Changelog

What's new in Exeo

Everything we've shipped to the web app and the workforce app, newest first. If it's listed here, you can use it today.

  1. Sign in with Apple, and directions from the visit

    One more way into the web app, and one less step between the workforce and the next address.

    • NewSign in with Apple, next to Google and email. Works with Apple's Hide My Email addresses too.
    • NewA Directions button on the visit opens the address in Apple Maps on iPhone, or your default maps app on Android.

  2. Team documents

    Collect the paperwork your workforce owes you without chasing it by email.

    • NewAsk a workforce member for a document, like a photo ID or a certificate, with a note and a due date.
    • NewThey see the request in the workforce app and upload it from their phone.
    • NewVerify it from the member's page, or reject it with a reason so they know what to send instead.

  3. Messaging, surveys, and visit alerts

    The office and the field can now talk inside Exeo, and the office hears about a missed visit before the client does.

    • NewInbox on the web and in the workforce app: threads with text, photos, files, and voice messages.
    • NewSurveys and forms: build a template, attach it to a job, and send client surveys from a secure link.
    • NewVisit alerts: the office is notified when nobody has clocked in 10 minutes after a visit starts, or a visit runs 10 minutes past its end.
    • NewReset a forgotten password from the workforce app with a one-time code sent by email.
    Messaging & alerts

  4. Google sign-in, push notifications, and client documents

    Faster sign-in, a phone that buzzes when it should, and a proper place for each client's files.

    • NewSign in with Google.
    • NewPush notifications in the workforce app for new assignments and messages.
    • NewA Documents tab on every client, with folders for contracts, site plans, and anything else.
    • NewMark checklist tasks as required, and the workforce app shows which ones must be done.
    • ImprovedA client can have several billing contacts, and invoices go to all of them.
    • ImprovedChoose how many days before the due date an invoice reminder goes out.
    • ImprovedClient notes support formatting: bold, italic, and bulleted lists.
    • ImprovedType an address by hand when the lookup can't find it.

  5. The workforce app, live updates, and reminders

    Exeo moves into the field: a phone app for the crew, and a board that keeps up with them.

    • NewThe workforce app: today's visits, clock in/out, notes, photos, and client signatures.
    • NewThe app keeps working offline. Changes are queued and sent when the signal comes back.
    • NewLive updates: the schedule and job boards change as the crew works, without reloading the page.
    • NewInvoice reminders on a ladder you set: before the due date, after it, and when to stop.
    • NewVisit reminders to clients, and per-person email settings with one-click unsubscribe.
    • ImprovedSite access notes, like gate codes and parking, travel with every visit.
    • ImprovedPick your currency, and amounts use the right number of decimals.
    Workforce app

  6. Where it started

    The first version of Exeo: the office side of a field service business in one place.

    • NewScheduling with week, day, and team views, drag-and-drop rescheduling, and conflict detection.
    • NewQuotes that turn into jobs, and jobs that repeat on a schedule.
    • NewInvoices, payments, and monthly client statements, ready to print.
    • NewClient portal: clients approve quotes and look up invoices from a secure link, no account needed.
    • NewTeam management, an address book, and a dashboard with the numbers that matter.
    See all features
See what's next on the roadmap

Missing something your team needs? Tell us at support@exeocrm.com.