For the services industry

Service
Operations

Projects, clients, quotations, schedules, appointments and billing — all connected in one platform. No more scattered spreadsheets, missed follow-ups and late invoices.

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The modules

Manage Every Part of Your Business

Five modules that cover the daily work of a professional services firm — from a client’s first enquiry to the quotation, the project, the schedule and the final invoice. Use one, or use them all together.

Module 01

Project Management

Run every client project from kick-off to sign-off in one place.

  • One view of every job — See all ongoing projects, who is in charge, what stage they are at and what is due next — without asking around.
  • Tasks and deadlines that stick — Assign work to your team with clear due dates, so nothing quietly slips past the delivery date.
  • Keep client requests in context — Record requests, updates and decisions against the project, so important details don't get lost in conversations.
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Project List
Project Tasks

Module 02

Customer Management

Know your clients better, and never lose their history again.

  • One profile per client — Contacts, addresses, agreements and notes stored in one record that the whole team can see.
  • Full history at your fingertips — Past enquiries, quotations, projects, appointments and invoices under the same client, so you can answer any question in seconds.
  • Nothing lost when staff change — Client knowledge stays with the company, not in one person's inbox or notebook.
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Customer List
Event Broadcast

Module 03

Enquiry & Quotation

Reply faster with quotations that look professional every time.

  • Capture every enquiry — Calls, emails and web enquiries all land in one list, so no potential client is forgotten.
  • Quote in minutes, not hours — Build quotations from your own service templates and rates, then send a clean PDF straight to the client.
  • Follow up at the right time — See which quotations are still pending, revised or approved, and chase the ones worth chasing.
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Quotation Status
Quotation Generator

Module 04

Planning & Scheduling

Plan your team's week once and let everyone see the same plan.

  • See who is free and who is loaded — One calendar shows every team member's workload, so you assign jobs to people who actually have time.
  • Avoid clashes before they happen — Site visits, client meetings and deadlines on the same view make double bookings easy to spot.
  • Changes reach everyone instantly — Move a job or swap a team member and the updated plan appears for the whole team.
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Team Schedule
Planning Board

Module 05

Billing & Payments

Bill accurately, get paid sooner and always know where you stand.

  • Create invoices with less effort — Prepare invoices with customer and transaction details already at hand, so you spend less time re-entering information.
  • Chase payments with confidence — See what is unpaid, part paid and overdue at a glance, and send reminders before it becomes awkward.
  • Clear records for your accountant — Every invoice, payment and receipt is filed against the right client and project, ready at month end.
Learn more
Invoice
Outstanding Payments

Why dxcess

One system your
whole team actually uses

Built around the way consultancies, agencies and professional firms already work — light enough for a small team, structured enough for partners and management.

  1. 01

    Everything in One Platform

    Clients, enquiries, quotations, projects, appointments and invoices live together, so your team stops jumping between tools to piece one job together.

  2. 02

    Less Re-Entering, Less Admin

    Use information already recorded in DXCESS when preparing documents, so your team spends less time copying details.

  3. 03

    Everyone Works From the Same Information

    Keep the latest customer, project and task information available to the team, so people can pick up work immediately.

  4. 04

    Grows With Your Firm

    Start with what you need today and add more as your operations grow — without having to replace the system later.

  5. 05

    Built Around Your Process

    Adjust forms, fields, workflows and views to match how your firm delivers work — the system follows your process, not the other way round.

  6. 06

    Keep Client Information Under Control

    Control who can access sensitive client and business records, so information stays with the right people.

Ready to run your business on one system?

Join our collaboration program and help shape the modules your team will use every day.

Join Our Collaboration Program

Have questions? Email us at enquiry@dxcess.com.