Zelio / Industries

Business software / Plumbing, HVAC & electrical services

Fix the problem. The office already knows the change.

The technician opens a job with the address, history and next task already there. A finding or finished repair updates the office's plan and invoice details; the customer decides when extra work changes the price.

No signup needed to explore the demo.

Bring a completed visit, your dispatch and accounting tools, and the phones your crew uses. We agree how field findings, approval and completion reach the office.

Setup and connection answers
ZelioBrightside PlumbingInteractive sample

Activity / Home services

One decision. Connected updates.

Your next taskCustomer decision needed

Sam's water heater needs an extra repair

Customer decision · Sam Rivera · homeowner

Review the task details

Jordan has photographed the failed isolation valve. The revised visit total is $286, and one replacement valve is on the truck.

You are approving Jordan's revised visit scope after seeing the diagnosis photo. Dispatch has confirmed that this case can finish on site.

Revised price
$286 total for this visit
Included work
Replace isolation valve · test repair · completion report
Truck stock
1 replacement valve confirmed on Jordan's truck
Make this decision to see your team's next step.

Zelio will update these three places

  • Technician's job
  • Dispatch
  • Invoice

Starting scenario. Choose the sample decision to see the related records change.

Your business, your way of working

Start with one visit and one on-site change.

Have dispatch and a technician try the diagnosis, approval and completion steps on a phone. Check the details your trade needs.

Explore the workflow editor
A tradesperson selecting a copper fitting from an organized service van.
Illustrative photo
Home services workflowExample
  1. Request
  2. Dispatch
  3. Diagnose
  4. Authorize
  5. Complete
  6. Invoice
Your stagesYour approvalsYour team views

From your needs to your workspace

Meet with Zelikore. Build around your business.

Tell us what your team needs. For new beta users, Zelikore sets up a meeting and creates custom screens and workflows, all included in your subscription. Together we plan the records and connections your team needs before rollout.

  1. 01 / Your business

    A real example of the work.

    Start with one phone-ready visit. Put the job details in place once, then follow a finding and finished repair through the office update and invoice.

  2. 02 / Meet with Zelikore

    Custom screens and workflows.

    Together we map the people, steps and exceptions. Zelikore creates the screens, fields and approvals around that work, and reviews the imports and connections your business needs.

  3. 03 / You review

    Keep your tools while it takes shape.

    Your team walks through the first workflow alongside your existing tools. Agree what data moves, what stays and what must be ready before switching real work.

Explore the complete workspace

A fresh plumbing call, including the missing-part path.

Follow Maya's kitchen-leak visit to the Anderson home at 18 Willow St. The $286 repair can need a supplier valve and a return visit; dispatch, completion and invoicing follow the field decisions.

Follow the complete day
  1. 01

    Dispatcher

    Assign the Anderson home visit

    Choose a qualified technician and share the 09:00–10:00 arrival window, address and shutoff notes.

  2. 02

    Technician

    Record the kitchen-leak diagnosis

    Confirm arrival and attach the sample diagnosis photos before choosing the repair scope.

  3. 03

    Homeowner + office

    Agree on the $286 repair

    Present the repair and record homeowner approval. If the valve is missing, arrange supply and a return visit.

  4. 04

    Technician

    Finish and sign off the visit

    Receive any ordered valve, complete the repair and capture the signed service report.

  5. 05

    Service office

    Issue the invoice and follow up

    Use the filed report for the invoice, record the sample payment and send care instructions.

See what each person needs

Different views. The same work.

Choose a role to see its responsibilities, records and next decision. The team sees the same work through the information each person needs.

Open the full workspace
ZelioBrightside PlumbingDemo workspace
Activity

A useful job plan from office to doorstep

Friday · Plumbing service example

Today's visits and what each technician needs

Assignment and arrival timing sit beside the customer's request.

08:30
Leaking kitchen supply lineMorgan Lee · Avery · Visit 2041
On site
10:00
Water heater diagnosisSam Rivera · Jordan · Visit 2042
Scope review
13:00
Return with replacement valveAlex Kim · Avery · Visit 2043
Part needed
VISIT 2042

Water heater diagnosis

Assigned
Jordan · Service truck 2
Equipment
Water heater · Service history
Customer
Sam Rivera · Arrival update

Review the technician's revised scope

Explore each role. Open the demo to try the next decision.

Zelio Business

Know the price before you begin.

Explore the demo, then describe the workflow you want to build.

Request beta access

Early beta · First 250 approved companies

Zelio Business

$15/month

Per Business account · billed monthly in USD

Keep $15/month for 24 calendar months from the start of your paid subscription, then $60/month.

  • Customer work, schedules, documents and billing
  • Team permissions and approvals
  • Setup help, custom screens and workflows
  • 5,000 universal AI credits each paid month

No automatic AI overage charges. Payment processing and other connected provider fees are separate, under those providers’ terms. Plan and AI credit terms

Applying and approval do not start a charge. Choose whether to subscribe after approval. Cancel anytime in the billing portal; access continues through your paid month.

Team, locations and beta setup

Setup help, custom screens and custom workflows are included in your subscription, even at $15/month during early beta. There are no separate setup or custom development fees. Request a meeting with Zelikore to discuss your staff, locations, existing tools and the workflows you need. Your feedback helps us improve Zelio for your business and others like it.

Discuss your beta setup

How AI usage is billed

Browsing records and other workspace actions that do not run AI do not spend AI credits. Asking Zelio, processing a document with AI and running AI steps in a workflow use credits.

Early beta includes 5,000 credits each paid month. The amount used depends on the action, model and material processed. Credits are a measure of AI usage, not dollars or a fixed number of messages. Unused included credits expire one calendar month after the paid billing period ends.

An AI action cannot run if your available credits cannot cover it. Extra credits require an available offer and your explicit purchase; its price is shown before payment. Running out of credits does not automatically charge your card.

See the full beta price progression
  1. Early beta · available now$15/month
  2. Beta · later$30/month
  3. Launch · later$60/month

Both early-beta and beta members keep their plan price for 24 calendar months from the start of your paid subscription, even as prices rise for new members. Then the standard rate applies. All prices are per Business account, per month in USD. Full price terms

Canceling ends renewal; the discount does not pause as a count of paid months. If you subscribe again, the offer and discount period are shown at checkout.

Before you begin

Practical answers for your team.

Is this only for plumbing?

The sample is plumbing. HVAC teams should bring equipment and service-history needs; electrical teams should bring circuit, site and test records. Those requirements need to be mapped to your work.

What can a technician do from a phone?

Try the sample finding, revised scope and completion steps on the device your crew uses. Confirm photo capture, permissions, connectivity and any offline requirements during setup.

Can dispatch and accounting stay in place?

Bring the tools you use and one completed job. Decide which system owns scheduling, job details and invoices, then assess the connections before live use.

Can we build a different workflow?

Yes. Bring your own stages, responsibilities and decisions, including tools or records you want to keep. Zelikore meets with new beta users and creates custom screens and workflows around those needs as part of your subscription. We review the result with your team and keep improving it with your feedback.

Who do we contact about our setup?

Contact support@zelikore.com with your current tools and the workflow you want to connect. Zelikore handles beta setup and product support. You can also request beta access with this industry already selected.

Is this demo using live AI or sending messages?

This preview uses fictional records and a prepared Ask Zelio answer. Messages, approvals and payments are simulated. You can explore without an account.

Zelio / Home services

Make this work for your team.

Tell Zelikore what your business needs, then meet to plan your screens and workflows.

Applying is free.