Every module. Built to run together.
Every module shares the same login, the same role system, the same audit trail, and the same search bar. Turn on the ones you need today; add the rest as you're ready. Click any module for the full description.
Customers
Where the work starts, and where the relationship lives. 5 modulesPipeline from inquiry to close. Web-form intake, call/text capture, follow-up reminders, owner handoff. Built for the operator who's also doing sales.
Send quotes from your phone with line items, photos, e-signature. Approved quotes flip into a job in one tap — no re-keying anything.
Self-serve account on your domain — invoices, online pay, booking, messages, signed docs. Ends the "what's the status?" calls.
Real marketing site on yourbusiness.com — fast, SEO-tuned, mobile-friendly. Forms post into leads; reviews and booking embed live, not as widgets.
Auto-ask for a review after a closed job, route 5-stars to Google/Yelp, route low scores to your inbox. Reply from one place.
Money & books
Every dollar in, every dollar out, reconciled. 4 modulesRecurring + one-off invoices with reminders, late fees, and ACH/card auto-pay. Posts to bookkeeping on send — no double entry.
Card, ACH, tap-to-pay on a phone, plus the front-counter terminal. One place; one reconciliation against the deposit.
Receipt capture by photo, vendor categorization, mileage tracking, and one-click expense reports the accountant won't bounce.
Real GL with P&L, balance sheet, cash flow, and bank-feed reconciliation. Accountant-ready exports for the year-end filing.
Operations
Jobs, schedule, stock, vendors — the daily run. 4 modulesField-ready jobs linked to the customer, the quote, and the invoice. Status, photos, and notes from any phone — no native app.
Crew schedule with route optimization, conflict detection, and "on-the-way" customer notifications that cut no-show calls.
Stock on hand for retail SKUs, truck stock for trades, ingredients for kitchens. Low-stock alerts, vendor reorder, per-job consumption.
Vendor roster, purchase orders, accounts payable queue, and 1099 tracking. Three quotes, picked one, paid — fully documented.
Team & records
Pay the team, hire the next one, keep the paperwork. 4 modulesMobile time clock with geofencing, pay runs with deductions and direct deposit, W-2/1099 year-end filing. Built for the 3 to 30-person team.
New-hire packets with e-signed I-9, W-4, handbook acknowledgments, and PTO tracking — without buying a separate HRIS.
Encrypted shared passwords for vendor portals, bank logins, POS terminals, social accounts. Audited; revoked the moment a teammate leaves.
Every contract, COI, vehicle title, license, and policy filed by customer or vendor. Send for signature; track when signed.
Run the business
on one system.
Thirty-minute discovery call with the actual builders. Tell us your industry and what you're using now; we'll show you what a tailored build looks like.