One system.
The whole business.
Sell more work, run the day cleaner, control payroll, track stock, and close the books without rebuilding the business in spreadsheets. Operations, CRM, inventory, and bookkeeping stay connected from the first lead to the financial statements.
Built around the work your team actually does. One login, one source of truth, one platform.
Connected modules
All on one loginOne login. One source of truth. One platform.
Platform pillars
Built to help you sell, operate, and close faster.
Everything your business runs on.
Win customers through CRM and estimates, deliver the work through operations, control inventory and payroll, then let bookkeeping and reports prove the numbers.
OperationsCore
Daily Team Sheet, My Day, Daily Review, Payroll Review, and Travel Review — cleaning operations from schedule to payable totals.
Supervised AI
Recommendations, explanations, provider readiness, audit trails, approval gates, and kill switches — AI that helps without taking over.
GPS visibility
Office Monitor Board, Office Monitor Map, Travel Review, and GPS health — crew visibility without autopilot claims.
Quality inspections
Mobile inspections, photos, scoring, signatures, corrective actions, and exportable reports.
Office Command Center
Morning queue, ETA watch, client communications, estimates, rotations, Mary dispatch, payments, and gas review.
CRM & customer lifecycle
Leads, estimates, customer records, recurring work, tickets, invoices, payments, and follow-up tasks.
Workforce
Payroll, HR, onboarding, time tracking, PTO, and contractors. Approved hours from the field become payroll totals.
Reports & audit trail
Standard reports, saved custom reports, Excel export, and source records owners can trace.
Inventory & stock control
Protect margins with warehouse stock, truck inventory, purchase orders, item locations, logistics, and fleet context. Stock moves when the work moves.
Migration & onboarding
QuickBooks-oriented cleanup, structured imports, inventory setup, customer onboarding, and workflow rollout.
Banking & reconciliation
Bank feeds, payees, account context, deposits, matching, reconciliation, and cash visibility.
Bookkeeping module
Accounting engine, banking, reconciliation, financial statements, client review, and audit trail. Books that update because the work updated them.
Bookkeepers managing clients
For bookkeepers supporting multiple businesses: switch client companies, review operations context, clean up banking, and deliver reports from one system.
English + Spanish
Bilingual help, Spanish-speaking field support, and faster onboarding for Spanish-speaking crews.
How it all connects
One workflow.
The whole business.
Watch what happens when a single ticket or stop saves. From the field to the books, every step is connected.
Schedule
Assign teams, stops, and routes from one screen. Build the day before the day starts.
Field execution
Crews work from My Day. Start, stop, photos, notes — captured where the work happens.
Daily Review
The office approves payable time, photos, and exceptions in one place. Nothing waits until Friday.
Payroll & invoicing
Approved hours become payroll totals. Tickets and stops become invoices. Same numbers, same source.
Books, reports, audit trail
Posted to the general ledger automatically. Reports update. Every change is auditable, end to end.
Schedule
Assign teams, stops, and routes from one screen. Build the day before the day starts.
Field execution
Crews work from My Day. Start, stop, photos, notes — captured where the work happens.
Daily Review
The office approves payable time, photos, and exceptions in one place. Nothing waits until Friday.
Payroll & invoicing
Approved hours become payroll totals. Tickets and stops become invoices. Same numbers, same source.
Books, reports, audit trail
Posted to the general ledger automatically. Reports update. Every change is auditable, end to end.
No double entry
The same customer, employee, item, and account record flows across operations and accounting. Nothing is retyped.
Everyone sees the same numbers
Operations, payroll, HR, warehouse, accounting, and owners read the same live data.
Add only what you need
Turn on the capabilities that fit your business. Leave the rest off. Grow without switching systems.
One platform. One source of truth. Built around the work your team actually does.
Run the whole business
from one system.
Same login. Same data. Same source of truth. The work your team does becomes the financial truth automatically.