The full tour

Every tool the job needs

Nine tightly connected modules replace the spreadsheet, the whiteboard, the group chat, the paper checklist, and the invoice template.

Scheduling & dispatch

Plan the week in minutes

Week, day, and team views show every visit at a glance. Drag to reschedule, click to assign, and let recurring jobs fill the calendar themselves.

  • Drag-and-drop rescheduling with conflict detection
  • Team view: one row per workforce member
  • On-leave warnings when assignments overlap approved time off
  • Holiday calendar: recurring visits skip the day or move to another one
  • Site access notes travel with the visit: gate codes, keys, parking
exeo · Schedule · Team view
exeo · Quotes · Q-1005

Quotes

Send the quote, win the work

Build line-item quotes with your own numbering and validity defaults. Approved quotes turn straight into jobs, so nothing gets retyped or lost.

  • Follow each quote from draft to sent, approved, and converted
  • One click turns an approved quote into a job
  • Win-rate and awaiting-reply metrics on the quotes board
  • Sent quotes carry a client link, so the answer can come from them

Client portal

Your client approves it themselves

Send a quote and the client opens it from a secure link, with no account, password, or app to install. From there they can approve or decline, look up an invoice, or pull a statement.

  • Approve or decline a quote without creating an account
  • Invoices, payment instructions, and monthly statements on the same link
  • Your company name, details, and currency on every page
  • Every link covers one document, expires, and can be revoked
Client portal · secure link
exeo · Invoices · INV-1004

Invoicing & payments

Bill the work you finished

Completed visits become invoices priced from your services. Record payments by cash, card, transfer, or cheque, and the balance updates on its own.

  • Invoices generated from completed visits
  • Partial payments with a running balance due
  • Auto-paid status once the balance reaches zero
  • VAT inclusive, exclusive, or none, with UK workspaces starting at 20%
  • Percentage or flat discounts on any invoice
  • Recurring rules raise the monthly drafts; you decide when they go out

Automatic follow-ups

The chasing happens without you

Set the schedule once and Exeo writes the letters: a courtesy note before an invoice is due, a firmer one after, a nudge before a quote expires, a statement at month end.

  • A reminder ladder you control: days before due, days after, and when to stop
  • Visit reminders to the client, a day sheet to the crew, a weekly summary to you
  • Messages go out in the morning, in your workspace's own time zone
exeo · Invoice reminders

Workforce app

A field app the workforce actually opens

Today's route, one-tap clock-in, task checklists, photos, signatures, and a direct line to the office. It keeps working on site, even where the signal is weak.

  • Clock in/out stamps the timesheet
  • Offline-friendly schedule cache
  • Hours tab shows the week's time and estimated pay
  • Time-off requests from the profile tab

Messaging & alerts

The office and the field, in sync

Every visit carries its own thread. Questions, gate codes, and updates stay attached to the work, and the notification bell keeps admins up to date.

  • Per-visit threads with unread tracking
  • Notification bell for messages, assignments, and time-off
  • Inbox tab on mobile with per-thread badges
  • Thirteen alert categories, switchable per person and per channel
exeo · Visit thread
exeo · Surveys · Site inspection

Surveys & forms

Paper forms, without the paper

Turn the inspection sheet and the satisfaction survey into structured forms. The office fills them in during a visit and clients answer theirs from a secure link. Answers are saved as structured data, so you can report on them.

  • Seven answer types: yes/no, text, number, 1-5 rating, date, one or many choices
  • Attach forms to a job and every visit flags what's due, without blocking the work
  • Clients answer surveys from a secure portal link without an account, and you get notified when they reply
  • Any submission downloads as a PDF on your own letterhead
  • Edit a template freely; old submissions keep the questions they answered

Reports & payroll

Know where the money goes

Collected vs outstanding by month, profitability per client, and a payroll card that turns clocked hours into a CSV for your accountant.

  • Revenue chart: collected vs outstanding, last 6 months
  • Client profitability: invoiced vs labour cost
  • Payroll export from real clock-in/out data
  • Aged receivables: what's owed, bucketed by how late it is
exeo · Reports

And everything around it

Smaller tools your team will use every day.

  • Time off

    Requests, approvals, and conflict warnings on the schedule.

  • Client signatures

    Collected on site and attached to the visit record.

  • Job photos

    Time-stamped before/after shots straight from the workforce's phones.

  • Task checklists

    Job checklists flow onto every generated visit.

  • Your branding

    Logo and brand colour across the whole workspace.

  • Multi-site clients

    Track every property under one client record.

  • Recurring invoicing

    Monthly, twice-monthly, or fortnightly drafts raised on schedule.

  • Client statements

    A month's activity with the balance carried forward.

  • CSV import

    Bring your client list over with a template, row by row results.

  • Address book

    Suppliers, inspectors, and anyone else who isn't a client yet.

  • Live updates

    The board updates as the crew works, without reloading the page.

  • Your currency

    Local currency and formatting, with the right number of decimals.

See it with your own data

Import your clients, build your first quote, and schedule a week. It's free for 30 days.

Get started freeSee pricing