Feature Overview

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).

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.

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, payments (Stripe online payment, ACH), collections, invoice reminders.

Accounting & Payroll → Accounting, Payroll & Reports

Expenses, job costing, pricing & labor matrix, vendor statements, exports, QuickBooks sync, budgets, payroll, 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. (Games is a placeholder for a 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, job close-out, safety checklists, vehicle inspections, dispatch chat, timeclock, day summary — offline-first with push notifications.

Everywhere

• 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.