Stop Running Your Business on Spreadsheets and Sticky Notes
Run 5X Faster. Automate Quoting, Scheduling, and Payments—all from one connected system that works on your phone.
Less paperwork, more profit. Turn your manual processes into an automated machine that handles the boring stuff—so you can focus entirely on growing your business.
Start your 6-month free trial today.
Generate professional quotes in seconds. Stop wrestling with Word docs and spreadsheets so you can respond faster and close more deals.
Smart Scheduling
Optimize your schedule, reduce conflicts, and keep your team organized. Everything runs smoothly and efficiently — no double bookings, no missed appointments.
Workflow Automation
Automate repetitive tasks and focus on growing your business. Let technology handle the busywork while you focus on what matters most — your customers.
Fast Invoice Payments
Automate your invoicing process and get paid faster. Send invoices, track payments, and reduce administrative overhead — all in minutes, not hours.
Calls, texts, WhatsApp, Facebook DMs, PDFs, photos, Word/Excel files, Drive folders — even notes on tablets.
We bring it all into one clean system that connects your leads → jobs → scheduling → invoicing → payments.
Once your data is centralized, we can build powerful automations on top of it.
Everything Connected
Customer info, messages, quotes, files, and payments automatically sync and talk to each other.
Find Anything Fast
Search one place for a client, photo, or message — no more digging through phones and folders.
Build Powerful Automations
Once your data is in one place, we can build custom workflows, automations, and insights tailored to your business.
All your sources flow into one central hub. Then we build powerful automations on top.
From Messy to Managed — in 3 Simple Steps
Click on any step to learn more. We'll show you exactly how we transform your business operations.
1
One-Hour Process Audit
A focused 60-minute session to see how you run things today and what you want to automate — from
estimates, scheduling and follow-ups to timesheets, approvals, inventory, change orders, and more. We listen first,
map the high-value spots, and agree on a simple plan that actually fits your day.
Learn More
2
Build What Matters
We connect the specific pieces you need and make them talk — with clear screens your team can use right away.
Examples include automated estimate → approval handoffs, job scheduling with reminders, invoice & payment flows,
lead routing, safety/QA checklists, or field photo notes — whatever moves the needle for your operation.
Learn More
3
Run on Autopilot
Once your system is live, it just works — jobs move from quote to paid without extra effort.
You get alerts when something needs your attention, and your team sees exactly what's next.
No chasing, no chaos — just steady cash flow and smoother days.Example: a customer approves a quote online, the job is auto-scheduled, reminders go out, and payment hits your account before you even check your phone.
Prefer to start small? We can launch in a week and grow with you.
Our Services — Built for Your Business
From workflow automation to AI-powered customer service, we provide the tools you need to run your business like a pro.
Click on any service to learn more.
Automation Services
Complete workflow automation that connects your entire business process — from lead intake to quote generation,
scheduling, invoicing, and payments. Everything works together automatically, so you focus on growing your business.
End-to-end workflow: Leads automatically trigger quotes, quotes trigger scheduling,
completed jobs trigger invoices, and payments sync to your accounting.
No more manual work: Eliminate double entry, reduce errors, and save hours every week
with automated workflows that run themselves.
Automatic follow-ups: Never miss an opportunity with automated reminders for quotes,
invoices, and appointments that keep your pipeline moving.
Example: A customer requests a quote online. The system automatically generates a quote, sends it via text or email,
schedules a follow-up reminder, and once approved, creates the job, sends confirmations, and generates the invoice —
all without manual intervention.
AI-powered automation that enhances your workflow and serves customers better. AI integrates seamlessly
into your automation services to handle routine tasks, answer questions, and keep customers engaged —
so you can focus on high-value work.
Smart quote generation: AI drafts quotes from notes, photos, or voice recordings,
giving you a clean estimate to review and send — saving hours of manual work.
Intelligent customer service: AI answers common questions instantly (availability, service areas, pricing),
handles routine requests, and escalates complex issues to you.
Automated follow-ups: AI sends personalized reminders, follows up on quotes, and keeps customers
engaged while you're on-site — never miss an opportunity.
Example: After a service visit, you dictate notes and attach photos. AI analyzes the information, drafts a detailed
scope and pricing, sends the proposal, and schedules intelligent reminders if there's no response — all while maintaining
your brand voice and standards.
Your entire business in one place. Centralize all your data — customers, jobs, schedules, invoices,
payments, files, photos, and more — in one unified system that your whole team can access from anywhere.
Everything in one place: All customer info, job details, schedules, invoices, payments, files,
and photos are organized and accessible from one central hub.
Real-time visibility: Know what's scheduled, what's in progress, what's waiting on parts,
and what's ready to invoice — all at a glance.
Team collaboration: Your crew sees the same information you do — no more "where's that?" texts.
Everyone stays aligned and informed.
Example: Your team opens a job folder on their phone: the checklist is pre-filled from the estimate,
parts list is attached, photos are logged automatically, change orders are tracked, and the invoice is ready
when the job is marked complete — all in one organized place.
Most teams save a full day each week and get paid faster. Here's what business owners see after launch —
start your 6-month free trial and see results in your first month.
Want real numbers from a business like yours? Ask for a 5-minute ROI snapshot during your free consultation.
No credit card required. See results in your first month.
Plans That Fit Every Business Size
Start small, scale fast — free setup and 6-month trial included.
6-Month Free Trial • No Credit Card Required
Free Launch
$0
We set up your 1-page site, Google Business Profile, and business email. Pick one starter system (Leads or Reviews).
No contracts. Upgrade anytime. No credit card required.
Why Businesses Choose Xelshard
Built for small construction & home-service teams that need automation that just works —
fast, affordable, secure, and supported by a team that cares about your success.
6-Month Free Trial • No Credit Card Required
Secure Cloud Systems
Your data stays protected with automated backups, access control, and enterprise-grade security —
whether you manage it yourself or we handle it for you.
Fast Launch
30-minute workflow audit, then we build around how you already work.
Launch in days, not weeks — no downtime.
Ongoing Support
We're here after launch — updates, training, and quick fixes when you need them.
Priority support for Managed plans.
No Per-User Fees
5–20 users included in Managed plans — no per-user fees.
Add your whole team without breaking the budget.
Typical DIY tools for small business automation
Slow setup · Hidden costs · Complex
Xelshard automation for small business
Fast launch · Clear pricing · Simple
Owner-approved onboarding
4.9★ Client Satisfaction
Switch without downtime
Launch in days, not weeks
Quick, straight answers — written for busy contractors and home-service teams.
Start your 6-month free trial and see results in your first week.
6-Month Free Trial • No Credit Card Required
Nope. If you can send a text, you're good. We set it up for you and show your team how to use it.
The day-to-day is simple: quotes, jobs, and payments in one flow — fast.
Yes. We map your workflow, connect the pieces, and test it end-to-end.
You'll have a live system in days, not weeks — ready for your crew to use.
Absolutely. Roofers, cleaners, HVAC, remodelers — every shop runs a bit different.
We tailor the steps to match how you quote, schedule, and follow up today.
Most teams feel it in the first week: fewer back-and-forths, quotes out faster,
jobs scheduled sooner, payments coming in on time.
No catch. Try it for six months free —
no credit card required. See real results first. Plans after that are affordable
(usually less than one no-show costs you), and you can cancel anytime.
You do. Always. Your customers, quotes, and invoices are yours.
We keep it organized and easy to use — whether you keep control or ask us to manage it for you.
You get real human help — fast. Call, text, or message us and we'll jump on it right away —
usually within the hour.
Need a walkthrough? We'll hop on a quick screen-share and fix it with you.