CRGO
CRGO
Set up your clients and projects once, then every booking — one-off or recurring — flows straight to your team’s mobile app.
Keep every client in one place — contacts, sites, invoicing details and project history, all at your fingertips.
Each client can have as many projects as you need — sites, service types, assigned teams and everything that stays the same booking to booking.
Schedule one-off bookings in seconds — time, location, team member, checklist. Everyone stays in sync.
Set the pattern once — every few days, or chosen days of the week — and Xota drops virtual bookings onto your calendar, ready for you to book in with a click.
Your team works from the Xota app — upcoming shifts, checklists, photos, status updates — from anywhere on site.
Three tailored ways in, one source of truth. No more phone tag, forwarded emails, or paperwork lost between the office and the field.
One central source of truth to manage your whole business — from the first client call to the final signed-off invoice.
Upload images, manage contacts and store documents — everything about a client or project in one place.
Automate recurring bookings, reminders, proof-of-work requests and the client notifications that go with them.
Staff clock in and out from the mobile app with GPS locations, so you always know exactly who’s on site and when.
Build branded quotes, send them for approval and capture a signature before any work starts.
Raise and send invoices the moment bookings are signed off — with photos and paperwork attached automatically.
Raise purchase orders and keep track of what’s been ordered for which project or client — no more rogue spend.
Manage your whole workforce — holiday requests, recruitment pipeline, employee documents and records.
Keep every team member’s certifications current and track business-wide compliance — never miss a renewal again.
Rename “projects” to properties or sites, “bookings” to shifts or jobs — make Xota speak your language.
Every plan starts with a 90-day free trial of everything — no credit card, no pressure. Price drops as your team grows.
All plans include a 90-day free trial of everything. No credit card needed — cancel any time.
Xota replaces spreadsheets, WhatsApp threads and paper sign-off sheets with one live picture of the operation — for admins, clients and operatives alike.
“Xota gave our supervisors their evenings back. What used to be a Sunday-night spreadsheet is now a two-minute review.”
“Our clients see photos and reports the moment a job’s done. Disputed invoices dropped to almost zero.”
“Quote, work, invoice — all in one place with every photo attached. We’re getting paid in days, not months.”
Xota is SOC 2 Type II compliant, supports SSO and SCIM provisioning, and provides enterprise-grade security for teams of all sizes.
Learn about securityEvery booking, every client, every certificate — joined up and live for admins, clients and operatives. Start your 90-day free trial of everything. No credit card, cancel any time.