The chatbot that can't dispatch
A generic website bot cannot see your on-call rotation, technician qualifications, truck availability, or actual pricing. It answers. Your staff still does the work.
A reply is not a booked job ↗OPERATIONS AUTOMATION FOR FIELD SERVICES
Every call.
Every job.
Accounted for.
Stop losing revenue between the after-hours phone, your dispatch board, and the final invoice. Xavely connects the tools you already use so urgent jobs are triaged, scheduled, and confirmed in under 45 seconds.
For HVAC, plumbing, electrical, refrigeration, roofing & property maintenance teams.
DISPATCHED08:31 PM
Walk-in cooler down
Northside Kitchen · Emergency
Lead tech
Marcus R.Arrival
9:15–9:45 PM
Marcus R.Arrival
9:15–9:45 PM
FRIDAY NIGHT, 8:30 PM → JOB CONFIRMED
<45sEmergency response target
15+ hrs/wkPotential dispatch time saved*
100%Client-owned workflows & data
Built around your operation.
Run on your existing tools.
Run on your existing tools.
CONNECTS THE TOOLS YOUR TEAM ALREADY USES
ServiceTitanJobberHousecall ProQuickBooks OnlineGmail / Outlook 365TwilioStripe
Integration scope depends on your current plan and access.01 / THE REALITY
Three quiet leaks.
One expensive month.
More leads will not fix a handoff that breaks between the phone, office, technician, and invoice.
The double-entry office tax
Your team copies addresses from voicemail into the field system, sends manual updates, then enters accepted work again for billing. Every handoff adds delay and errors.
Hours lost in every shift ↗The after-hours black hole
When a freezer fails or a water main breaks, customers need a confirmed truck. A voicemail gives the job to the first competitor who responds.
The call cannot wait until morning ↗02 / LIVE SCENARIOS
See the handoff
happen in real time.
Pick a situation your team recognizes. Follow the request from first contact to a confirmed work order.
01INBOUND SIGNAL
The request arrives
02SMART TRIAGE
The right checks run
Service addressInside Atlanta radius
PriorityCritical · product loss
On-call coverageRefrigeration certified
Rate ruleWeekend dispatch applied
DecisionDispatch now
03WORK ORDER CREATED
On the dispatch board
WO-2841SCHEDULED
Walk-in cooler failureNorthside Kitchen · Atlanta, GALEAD TECHMarcus Rivera
ARRIVAL9:15–9:45 PM
EST. JOB VALUE$1,250
ACCOUNTINGReady for QuickBooks
04CUSTOMER CONFIRMED
The loop closes
‹Xavely Dispatch⋯
8:31 PM
Hi Northside Kitchen — Marcus Rivera is on the way for your walk-in cooler. Arrival: 9:15–9:45 PM. Reply YES to confirm or text us a question.
YES, please send Marcus.
Text Message ↑
03 / REVENUE LEAK CALCULATOR
What is a slow
handoff costing you?
Move the numbers to match your operation. This is a planning estimate, built from transparent assumptions—not a revenue guarantee.
The model50% of missed emergency calls converted15% more pending estimate value wonOffice time estimate: 20 minutes per after-hours call handled, plus 10 minutes per $1,000 of pending quotes
YOUR MONTHLY INPUTS LIVE ESTIMATE
2 calls40 calls
$150$2,000
$5,000$100,000
ESTIMATED MONTHLY RECOVERABLE REVENUE$9,150
ANNUAL POTENTIAL$109,800
OFFICE HOURS SAVED / MO9.8 hrs
Illustrative estimate. Actual results depend on call volume, conversion, your margins, and workflow design. Revenue is gross, before operating costs.
04 / THE SYSTEMS
Four workflows.
One connected operation.
Designed around your actual service area, on-call roster, pricing rules, and office process.
24/7 emergency dispatch
Capture the urgent request, check the on-call rotation and service rules, create the job, and text an accurate arrival window to the customer.
CALL → TRUCK
Quote & estimate follow-up
Helpful day 1, 3, and 7 follow-ups invite approval or questions. Messages stop as soon as the customer replies or signs.
QUOTE → APPROVAL
Work order & accounting
Keep job status, completion, invoices, and payments aligned between your field system and QuickBooks or Stripe, subject to the tools you use.
JOB → INVOICE
Reviews & referrals
When a job closes, send a timely review request and route unhappy feedback back to your team before asking for a public review.
CLOSE → REPUTATION
05 / WHY XAVELY
Your operation is not
a generic template.
Keep the software your people know. Add the missing connection between the moments that make or lose money.
THE DIFFERENCEIsolated apps & generic SaaSXavely architecture
Fit to your team
Rigid workflows and one-size-fits-all rules
Built for your service radiuses, rate book, technician tiers, and approvals
Ownership
Data and processes often tied to another subscription
Your workflows and data remain yours, on tools you control
When tools change
Another app to replace or work around
Connections designed to be updated as your stack evolves
Accountability
A help center and a generic support queue
Senior systems architect accountable for the design and handoff
06 / THE PERSON BEHIND THE SYSTEM
Built with rigor.
Run with confidence.
Carlos Olivo is Xavely's founder and Principal Systems Architect. He brings 8+ years of experience building high-throughput distributed systems and enterprise software architecture to the daily demands of field service operations.
Explore Carlos's workCO
Carlos OlivoFounder & Principal Systems Architect
“The best system is the one your office staff can trust on the busiest day of the week.”
BASED INNorcross, Georgia
SERVINGMetro Atlanta + remote US
WORKING STANDARDIncorporated B2B · W-9 / EIN · NDAs
OWNERSHIP COMMITMENTClient-owned workflows & data
07 / ENGAGEMENT
From bottleneck
to live workflow.
A focused first deployment that proves the handoff in your actual operation.
15-minute pipeline discovery
Review your current tools and pinpoint the two biggest operational bottlenecks.
14-day pilot sprint
Build and test the first workflow against your rules, then put it into live use.
Hands-off operation & SLA
Train the office team, document the process, and monitor the workflow so the owner does not have to maintain it.
08 / QUESTIONS
What owners
usually ask.
Practical answers before we look at your operation.
Will this replace my dispatchers or office manager?+
No. It removes repetitive entry and routine follow-up so your people can focus on customers, exceptions, and higher-value calls.
Do we need to switch away from Jobber, ServiceTitan, or QuickBooks?+
No. Xavely designs around your existing software and the access your current plans support. We confirm each connection during discovery.
What if a customer has a complex custom request?+
The workflow hands it to a human on call with the request, customer details, and checks already gathered. Your team stays in control of exceptions.
Who owns the automation and the data?+
You own the workflows, integrations, and your business data. The handoff includes documentation and access under your control.