What do you need help with?

Ten setup steps take your account from empty to running real work, and each one ticks itself off as you go.

A suggested path through your first few days: make it yours, load your clients, quote, schedule, invoice, then review.

Some jobs need a quick yes or no from you after a ServiceM8 import. Each answer is kept, so you are never asked twice.

Install VexOp+ as an app so it opens in its own window, then pin it to your taskbar or Dock.

Operations is your job cockpit: five views of the same work, from a live map to workflow streams.

My Day shows each person their own day: bookings, assigned jobs, clocking on and off, and what the team is up to.

Build reusable form templates for inductions, safety checks and sign-offs, and collect submissions against jobs.

Tapping On my way records the driving kilometres on the job, and the Travel report adds them up per person and per job.

Set up a service plan for a client’s site: the assets you look after, how often you visit and the price. Each visit is made as a job ahead of its date, every asset keeps its history, and you are told before an agreement ends.

Build itemised quotes from your own price library, send them, and convert accepted quotes straight into jobs and invoices.

Create invoices from accepted quotes, track what you are owed, and record payments with automatic receipts.

Choose linked numbers, where a job, its quotes and its invoices share one number, or separate numbers that each count on their own.

Have an owner check the quotes and invoices your team makes before they reach the customer, every one or only those over an amount.

Set when invoices fall due: a default for the business, terms by client type, and terms for a single client.

Price a change to a quote your customer has accepted, have them approve and sign it before the work, and the job’s contract keeps up.

Cost every line of a quote, price it with a markup, see your margin before it goes out, and turn the accepted quote into the job’s budget.

Set up a job’s claims by stage or by percent complete, make each claim as an ordinary invoice with its claim table, and hold and release retention.

Order materials for a job, approve big orders, record deliveries as they arrive and check each supplier bill against what was ordered and received.

Every customer in one place: contacts, sites, jobs, quotes, invoices and the full history of every conversation.

Write your emails, SMS and documents once. Merge fields fill in the job and client details at send time.

When something happens to a job, quote or invoice, VexOp runs your follow-up steps so you do not have to remember.

A shared inbox for your business: customer replies thread back automatically and file against jobs and clients.

Give customers a secure page of their own quotes, jobs and invoices, branded to your business, no password needed.

Invite your staff, choose what they can do, and know exactly what an employee sees when they sign in.

Track time against jobs, approve weekly timesheets and store employment documents.

VexOp Field is the iPhone app your crew uses on site: their day, jobs, time, photos, signatures and quotes.

Build and publish a professional website for your business, with every enquiry landing straight in your CRM.

Settings is ordered by how often you use each part, starting with Automations and Templates. Your own settings are on My profile.

Connect Xero, QuickBooks Online or MYOB, and each invoice goes across when you send it and payments show on both sides.

Everything VexOp connects to in one place, and the add-ons you can switch on: accounting, customer payments, email, texts, your website, calendar feeds and data import.

Add-ons are extra parts of VexOp+ an owner switches on in Integrations & Add-ons. Switching one off hides it everywhere and deletes nothing.

Connect your own Claude, ChatGPT or Perplexity (beta) to VexOp+, so it can look up your jobs, clients, quotes, invoices and schedule. It only reads, and it sees only what you can see.

Your VexOp plan, card and charges live in Settings under Plan and billing, with exact amounts shown before anything is charged.

Add a second check at sign-in so a stolen password alone cannot open your account.

Your password, two-step sign-in, email signature, forwarding address and calendar feed live on My profile, not in Settings.

VexOp Partner is your direct line to the VexOp team for anything: bugs, setup, integrations, website changes or billing.

Fix sign-in problems, refresh your access after a role change, and understand why a page might not be visible.