From first quote to final payment

Run your business from one place

Exeo is a field service management platform: clients, quotes, scheduling, invoicing, marketing, surveys, and a workforce app, all connected so your staff spends less time on admin and more time on the job.

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Already running on Exeo

Tools in one workspace

9

Industries it's built for

10

Days free, no card

30

Accounts your clients need

0

Scheduling & dispatch

A week the whole team can see

Drag visits across the calendar, assign the workforce, and catch conflicts early. Approved time off shows up right next to the assignee.

  • Week, day, team and site views with drag-and-drop rescheduling
  • Recurring jobs generate their visits automatically
  • On-leave warnings when a visit overlaps approved time off
Open the live scheduler

One pipeline

Every job, from quote to paid

Each stage feeds the next. An approved quote becomes a job, completed visits become an invoice, and payments bring the balance down to zero.

  1. QuoteQ-1005 · £1,340
  2. JobClubhouse deep clean
  3. VisitFri 13:30 · Riley
  4. InvoiceINV-1012 · sent
  5. Paid£1,340.00 · card

Client portal

Your client never has to call you

Quotes, invoices, and statements each open on their own secure link. The client approves the quote, checks what they owe, and downloads last month's statement on their own, without creating an account.

  • One-click approve or decline, straight from the quote you sent
  • Invoices, payment instructions, and monthly statements on the same link
  • Links cover one document, expire on their own, and can be revoked
See how the portal works

Workforce app

Your team works right from their phones

Every workforce member sees their day, clocks in and out, checks off tasks, attaches photos, collects signatures, and messages the office, even with spotty coverage.

  • Clocking in and out fills the timesheet automatically, with a GPS location
  • Time-stamped photos and client signatures attach to the visit record
  • Offline-friendly: the schedule stays available without signal
Tour the mobile app

How Exeo works

Four steps in one system. The office and the field see the same information from start to finish.

  1. 01

    Quote the work

    Price line items, send the proposal, and get it approved. Validity and tax come from your defaults.

    exeo · Quotes · Q-1005

  2. 02

    Schedule the workforce

    One click turns an approved quote into a job. Drag visits onto the calendar and assign your team.

    exeo · Schedule · Team view

  3. 03

    Complete on site

    The workforce clocks in from the app, checks off tasks, adds photos, and collects a signature.

  4. 04

    Invoice & get paid

    Completed visits become invoices. Record cash, card, or transfer payments until the balance is zero.

    exeo · Invoices · INV-1004

Four tools for one job

Most field teams get by with the same patched-together set of tools. Exeo replaces each one of them.

The old way

  • The spreadsheetClients in one tab, jobs in another, and neither is up to date.
  • The whiteboardThe week's plan, wiped every Friday and photographed just in case.
  • The group chatGate codes and job updates buried under everything else.
  • The invoice templateCopy last month's file, change the number, hope it adds up.

With Exeo

  • Client & job recordsOne record per client, from the first quote to the last payment.
  • A live scheduleDrag, drop, and assign. The office and the field see the same week.
  • Visit threadsEvery message attached to the visit it belongs to.
  • Invoices from finished workCompleted visits become invoices, and payments bring the balance to zero.

The office side is covered too

Scheduling is what you see first. Behind it are billing, reminders, messaging, and reports, all in the same app.

Reports & payrollRevenue at a glance and payroll built from approved timesheets, ready to export when your accountant asks.
Invoicing & paymentsCompleted visits become invoices, and partial payments bring the balance down to zero.
Invoice remindersA courtesy note before the due date and follow-ups after it, until the invoice is paid or you turn them off.
Office and field messagingEvery visit carries its own thread, so the gate code never lives in a group chat.
The map

Nine modules, one rail

This is the short version. The features page walks through each module in detail.

Take the full tour
Industries we serve

Built for the teams whose work is a visit

Exeo is built for one kind of company: the kind whose day is a list of sites to reach, work to finish, and invoices to raise afterwards.

See how Exeo fits your trade

Why teams stay

The office plans the job, the crew does the work, and the invoice is ready when they're done.

Pricing

Simple plans that grow with the team

Save 20% yearly

Free

For getting started, solo.

$0

free forever

Get started

What's included

  • 1 user
  • Clients, sites & jobs
  • Scheduling & dispatch
  • Workforce mobile app

Starter

For small teams that quote and bill.

$29/month

billed monthly

Start free trial

Everything in Free, plus

  • Up to 3 users
  • Quotes & approvals
  • Invoicing & payments
  • Email support
Most popular

Pro

For growing service businesses.

$79/month

billed monthly · 30-day free trial

Start free trial

Everything in Starter, plus

  • Up to 15 users
  • Reports & payroll export
  • Priority support

Business

For established operations.

$199/month

billed monthly

Start free trial

Everything in Pro, plus

  • Unlimited users
  • Custom branding
  • 1 TB file storage
  • Phone support

Frequently asked questions

Can I import my existing clients?

Yes. CSV import gets you set up in minutes, and our team can help with larger migrations.

Does Exeo work on mobile?

Every plan includes the workforce app: schedules, clock-in/out, tasks, photos, signatures, and messaging.

How does recurring work work?

Define a recurring job once and Exeo generates the individual visits on your calendar automatically.

What happens when a quote is approved?

One click converts it into a job with the same title, site, and notes, ready to schedule.

Can I record partial payments?

Yes. Record cash, card, transfer, or cheque payments; the invoice tracks the balance and marks itself paid at zero.

Does Exeo handle UK VAT?

Yes. A UK workspace starts in pounds sterling with VAT at 20%, and each invoice can be VAT inclusive, exclusive, or without VAT. Each client's VAT and company registration numbers are kept on their record.

Do my clients need an account?

No. Quotes, invoices, and statements each open on their own secure link. Your client approves or declines without a password, and the link expires on its own.

Do I have to chase unpaid invoices myself?

No. Exeo sends a courtesy note before the due date and follows up after it on a schedule you set, including when to stop. Reminders go out in the morning in your workspace's time zone, never overnight.

Is there a free trial?

Yes. The Free plan never expires, and paid monthly plans include a 30-day trial with no credit card required.

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From quote to paid

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Join the field teams that spend less time on admin and more time on the work.

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