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Feature Overview
The whole app at a glance, organized the way the sidebar is. Each nav group links to the wiki page that covers it in depth. Visibility is permission-driven — what a user sees depends on their role and grants (see Role & Nav Naming Conventions).
The landing page is exception-based, not a wall of charts: Cash & Risk (collected last 30 days net of refunds, A/R, accounts-payable exposure from vendor bills) and a Needs Attention queue that surfaces work nobody asked about — unscheduled return visits, parts awaiting order, unread email and SMS, vendor bills awaiting review, new website leads, and the next-actions queue. Each item links straight to the screen that clears it.
Operations → Jobs, Scheduling & Dispatch
Jobs, the dispatch board (traffic-aware, with GPS and on-my-way), planner and team scheduling, appointment confirmations, checklists, job templates, recurring jobs, maintenance plans, technicians & performance, timeclock, fleet, maps, daily/delivery load sheets, customer equipment, company tools, photos, tasks — plus Door Listings (Doors for Sale: sell doors from the app straight onto your website).
Customers → Customers & Communications
Customer directory with history and equipment, communications (built-in SMS/email threads), Outlook inbox, Phone.com calls/SMS/faxes/cold leads, reviews, referrals, surveys, online booking, warranties — plus the Customer Portal your customers see.
Sales → Sales & Estimating
Leads, estimates & quote builder (with AI Quick Estimate), proposals, change orders, service agreements, e-signatures, estimate nurture.
Invoicing → Invoicing & Payments
Billing (job close-outs autodraft the invoice; Ready-for-Billing reviews it), deposit invoices, delivery tracking (Unsent tab, Mark as Mailed, Last Sent), payments (Stripe online payment, ACH, payment dates), credit memos & refunds, collections, invoice reminders (automatic sending opt-in), bank feeds.
Accounting → Accounting, Payroll & Reports
Expenses (with receipt attachments), job costing, pricing & labor matrix, vendor bills & statements, bank feeds & statement reconciliation, sales-tax report, exports, QuickBooks sync, budgets — plus Accounting Settings: the chart of accounts, posting maps, and the master switch for the internal general ledger (off by default).
Payroll → Accounting, Payroll & Reports
Payroll (timeclock rollups into pay periods) and commissions.
Experimental → Accounting, Payroll & Reports
Reports, forecasting (with an accuracy-measurement loop), variance report, budget vs. actuals, spending trends, overhead — grouped in the nav as Experimental while they mature — plus Games, an early admin-only game system still marked "Future Release".
Marketing → Marketing & Retention
Campaigns, segments, automations, win-back & follow-ups, loyalty.
Inventory → Inventory & Purchasing + Catalogs
Catalogs (including no-code custom catalog types and Catalog Packs), inventory, parts to order, vendors, purchase orders, supplier portal.
Documents & Admin → Admin & Settings
Documents library, PDF template editor, resources; users, roles & permissions, tags, custom fields, webhooks, GDPR, audit activity, onboarding wizard, notifications, branding, platform admin.
Field techs → Technician Mobile App
A dedicated mobile-first surface: today's jobs, status updates with GPS, photos and signatures, on-truck quoting (Good/Better/Best) and invoicing, a guided job close-out that autodrafts the invoice, safety checklists, vehicle inspections, dispatch chat, timeclock, day summary — offline-first, installable as a home-screen app (PWA), with push notifications.
- Global search (Ctrl+K) across jobs, customers, invoices, estimates.
- Quick actions — create job / create customer / open dispatch from the sidebar.
- Audit logging on virtually every mutation.
- Guided tours and an in-app feedback/bug-report channel.