Run Every Client Touchpoint from One Place.

If you’re juggling invoices, schedules, and client updates, Xelshard keeps it organized. Save 5–10 hours every week with our 6-month free trial — no credit card required.

  • Invoice automation
  • Smart scheduling
  • Client portal & status updates
  • Live dashboards for owners

No credit card required.

Trusted by contractors, agencies, and professional service teams nationwide.

Why running a small business still feels like a pile of tabs.

Most days, it’s not the work that drains you. It’s chasing invoices, moving appointments, and answering “What’s the status?” over and over.

Pain Long days, scattered tools

Before Xelshard (Pain)

  • Invoices, retainers, and estimates live in different spreadsheets and email threads.
  • Jobs, appointments, and deliverables are scattered across texts, notes, and whiteboards.
  • Clients ping you on every channel because they can’t see status on their own.
  • You spend evenings “doing admin” instead of closing new work or going home on time.
Relief Clear pipeline, time back

After Xelshard (Relief)

  • Billing, approvals, and follow-ups fire automatically from one dashboard.
  • Smart scheduling routes people, rooms, and crews without double-booking.
  • Clients log into a branded portal for files, approvals, and live status.
  • You free up 5–10 hours every week to grow the business instead of chasing it.

Want your week to look like the “after” column?
Start your 6-month free trial — no credit card required.

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Built for the way real teams work.

Four simple buckets cover most of our clients. Find the one that sounds like you, then see the automations that usually fit best.

Professional Services & Agencies

Who: Accounting & bookkeeping, legal, IT & MSP, marketing & creative, consultants.

Retainers, projects, and approvals — kept moving without nagging.

Typical problems

  • Retainers renew late because invoices go out last minute.
  • Onboarding steps live in someone’s inbox instead of a checklist.
  • Clients ask “Where are we at?” in long reply-all threads.

How Xelshard helps

  • Schedule recurring retainers and auto-reminders in one place.
  • Use simple forms, e-sign, and file upload for every new client.
  • Give clients a light portal for tasks, files, and approvals.

Result: Account managers save 5–10 hours a month and clients always know what’s next.

Office & Admin-Heavy SMBs

Who: Insurance brokers, HR & benefits consultants, financial advisors, co-working & local offices.

Renewals, reviews, and compliance — always handled on time.

Typical problems

  • Renewal dates live in a single spreadsheet that’s easy to miss.
  • Compliance and policy emails are copied and pasted by hand.
  • You only catch issues when a client calls upset.

How Xelshard helps

  • Track all key dates with automatic reminders for you and clients.
  • Send pre-built renewal and review sequences in a few clicks.
  • Keep a clean history of every touchpoint by account.

Result: Fewer “fire drill” calls, more proactive outreach, and calmer renewals.

Field & Operations Teams

Who: Construction trades, property & facility services, inspections, cleaning & home services.

Quotes, jobs, and payments — in one simple line of sight.

Typical problems

  • Quotes sit in Word/PDF and are hard to track or follow up on.
  • Photos and notes live on techs’ phones or in random group chats.
  • Invoices go out late because job history isn’t in one place.

How Xelshard helps

  • Turn site visits into clean, consistent quotes in a few steps.
  • Attach photos, checklists, and status to each job record.
  • Trigger invoices as soon as work is marked complete.

Result: Jobs move from quote → scheduled → paid with fewer delays and callbacks.

Appointment-Based & Specialty Services

Who: Med spas, clinics, wellness, repair shops, creative studios, training & coaching.

Full calendars and steady cash flow — without manual chasing.

Typical problems

  • Double-booked or half-empty calendars from manual scheduling.
  • Deposits and no-shows quietly eat into profit.
  • Happy clients forget to rebook because no one reminds them.

How Xelshard helps

  • Smart scheduling for the right person, room, or resource.
  • Take deposits or card-on-file with automatic confirmations.
  • Send gentle, branded reminders to rebook at the right time.

Result: Fewer no-shows, more repeat bookings, and predictable weekly revenue.

Popular professional services we support.

Click a category to see how Xelshard supports your workflows, what you need most, and which services usually fit best.

Close the books faster and keep retainers on autopilot.

Key needs

  • Recurring invoices for monthly or quarterly engagements.
  • Organized document collection for each client across periods.
  • Simple status view across all open work and deliverables.

Standardize client work and stop chasing missing docs.

Key needs

  • Intake forms that collect all details and uploads in one step.
  • Reminder workflows for bank feeds, statements, and receipts.
  • Light portal where clients can see what you’re waiting on.

Stay ahead of renewals and proactive with every account.

Key needs

  • Central calendar for all policy renewals and review dates.
  • Pre-built outreach sequences for renewals and plan changes.
  • Audit trail of every touchpoint, from quote to signed paperwork.

Keep matters moving without losing track of approvals.

Key needs

  • Structured intake for new matters, requests, or tickets.
  • Clear routing and SLAs so nothing sits in the wrong inbox.
  • Version-safe document storage with audit-friendly history.

Make onboarding clean and approvals fast, not chaotic.

Key needs

  • Simple onboarding packets for new retainers and projects.
  • Shared timeline and task view so clients see what’s in progress.
  • Approval flows that log feedback without endless email threads.

Turn tickets and projects into a clear, measurable pipeline.

Key needs

  • Structured intake for tickets, projects, and change requests.
  • Automated status emails so clients know what’s happening.
  • Central history of work, assets, and approvals per client.

Track every search, engagement, and touchpoint in one place.

Key needs

  • Streams for open roles, client projects, and retained searches.
  • Automated check-ins and feedback requests for candidates and clients.
  • Light dashboards that show pipeline health at a glance.

What you get on Day 1.

Whether you’re a solo operator or running a 20-person team, you get the same foundation: one simple system for money, time, and client communication.

INVOICES & PAYMENTS

Invoices & payments that take care of themselves.

  • Auto-create invoices from accepted quotes or signed agreements.
  • Send reminders at the right time — not five at once.
  • Connect to Stripe, QuickBooks, and other payment tools you already use.
SCHEDULING & WORKFLOWS

Scheduling that turns chaos into one clear pipeline.

  • Turn forms, calls, or emails into structured work in a few clicks.
  • Auto-assign tasks, set due dates, and notify the right people.
  • See everything in one pipeline instead of ten different to-do lists.
CLIENT PORTAL & COMMUNICATION

One place where clients always know what’s next.

  • Share one secure link where clients can see updates, files, and next steps.
  • Replace long email threads with clear status notes.
  • Keep a full history so anyone on your team can jump in and help.
Teams typically save 5–10 hours every week and see smoother approvals within the first 30 days.

Teams like yours already simplified the busywork.

We work quietly behind the scenes, so you and your clients feel the results — not the complexity.

ACCOUNTING FIRM

We used to spend hours every month chasing retainers and ad-hoc invoices. With Xelshard, our billing runs itself, and our team gets that time back.

— Managing Partner, Accounting & Advisory Firm

CREATIVE STUDIO

Onboarding a new client went from a messy email chain to one simple portal link. Everyone knows where to go and what’s next.

— Founder, Brand & Design Studio

CONTRACTOR & FIELD SERVICES

Quotes in minutes, jobs scheduled automatically, and payments on time. My crew focuses on the work instead of paperwork.

— Owner, Home Services Company

Why teams trust Xelshard

  • Built on Google Workspace
  • SOC2-friendly practices
  • Your data stays in your accounts

Ready to see your week on autopilot?

We’ll map your quote → job → cash flow in a short session. You leave with a clear plan to streamline your operations — even if you’re not ready to sign up yet.

Prefer email or a quick call instead?
Email: info@xelshard.com  ·  Phone: 469-214-7182

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