Review the overview
See operational counts and outstanding balances.
FEATURE / REPORTING
Business visibility
See open jobs, outstanding invoices and team activity. Export business data to use in your accounting workflow.
HOW THE WORKFLOW RUNS
A practical workflow, not another disconnected tool.
Explore activity
Identify open work and recent invoices.
Export data
Use CSV exports for available business records.
BUSINESS VALUE
Keep information close to the work.
Get an operational pulse without stitching spreadsheets together.
Start a workspace →CONNECTED FEATURES
The rest of your service operation.
Jobs & work orders
Keep every job organised from intake to completion. Track customer details, service history, assigned teams, status and billable work.
Discover feature →Drag-and-drop scheduling
Put your week in focus. Coordinate visits, assign technicians and adjust upcoming appointments from one shared calendar.
Discover feature →Recurring visits
Schedule repeat work weekly, biweekly or monthly. Generate the upcoming visits reliably without rebuilding the same work order.
Discover feature →OPERATIONAL GUIDANCE
What to check before this goes live.
A connected workflow is only useful when the people, data and configuration around it are reliable.
Data quality
Keep client details, job scope, dates and document figures accurate. Resolve conflicting information before sending customer communications.
Correct permissions
Provide staff the least access needed. Confirm client visibility, private documents and work assignments with at least two user roles in staging.
Production validation
Test the actual business workflow, cron and communications on your hosting environment. Never assume a styled screen means integration is complete.
TRY THE WORKFLOW
Keep learning connected to doing.
Existing workspace users can move from this guide to the relevant secure screen. Sign-in and business-role permissions apply to all account actions.
COMMON QUESTIONS
Answers before you commit.
What does Business visibility mean in ZelvotriX?
See open jobs, outstanding invoices and team activity. Export business data to use in your accounting workflow.
Is this feature available in the web app?
This workflow is included in the current web platform; configuration, provider integrations and deployment validation may be needed for parts of the feature.
Can reports be exported?
Authorised users can export existing CSV report datasets.
Do these reports replace accounting software?
No. They provide operational reporting rather than a certified accounting ledger.
Will technicians see financial reports?
No. Reports are limited to authorised roles such as the owner, administrator and accountant.
MAKE ROOM TO GROW
Create your workspace ↗Bring the whole workday into focus.
Keep your people, customers and work moving on one platform.