Skofi

BACKGROUND

Introduce your business and what you do there.

I’m the director of Navtek, an IT company. We provide advanced GPS fleet management and telematics solutions, helping Australian businesses monitor vehicles, assets, and drivers in real time to improve safety, compliance, and operational efficiency across various industries.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Skofi?

We needed help with multiple Make, MYOB, and monday.com dashboard automations.

SOLUTION

What was the scope of their involvement?

Skofi built an app that populated monday.com for a concise workflow and order status automations. Then, they brought everything together with interactive dashboards. The team handled the build end-to-end, including developing our installer app, setting up the automations in Make.com, building the monday.com to MYOB integration and the order parsing, and testing everything through to go-live.

We supplied the business requirements and account access, and they took care of the technical work and ongoing support.

Specifically, Skofi delivered:

1. An installer app for the technicians who install our GPS tracking, EWD, and AI camera hardware, connected to our monday.com board so job details and install progress are tracked in one place.

2. Automated parsing of electronic hardware and service orders (eOrders) into monday.com, including install and commission fields, so new orders feed the installer app and our sales pipeline without manual re-entry.

3. A one-click invoicing workflow. A button on our monday.com board creates the matching invoice in MYOB with the correct customer, line items, GST treatment, and invoice numbering, then writes the status (Creating, Created, or Error) back to the board.

4. A Make.com automation layer with webhook triggers, secure MYOB API authentication, and error handling, so any failed invoice is flagged and can be fixed quickly.

5. Testing in a sandbox and then in production, followed by handover and ongoing support.

What is the team composition?

We worked with one teammate from Skofi.

How did you come to work with Skofi?

We found them through a referral. We chose them over other options because they had high ratings, and their pricing fit our budget.

What is the status of this engagement?

We worked together from July–September 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The main outcome was that commission invoicing went from manual data entry to a one-click process. Invoices now appear in MYOB with the correct customer, line items, GST, and numbering straight from our monday.com board, and any failure is flagged automatically instead of going unnoticed. Order details from our GPS tracking, EWD, and AI camera sales now flow into our system without being re-keyed, and our installers work from a purpose-built app.

The result is less manual data entry, fewer errors, faster invoicing, and more time for our team to spend on customers instead of admin tasks.We now invoice with the press of a button, which used to take us hours. We probably save 2–3 hours a day between calling installers, invoicing, and manual entry into monday.com. Moreover, this has enabled us to measure and deliver much better KPIs. For example, it has improved the average installer contact time from six days to two days.

How did Skofi perform from a project management standpoint?

Skofi communicated impeccably and always delivered on time. We communicated via email and messaging apps.

What did you find most impressive about them?

We were impressed by how quickly Skofi delivered complex automations and proactively suggested better efficiencies and workflow recommendations.

Are there any areas they could improve?

I didn’t think there was anything they could improve on.

BACKGROUND

Introduce your business and what you do there.

I’m the COO. We design and install optimized commercial solar PV and battery systems, helping businesses reduce carbon emissions and generate long-term income through efficient renewable energy solutions.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Skofi?

We needed help with a custom AI-powered operating system to replace HubSpot and monday.com.

SOLUTION

What was the scope of their involvement?

Skofi has developed a CRM, project management system, solar design system, integrations, workflows, marketing and sales hub, customer portal, and quote studio from scratch.

What is the team composition?

We’ve worked with one teammate from Skofi.

How did you come to work with Skofi?

We found them on Upwork. We chose them because they had high ratings, their pricing fit our budget, and they offered good value for the cost.

How much have you invested with them?

We’ve spent less than $10,000.

What is the status of this engagement?

We started working with them in June 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Skofi has delivered on time and made progress. Their work has improved our ease of work, functions, features, time saved, cost saved, efficiency, and AI.

How did Skofi perform from a project management standpoint?

They deliver on time. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

We trust them. They have good ideas, are forward-thinking, collaborative, and patient.

Are there any areas they could improve?

I can’t think of anything.