CRM
Leads & Contacts
Lists, detail timelines, tasks, notes, and a create wizard.
Pipeline Board
Kanban by stage with drag-to-move and stage labels.
Activities
Calls, emails, meetings, and notes pinned to leads or contacts.
Inventory
Product Catalog
Centralized catalog with per-location stock levels.
Purchase Orders
POs with partial receipts and supplier catalogs.
Transfers & Adjustments
Approve/reject workflow with full audit trail.
Equipment
Asset Registry
Equipment with status badges and next-maintenance hints.
Maintenance Schedules
Auto-create work orders from due service.
Warranty Tracking
Coverage windows and expiration alerts.
Royalties & Finance
Rule Engine
Percentage, tiered, minimum, and ad-fund split.
Statement PDFs
Scheduled monthly runs with branded PDFs.
Disputes
Workflow with adjustments and resolution audit.
Field Service
Work Orders & Dispatch
List, drag-to-assign dispatch, schedule calendar.
Technician PWA
Offline-tolerant mobile flow for the technician.
Photo + Inspection
Required photos and gated inspection checklists.
E-Signature & Hand-off
Capture sign-off and feed the invoice to Finance.
Compliance
Contracts & Documents
Contract repository with expiration badges.
Audit Templates & Runs
Reusable templates with evidence attachments.
Corrective Actions
Assigned with SLA timers and exportable reports.
Admin & Platform
RBAC + MFA
Six built-in roles, TOTP MFA, custom role builder.
Tenant Settings
Per-brand branding, white-label, billing (Stripe).
API & Webhooks
Public REST API and outbound webhooks.
Reporting & Notifications
In-app dashboards plus email/in-app alerts.
Cross-cutting
Multi-tenant + RLS
Brand isolation enforced at the database layer.
Notifications
In-app + email with per-user quiet hours.
Exports
CSV/PDF with long jobs run in edge functions.