Features

What's included

Everything's in here. No add-on tier.

WORK MANAGEMENT

Run the day-to-day from one place.

Workspaces hold tasks, docs, contacts, files. Switch between projects without losing what you were doing.

Workspaces

Separate containers per project. Tasks, docs, contacts, finances, files all scoped to the workspace.

Tasks

Priorities, due dates, assignees, custom fields. Kanban or list view.

Files Hub

Every attachment from tasks, clients, products, signed docs in one view.

Time Tracking

Start/stop timer per task. Manual entries. Timesheet exports.

Reminders

Set personal reminders that show up in your day.

Workforce

Schedules and dispatch for field teams. Payroll integration as an add-on.

REVENUE

Get booked, get paid, keep the books.

Appointments, products, invoicing, and bookkeeping live next to each other. The money goes through your Stripe account, not a middleman.

Appointment Booking

Public booking pages with calendar sync, deposits, automated reminders, QR codes, embeds.

Products & Orders

Catalog with variants and inventory. Online checkout via Stripe. Order workflow with statuses.

Invoicing

Send invoices, collect payment, track unpaid balances per client.

Finance Dashboard

Income and expense tracking by workspace. Categorized transactions.

Books

Chart of accounts, journal entries, period closing. Seeded so you can start.

Reports

Revenue, profit, cash flow. Export when tax time comes.

CRM

One directory. Every interaction.

Clients, vendors, leads. Each contact carries the full activity history across appointments, invoices, orders, and tasks.

Contacts

Clients and vendors in one directory. Profiles with custom fields and notes.

Activity History

Every appointment, invoice, order, and task tied to the contact.

Leads

Lead pipeline with status, source, and notes. Form-to-lead intake from public forms.

Convert

Move a lead to client status in one click. History carries forward.

PERSONAL VIEW

Cut through to what's yours.

A daily landing page that pulls only the work, time entries, reminders, and bookmarks tied to you.

My Work

Today's tasks across every workspace.

My Time

Personal time entries and timesheets.

My Reminders

Reminders you set for yourself.

Bookmarks

Saved items from anywhere in the app.

APPS, INCLUDED

Tools that would be separate subscriptions.

Document editor, whiteboard, form builder, page builder, link-in-bio. All in your plan.

Docs

Block-based editor with folders, sharing, and digital signatures.

Canvas

Infinite whiteboard with multi-user drawing.

Forms

Drag-and-drop builder with conditional logic, public URLs, embeds, QR codes.

Storefront

Drag-and-drop page builder with custom domain support.

Hub

Link-in-bio page with QR code.

Automations

Workflow rules across modules.

EXTRAS

Lightweight tools, included.

A growing library of utility apps for one-off jobs. New ones added as the team builds them.

SALES
Script Builder, Objection Navigator
MARKETING
Digital Card, QR Creator, Review Request, Signature Studio, Content Flow
FINANCE
Receipt Maker, Job Math
PRODUCTIVITY
Process Checklist, Streak Tracker
UTILITY
Random Picker, Route Planner, Decision Wheel

Try it free for 14 days

No credit card required. Cancel anytime.