Xeo Base Module

Xeo builds custom software for a wide range of industries. Reach out to see how we can help your business!

Custom Database Features:  Every solution we build starts with a deep understanding of your data, to ensure your custom software streamlines efficiency and can scale with your business. 

    We will never sell your email address to any 3rd party or send you spam. Promise.

    Xeo already has a software solution to frequent challenges business owners face

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    Invoicing Software

    Innovative businesses do things differently, and this frequently complicates the creation of invoices.

    • Customized pricing based on account status, volume, and promotions.
    • Subscription billing, including one-time fees, contract length, and early termination fees.
    • Rules engine that determines pricing based on a myriad of factors.
    • Integration with sales tax systems, including Avalara, TaxJar & QuickBooks.
    • Integration with payment gateways, including Stripe, FirstData, Authorlize.net & Braintree.
    • Integration with accounting solutions, including QuickBooks, Xero, & Sage 100Cloud

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    Dispatch Dashboard Software

    Your dispatcher needs to know what jobs are ready and what resources are available. We have built boards for everything from freight companies to mobile auto services. Our boards help schedule based on workload, staff availability, and estimated drive times from Google Maps, improving efficiency and customer satisfaction. We also integrated with telematics companies, including Samsara, Geotab, & Verizon Connect, so your dispatcher sees the location of your resources in real-time.

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    Customer Portal Software

    Allow your customers to place orders, update their payment method, and interact with their account via a custom portal that precisely implements your brand. Xeo has built custom portals for a range of industries, including membership businesses, freight forwarding, automotive service, and various legal services. We will also match the branding of this application to the client for all client facing software.

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    Building SaaS Software

    We have built and host multiple SaaS solutions for our long standing clients. Some of these solutions include time card solutions, pre-hire assessments, and real estate solutions. We also support free trials, and automated recurring billing to help ensure each solution serves our clients well.

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    Membership Software

    • Automated billing
    • Custom Renewal notices
    • Promotion codes
    • Branded customer portal
    • Data Analytics
    • Referral partner attribution
    • Associate memberships
    • Merging duplicate memberships
    • Schedule price changes

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    Time tracking Software

    • Know the location of staff when they clock in and out
    • Automate time card reporting
    • Identify your most & least productive staff
    • Integrate with payroll solutions including ADP, Paychex & Intuit

    Features Available With Xeo

    Document
    Management

    • Attach PDFs, photos, videos, and more to records
    • Manage permissions to documents
    • Merging documents

    Data
    Dashboards

    • Visualize key performance metrics (KPI) to manage your business
    • Keep staff focused on their key metrics
    • Allow customers & staff to customize their dashboard

    Custom Data
    Reporting

    • Our reporting tool is built into every app we build and allows your super users to build reports on their own
    • Subscription module emails reports on a recurring basis
    • Results shown with on-screen graphs or charts, spreadsheets, or attractive PDF files that match your branding
    • Exception reports alert staff to anomalies

    Software
    Auditing

    We can track every change made to a record, including who changed the record, when, and what the record looked like before the change was made.

    User
    Notifications

    High-priority messages can be sent via text message, while informational messages might display passively on-screen or wait in a queue. Of course, there’s always email. And we have even integrated with Slack for messages. In all cases, we aim to get users the information they need precisely when they need it.

    Bulk Data
    Operations

    Often, your staff will have a spreadsheet of valuable data that belongs in your database. We have built many features that help staff upload such sheets. These features implement a step-by-step process that satisfies all data rules, highlights issues, and confirms results. Such tools typically achieve more than a 10x improvement in productivity.

    Quality Assurance Queue

    One manager can quickly review the work of many employees with the help of a queue that displays all the needed data points and media on a single screen. With one click, the work can be approved or sent for rework.

    Ticket
    Management

    A unified ticket system tracks issues that require follow-up. Our off-the-shelf ticket system makes it easy for your staff to follow up on all issues.

    Address
    Verification

    Address data is tricky and essential. We have integrated with Google Maps and other address verification services to ensure accurate data.

    APIs

    An application programming interface (API) allows computer systems to communicate. We publish and consume APIs, allowing our systems to work seamlessly with others.

    Streamline Your Workflow with Management Tools

    Tasks: Every team member executing the highest priority tasks. Our workflow management system keeps users focused on actionable tasks. All the information needed to execute the task is at hand with documents and related records just one click away.
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    Automated Templates: Standardize workflow by configuring the system to automatically create and assign new tasks based on events or status changes.
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    Maximize Data Sharing and Collaboration

    Companies: Create and manage organization profiles effortlessly. Assign tasks and tags as needed. This feature offers the ability to associate people with a company and vice versa. Drag-and-drop document upload.
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    People: Create and manage contact information, tags and assign tasks. Drag-and-drop document upload. Track relationships between people, like supervisor and subordinate or husband and wife.
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    Events: Share event data across your organization.
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    Efficiently Manage and Organize Your Queries

    Custom Reports: Our visual query builder allows end users to query the database using a graphical interface which Access users will find familiar, and which database experts will be able to exploit to create even the most complicated reports. Execute queries and see results on screen as you write them.
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    Report Scheduling: Once you’ve created your custom report, schedule the delivery on a recurring basis. Rest easy knowing recipients can easily unsubscribe at any time.
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    Advanced Security Solutions for Your Business

    Roles and Permissions: Our robust permission module keeps your data safe. Create new roles and set the permissions of each role at a granular level. Users can only see data and execute functions as you permit. Each user can belong to multiple roles so you have maximum flexibility in granting permission.
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