Service management

Sell services, log hours and bill every billable minute

Tickets, SLAs and service contracts in one app — response time and service revenue both measurable.

  • Contracts, tickets, hours and invoices connected end to end
  • One billing queue collects every source, no duplicates or gaps
  • Transparent hour packages, overtime and customer statements
Service management — product screen
Service management — product screen

Screenshot 1 of 7

22
capabilities
14
advanced & AI features
1
AI assistants on this data
Yes
on mobile

Sound familiar?

The problems this app removes

  • Hours worked for customers never make it onto invoices
  • Included contract hours get deducted wrongly or twice
  • Customers dispute invoices because there is no statement
  • Email tickets slip through and miss SLAs

Capabilities

22 capabilities in Service management

Catalogued against screens that exist in the product, grouped by the work they do — not a flat marketing list.

Service contracts

5
  • Service contracts

    Create fixed-fee, retainer or time-and-materials service contracts.

  • Annexes with locked termsAdvanced

    Draft and apply annexes; financial terms lock once applied.

  • Overtime selling ratesAdvanced

    Set overtime rates per contract and override them per Service Order.

  • Included hour packagesAdvanced

    Hour packages apply only when the contract charges for them, avoiding zero-value invoices.

  • Contract e-signature

    Send contracts and annexes to customers for e-signature.

Tickets & projects

4
  • Service ticketsMobile

    Create, assign, escalate and resolve tickets under SLA policies.

  • Email-to-ticketAdvanced

    Emails to your support inbox become tickets automatically.

  • Portal & CSAT

    Customers follow tickets via portal and rate satisfaction on closure.

  • Service projects with approvalAdvanced

    Manage milestones and members; optionally require approval before start.

Service Orders

3
  • Service Orders from tickets or quotes

    Create Service Orders from tickets or quotes and track eight statuses.

  • Service Order approvalAdvanced

    Require approval before confirming a Service Order with the customer.

  • Dispatch to Field ServiceAdvanced

    Send on-site work to Field Service; hours and materials flow back to billing.

People & rate cards

3
  • Service staff profiles

    Manage skills, grades and rates per person or grade.

  • Operational rate cardAdvanced

    A service rate card linked to SKUs for consistent quoting and billing.

  • TimesheetsMobile

    Log, submit and approve hours against contracts, projects and tickets.

Billing

4
  • Unified billing queueAdvanced

    Collect hours, milestones, materials, retainers, rebillable costs and field jobs in one queue.

  • Split OT, package and regular hoursAdvanced

    Each hour type gets its own invoice line for easy customer review.

  • Deduct package hours onceAdvanced

    Package hours are deducted exactly once when queued, never twice.

  • Customer statementsAdvanced

    Import figures, match, resolve differences, lock, get customer confirmation, then invoice.

Governance & AI

3
  • Service categories with accessAdvanced

    Group services with view and approval rights per category.

  • Service & SLA reports

    Track workload, handling performance and SLA attainment.

  • AI service assistantAI

    AI helps triage tickets, suggest assignees and summarise status.

Real screens

Inside Service management

Service management — product screen
Service management — product screen
Service management — product screen
Service management — product screen
Service management — product screen
Service management — product screen
Service management — product screen
Service management — product screen

On mobile

Work anywhere with XBuddy Office & XBuddy Work

SLA and approval notifications
Today: clock-in and field jobs

In practice

When you reach for it

1

A ticket about to breach a four-hour commitment

An SLA only means something if something acts before it breaks.

  1. 1.The SLA clock starts when the ticket enters the queue
  2. 2.At 25% remaining the system nudges the owner
  3. 3.Past due it escalates to a manager with the full history attached

An SLA breach becomes a handled exception, not a month-end discovery.

Assistants on this app

1 assistants work on this data

Each assistant carries its own skills on this app’s data, inside the caller’s permission scope.

Process-aware agent tracking service ticket lifecycle and proposing timely escalation or assignment actions

Explore skills
  • Ticket Volume ForecasterForecasts next week's ticket volume from recent weeks and checks whether the queue is outgrowing throughput
  • CSAT Risk PredictorFlags open tickets likely to end in a low satisfaction score, based on the tenant's own rated history
  • SLA Breach PredictorScans open service tickets approaching their SLA deadline and flags them for immediate escalation, preventing SLA breaches before they happen.
  • Ticket Triage AgentClassifies support tickets by category (billing/bug/how-to/feature-request), auto-sets priority based on urgency keywords, assigns to appropriate team.
  • Helpdesk Responder AgentSearches platform_kb_articles and kb_articles for ticket-relevant content, drafts suggested response for support staff. Simple how-to tickets get auto-reply with KB links.
  • Setup Health CheckerScans tenant configuration completeness: missing invoice prefix, no integrations connected, no approval workflows, no role permissions defined. Generates prioritized Setup Health Report.
  • Agent Utilization OptimizerAnalyzes service agent workloads weekly and identifies overloaded and underloaded agents, suggesting ticket reassignments to balance capacity.
  • Knowledge Gap FinderFinds the ticket clusters consuming the most support hours with no knowledge-base coverage, and proposes the articles that would retire them

Solutions

Service management in end-to-end solutions

FAQ

Frequently asked

Do time-and-materials contracts include free hours?

Hour packages apply only when the contract charges for them; T&M bills actual hours.

How are duplicate charges prevented?

Every source goes through one billing queue; package hours are deducted once when queued.

Does it connect to Field Service?

Yes. Service Orders dispatch to Field Service and hours and materials return to billing.

See Service management running on your data

A thirty-minute demo focused on the process you are actually stuck on.