The rest of the operating stack
Useful parts. No filler modules.
Open the record and do the work: sign it, send it, schedule it, review it, find it, or get an answer from the person outside your company.
CRM
Companies, contacts, locations, compliance, estimates, projects, service history, and communication.
Documents
Templates, envelopes, signer routing, public signing, reminders, audit trail, and executed packages.
Files
Personal files, shared company files, job files, permissions, folders, previews, mobile access, and desktop sync.
Portals and outside links
Vendor planrooms, project partners, client review, uploads, signing, and payment without handing out internal access.
Inventory
Items, locations, stock, movement history, vendors, pricing, service usage, and reorder cleanup.
Analytics
Executive, sales, estimating, project, service, manpower, and geographic boards that open the work behind the number.
Pocket Tools
Duct, rigging, riser, electrical, water heater, Manual J, Manual S, and Manual D workbenches.
Support
Tickets, replies, attachments, delivery history, escalation, linked records, and knowledge suggestions.
Friday
Assistance inside real records with review, approval boundaries, interaction history, and operator control.