XcellerateOPS
docs

Welcome to Xcellerate OPS

What Xcellerate OPS is, how a workspace is organised and where to start reading.

Xcellerate OPS is the workspace where a service business runs its daily work: customer requests and tickets, projects, time and timesheets, quotes, contracts and invoices, with AI built in. This documentation explains where each screen is and what the product does.

Key terms

  • Workspace: your own environment in Xcellerate OPS, with its own database and its own address.
  • Staff: the people who work in the workspace. An admin manages the workspace; a technician works in it.
  • Client portal: the branded side of the workspace where your customers' contacts create and follow their tickets.
  • Teams: groups of staff. Teams also decide what each person can open and change.
Ticket list with status, priority, customer, assignee and SLA badges
The ticket list, the heart of the service desk

Where to start

1

Create your workspace

Sign up and confirm your e-mail address. See Create your workspace.

2

Answer the getting-started wizard

Five short screens preconfigure the workspace for your type of business. See The getting-started wizard.

3

Work through the setup guide

The Settings landing page shows what is still missing. See The settings landing page.

4

Set up teams, people and e-mail

Continue with Teams and permissions, Users and invitations and Connect your mailbox.

Help inside the app: The ? button in the top bar of the app opens the help article for the page you are on, in a drawer, so a half-filled form stays open.

Further reading on the blog: Your first hour in Xcellerate OPS: setup checklist, branding and the modules you actually need

Next
Create your workspace