How can we help?

1. 1Set workspace defaults under Settings: currency, tax mode (tax-exclusive, tax-inclusive, or no tax), document numbering, and whether your week starts Monday or Sunday.
2. 2Import your clients from CSV, or add them by hand. Each client can be a business or a domestic contact.
3. 3Add sites under each client and fill in the access notes: gate codes, key locations, parking. These travel to every visit at that site.
4. 4Invite your team and pick each person's role. Admins run the office, and staff work the field app.
5. 5Build your first quote. When it's approved, one click turns it into a job and the rest of the rail follows.

NoteDefaults are not cosmetic: numbering, tax, and validity settings are applied to every document you create afterwards, so setting them first saves editing them everywhere later.

Exeo has two member roles. Admins see and run everything in the dashboard: scheduling, money, settings, and the team. Staff use the workforce app: their own schedule, clock-in, tasks, photos, signatures, messages, and time-off requests.

Each member also carries an employment type (full-time, part-time, contractor, or seasonal), so the team list reflects how your crew actually works.

• Free: 1 user. Starter: up to 3. Pro: up to 15. Business: unlimited.
• Seats count members in the workspace, not devices. One person can use the app and the dashboard with the same seat.

Every plan runs the same scheduling core and the same workforce app. The plan decides the limits and the money-side features:

• Free: 1 user, 2 GB file storage. Clients, sites, jobs, scheduling, and the workforce app. No quoting or invoicing.
• Starter: 3 users, 25 GB. Adds quotes, invoicing and payments, billing defaults, and one invoice reminder after the due date.
• Pro: 15 users, 250 GB. Adds reports and payroll export, plus a real reminder ladder: up to four reminders, before and after the due date, on your own schedule.
• Business: unlimited users, 1 TB. Adds custom branding on client-facing documents and up to six reminders.

NoteStorage counts the photos and files your team attaches to work. Every paid plan starts with a 30-day trial; no card is needed to try it.

The sidebar is the whole map. Every module reads and writes the same records, so a client opened from an invoice is the same client the schedule shows.

• Schedule: the calendar, with week, day, team, and site views.
• Clients & Contacts: who you work for, their sites, and their history.
• Jobs: the work itself, one-off or recurring, with every visit under it.
• Quotes & Invoices: the money rail, from draft to paid.
• Reports: revenue, client profitability, receivables, payroll.
• Team & Settings: people, roles, and workspace defaults.

Each site carries its own access notes: gate codes, key safe locations, parking, alarm procedures, who to call on site. The note lives on the site record and travels with every visit there. The crew reads it on their phone during the visit, without calling the office.

NoteUpdate the note once on the site and every future visit carries the new version. Nothing is copied around by hand.

A job is either one-off or recurring. Recurring jobs carry a pattern: daily (every day or weekdays only), weekly, or monthly. Exeo expands the pattern into real visits on the calendar automatically.

• Visits are generated 60 days ahead, and an hourly background job keeps that horizon topped up so the calendar never runs out.
• Pause a job and it stops producing visits until you resume it; complete or cancel it and the pattern ends.
• Each generated visit is a normal visit: assignable, movable, and billable like any other.

NoteEditing the pattern changes future visits only. History stays as it actually happened.

The workspace holiday calendar keeps recurring work from landing on days nobody works. Each holiday carries one of two actions: SKIP (the visit for that day simply isn't created) or MOVE (the visit shifts off the holiday instead).

The workforce requests time off from the app; each request is pending until an admin approves or denies it. Approved leave then shows up right inside scheduling. If you assign a visit over someone's leave, the calendar warns you as soon as you make the assignment.

1. 1The client opens their secure link and taps Approve (or Decline). They don't need an account or a password.
2. 2The quote's status updates on your board the moment they answer.
3. 3One click converts the approved quote into a job with the same title, site, and notes, ready to schedule.

NoteConversion is deliberate, not automatic: you choose when the approved quote becomes scheduled work.

Quotes carry a valid-until date from your workspace defaults. As that date approaches on a quote that's still unanswered, Exeo sends a nudge so the follow-up happens before the quote lapses.

A statement gathers a client's month (invoices raised, payments received, balance standing) on one portal link. For clients with many sites, it's the answer to "what am I paying for" without an email essay: they open the link and read it themselves.

Record payments as they arrive: card, bank transfer, cheque, or cash. Partial payments are first-class. Each one reduces the running balance, and the moment the balance reaches zero the invoice marks itself paid, so you never change the status by hand.

Contract clients can be billed on a fixed cadence: monthly on the 1st, monthly on the 15th, every second Monday, or weekly on Mondays. The draft is raised on schedule and priced from your services, so you review and send it instead of rebuilding last month's invoice.

Two quieter automations run alongside the invoice ladder: clients get a reminder ahead of an upcoming visit, and you get a weekly digest of the week ahead, aligned to whichever day your workspace week starts on.

Clocking in and out stamps the timesheet automatically, with a GPS fix recorded at each stamp. Entries are marked by their source (GPS clock-in or manual entry), so payroll can tell measured time from typed time.

NoteLocation is captured at clock-in and clock-out. Exeo does not track anyone's position between stamps.

The schedule is cached on the phone: today's route, site notes, and checklists stay readable in basements, plant rooms, and dead zones. Work recorded offline syncs when the signal returns.

Alerts (messages, assignments, time-off decisions, and the rest) are grouped into categories, and each category can be switched per person and per channel. The bell in the dashboard and the notifications screen in the app read from the same stream.

Profitability puts what you invoiced a client next to what their work cost in labour, from real clocked hours. The client who looks big by revenue and the client who actually pays for the month are not always the same client. This report is where you find out.

Payroll is built from the timesheets the app already recorded (clock-ins with their GPS stamps, per person, per period) and exports as a CSV your accountant can open anywhere. Nobody has to retype hours from paper.

NoteReports and payroll export are included on Pro and Business.