🎉 Xenia raises $12M Series A and announces 2 new AI capabilities

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Operations Workflows & Templates

Standardize Operations and Ensure Consistent Execution

Xenia eliminates operational inconsistency with intelligent templates and workflows. Ensure every task is completed correctly, every time, across all locations while maintaining full visibility and compliance with your policies and procedures.
Xenia Checklist Templates Mockup
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Newk's Eatery
Power Market
Domino's Pizza logo with a red domino tile and blue tile featuring the brand name.
Dave Hot Chicken
Red Chick-fil-A logo with stylized chicken head forming the letter C.
Slim Chickens
Tipsy Putt
Huck's Market
Mach 1
OnCue
Adidas
Newk's Eatery
Power Market
Domino's Pizza logo with a red domino tile and blue tile featuring the brand name.
Dave Hot Chicken
Red Chick-fil-A logo with stylized chicken head forming the letter C.
Slim Chickens
Tipsy Putt
Huck's Market
Mach 1
OnCue
Adidas
Newk's Eatery
Power Market
Domino's Pizza logo with a red domino tile and blue tile featuring the brand name.
Dave Hot Chicken
Red Chick-fil-A logo with stylized chicken head forming the letter C.
Slim Chickens
Tipsy Putt
Huck's Market
Mach 1
OnCue
Adidas

One Robust Checklist Maker for Every Use Case

Checklist Builder
  • Drag and Drop Checklist Builder
  • Section Heading Organization
  • 7 Step Response Types
  • Public Submission URL Links
Standard Operating Procedures
  • Step-by-Step Procedures for Training and Brand Quality
  • Add images and documents
  • Attach to Tasks and Work Orders
Public Template Library
  • Hundreds of Ready-to Use Templates
  • Use as is or custimize in Xenia
  • Easy Group, Filter and Sort
  • Export to PDF or  Excel
Smart Inspections
  • Steps with If / Then Logic
  • Trigger Corrective Tasks
  • Automate Notifications and Follow Ups
Mobile Workflows
  • Mobile Task Notifications
  • Complete Checklist on Own or Attach to Work Order
  • Time Tracking & Checklist Scoring
Guest User Submissions
  • Share Unique Checklist URL
  • Complete Form on Web Browser
  • Track Start and Completion Time
  • Easily Distinguish from Internal Activity
Analytics & Reports
  • Task Summary Report
  • Employee Productivity Report
  • Easy Group, Filter & Sort
  • Export to PDF or Excel

See Xenia in Action

User interface for creating HVAC Preventative Maintenance checklists with steps for pass/fail, text answers, temperature input, and photo capture; includes mobile preview.
Checklist Builder

Enforce standards, track compliance, and maintain operational consistency across all locations.

Design standardized checklists tailored to each department and procedure
Enforce quality control with mandatory photo evidence and verification notes
Organize workflows with section headings and 7 response types for precise data capture
Deploy via public submission URL links for external audits and inspections
Get Started for Free
Dashboard showing Operations Templates with cards for Food Temperature Log, OSHA Inspection, and Bathroom Cleaning, alongside a mobile view of OSHA Inspection form with options to enter food temperature and buttons to pass, fail, or mark NA.
Template Library

Fast-Track Operations with Our Ready-to-Use Template Library

Access hundreds of ready-to-use templates across all operational categories
Deploy industry-standard procedures immediately or customize to match your policies
Group, filter, and sort templates to find exact workflows for your needs
Export completed checklists to PDF or Excel for compliance documentation
Get Started for Free
User interface showing a Task & Work Orders dashboard with tasks like Kitchen Inspection, Fix front door, and Window cleaning, each with status, category, and priority levels; also displaying a mobile screen to create a new task for Oven Cleaning with options to add images, checklist, assignee, and buttons to cancel or create the task.
Standard Operating Procedures

Establish Clarity and Consistency Across Your Team

Create step-by-step procedures that ensure training consistency and brand quality
Attach images and documents to eliminate ambiguity in task execution
Link SOPs to tasks and work orders for on-the-job learning and compliance
Share procedures via PDF downloads or public links for universal access
Get Started for Free

Try Xenia Out For Free and Streamline Operations

Ready to manage work more efficiently? No Credit Card Required
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AI-Powered SOP Writer

Build Smart Steps with Logic to Clarify and Resolve Issues

Generate comprehensive policies, announcements, and procedures instantly with AI
Ensure consistent documentation quality across all operational procedures
Save hours of manual writing while maintaining accuracy and compliance standards
Transform verbal instructions into structured, actionable workflows in minutes
Get Started for Free
Xenia Mobile Mockups
Mobile Workflows

Empower Your Team with Accessible Mobile Solutions

Guarantee consistent execution with mobile task notifications sent directly to staff
Track completion in real-time whether checklists are completed standalone or attached to work orders
Monitor time spent and checklist scoring to identify performance gaps
Ensure teams follow standardized procedures regardless of location
Get Started for Free
Room and bathroom cleaning checklist app interface on tablet and smartphone showing tasks for Room Entrance and Bed Area with checkboxes and pass, fail, N/A buttons.
Guest User Submissions

Enhance Customer Communication with Accessible Public Checklists

Generate and share a unique URL link for any checklist
View progress in real time with all attached notes and images
Enable web browser form completion, without needing to sign up
Easily distinguish between guest and staff submissions within reporting dashboards
Get Started for Free
Digital inspection report dashboard and mobile quality inspection app showing progress, score, status, and action buttons.
Checklist Reports

Leverage Data for Continued Improvement and Compliance

Review completion times and checklist scores to gauge team performance
Export reports in PDF and Excel formats for analysis and sharing
Spot recurring issues with failed item reports and rectify with work orders
Receive automated email notifications for completed checklists
Get Started for Free

Frequently Asked Questions

Got a question? Find our FAQs here. If your question hasn't been answered here, contact us.

How can creating checklists and standardized procedures benefit deskless teams in various industries?

Creating checklists and standardized procedures benefits deskless teams by providing clear guidance and instructions for performing tasks and processes consistently and efficiently.

Standardized procedures ensure that all team members follow the same protocols, reducing variability and minimizing errors.

These checklists also serve as valuable tools for task management, ensuring that no steps are overlooked and facilitating accountability and compliance.

Moreover, digital checklists can be accessed and completed on mobile devices, enabling deskless teams to stay organized and productive while on the go.

What are some best practices for creating effective checklists and standardized procedures for different processes?

Effective checklists and standardized procedures should be clear, concise, and comprehensive, outlining all necessary steps and requirements for performing tasks accurately and efficiently.

It's essential to involve frontline workers in the creation and review process to ensure relevance and usability.

As a manager, you should ensure that these checklists are, or should be organized logically, with tasks sequenced in the order they need to be completed, and include checkboxes or indicators for tracking progress and completion.

How does checklists and SOP software contribute to increased operational efficiency across different industries?

Checklists and SOP (Standard Operating Procedure) software streamline processes by providing standardized guidelines and instructions for performing tasks efficiently and consistently.

Regardless of the industry, these digital tools enable organizations to digitize and automate manual workflows, reducing the likelihood of errors, improving task completion times, and optimizing resource utilization.

Explore more of Xenia

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Preventive Maintenance
Asset maintenance schedules and procedures
Learn more
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Inspections and Audits
Formalize procedures and log work history
Learn more
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Xenia Mockup
Xenia Task Dashboard Mockup
Xenia Mockup
🎉 Xenia raises $12M Series A and announces 2 new AI capabilities

Learn More

White cross or X mark on a black background.
Why Choose Xenia?
Operations Workflows & Templates

Standardize Operations and Ensure Consistent Execution

Xenia eliminates operational inconsistency with automated templates and workflows. Ensure every task is completed correctly, every time, across all locations while maintaining full visibility and compliance with your policies and procedures.

Enforce standards, track compliance, and maintain operational consistency across all locations.

Build Any Operational Form with Drag-and-Drop Simplicity

Create checklists, inspection forms, logs, SOPs, surveys, and more with Xenia's intuitive form builder
Organize workflows with section headings and 14+ response types including pass/fail, photo capture, signatures, and more
Duplicate and modify existing templates instead of building from scratch
Reuse common question sets across multiple templates for consistency
Preview mobile experience while building to ensure field-friendly design
Get Started for Free ->
User interface for creating HVAC Preventative Maintenance checklists with steps for pass/fail, text answers, temperature input, and photo capture; includes mobile preview.

Develop ready-to-use, professional templates from simple prompts

Use natural language prompts to build new procedures instantly
Leverage pre-trained AI that understands industry-specific operations
Push templates to specific sites, regions, or brands with AI-driven conditional visibility rules
Upload PDFs or spreadsheets and let AI generate structured digital templates
Access 100+ ready-to-use template library covering common operations across industries
Get Started for Free ->
Dashboard showing Operations Templates with cards for Food Temperature Log, OSHA Inspection, and Bathroom Cleaning, alongside a mobile view of OSHA Inspection form with options to enter food temperature and buttons to pass, fail, or mark NA.

Capture Exactly the Data You Need with 14+ Question Types

Use multiple choice, checkboxes, and dropdown menus for standardized responses across all locations
Require pass/fail questions with automatic flagging and corrective action triggers for compliance tracking
Capture photos and videos with annotation tools, voice notes, and markup capabilities for visual verification
Collect signatures, date/time stamps, and geolocation to verify work completion and maintain audit trails
Embed training videos and reference documents directly into steps for just-in-time guidance
Get Started for Free ->
Xenia Reports Mockup

Route Submissions Through Multi-Step Review and Sign-Off Processes

Require manager approval before certain procedures can be marked complete
Set up multi-level approval chains (store manager → district manager → regional)
Trigger email notifications when submissions need review or approval
Track approval status and maintain audit trail of who approved what and when
Auto-escalate to next level if approvals aren’t completed within timeframe
Get Started for Free ->
Xenia Checklists

Complete Checklists Without Internet

Work completely offline in areas with no connectivity
Auto-save progress so staff can complete lengthy checklists across shifts
Track completion percentage in real-time as field workers complete mobile tasks
Force completion of required steps before allowing submission to prevent incomplete work
Collect digital signatures on mobile for sign-offs and verification
Get Started for Free ->
Xenia AI

Robust AI-Powered Operations Software

AI is the foundation of scalable multi-location operations. Xenia powers every step of your operational workflow from task assignment to execution verification.

AI Template Builder

Using our AI Template Builder, describe what you need in plain language and get ready-to-use, professional templates in minutes. Push templates to specific sites, regions, or brands with AI-driven conditional visibility rules.

Instant Multi-Location Benchmarking

Ask your operational data questions to Xenia’s Analytical Agent in plain language and get actionable answers with charts, graphs, etc. Compare performance across regions, store types, or brands to identify your best and worst performers.

Autonomous Reporting

Replace manual reporting with AI-generated daily or weekly executive dashboards that highlight key metrics in one central location. Our Summaries feature spots early warning signs and recommends specific interventions before issues escalate.

Learn More

See Xenia in Action

App Tour of Xenia

Organize teams, customer data, and Views in Vitally Hubs to give everyone access to all of the information relevant to their work.

Watch Guide

Explore More of Xenia

Xenia delivers complete operations execution in one unified platform that transforms how multi-location businesses manage operations, compliance, and team coordination.

Customizable Site Hierarchy

Intuitive interfaces designed for busy front line teams who need to designed for busy

Operational Forms

Intuitive interfaces designed for busy front line teams who need to designed for busy

Task Management

Intuitive interfaces designed for busy front line teams who need to designed for busy

How Leading Brands Run Smoother
Operations With Xenia

Power MarketTipsy PuttNewk's EateryHillStone Restaurant GroupBacari

360+

Locations Digitized

Power Market completely transformed operations from manual paper-based systems to automated digital workflows across the entire network.

100%

Process Automation

Eliminated manual HR approvals, task routing, and operational checklists, reducing administrative overhead and increasing accountability.

Multi-Format Standardization

Xenia unified Power Market's operations across diverse store types, including beer caves, car washes, and regional layouts with consistent standards.
"We moved everything from paper to online... from verbal checklists and instructions into scheduled tasks and scheduled checklists. Xenia helps automate everything."
Fidaa Mohrez
Senior Director of Operational Systems, Power Market

40%

Faster Task Resolution

Operational tasks resolved 40% faster with digital checklists and automated task-tracking systems.

100%

Staff Adoption

Complete adoption across all locations with bilingual checklists and QR code access for instant process deployment.

30%

Admin Reduction

Reduced administrative time through streamlined communication and automated documentation, ensuring consistent safety and cleanliness standards.
“Xenia enabled us to document our daily processes digitally, making the deployment of consistent operating processes & checklists across our restaurants instantaneous.”
Owner
Multi-Unit Operator, Tipsy Putt

100+

Franchise Locations

Franchise locations with streamlined digital audit processes, replacing manual Excel-based Rose Reports completely.

Automated Scoring

Significant time savings through automated audit scoring calculations and professional PDF report generation with photos.

Digital Transformation

Eliminated manual calculations and streamlined the field audit process for both Rose Reports and line checks.
"We've got a lot of manual stuff going on, but as we get bigger, we're going to have to look at this in a more streamlined fashion. Xenia saves us a ton of time with the platform."
Brad Forsythe
Field Business Consultant, Newk's Eatery

40+

Restaurant Locations

Restaurant locations with streamlined digital audit processes ensure consistent operational excellence and quality standards.

Automated Scoring

Digital audit process with automatic scoring calculations, eliminating manual processes and enhancing documentation accuracy significantly.

Quality Assurance

Standardized quality monitoring across all locations, maintaining consistent service standards and operational excellence benchmarks.
"The digital audit process has transformed how we maintain quality standards across our locations. Xenia's automated scoring saves us significant time while ensuring consistent operational excellence."
Operations Manager
Field Operations, Hillstone Group Restaurants

100%

Daily Operating Compliance

Compliance with daily operating checklists was achieved across all 8 Bacari restaurant locations through standardized protocols.

Centralized Communication

Eliminated fragmented communication channels by consolidating all operational processes into one unified platform for seamless information flow.

Enhanced Training Efficiency

Streamlined employee onboarding and training processes, ensuring consistent delivery of Bacari's service standards across all locations.
"Xenia has revolutionized how we operate at Bacari Restaurants, seamlessly integrating every aspect from daily checklists to training and equipment management. It's not just a tool; it's our recipe for maintaining excellence across all our locations."
Deputy Director of Operations
Bacari Restaurants

Explore more of Xenia

Explore more of Xenia

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Work Orders & Requests
Manage maintenance requests and facility repairs across every site.
Learn more
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Inspections
& Audit
Powerful inspections with smart logic and corrective actions
Learn more
Team Communication & Resources
Centralize communication and resource sharing for your whole organization
Learn more
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Ready to Transform Your Frontline Operations?

Join the hundreds of murti-location operators
who've eliminated operational chaos and achieved
consistent excellence with Xenia.

Book a Demo
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Ready to Automate Your Operations Workflows?

Transform manual processes into intelligent workflows with Xenia's AI-powered platform. Get free form migration, flexible month-to-month plans, and a dedicated success manager to help you eliminate paper checklists and spreadsheet chaos.
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