Run workforce & business operations
from one intelligent place.

Office-X helps you manage employees across multiple states with one subscription. Handle IP-verified attendance, overtime, approvals, client requests, estimates, e-signatures, bookings, invoices, field work, and team projects from one connected platform, even when clients call outside office hours.

app.office-x.com/dashboard
Tuesday, 11 August
Good morning, Maya
42 clocked in
0
Active employees
3 on leave today
0
Present today
IP verified
0
OT hours pending
awaiting approval
0
Requests to action
3 at your step
Attendance today 46 licensed
92%
Present42
On leave3
Absent1
Weekly attendance trend Sun–Sat
S
M
T
W
T
F
S
Estimates accepted This month
$0
5 of 12 sent · 3 awaiting reply
Recent activity append-only
Aria Khan approved rest-day OT2 min ago
Payroll submitted · July1 hr ago
AI agent created booking BKG-44713 hr ago
Dev Okafor signed Service Agreementyesterday
103.x.x.24 · Chrome · Windows
Incoming call booked
Thu 2:30 PM · slot verified
✓
Paystub snapshot frozen
tax · fiscal year

Everything your operation needs, in one place

Employees Teams & Permissions Attendance Work Shifts Overtime Rules Leave Management Holiday Calendar Payroll Performance Approval Flows Bills Expenses Purchase Requests Travel Requests Asset Tracking Incident Reporting Internal Support CRM Client Requests Estimates E-Signature Bookings AI Phone Agent Invoices Online Payments Client Portal Tasks & Field Work Recurring Jobs Projects Scrum & Kanban Dashboards Announcements Email Templates Activity Log Secure Sessions Employees Teams & Permissions Attendance Work Shifts Overtime Rules Leave Management Holiday Calendar Payroll Performance Approval Flows Bills Expenses Purchase Requests Travel Requests Asset Tracking Incident Reporting Internal Support CRM Client Requests Estimates E-Signature Bookings AI Phone Agent Invoices Online Payments Client Portal Tasks & Field Work Recurring Jobs Projects Scrum & Kanban Dashboards Announcements Email Templates Activity Log Secure Sessions

From employees, attendance and payroll to clients, invoices, field work and projects, every module works from the same record so information moves through your operation without duplicate entry.

What’s Actually Slowing Down Your Business?

Most teams don’t lose time doing the work. They lose it moving the same information between tools that were never built to work together.

Attendance that dies in a spreadsheet

Hours get entered manually, and overtime, night shifts, and rest-day work are easy to miss or calculate wrong.

Approvals stuck behind one person

Requests can get stuck when the right person is unavailable. See who needs to approve, what is pending, and what is holding it up.

Clients handled in a different universe

Estimates, contracts, appointments, and calls are scattered across different places. Keep them together and manage everything from one place.

The Office-X way

One record,
carried all the way to the paystub.

A single check-in moves through the entire process without anyone retyping it. Every step is recorded, so you always know what happened and who handled it.

See how OT hours are categorized →
1
Check-in verified against your office IP
2
Hours split into multiple OT types
3
Approver decides OT pay or time off
4
Payroll prices each OT bucket separately
5
Paystub keeps tax deduction for that month
No export. No retyping. No extra work.

Most systems treat overtime as one flat number.

Office-X gives you 20 overtime earning categories, so you can enable the ones that fit your business. You can also set work locations and overtime categories at the employee level, making it easy to manage multi-state employees. Attendance works as a clear timesheet, tracking regular, night, overtime, rest-day, and holiday hours separately. Whether your overtime rules are fixed, stackable, or both, you can configure them to match the way your business works.

Earning categories
Each one prices independently
20 total
Night Premium +0.30×
Daily OT 1.50×
Daily OT (Night) 1.80×
Daily Tier 2 OT 2.00×
Daily Tier 2 OT (Night) 2.30×
Weekly OT 1.50×
Weekly OT (Night) 1.80×
Rest Day Premium +0.50×
Rest Day OT 2.00×
Rest Day Tier 2 OT 2.50×
Holiday Premium +1.00×
Holiday OT 2.50×
Holiday Tier 2 OT 3.00×
Monthly Excess OT re-tiered
+ 6 more night variants multipliers set per employee

Multipliers shown are examples. Each employee can have their own rates and enabled earning categories, based on your company defaults. So two people with the same hours can still be paid according to their own settings.

Check-in & check-out from approved networks

Office-X checks the network before allowing employees to check in or out. If the network is not approved, the check-in is blocked.

Hours are automatically categorized

Office-X automatically separates regular, night, overtime, rest-day, and holiday hours based on your work rules.

The approver decides how it is paid

Choose how extra work is handled. Rest-day and holiday work can be paid as overtime, given as time off, or both.

Nothing is ever deleted

Attendance changes always need approval. If something is wrong, a new correction is created instead of deleting the original entry. It stays pending until approved, and employees cannot approve their own changes.

Not using our payroll? Take the sheet.

Use your attendance data anywhere. Export attendance with separate hours for regular, night, overtime, rest-day, and holiday work. Break hours are included too, so you can easily use the file with another payroll system.

IP restriction applies to attendance check-in and check-out, using one exact address per branch. It is deliberately fail-closed: if the address isn’t on your active list, the check-in is refused.

Dynamic approval flows for leave, bills, travel & purchases

Set different approval flows for each team, department, designation, gender, or individual employee, so every request automatically goes to the right people for approval.

Leave request
LV26001_1754899200
Pending Approved
✓
Created
Leave request created by James Carter
1
Reporting Manager Current
Waiting for approval Michael Johnson · Approved
2
Department Head Current
Waiting for approval Robert Wilson · Approved
3
Company Admin Current
Waiting for approval Emily Davis · Approved
✓

All approval steps completed. Leave request approved.

Approval always follows the latest rules, never frozen

Change an approver or update your approval rules, and requests already in progress automatically follow the new approval path from the next step.

A request cannot get stuck

No flow matches the person at all? It still lands as pending on the admin's desk with a real audit entry rather than vanishing.

Approval flows follow your team automatically

Create approval flows based on your team structure. When people or roles change, Office-X automatically keeps the approval process up to date.

Handle every approval your way

Create different approval flows for your teams, departments, roles, or individuals, and add exceptions whenever needed. From simple to complex processes, Office-X gives you the flexibility to build the flow your business needs.

Your phone keeps taking bookings
after everyone goes home.

A real voice agent on your business phone that checks your team’s availability, talks to callers, and adds bookings directly to the same calendar your staff use.

Incoming call
+1 (•••) •••-0447 · 00:00
Hi — can I book a consultation with someone this week?
✓ Checking services → 2 services available
AI agent Of course. We offer a 30-minute consultation and a 60-minute strategy session. Which would you like?
The 30-minute one. Thursday afternoon if you have it.
✓ Checking availability → Thursday · 2:30 PM · 4:00 PM
AI agent Thursday the 14th I have 2:30 PM or 4:00 PM. Which suits you?
Two thirty works.
✓ Booking appointment → Thursday · 2:30 PM · confirmed
AI agent You're booked for Thursday 14 August at 2:30 PM. I've sent a confirmation to your email.
Call outcome In progress…

Every call is logged whether or not it books — outcome, duration, caller, the linked booking, and the full transcript.

What your AI agent can handle

Built to handle the everyday booking tasks your team usually manages.

5 actions
01

Share your services

Explains the services you offer and only mentions the ones you choose to make available.

02

Check available times

Checks your live calendar and tells callers which appointment times are actually available.

03

Book appointments

Books the appointment directly into your calendar once the caller chooses an available time.

04

Find existing bookings

Finds a caller's existing appointment so they can quickly check their booking details.

05

Cancel appointments

Cancels bookings according to your cancellation policy and sends the client a confirmation.

Rescheduling stays in your team's hands. The agent can cancel and book again, or your staff can move the appointment from the dashboard.

Bring your own voice provider

Connect your provider account, choose a phone number, and Office-X sets up the voice agent and its tools for you. Enable AI calling only for the services you choose. Anything you leave off is never offered by the agent.

Estimates, bookings and Invoices all in one place.

Capture requests, schedule assessments, send estimates, get agreements signed, and let clients book appointments, without making them create an Office-X account, also invoice completed visits and collect payment. Keep every client interaction connected and easy to track.

01

Client Portal & Requests

Let clients submit requests, upload photos, view estimates and invoices, and contact your team.

Move-in deep clean · 2 photos
Sarah · Client PortalCould someone come before Aug 20?
BrightlineYes, Aria can assess on Fri at 10 AM.
Photo uploadsMagic-link sign-inTwo-way messages
02

Estimates & E-Signatures

Send pricing options, collect approvals and signatures, and keep the full activity history.

Standard clean$407.02
Deep clean + appliances Recommended$477.38
Sarah Mitchell
Sent 9:02 AM Viewed 9:40 AM Signed 4:12 PM
Multiple signersSigning orderAccept, decline or comment
03

Bookings & Field Work

Manage on-site or in-house bookings via shareable links, your website, or AI phone agent. Set Field Work tasks for your team and track their progress.

9:0010:0011:202:30
14
Assessment · Fri 11:20 AMAria Khan · 15 min buffer
Accepted → service visits0 / 8
Online & AI phone bookingBuffers & notice windowsRecurring visits
04

Invoices & Payments

Invoice estimates or completed visits and accept Stripe, PayPal, or manually recorded payments.

From estimate From completed visits
INV-2031 · Sarah Mitchell
Visit · Tue, Aug 18$477.38
Visit · Tue, Sep 1$477.38
Due Sep 16$954.76
StripePayPalRecord manually
Taxes & payment termsAutomatic remindersReceipts by email
05

Client Workspace

See what a client owes, their next visit, and every email and text sent to them on one record.

Outstanding
Open work2 items
Next visitTue, Sep 15
Communication
EmailInvoice INV-2031 sentOpened
SMSVisit reminder · Sep 15Delivered
EmailPayment receiptSent
Billing & statementsConsent historyLogin as client
06

Items & Document Templates

Save your services once and build signable templates and take signatures from multiple parties in order.

Deep clean · 3 bedFixed$280.00
Inside fridge & ovenFixed$65.00
↳ Copied to Estimate #1042
Service Agreement · PDF
Signature · Client Initials · all pages Signature · Office Manager
Signing order: Client first, then Office Manager
Product & service catalogBlank or PDF templatesUp to 10 signer roles
See one job go from request to paid ↓

From client request to paid invoice. all in one place.

A client sends a request for a service. You send a staff member to assess the work, then create and send an estimate for the client to review and sign. Once the estimate is approved, you schedule the job. After the job is completed, you create an invoice and collect the payment.

01Request Sarah describes the problem, adds two photos and sends it from the Client Portal.
SM
Sarah MitchellClient · Austin, TX
Client Portal
What do you need help with?
oven.jpg
kitchen.jpg
14
Assessment bookedFri, Aug 14 · 10:00 AMAria Khan will look at the oven and rooms.
SMS · BrightlineHi Sarah, Aria is on the way. ETA 9:55 AM.
✓ You signed the assessment on site
Estimate #1042from Brightline
Deep clean · 3 bed / 2 bath$280.00
Interior windows ×12$96.00
Inside fridge & oven$65.00
Texas sales tax$36.38
Total$477.38
Sarah Mitchell
Your cleaning planEvery 2 weeks · Tue
Waiting for Brightline to confirm dates…
Tue, Aug 18 · 9:00 AMAria & David
Tue, Sep 1 · 9:00 AMAria & David
Tue, Sep 15 · 9:00 AMAria & David
Tue, Sep 29 · 9:00 AMAria & David
+ 8 more visits
Today's visitTue, Sep 1 · Aria & David
New invoice · INV-2031$954.76
2 completed visits · due Sep 16
View & pay
Pay INV-2031$954.76
Visa •••• 424212 / 28
✓
Receipt in your inboxThanks from Brightline Home Services
BH
Brightline Home ServicesOffice-X · Requests
Office view
REQ-204 · Move-in deep cleanNew
Sarah Mitchell · 1824 Lakeview Dr · 2 photos · move-in Aug 20
REQ-203 · Window cleaningRound Rock
Scheduled
REQ-202 · Office cleanNorthside Family Dental
Converted
Needs an on-site assessment · moved to Assessment
Book assessment · REQ-204
Assign to
Time
Aria's on-site checklist
✓Measure all rooms
✓Photograph oven & kitchen
✓Client signature
Estimate #1042 · Sarah Mitchell
Deep clean · 3 bed / 2 bath$280.00
Interior windows ×12$96.00
Inside fridge & oven$65.00
Texas sales tax · 8.25%$36.38
Total$477.38
✓ Signed by Sarah · Aug 15, 4:12 PM · IP recorded
Job · Deep clean every 2 weeks0 / 12
AKDCAria & David assigned · no clashes
Visit 2 of 12 · Tue, Sep 1Aria & David · 1824 Lakeview Dr
✓Kitchen & oven degreased
✓Bathrooms ×2
✓Floors & windows
Invoice INV-2031 created
Visit · Tue, Aug 18$477.38
Visit · Tue, Sep 1$477.38
Due Sep 16 · Net 15$954.76
INV-2031 · Sarah Mitchell$954.76 · card via Stripe
Collected in September $18,240.00 + $954.76 just now
✓ Receipt sent · reminders stopped

Schedule recurring work once. Keep every task on track.

Schedule jobs as one-time or recurring and assign them to the right team or staff member. Add checklists or visit instructions so the team knows exactly what needs to be done at each visit. Track recurring visits, task progress, time, expenses, and completed work from one place. When a visit or the full job is completed, create invoices based on each visit or a fixed price. 

 
↻ Office clean · Northside Family Dental Weekly Tue & Fri · 9:00 AM Ends after 24 visits David Chen 0 visits booked
ScheduleSep 14 – 18
WeekMonth
Mon 14 Tue 15 Wed 16 Thu 17 Fri 18 AKAria Khan Deep clean · 9:00 Move-in · 10:00 Carpet · 10:30 Aria is booked 10:00 – 12:00 Windows · 2:00 DCDavid Chen Oven · 1:00 Northside · 9:00 Northside · 9:00 TBTeam Blue Office · 8:00 Carpet · 10:30 Retail · 7:00
Schedule a recurring job Tue & Fri · Sep 15 → Dec 4
24 visits scheduled · 2 visits blocked by conflicts
New visit Carpet stain removal Wed, Sep 16 · 10:30 AM · James Ortiz
!
Blocked: Aria is booked 10:00 – 12:00The overlap check counts travel and buffer time.
✓
Assigned to Team BlueEveryone on the team sees it on their schedule.
SMS to Northside Family DentalYour crew is on the way. David will arrive around 9:00 AM.
Office clean · NorthsideTue, Sep 15 · 9:00 AM
Assigned
✓Vacuum & mop all rooms
✓Sanitise reception desk
✓Empty bins & recycling
Timesheet · David1h 45m
Expense · supplies$18.40
$
2 visits ready to invoiceReminder · after each visit
Create invoice
Invoice #INV-2047Draft
Office clean · Tue, Sep 15$180.00
Office clean · Fri, Sep 18$180.00
Total$360.00
Office cleaning every Tue & FriWeekly · billed after each visit
HVAC service on the last dayMonthly · billed at month end
One-off install, paid in 3 partsPayment schedule · up to 20 instalments
Quarterly maintenance Every 3 months · billed after each visit

Keep company assets, incident reports, and support requests organized.

Keep track of what your company owns and who has it, what happened and who handled it, and what your team needs and who is helping. Every record keeps its history, so nothing gets lost or overlooked.

Asset Tracking

Know where every company asset is.

Keep equipment, access cards, and other company assets assigned to the right people. See what's in use, overdue, in repair, or retired without losing the record of who had it before.

148 tracked
12 in repair
6 retired
MacBook Pro 14" AST-0912 · Dev Okafor
Due in 5d
Access card AST-0455 · Mei Tanaka
Assigned
Forklift #2 AST-0031 · Warehouse
In repair
Dell Latitude AST-0208 · unassigned
Overdue 2d
  • Know who is responsible for each asset
  • See overdue, unused, and repair items at a glance
  • Keep a complete record as assets move between people
Incident Reporting

Turn incidents into clear, accountable actions.

Record what happened, who took responsibility, and how the issue was handled from start to finish. Give managers the context they need to follow up without relying on messages, spreadsheets, or memory.

Critical Equipment failure
Reported 11 Aug, 08:14 · Rahim H.
Under review 11 Aug, 09:02 · Safety manager
Action taken 11 Aug, 14:37 · Safety manager
Completed 12 Aug, 10:05 · Safety manager
complete record · clear ownership
  • Make sure every incident has clear ownership
  • See how an issue was handled from report to completion
  • Give managers a reliable record for follow-up and accountability
Internal Support

Resolve Employee Issues Faster.

Give employees a simple way to report workplace problems and requests, while your team can track, handle, and resolve them from one place. Keep every request moving until it’s resolved, so nothing gets missed.

Laptop won't boot after update Technical Support · high priority
Created
In Progress
Resolved
Closed
3 resolvers on this category avg 3h 12m
Employee requests Live
Payroll deduction question Payroll Support · Sarah M.
Created
Need access to HR portal HR Support · James K.
In Progress
  • Stop internal requests from getting lost in chats and emails
  • Send each request to the right support team
  • Give employees visibility into what happens next

Plan, track, and deliver
team projects.

Manage backlogs, sprints, deadlines, and releases in one place. Office-X includes work schedules, holidays, and approved leave when calculating how much work your team can take on.

Round Rock branch launch Scrum
To do4
Round Rock booking page
BR-1318TM
Order uniforms for new techs
BR-1341DC
Texas sales tax permit
BR-1372RS
Google Business Profile for Round Rock
BR-1391TM
Booking page shows Austin hours
BR-1412DC
In progress3 / 3 WIP
Hire 4 cleaning technicians
BR-1265DC
Set up branch phone line
BR-1292RS
Lease 2 service vans
2 / 3 subtasks
BR-128Fleet8AR
In review2
Sign Round Rock office lease
BR-1223TM
Background checks for new hires
BR-1243AR
Lease 2 service vans
2 / 3 subtasks
BR-128Fleet8AR
Done4
Choose office location
BR-118✓
Insurance quote for new branch
BR-120✓
Round Rock market research
BR-116✓
Branch budget approved
BR-112✓
Sprint 14Sep 7 – 18 · Labor Day off
Future
18story points committed
HR
Labor Day · Mon, Sep 7Company holiday · 8h off for everyone
HR
Riya Sen's leave approvedSep 14 – 15 · 16h removed from this sprint
Capacity288h available
BurndownDraws as work closes
01 / 04
Board, backlog, list, schedule Epics, stories, tasks, bugs, subtasks WIP limits & swimlanes Burndown, velocity, cumulative flow Worklogs & releases

Payroll that keeps every number accountable.

Run accurate payroll using approved attendance, leave, holidays, overtime, deductions and tax settings. Generate auditable paystubs and reports on time. Currently, Office-X supports payroll in Bangladesh. USA, Canada, Middle East and other regional payroll systems are coming soon.

PAYSTUB
July 2026
Net pay
$70,991
Gross basis Taxes Snapshot frozen
Earnings Amount
Basic salary 176.00 h 60,000.00
Health allowance — 4,000.00
Daily OT 6.50 h 2,812.50
Daily OT (Night) 3.00 h 1,557.69
Rest Day OT 8.00 h 4,615.38
Holiday Premium 8.00 h 2,307.69
Deductions
Absent (4.00 h) −1,454.55
Excess Leave — Casual −727.27
Income tax −3,180.00
Investment rebate +1,060.00
Tax breakdown FY 2026–27
First 3,75,000 0%
Next 3,00,000 5%
Next 4,00,000 10%
Fiscal YTD · Jul–Jun 22,260 tax

Illustrative figures. Office-X uses the tax rules active in your tax-rate calendar when each payroll is processed.

Every paystub freezes its own world

Office-X automatically breaks down salary, overtime, leave, bonuses, deductions, tax, and other pay details, while YTD totals show exactly how much each employee has been paid so far this year.

Payroll that handles tax automatically

Office-X automatically calculates and deducts the applicable tax from each employee's pay based on your country's requirements, so you can run payroll without calculating tax manually.

YTD and tax reporting made easy

Office-X keeps year-to-date totals aligned with your country's fiscal and tax year, so you can track earnings, deductions, and tax throughout the year and generate tax statements when needed. Less manual work, easier accounting.

Preview computes. Submit commits.

Review the full payroll before it is finalized. Approve each employee's pay individually, adjust any details, and make changes before submission. Payroll automatically recalculates the final amount whenever you make an adjustment.

Use Office-X for attendance, work hours and leave today. When payroll for your region is available, you can use it with the same setup.

The everyday tools that keep your business running smoothly.

From managing employees and attendance to handling expenses, purchases and performance, Office-X brings the everyday work of your business together in one place.

 
BUSINESS IMPACT
Add new hires easily and get them ready to work.

Employee Onboarding

Add a new hire once. Their details, leave, benefits and login are set up in the same flow, so HR never types the same thing twice.

  • Stop entering the same details again and again
  • New hires are ready from day one
  • Keep every employee record complete
  • Reuse a seat when someone leaves
Team members 12 employees · 10 seats
9 / 10 seats
Olivia Bennett Product Designer · EMP-1042
Seated
James Carter Senior Engineer · EMP-1043
Seated
Emily Rodriguez People Operations · EMP-1044
On leave
Michael Thompson Account Executive · EMP-1045
No seat
Available seat 1 remaining
BUSINESS IMPACT
Take promotion and pay decisions out of the dark.

Performance

Employees rate themselves first. Managers then review those scores and set the final result. Every review uses the same criteria, so pay and promotion decisions are easy to explain.

  • Score everyone against the same criteria
  • See employee and manager scores side by side
  • Keep all reviews in one place, not in many files
  • Lock a review once it is finished
H1 Review · Olivia Bennett Excellent
Quality of work 85 → 88
Collaboration 90 → 92
Ownership 70 → 82
Self Manager 87.3% overall
BUSINESS IMPACT
Pay for the hours people really worked.

Attendance & Overtime

Staff check in and out from the office networks you allow. Office-X keeps track of worked hours, breaks and night shifts, then puts every extra hour into the right overtime group before payroll runs.

  • Check-ins only count from your office network
  • 20 overtime rates, set for each employee
  • Managers approve overtime before it is paid
  • Monthly summaries you can export to Excel
Today · Wed, Aug 12 48 active staff
Live
42 Working today +3 vs yesterday
6.8h Avg. worked Across active staff
34h Overtime Approved this month
Olivia Bennett In 09:02 · office IP verified
Working
James Carter In 08:54 · 45m break taken
Working
Emily Rodriguez 14:00 – 23:30 · 2.5h night overtime
Needs approval
20 overtime & premium categories Daily OT 1.5× Night OT 1.8× Rest day 2.0× Holiday 2.5×
BUSINESS IMPACT
Approve time off in a few clicks.

Leave

Employees ask for a full day or just a few hours, and see how much leave they have left before they send it. Once approved, balances and payroll deductions update on their own.

  • Balances build up as people work
  • Staff see their balance before they ask
  • Requests reach the right approver in order
  • Extra days become unpaid days in payroll
Leave balance · Olivia Bennett Earned so far this year
2 open
Casual leave 62h / 80h
Sick leave 34h / 56h
Lieu off 6h earned
Aug 18 – 20 · Casual leave 24h requested · 38h left after approval
Pending
Aug 14 · 14:00 – 17:00 Part of a day · 3h sick leave
Approved
Approval steps Manager → HR
BUSINESS IMPACT
Plan the hours your business really needs.

Work Shifts

Set the hours you expect for each day of the week. Attendance and payroll both read that schedule, so extra hours and short hours are easy to spot.

  • Set different hours for different days
  • Handle overnight shifts automatically
  • Schedule weekend and holiday work when needed
  • Compare real hours against planned hours
Weekly schedule 3 staff · Aug 10–16
Olivia 09–18 09–18 09–17 09–18 09–17 — —
James 14–23 14–23 — 14–23 14–23 14–23 —
Emily — 09–18 09–18 09–18 09–18 10–14 —
Day Night Schedule drives attendance
BUSINESS IMPACT
Schedule the job once. Keep every visit on track.

Tasks Add-on

Plan one-time jobs or recurring service visits, assign employees or teams, and keep every instruction, checklist, time entry and expense with the work. Office-X checks scheduling conflicts and shows completed visits that are ready to invoice.

  • One-time or recurring work: daily, weekly, monthly, yearly or as needed
  • Assign employees or teams with conflict and buffer-time checks
  • Keep instructions, checklists, comments, time and costs together
  • Create invoices from completed visits without rebuilding the work

Requires the CRM add-on. Start from an accepted estimate or create a task directly.

Schedule Mon–Wed, Sep 7–9 · 3 crews
6 visits
↻
Office clean · Northside Dental Weekly · Mon & Wed · 24 visits booked
Created from Estimate #1042
Mon 7 Tue 8 Wed 9
Maria L. 8:00 AM ↻ Office clean Northside Dental Done 9:00 AM Water heater swap Sullivan Residence In progress +30m travel 8:00 AM ↻ Office clean Northside Dental Assigned
Team Blue 1:00 PM ↻ HVAC service Maple Grove HOA · monthly Done Free 10:00 AM Panel upgrade Whitfield Bakery · part 1 of 3 Assigned
Aisha C. 10:00 AM Move-out clean Brightside Realty Done Free Schedule later
Northside Dental · billed after each visit Checklist 6/6 · 1h 45m Invoice ready · $180.00
Assigned In progress Done Customer emailed & texted ✓
BUSINESS IMPACT
Settle expense claims faster.

Bill

Staff send an expense with the receipt and the right category. It goes straight to the approver, and every decision and note stays on the record.

  • Cut the back and forth over claims
  • Keep receipts attached to every request
  • See who approved what, and when
  • Keep approved and rejected records protected
Bills This month
$
Client lunch · $84.20 Meals & entertainment · Olivia Bennett Receipt attached · Submitted today
Pending
$
Office internet · $220.00 Utilities · James Carter Approved by Manager · Aug 11
Approved
$
Parking · $18.00 Travel costs · Emily Rodriguez Approved by Finance · Aug 9
Approved
Approval history Manager → Finance
BUSINESS IMPACT
See where the money went and what each job really costs.

Expenses

Record expenses after the money is spent, whether it is a job cost or a general business expense. Add the amount, category, date and receipt, connect it to a visit when needed, and track whether an employee still needs to be reimbursed.

  • Record job costs or general business expenses in one place
  • Add a category, date, notes and a receipt photo or file
  • Connect a cost to a visit so the job and client stay attached
  • See what is company paid, awaiting reimbursement or reimbursed
Expenses This month · $196.90
⚙
Copper fittings · $46.80 Parts · Water heater swap · Sullivan Residence receipt.pdf · Paid by Maria L.
To reimburse
⇢
Fuel · $32.10 Travel · Northside Dental visit · Sep 7 receipt.jpg · Paid by Danny R.
Reimbursed
▤
Cleaning supplies · $118.00 Supplies · General business expense receipt.jpg · Company card
Company paid
Job · Water heater swap $640.00 billed · $46.80 costs
BUSINESS IMPACT
See the cost before the trip is booked.

Travel

Staff send the destination, dates, reason and expected cost before they travel. Travel cost and hotel cost stay separate, so approvers see exactly where the money goes.

  • Know the trip cost before you approve
  • Keep travel and hotel costs separate
  • Give approvers everything in one request
  • Keep quotes and itineraries with the request
Travel requests Upcoming trips
✈
New York → Chicago Airplane $340 · Hotel $420 · Olivia Bennett Sep 3–5 · Client onboarding
Pending
✈
Austin → Denver Car $180 · Hotel $260 · James Carter Aug 22–23 · Site visit
Approved
✈
Seattle → Portland Train $95 · No hotel · Emily Rodriguez Aug 18 · Day trip
Approved
Approval history Manager → Finance → Admin
BUSINESS IMPACT
Stop losing purchase requests.

Purchase

Staff request equipment or supplies with the expected cost, a priority and any quotes. Everyone can see how far the request has reached.

  • Nothing gets lost in someone's inbox
  • Mark urgent needs so they move first
  • Keep quotes and specifications with the request
  • Always know who has to approve next
Purchase requests Open items
▦
3 × 27" monitors Est. $1,140 · James Carter High priority · Quote attached
Pending
▦
Standing desk Est. $620 · Olivia Bennett Medium priority · Approved Aug 10
Approved
▦
Printer toner × 6 Est. $210 · Emily Rodriguez Low priority · Approved Aug 8
Approved
Waiting on Finance → Admin
BUSINESS IMPACT
Set your rules once.

Company Controls

Set up departments, teams, permissions, leave types and approval steps in one place. The rest of Office-X follows those settings.

  • Use the same rules across every team
  • Decide who can see and change what
  • Send each request type to the right approver
  • Change a rule once and it applies everywhere
Company controls Rules the whole workspace follows
⌂
Departments 12 Configured
✓
Approval flows 8 Active
⌘
Permissions 182 Employee & team
⚙
Leave types 6 In use
Last updated Just now
BUSINESS IMPACT
One holiday list for the whole company.

Holiday Calendar

Add your holidays once, as a single day or a date range. Everyone sees the same calendar, and attendance, leave and payroll all read from it.

  • Everyone works from the same holiday list
  • Leave requests skip holidays automatically
  • Holiday work is paid at your holiday rate
  • Weekly rest days stay separate from holidays
Holiday calendar December 2026 · company-wide
11 this year
S M T W T F S
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Holiday Rest day Today
Christmas Eve & Christmas Day Dec 24 – 25 · 2 days
New Year's Day Jan 1 · 1 day
Independence Day Jul 4 · 1 day
BUSINESS IMPACT
Send email from your own address.

Email Templates & SMTP

Connect your own mail server once, and Office-X sends from your company address. You can also redesign the emails clients see, like estimates, agreements and booking confirmations, using a drag and drop editor.

  • Clients see your company as the sender
  • 20 everyday emails are ready to use
  • Change how client emails look, no code needed
  • Send a test email before you go live
Email template Estimate sent to client
Acme Corp [email protected]
Your estimate EST-1042 is ready
Hi {{client_name}}, your estimate for {{grand_total}} is ready to review. This price is valid until {{valid_until}}.
20 email events available Drag & drop Live preview Active
Your mail server smtp.acmecorp.com · 587 · TLS ✓ Test passed

And everything else you need

Announcements & events
Company forms
Multi-currency setup
Activity log
Departments & teams
Employee & team permissions
Realtime notifications
Individual employee dashboards

What makes it different

+ Business features in one place

Overtime categories, no manual calculation

Day free trial, full access

Trusted by Growing Businesses

Maintain a complete and traceable record of every action.

Every important action is recorded automatically, showing who did it, when it happened, and the device details behind it. Review and filter your activity history in your own timezone, with records kept for as long as your account is active.

Why we phrase it carefully

Once an action is recorded, it cannot be edited or deleted. The original record stays exactly as it was, so you always have a reliable history of what happened.

Audit logs you can trust

Every important action is recorded automatically and cannot be edited or deleted. See who did what, when it happened, and keep a reliable history of activity.

Secure owner access

Owner accounts require two-factor authentication at every sign-in. Security settings also require email verification before they can be changed.

Encrypted sensitive data

Sensitive information such as bank details, SMTP passwords, integration keys, and agreement access codes is protected with AES-256-GCM encryption.

Send email from your own domain

Send every automated email through your own SMTP, tested before you save it. Or use ours from minute one and switch when you are ready.

Grow your business
with Office-X.

Whether you advise businesses, manage multiple companies, implement HR systems, or operate across multiple locations, Office-X gives you a platform you can build your own service around.

01

Franchise & multi-outlet groups

Bring your outlets onto Office-X and run your day-to-day operations from one platform. When your outlets use Office-X, you can earn a share of the subscription revenue based on your partnership terms.

Perfect for Franchises and businesses with multiple outlets
Attendance Leave Payroll Approvals Business Operations
02

Accounting & CPA firms

Bring your clients onto Office-X for payroll automation and day-to-day business operations. You can also share industry ideas and feedback with our team and build a partnership around the clients you bring to Office-X.

Perfect for Accounting, CPA and payroll service firms
Client Payroll Business Operations Industry Feedback Partnership Revenue

Dedicated partner support

Get a dedicated partner manager, priority support, and hands-on guidance throughout your first client migrations. Our team helps with setup, configuration, and the early stages of getting your clients up and running.

Ready to grow with Office-X?

Join the Partner Programme
Free migration

Already using another system? We’ll move your data for you.

Moving from spreadsheets, another HR system, or paper files? Talk to us before you get started. Our team will help set up your workspace and move your existing data into Office-X — free of charge.

Talk to us about your migration No migration fee, on any plan.

Trusted by
Growing Businesses.

Olivia Hayes

HR Manager, RILTZ Holdings

“Before Office-X, attendance, leave, and overtime were handled across spreadsheets and messages. Now our team can manage everything in one place, and managers can approve requests without chasing people”

Ethan Reynolds

Operations Director, VIMZ

“The AI Phone Booking is a must-have feature for us. It helps us handle customer calls and bookings automatically, even outside business hours. It saves time, reduces missed opportunities, and makes our business feel available 24/7.”

Lucas Foster

Sales & Marketing Director, DILZ

“Office-X CRM helped us automate our day-to-day customer management. From managing clients and estimates to e-signatures and bookings, everything stays organized in one place. It saves time, reduces manual follow-ups, and makes the whole process much smoother.”

Sophia Bennett

HR Manager, DFSENDER

“Payroll used to take hours of checking every month. Office-X gives us a clear record of attendance, overtime, additions, and deductions, so we can review payroll with much more confidence.”

Simple per-seat pricing, with optional add-ons.

Basic includes the core workforce and operations tools. Advance adds Asset Tracking, Incident Reports and the Employee Support Desk. Payroll, CRM and Tasks are optional Advance add-ons.

Prices for

Basic

Basic plan for small businesses to manage employees, performance, attendance, work shifts, leaves, approvals and more efficiently.

$3 USD /month per user
Start your 30-day free trial →
What's included
  • Employee Management Centralize employee profiles, documents, work schedules, leave quotas, benefits, banking, and payroll settings for faster, more accurate workforce administration.
  • Attendance Tracking Record check-ins, check-outs, breaks, and manual attendance while monitoring absences and overtime through detailed summaries and Excel reports.
  • Holiday Calendar Create single or multi-day holidays and view annual totals in one shared calendar, helping teams plan schedules with fewer conflicts.
  • Performance Management Run criteria-based reviews and self-assessments with scoring, feedback, performance trends, and PDF reports for fair, transparent evaluations.
  • Work Scheduling Set work hours for regular or shift employee. Create individual or bulk shifts using weekly, monthly, or custom views. Track coverage and hours, then export to Excel or print as PDF.
  • Leave Management Manage hourly or full-day leave requests with balance checks, multi-step approvals, cancellations, and powerful status and date filters.
  • Bill Management Submit expense claims with categories, vouchers, currencies, and notes. Streamlined approvals and payment tracking improve financial control.
  • Travel Management Organize travel requests with destinations, dates, transport, estimated hotel and travel costs, attachments, and structured approvals.
  • Purchase Management Submit purchase requests with item details, estimated costs, priority, currency, and attachments. Approval timelines and comments keep decisions accountable.
  • Admin Management Configure departments, designations, teams, employment statuses, pay types, benefits, and other organizational settings from one place.
  • Approval Flow Build multi-step workflows for Leave, Bill, Purchase, and Travel. Route requests by employee criteria to managers, admins, or selected approvers automatically.
  • Permission Management Assign feature-level create, view, update, and delete permissions to employees or teams, ensuring secure access without limiting productivity.
  • Email Templates Create branded, feature-specific email templates with dynamic variables and custom layouts for consistent, professional automated communication.

Add people for free

Employees can have profiles, records, and appear in reports without needing their own login seat.

Reuse a leaver's seat

Unassign it and hand it straight to their replacement. Every historical record stays put.

Keep access when payment fails

Payment failed? No worries. Update your payment method and keep your account running.

Add only what your business needs.

Start with Advance, then add Payroll, CRM, Task Management or Projects
whenever you need them. Each add-on is billed separately.

Add-on

Payroll for Bangladesh

Simplify Bangladesh payroll with automated salary, overtime, premium, allowance, deduction and tax calculations, all powered by attendance and leave data with accurate monthly records.

Eid-day overtime paid at holiday rate
Monthly tax and absent-day deductions
A PDF paystub for every employee
$ 5 / month
per add-on
Advance plan required
Add-on

CRM

Manage customers, vendors, products, services, documents, requests, estimates, agreements, e-sign, self-service client hub, web & AI phone booking, confirmations, and cancellations in one place.

A client’s whole history in one profile
Send an estimate, get it e-signed
Clients book slots from your own page
$ 60 / month
per add-on
Advance plan required
Add-on

Projects

Run Scrum or Kanban projects with boards, backlogs, sprints, schedules, releases, work items, time logs, custom workflows, permissions, notifications, and insights that keep delivery clearly on track.

Sprints, backlog and board in one place
Capacity that already counts leave and holidays
Burndown, velocity and cumulative flow
$ 30 / month
per add-on
Advance plan required
Simple add-ons

Add a feature when you need it.

You do not need to change your plan. Just add the feature you need from your billing page and make it available to your team.

No plan change
Easy billing
01
Choose an add-on Start
Pick Payroll, CRM, Tasks or Projects.
02
Confirm in Billing Review
Review the price before you confirm.
03
Use it right away Live
The feature unlocks for your team.

The things people ask before signing up.

 

 

Office-X is built for growing businesses that want to manage their people, payroll, clients, and daily operations in one place.

It works especially well for agencies, clinics, retail and service teams, factories and shift-based businesses, franchises, and multi-company groups. If you're using multiple tools to manage attendance, leave, payroll, clients, quotes, contracts, or appointments, Office-X brings everything together in one workspace.

  • You pay per seat for your plan.
    A seat means one person who can log in and use Office-X. Your base subscription is calculated by the number of seats on your plan. The features included in your plan are available to those seats.

  • Choose the plan that fits your business.
    Basic includes the core workforce and operations tools. Advance includes everything in Basic, plus Asset Tracking, Incident Reports, and the Employee Support Desk.

  • Some features are available as optional add-ons.
    Payroll, CRM, and Tasks are not included in the Advance plan. Advance users can purchase these features separately as add-ons, so you only pay for the additional features your business needs.

  • Your first seat is created automatically.
    When you register your company, one seat is automatically created for the person setting up the account.

  • Start with a 30-day free trial.
    Nothing is charged during your trial. Billing starts after the trial ends.

  • You only pay for the time you use.
    After your trial, partial billing periods are prorated, meaning you pay only for the days you actually use. The same principle applies when applicable to seats or add-ons added during an existing billing period.

    Example: If your plan costs $12/month and you join on the 10th of a 30-day month, you use 20 days. Your charge would be $12 × 20 ÷ 30 = $8, instead of the full $12.

  • Add more seats whenever you need them.
    If your team grows, you can buy additional seats from Billing & Payment. Additional seats are charged for the applicable remaining time in your current billing period and then follow your main renewal date.

  • Add or remove optional features as needed.
    Advance users can purchase available add-ons such as Payroll, CRM, and Tasks when they need them. Add-ons are billed separately from the base plan.

  • Reducing seats takes effect at your next billing date.
    If you permanently reduce your seats, the seats remain active until the next billing date and are then removed automatically. Employee data and activity history remain.

  • If a payment fails, your team stays connected.
    Your access continues for 30 days while the payment is retried, giving you time to fix the payment without interrupting your team's work.

Want to understand seats in more detail?
Read: How Seats Work in Office-X →

 

Mark them inactive, remove their seat, and give that seat to someone else. Their historical records stay intact, including attendance, leave, payslips, performance records, and requests they created or approved. They're signed out when their browser next loads a page. You pay for your current seats, not everyone who has ever worked for you.

Absolutely! Office-X supports both salaried and hourly employees, and you can even manage a mix of both types within the same workspace.

  • Salary Employees: Pay is calculated based on their monthly or yearly salary. The system automatically determines hourly rates if needed for overtime or partial-month calculations.

  • Hourly Employees: The platform pulls total worked hours from attendance. You can also manually adjust hours if required. Base pay, overtime, and bonuses are calculated automatically.

  • Yes, soon.
  • Payroll is currently designed for Bangladesh, with tax calculations based on the rules and requirements set by the local government.
  • We're also working on USA and Middle East payroll, which will be available soon.
  • In the meantime, you can still use Office-X outside Bangladesh for attendance, overtime, leave, shifts, approvals, performance, reporting, and other day-to-day operations. You can also export attendance data for use with another payroll system.
  • It answers your business phone and books real appointments into the same calendar your staff use.
  • You connect your own voice provider and phone number. The agent can check availability, create bookings, look up appointments, and cancel them according to your rules.
  • Your voice provider bills you directly. Office-X adds no markup, takes no cut per call, and charges nothing per booking. The agent cannot simply invent an available time. Office-X checks the requested slot against the actual available schedule before saving a booking. Every call is also logged with its outcome, duration, and transcript.
  • Support tickets are built into your workspace. Go to Business → Support to create a ticket and communicate directly with our support team. This support is available on every plan, not just higher-tier plans.
  • Get help while setting things up. The setup checklist links directly to the relevant help articles, so you can find the right guidance without searching through everything.
  • Explore the full Help Center. Our documentation covers setup, features, configuration, and common questions, so you can find answers whenever you need them.

Need more help?
Visit the Office-X Help Center →

  • No.
  • Your clients can open estimates, accept or decline them, ask questions, upload files, sign contracts, and book or cancel appointments through secure links — without creating an account or downloading an app.
  • You still get a complete record of important activity, including views, signatures, declines, and downloads.

Yes! Office-X allows you to use your own email system for all notifications and communications.

  • SMTP Integration: Simply configure your SMTP settings under Settings → SMTP, and the platform will send automated emails through your preferred email account.

  • Custom Sender Info: You can set the sender name, email address, and reply-to address to match your company branding.

  • Email Templates: Customize your automated messages—like leave approvals, support tickets, payroll notifications, or welcome emails—so they look professional and consistent.

  • Testing: Send test emails to ensure everything is working perfectly before going live.

Result: Maintain professional, branded, and reliable communication without relying on default system emails.

  • Very tightly.
  • Office-X gives you detailed control over what each person can see, access, create, edit, approve, or manage.
  • You can assign permissions to individuals or teams, including dynamic groups such as reporting managers. When someone's role changes, their access can update automatically.
  • Approval permissions are also separate from approval flows, so you can control who can approve without giving them access to every type of request.
  • Your data is not deleted right away. You keep access until the end of the period you've already paid for, so cancelling does not stop your service immediately.
  • After your paid period ends, your team can no longer log in, but your account and data are kept for 180 days.
  • Your employees, attendance history, leave records, payslips, contracts, and audit history remain available during this period. We’ll email you before the 180-day period ends to remind you.

Want to come back? You can reactivate your subscription and your existing data will still be there. You won't need to import or rebuild anything. You'll simply need to choose your seats again and assign them to your team. After 180 days, the account is deactivated, so you'll need to contact us if you want to restore it.

Get in Touch — Let’s Talk Solutions

Have a question, feedback, or need help? We respond within one business day.

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