Everything a back office needs, as modules you turn on.
Start with the core. Add what your business actually uses. "Available" means you can click it in the live demo today — no vaporware badges here.
Foundation modules
The core every business system ships with or can add.
Logins & Roles
One secure login for owners, staff, and customers — each sees exactly what their role allows.
CRM & Lead Pipeline
Every website inquiry becomes a tracked lead — saved first, then routed to your inbox, never lost.
Scheduling & Appointments
Bookings with confirmation emails — your calendar fills itself from the website.
Billing & Payments
Invoices, deposits, and card payments through Stripe — every payment recorded exactly once.
Jobs & Projects
Track every job from estimate to done — status, crew, and history in one place.
Team & Crew
Staff accounts, roles, and crew assignments for day-to-day operations.
Inventory & Materials
Stock, materials, and suppliers — searchable, filterable, and always current.
Reviews & Reputation
Real testimonials on your site, and automatic review requests when a job is paid in full.
Notifications & Email
Branded confirmations, receipts, and alerts — delivered on every booking, payment, and lead.
Documents & Files
Contracts, warranties, and paperwork your customers can access from their portal.
Settings & Branding
Your business profile, hours, and brand colors — configured, not coded.
Activity & Audit Trail
A live feed of everything happening in your business system — who did what, when.
Services & Products Catalog
Price lists, packages, and options your customers can browse and book.
Quotes & Proposals
Estimates with line items, approvals, and one-click convert-to-job.
Analytics & Dashboards
Revenue, funnel, and utilization answers at a glance — per-role dashboards.
Workflow Automation
No-code rules like "when an invoice is paid, send a review request."
Import, Export & API
CSV export today; full import tooling and a per-business API on the way.
Customer portal
The part your competitors don't have: your customers book, pay, and track jobs online.
Customer Portal
A secure account area where your customers see their bookings, invoices, and documents.
Online Booking & Intake
Self-serve booking and request forms wired to your real pipeline — not a dead-end contact form.
Pay Online
Customers view and pay invoices by card, with instant receipts.
Job Status Tracking
Customers follow their project — photos, approvals, updates.
Loyalty & Memberships
Points, tiers, referrals, and gift cards.
Two-way Messaging
Chat between your customers and your team, in the portal.
Industry packs
Deep, vertical-specific tooling layered on the same core.
Trades Pack
Dispatch & routing, crews, fleet, materials, permits, warranties, insurance claims, inspections — for roofing, HVAC, plumbing, moving, landscaping, and more.
Beauty & Personal Care Pack
Stylist schedules, chair & room booking, portfolios, before/after galleries, loyalty and gift cards.
Food & Hospitality Pack
Menus, modifiers, online ordering, order queue, delivery zones, catering.
Education Pack
Students & parents, classes, enrollment, attendance, progress tracking.
Health & Wellness Pack
Patients, intake, memberships, and privacy-first record keeping.
Professional Services Pack
Matters & cases, document signing, retainers, listings, policies.
Events Pack
Packages, venues, time slots, galleries, and rentals for event businesses.
Turn on what you need. Skip what you don't.
Module pricing is simple and monthly — see how the numbers work.