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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.

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

Automated backorder aging alerts, reminders, and cancellation workflows.

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

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

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

Trend charts, timeline views, and growth visualizations

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

Import data from CSV/JSON files

Email messaging and campaign management

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

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

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

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

Dedicated stock count worksheet for physical inventory verification

Knowledge base and ticketing modules

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

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