Xelyvo
Start free trial

SOFTWARE FOR SERVICE BUSINESSES

Your work.
Your team.
All connected.

From the first customer call to the final payment. Bring your CRM, jobs, billing, and reports into one clear workspace.

Start free trialExplore Xelyvo

Built for the office. Ready for the field.

ONE WORKSPACE. THE WHOLE PICTURE.PRODUCT PREVIEW
xelyvo/
Example workspace
BUSINESS OVERVIEW

A clear view of your day.

Today
Active jobs12Work in motion
Ready to invoice4Next office step
Outstanding$12,480Track every balance

Today’s work

3 visits
Northline PropertiesHVAC maintenance · 9:00 AM
Complete
Brookside MarketRefrigeration service · 11:00 AM
In progress
Parkview OfficesEquipment inspection · 2:00 PM
Scheduled
Connected records. Clear next steps.

Illustrative preview with example data. No customer records are shown.

One connected flow.
Less to piece together.

  1. 01Customers
  2. 02Estimates
  3. 03Field work
  4. 04Invoices
  5. 05Insights

THE XELYVO PLATFORM

Everything behind
a job well done.

The tools your service business uses every day, connected from the first conversation to the monthly review.

CUSTOMER MANAGEMENT

Know the customer.
Keep the history.

Bring contacts, service locations, equipment, and job history together. Give the office and field team the context behind every call.

  • Customer profiles
  • Service history
  • Equipment records

SCHEDULING & JOBS

Give every job
a clear next step.

Schedule visits, assign technicians, and follow work from open to complete. Keep the office and the field looking at the same plan.

  • Team roster
  • Job assignments
  • Work status

ESTIMATES & CONTRACTS

Turn a good opportunity
into a clear proposal.

Build estimates, collect customer approvals, and prepare larger projects or maintenance contracts with reusable templates.

  • Quotes & approvals
  • Contract templates
  • Purchase orders

BILLING & PAYMENTS

Connect the work
to the money.

Create and send invoices, track deposits and balances, and offer card checkout through Stripe. Keep payment records with the job.

  • Invoices
  • Receivables
  • Card payments

FINANCIAL VISIBILITY

Understand more
than the top line.

Review outstanding invoices, job profitability, and financial reports. See the numbers that help you decide what needs attention.

  • Job profitability
  • Financial reports
  • Outstanding balances

TEAM PERFORMANCE

See the work
behind the results.

Review technician hours and recalls, then follow office turnaround from completed jobs to sent invoices. Bring facts to the monthly review.

  • Job hours
  • Office turnaround
  • Monthly scorecards

ONE BUSINESS. EVERY ROLE.

The office and the field.
Finally on the
same page.

Everyone needs a clear view of the work. Xelyvo gives each role the tools and visibility to keep it moving.

Connected across desktop and mobile.
01

For the owner

See receivables, profitability, and team performance. Follow the records behind the numbers and make decisions with more context.

02

For the office

Manage customers, schedule the crew, prepare estimates, and keep invoicing and purchasing moving through their next steps.

03

For the technician

See assigned visits, record job time, add notes and photos, and keep service information connected to the work.

EXAMPLE REPORT

See where work slows down.

Office turnaround · example month

Invoice creation0.8 days
Estimate turnaround2.4 days
PO ordering1.2 days
Know what happened. Find the next step.

Illustrative data, not customer results or performance promises.

VISIBILITY THAT HELPS YOU ACT

Know what needs
your attention.

A busy day should not leave you guessing. See which jobs need an estimate, which invoices need follow-up, and where office work is waiting.

  • Track receivables and job profitability.
  • Review hours, recalls, and office turnaround.
  • Open the job behind a number.
See what Xelyvo can do for your team

A PLAN FOR YOUR TEAM

Start with 14 days free.

Choose your plan. Add a card securely through Stripe. Cancel before the trial ends to avoid a charge.

EVERYDAY OPERATIONS

Basic

$199/month

  • Scheduling and dispatch
  • Time tracking
  • Up to 5 technicians
  • Customers and service history
  • Job reports, photos and signatures
  • Invoicing and payment collection
Start Basic trial

14 days free, then $199/month. Automatically renews until canceled.

ADVANCED OPERATIONS

Pro

$599/month

  • Everything in Basic
  • Up to 10 technicians
  • Route Optimizer
  • Insights and profitability
  • Team and office performance
  • Quotes, contracts and purchasing
  • Inventory and expense management
Start Pro trial

14 days free, then $599/month. Automatically renews until canceled.

Upgrade from Basic to Pro anytime. Cancel from your account. Stripe payment processing fees apply separately. Each active technician or helper uses one field staff seat.

A FEW GOOD QUESTIONS

Before you
get started.

Who is Xelyvo for?

Xelyvo is built for service businesses that coordinate customers, office staff, and field technicians. Its workflows are especially suited to HVAC, refrigeration, maintenance, and other service trades.

Can the office and technicians use it together?

Yes. Xelyvo connects the office and field team through shared jobs, schedules, notes, photos, and service records. Access is assigned by company and role, so each person sees the tools relevant to their work.

Does it include invoicing and online payments?

Xelyvo includes invoicing, payment records, deposits, and outstanding balances. Card collection uses Stripe Checkout. Your company completes payment setup and activates live payments before collecting money.

How do we get started?

Choose Basic or Pro and create your company account. Complete secure card checkout to start a 14-day free trial. Monthly billing begins after the trial unless you cancel first. You can cancel in Billing and upgrade from Basic to Pro anytime.

LET’S TALK ABOUT YOUR BUSINESS

Less scattered.
More connected.

Tell us how your team works. Let’s see how Xelyvo fits.

Request a walkthroughsales@xelyvo.comOpens your email app.