Plan the work
Create separate jobs and visits for agreed scopes of work
Connect smaller jobsite work packages, site visits and customer billing with an organised record. Keep assignments and progress evidence visible without relying on scattered messages.
← All industriesSite-visit documentation, estimates and job-based payment history.
Create separate jobs and visits for agreed scopes of work
Capture field photographs and time-stamped updates
Review invoice status against each customer
Every job is linked to an organisation and its customer records. The team works inside a permission-controlled workspace, while billing reflects the services actually performed.
Available through a responsive web browser, including mobile devices. The installable PWA is not a substitute for fully offline-native apps.
Different services have different records, visits and billing needs. Here are examples of how to organise the work.
Start with an accurate customer and site record, then define what success looks like.
Make clear assignments, scheduled visits and equipment or access instructions.
Finish with recorded service evidence and itemised financial follow-up.
Use this checklist as a planning reference. Adjust it to your trade, local regulations, workplace safety rules and the customer's agreed scope.
Start with a free browser-based estimate or invoice, or use the connected business workspace to link work directly to a client and job.
Not entirely. It focuses on field-service workflows and related billing; complex Gantt dependencies, procurement and subcontractor compliance are not part of this release.
Staff can access role-appropriate jobs, assigned visits, customer history and permitted financial workflows in the ZelvotriX web app.
Multiple invoices can be prepared for a client or job; automated progress-claim certification is not yet supported.
Not as a dedicated module yet. Use existing job notes and external compliance records for formal obligations.
Keep your people, customers and work moving on one platform.