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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

Available

One secure login for owners, staff, and customers — each sees exactly what their role allows.

CRM & Lead Pipeline

Available

Every website inquiry becomes a tracked lead — saved first, then routed to your inbox, never lost.

Scheduling & Appointments

Available

Bookings with confirmation emails — your calendar fills itself from the website.

Billing & Payments

Available

Invoices, deposits, and card payments through Stripe — every payment recorded exactly once.

Jobs & Projects

Available

Track every job from estimate to done — status, crew, and history in one place.

Team & Crew

Available

Staff accounts, roles, and crew assignments for day-to-day operations.

Inventory & Materials

Available

Stock, materials, and suppliers — searchable, filterable, and always current.

Reviews & Reputation

Available

Real testimonials on your site, and automatic review requests when a job is paid in full.

Notifications & Email

Available

Branded confirmations, receipts, and alerts — delivered on every booking, payment, and lead.

Documents & Files

Available

Contracts, warranties, and paperwork your customers can access from their portal.

Settings & Branding

Available

Your business profile, hours, and brand colors — configured, not coded.

Activity & Audit Trail

Available

A live feed of everything happening in your business system — who did what, when.

Services & Products Catalog

In development

Price lists, packages, and options your customers can browse and book.

Quotes & Proposals

In development

Estimates with line items, approvals, and one-click convert-to-job.

Analytics & Dashboards

In development

Revenue, funnel, and utilization answers at a glance — per-role dashboards.

Workflow Automation

In development

No-code rules like "when an invoice is paid, send a review request."

Import, Export & API

In development

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

Available

A secure account area where your customers see their bookings, invoices, and documents.

Online Booking & Intake

Available

Self-serve booking and request forms wired to your real pipeline — not a dead-end contact form.

Pay Online

Available

Customers view and pay invoices by card, with instant receipts.

Job Status Tracking

In development

Customers follow their project — photos, approvals, updates.

Loyalty & Memberships

In development

Points, tiers, referrals, and gift cards.

Two-way Messaging

In development

Chat between your customers and your team, in the portal.

Industry packs

Deep, vertical-specific tooling layered on the same core.

Trades Pack

In development

Dispatch & routing, crews, fleet, materials, permits, warranties, insurance claims, inspections — for roofing, HVAC, plumbing, moving, landscaping, and more.

Beauty & Personal Care Pack

In development

Stylist schedules, chair & room booking, portfolios, before/after galleries, loyalty and gift cards.

Food & Hospitality Pack

In development

Menus, modifiers, online ordering, order queue, delivery zones, catering.

Education Pack

In development

Students & parents, classes, enrollment, attendance, progress tracking.

Health & Wellness Pack

In development

Patients, intake, memberships, and privacy-first record keeping.

Professional Services Pack

In development

Matters & cases, document signing, retainers, listings, policies.

Events Pack

In development

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.