For service companies

Automate your service company's operations

Client management, projects, communications and invoicing. All connected, all automated, all in one place.

BiVelio ChannelHub with multichannel communications

The challenges of service companies

Managing services means managing relationships, timelines and communications. Without the right tools, everything gets complicated.

Scattered communication

Emails, WhatsApp, calls, web forms. Each client communicates through a different channel and information gets lost between tools.

Manual project management

Spreadsheets, shared documents, email follow-ups. Without a centralized system, deadlines are missed and visibility is zero.

Disconnected invoicing

Generating invoices manually, chasing collections, reconciling payments. A process that should be automatic consumes hours every week.

A platform designed for services

BiVelio integrates everything a service company needs to operate efficiently.

Unified communications

Email, WhatsApp, forms and chat in a single inbox. Every conversation linked to the client and corresponding project.

Project management workflows

Visual processes for each service type: from request to delivery. With deadlines, owners and automatic escalation.

Automated invoicing

Generate invoices when completing milestones. Automatic sending, payment reminders and reconciliation with received payments.

How BiVelio works for services

From request to invoice in a single flow

1

Receive requests from any channel

Web forms, WhatsApp, email. Each request is captured and converted into a case within the system automatically.

2

Trigger the service workflow

Each service type has its own flow: steps, owners, deadlines and conditions. It runs by itself.

3

Manage client communication

Automatic updates, AI responses and notifications on the channel the client prefers.

4

Invoice and collect automatically

When the service is completed, the invoice is generated, sent and collection is tracked without manual intervention.

Use cases in service companies

Real processes that service companies are already automating with BiVelio.

New client onboarding

From contract signing to complete setup: documentation, access and automatic welcome communication.

Incident management

Every incident is classified with AI, assigned to the right team and escalated if it exceeds the defined SLA.

Project tracking

Visual boards with each project's status, delay alerts and automatic client communication.

Renewals and upselling

Automatic alerts before contract expiration. AI-generated renewal proposals based on history.

Automate your service company today

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Related reading

Keep exploring BiVelio

Sibling pages that dig into the same topic from a different angle. Useful to see how BPM, automation, AI and real cases fit together.