Elite

Live bidirectional sync with QuickBooks Online and Xero. Push sales, payments, and bills via API. OAuth connection, chart of accounts mapping, reconciliation dashboard.

Live sync with QuickBooks Online and Xero. Push sales, payments, and bills via API.

QuickBooks-compatible CSV exports for sales, payments, bills, customers, and vendors. Export and manually import into QuickBooks, Xero, or other accounting software.

Record and track vendor bills and expenses against purchase orders.

AR dunning, payment automation, credit holds, aging workflows.

Demand forecasting with ABC analysis and automated stock synchronization between locations

Natural-language reporting over your own business data (ask your data)

Conversational, AI-powered help grounded in the product knowledge base, with one-click escalation to a support ticket

AI parsing of a spoken/typed order line into quantity, price, and description for quick voice order entry

Create and manage appraisal orders with intake, examination, and report workflows

Create bundles and kits with component items, automatic inventory deduction, and flexible pricing strategies.

Unified notification and automation rules engine with PLATFORM, SYSTEM, and CUSTOM rule types

Connect Avalara AvaTax for automated tax calculation.

Self-service B2B buyer portal with account-aware pricing, order history, and invoice viewing.

Enable wholesale/B2B workflows including allocation and fulfillment stages

Automated backorder aging alerts, reminders, and cancellation workflows.

Per-customer pricing contracts with catalog restrictions and off-catalog discounts for B2B.

Lightweight customer management with auto-computed segments and milestone date tracking

Sales pipeline management with customizable stages, Kanban board, and pipeline analytics.

Customize system workflow step prompts: disable fields, add custom fields, change field requirement

Role-aware intent widgets that surface actionable items: backorders, overdue POs, aging orders, churn risk, and more.

Advanced analytical sections: leaderboards, concentration, watchlists

Trend charts, timeline views, and growth visualizations

Advanced data export connectors: external S3 delivery, API data pull with incremental sync, and scheduled recurring exports.

Export Hub with unified export tracking and bulk entity data export (customers, items, orders, inventory, invoices, audit logs).

Import data from CSV/JSON files

Enable e-commerce order ingestion and fulfillment

Custom roles, approval routing, and field-level permissions for elite tenants.

Email messaging and campaign management

Tenant-defined custom fields across orders, inventory, and customer records

Define JSON-driven extensible data-collection pages that appear between workflow steps.

Submit fulfillments to third-party logistics providers

Fulfillment performance dashboards and pick metrics

Fulfillment management flow with pick lists, status tracking, and print support

Ship orders in multiple boxes with per-box tracking

Compare carrier rates and select optimal shipping option

Zone-level pick task assignments for fulfillment staff

Connect external channels — webhook ingestion, catalog sync, order import.

Broadcast announcements to staff via calendar events with dashboard banners and acknowledgement tracking

Track items, adjustments, transfers, and replenishment

Enable layaway plans on POS orders with configurable deposits, terms, forfeiture rules, and automated reminders

Control which items are available for sale at each location.

Ad-hoc data export from grids

Refresh intelligence dashboards on demand between scheduled nightly runs

Access to the shared orders workspace, milestones, and reporting

Enable POS order processing, payments, and receipt printing

Enable barcode scanner auto-add workflow in Order Workspace — scan + Enter to add items

Structured promotions with auto-apply pricing, stacking rules, and usage tracking

Vendor SKU catalog imports, purchase orders, receiving, and supplier intelligence

Lightweight mobile-first order entry page — add lines by typing or voice, reusing the backend order pipeline for authoritative totals

Create and manage quotes/estimates with customer approval workflows

Dashboards and scheduled reporting exports

Create recurring report schedules with automatic email delivery

Tenant-admin posture dashboard with MFA-enforcement, stale-credential, and role-coverage findings.

Tenant-defined shipping methods with flat rate, weight-based, and order-total-based rate calculation

Sync products, orders, and inventory with Shopify stores.

Dedicated stock count worksheet for physical inventory verification

Knowledge base and ticketing modules

Customer-tier pricing with price lists, quantity breaks, and per-customer overrides.

Server-side hook extension points that fire synchronously during workflow transitions.

Allows tenants to override system payment gates and add payment requirements to additional workflow steps.

Configurable approval gates on any workflow step. Tenants can require approval before advancing past specific steps.

Move an order backward to a previously completed workflow step for correction. Requires elevated role and a reason.

Optional per-technician labor time tracking on work orders (start/stop timer + productivity stats). Off by default; enable to expose the timer panel.

Enable work/construction order workflows and scheduling