Grow
Take the job, consume the parts, see what to reorder, and buy it. Work orders, purchasing and CRM on one system, so the whiteboard and the spreadsheet both go away.
$199/month
or $159/mo billed annually
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25 Features Included
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Accounting Reports
QuickBooks-compatible CSV exports for sales, payments, bills, customers, and vendors. Export and manually import into QuickBooks, Xero, or other accounting software.
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Accounts Payable
Record and track vendor bills and expenses against purchase orders.
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AI Assistant
Natural-language reporting over your own business data (ask your data)
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AI Help Assistant
Conversational, AI-powered help grounded in the product knowledge base, with one-click escalation to a support ticket
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AI Order-Line Parsing
AI parsing of a spoken/typed order line into quantity, price, and description for quick voice order entry
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Assembly & Bundle Items
Create bundles and kits with component items, automatic inventory deduction, and flexible pricing strategies.
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Automation Rules
Unified notification and automation rules engine with PLATFORM, SYSTEM, and CUSTOM rule types
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Customer Management
Lightweight customer management with auto-computed segments and milestone date tracking
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Dashboard Action Center
Role-aware intent widgets that surface actionable items: backorders, overdue POs, aging orders, churn risk, and more.
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Email Management
Email messaging and campaign management
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Internal Announcements
Broadcast announcements to staff via calendar events with dashboard banners and acknowledgement tracking
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Inventory Management
Track items, adjustments, transfers, and replenishment
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Layaway
Enable layaway plans on POS orders with configurable deposits, terms, forfeiture rules, and automated reminders
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Orders Workspace
Access to the shared orders workspace, milestones, and reporting
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Point of Sale
Enable POS order processing, payments, and receipt printing
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Purchasing & Vendor Imports
Vendor SKU catalog imports, purchase orders, receiving, and supplier intelligence
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Quick Order Entry
Lightweight mobile-first order entry page — add lines by typing or voice, reusing the backend order pipeline for authoritative totals
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Quotes & Estimates
Create and manage quotes/estimates with customer approval workflows
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Reporting
Dashboards and scheduled reporting exports
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Shipping Management
Tenant-defined shipping methods with flat rate, weight-based, and order-total-based rate calculation
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Stock Count
Dedicated stock count worksheet for physical inventory verification
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Support Tickets
Knowledge base and ticketing modules
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Workflow Payment Gate Customization
Allows tenants to override system payment gates and add payment requirements to additional workflow steps.
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Work Order Labor Timer
Optional per-technician labor time tracking on work orders (start/stop timer + productivity stats). Off by default; enable to expose the timer panel.
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Work Orders
Enable work/construction order workflows and scheduling