CRM
Leads, contacts, pipeline (Kanban by stage), activities, tasks, and notes. Lead-create wizard, source attribution, lightweight scoring.
Inventory
Product catalog, stock levels, purchase orders with partial receipts, transfers between locations, adjustments with approve/reject, and low-stock alerts.
Equipment
Asset registry, status badges, maintenance schedules, warranty tracking, and auto-created work orders from due service.
Royalties & Finance
Rule engine (percentage, tiered, minimum, ad-fund split), scheduled monthly runs, PDF statements, Stripe + ACH collection, disputes, and GL export.
Field Service
Work orders, drag-to-assign dispatch board, schedule calendar, technician PWA with offline cache, inspection checklists, completion, e-signature, and invoice hand-off.
Compliance
Contract repository, document requirements, audit templates, audit execution with evidence attachments, corrective-action workflow with SLA timers.
Admin & Platform
Real invite emails, deactivation, six built-in roles plus custom role builder, branding per tenant, billing, public REST API and webhooks, and a real audit log.
Tenancy, security, and audit by default
- • Every business table carries
tenant_idand (where applicable)franchisee_id. - • Row-Level Security enforces brand and location isolation on every read and write.
- • Roles live in a dedicated
user_rolestable behind ahas_role()security-definer function — never on the profile row. - • Email/password + Google OAuth, TOTP MFA, session persistence, invite-via-email, and password reset.
- • Sensitive actions are written to a real
audit_logwith who/what/where/when.
