| Identity | Cookie authentication & role authorization | - Authenticates every user session before protected pages load.
- Enforces role-based access for Admin, Ops, Billing, Technician, and Customer flows.
- Prevents unauthorized actions at both page and operation levels.
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| Dashboard | Executive landing tiles & KPI context | - Surfaces high-level operational and revenue KPIs at login.
- Gives managers quick visibility into workload, status, and trends.
- Acts as a launch point into deeper modules.
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| Customers | Search, create, categories, profile photos, geodata | - Supports customer creation, lookup, and profile management.
- Stores segmentation attributes for better routing and reporting.
- Captures profile image and location data for field context.
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| Work orders | Lifecycle, line items, scheduling windows, assignment | - Manages work orders from creation through completion.
- Tracks line items, schedule windows, and assigned technician.
- Keeps status transitions auditable across the lifecycle.
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| Dispatch | Board-style orchestration & drill-in | - Provides a visual dispatch board for active jobs.
- Enables fast drill-in to work order details and updates.
- Helps operations rebalance daily workload in real time.
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| Route zones | Territories, technician linkage | - Defines service territories for operational coverage.
- Links technicians to zones for cleaner assignment rules.
- Improves routing consistency and boundary compliance.
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| Optimization | Proximity-based ordering | - Orders work to reduce travel time and fuel cost.
- Uses proximity logic to improve technician efficiency.
- Supports better on-time performance for appointments.
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| Communications | Customer messaging workflows | - Coordinates outreach tied to service lifecycle events.
- Standardizes reminders, updates, and follow-up touchpoints.
- Improves customer transparency during active work.
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| Sales | Pipeline & opportunities | - Tracks leads and opportunities through pipeline stages.
- Supports conversion from prospect to scheduled work.
- Provides visibility into near-term revenue opportunities.
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| Reviews | Review requests & follow-up | - Automates post-service review request workflows.
- Monitors responses and supports follow-up actions.
- Helps increase review volume and quality over time.
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| Reporting | Hub + work orders, estimates, invoices, technician completion | - Centralizes operational and financial reporting views.
- Measures productivity, completion rates, and throughput.
- Supports management decisions with consistent metrics.
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| Query builder | Visual filters on work orders with saved queries | - Lets admins compose AND/OR rules without SQL.
- Saves named query definitions for reuse.
- Executes read-only previews (up to 200 rows). See Query Builder.
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| Estimates | Authoring, editing, line items | - Builds estimates with structured service line items.
- Supports edits, revisions, and customer-ready presentation.
- Creates a clean handoff into invoice and payment flow.
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| Invoices | Issuance, customer view, payment tracking | - Generates and delivers invoices for completed work.
- Provides customer-visible invoice detail for transparency.
- Tracks payment status and outstanding balances.
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| Payments | Stripe Checkout + webhook completion | - Processes payments through hosted Stripe checkout.
- Confirms payment state via secure webhook events.
- Keeps billing records synchronized with transaction outcomes.
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| Catalog | Pricebook & inventory entities | - Maintains standardized service and product pricing.
- Supports inventory-aware operational planning.
- Improves estimate and invoice consistency.
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| Agreements | Maintenance agreements | - Stores recurring service agreement terms.
- Supports retention and predictable recurring work.
- Enables long-term customer contract management.
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| Projects | Project records tied to operations | - Tracks larger jobs as structured projects.
- Connects project-level planning to field execution.
- Improves visibility across multi-step service initiatives.
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| Booking | Inbound booking requests | - Captures inbound booking demand in one intake flow.
- Supports conversion from request to scheduled work order.
- Reduces response delay for new customer opportunities.
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| Workflows | Template library for repeatable work | - Defines reusable templates for common job patterns.
- Standardizes execution quality across teams.
- Reduces setup time for frequent service types.
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| Work items | Administrative catalog for line items | - Centralizes maintainable line-item definitions.
- Improves accuracy in estimates and invoices.
- Keeps service catalog changes controlled and auditable.
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| Technicians | Roster, specialties, capacity, zones | - Manages technician profiles, skills, and workload limits.
- Maps staff to route zones and service capabilities.
- Supports smarter assignment and balancing decisions.
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| Users | Accounts, roles, profile photos | - Administers user accounts and security roles.
- Supports profile details for operational identity.
- Maintains access governance across all modules.
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| Branding | Custom navbar logo & vertical presets | - Applies brand identity through configurable UI assets.
- Supports vertical-specific presets for faster setup.
- Improves presentation consistency across customer demos.
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| Demo data | Vertical seeding for sales demos | - Seeds realistic sample data for guided demonstrations.
- Accelerates demo readiness for different industries.
- Improves sales conversations with contextual examples.
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| Admin portal | Rapid customer + WO creation, weekly assign grid | - Provides an operations control center for administrators.
- Speeds up customer/work-order creation workflows.
- Supports weekly assignment planning at a glance.
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| Technician | Weekly board & field detail | - Gives technicians a clear weekly workload view.
- Provides in-field work order detail and context.
- Improves execution speed and status reporting quality.
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| Customer portal | Requests, visibility, documents | - Lets customers submit requests and track progress.
- Provides visibility into orders, invoices, and related documents.
- Improves trust through self-service transparency.
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