Plan the work
Create a defined work package for the client
Keep smaller contracting projects, progress visits, customer records and invoices coordinated from a central web app.
← All industriesClear scoped work and customer financial records.
Create a defined work package for the client
Assign and track site visits with field evidence
Review bills for completed and approved work
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.
No. ZelvotriX focuses on field-service workflow and billing, not enterprise estimating or procurement.
Staff can access role-appropriate jobs, assigned visits, customer history and permitted financial workflows in the ZelvotriX web app.
Yes. Assigned users and visits are available to appropriate roles within a business workspace.
Not for complex budgeting, subcontractor procurement, drawings or critical-path schedules.
Keep your people, customers and work moving on one platform.