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XinatorBMS Major Updates
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Major upgrades are
rolling out to XinatorBMS

Experience improved KPI oversight in XinatorCentral, a modernized XinatorCEC, and powerful new field capabilities across all devices.

7 Financial KPIs 18 Ops KPIs Field Agent App 2-way SMS/MMS Smart Tagging

Included in this release

  • XinatorCentral: Expanded KPI controls
  • Updated UI/UX for XinatorCEC
  • XinatorBMS Field Agent (Apple and Android) Available Now
  • 2 Way Texting: SMS, MMS & History Tracking
  • Enhanced XinatorCEC/CRM Features
Faster Oversight

Unified View

Finance + Ops metrics
Cleaner Workflows

Modern UX

Streamlined navigation

XinatorCentral: KPI Intelligence

More visibility, more control. A dashboard your team can configure around what matters most.

New KPI selection & ordering

Customize your dashboard with drag-and-drop precision. Choose exactly which metrics appear on your home screen.

  • 7 financial KPIs from QuickBooks Online
  • 18 operational KPIs from Xinator apps
  • Instant add/remove toggle & Drag & drop layout
KPI Dashboard Config

Deep Dive Analytics Service

Dig deeper than the dashboard. View all metrics across user-configured time ranges.

KPI Results Table

All KPIs, one view

The new KPI Results Tab allows you to see all KPI results even if they aren't on your Home Page.

  • Select Items and Order from Setup Tab
  • View comprehensive data without cluttering the main dash
Role settings

Role-based Visibility

Admins now have granular control over who sees what.

  • New KPI Display Toggles in User Management
  • Set Tab access by user
  • Ensure privacy and relevance per role

XinatorCEC Mobile Experience

A completely new UI/UX for the Field Agent App on iOS and Android.

Revamped Field Agent App

Integrates seamlessly with CEC appointments assigned to Field Agents.

Mobile App UI

Invoicing on the go

Mobile Invoicing

Payment Scheduling

Mobile Scheduling

2-Way Texting & MMS

Communicate faster with native SMS/MMS integration directly from the app.

Native Actions

Send texts directly from action menus attached to your main business number.

Text Menu

Real-time Alerts

Message notifications appear on all CEC pages for rapid response.

Bell Icon

Automated Confirmations

Y/N features for Appointment Confirmation with customized auto-responses.

Confirmation Settings

Full History Log

Audit every conversation. Message history is saved in Customer Details.

Message History

Advanced Tagging System

A powerful new way to organize Customers, Notes, and Workflows.

System & Custom Tags

Add tags to locations within the BMS to enhance search. Combine system-specific tags with your own custom labels.

Tag Dropdown

Tag Filtering

Filter customer lists instantly using tag selectors.

Tag Search

Deep Integration

Tags work on Fields, Notes, and Pictures. Tagged notes appear automtically in the relevant App.

Note Tags

Customer Detail & CRM

Billing sync, multi-site management, and improved note formatting.

Redesigned Notes & Files

New formatting structure for clearer customer history.

Notes Table

Billing Address Sync

Now syncs directly To/From QuickBooks Online.

Billing Sync

Sites & Locations

Manage multiple locations for a single customer entity.

Sites Locations

Appointments & System Settings

Preparing you for the future Field Service Module.

Appointment IDs

Auto-assigned IDs for easier tracking.

Appt ID

Enhanced Calendar

Better Day/Week/Month views.

Calendar

Resource Filters

Filter by Resource Groups.

Filters

Appt Types

Associate types with calendars.

Appt Types

App Association

Link Resources to Field Agent App.

App Association

Resource Groups

Group resources for improved scheduling.

Resource Groups

Tags Control

Manage your entire tagging ecosystem from a single dedicated tab.

Tags Control Tab

Tags tab is where you can create Tags or select which items are to be able to be tagged.

Tags Tab