivery, Workforce Planning and the wider Skillix record reinforce the same decision.

Connect

Tie the capability to live operating records.

Skillix connects the page’s focus area to the workers, jobs, sites, assets, documents, communications, and workflows around it.

Validate

Turn scattered data into a release decision.

Readiness, compliance, evidence, movement, and follow-up can be checked before the decision reaches site pressure.

Escalate

Make gaps visible until they are closed.

Alerts, communications, AI-assisted checks, and workflow ownership keep blockers from disappearing into inboxes or spreadsheets.

Frequently asked questions

Answers for teams comparing Skillix.

What carries forward when a quote becomes a project?

The quote becomes the operational job while preserving its identity. Promotion carries requirements forward, creates work packages from active scope inclusions where appropriate, and initializes handover from the accepted estimate. Budget lines still needing attribution remain visible for mapping.

Can the team change project costs and forecasts?

Yes. Skillix supports commercial cost entries, cost attribution, forecast revisions and approved variations. The original accepted baseline is preserved while approved changes form the revised budget and contract value.

How is the completion forecast calculated?

Estimate at completion combines authoritative actual costs, accruals and the estimate to complete. Commitments show coverage within the remaining forecast. Missing prices or incompatible currencies prevent an unsupported completion-cost figure.

What must be complete before closeout?

Readiness requires a closeout report pack, required items accepted or waived, and resolved quality issues. Handover follows readiness. Acceptance requires a customer approval for the current closeout version.

Does recording accounting evidence activate an accounting connector?

No. Project claims, accounting state and payment evidence are internal operational records. Direct accounting-provider connections depend on the separately described integration availability.

Related Skillix areas

Keep building the connected operation.

Follow the Skillix areas that support this workflow: Quoting, Project Delivery, Workforce Planning, Assets, and the surrounding operating record.

Walkthrough path

See how this workflow connects to the rest of your operation.

Bring the workflow you want to improve. We will map the surrounding people, proof, movement, field capture, and follow-up actions that Skillix can control.

Request a Skillix walkthrough