Every module, and what it actually does.

Contacts

One party record for everyone you deal with.

• Customers, vendors, employees, members and your own types, each with its own opt-in custom fields.
• Archiving a contact cascades to its projects and open work, with a count shown before you confirm.
• Every other module links back here, so a customer page shows tickets, quotes, invoices and email in one place.

Ticket

The unit of work: service calls, work orders, internal tasks.

• Reference numbers, categories, priorities and statuses you define, with "New" and "Completed" behaviour built in.
• Checklists, estimates, one running timer per person and dated time entries behind every ticket.
• Configurable dashboard columns and form layout per category, including custom fields.

Project

Milestones, change orders and margin on jobs that run longer than a visit.

• Projects belong to a customer and hold milestones that tickets attach to.
• Job costing rolls labour from timers, materials from stock and expenses into cost versus billed.
• Change orders keep the approved scope and the extras apart.

Quote

Pricing as a system, not a memory.

• Labour roles, date-effective rate cards, overtime and holiday shift rates, markup rules per line kind.
• Price lists with break quantities; a customer tier is just a list assigned to many customers.
• Branded quote PDF the customer can approve through a signed portal link, then convert to invoice, project or ticket.

Invoice

Invoices, credit notes and payments with a balance you can trust.

• Draft, sent, paid, void lifecycle with settlement state (unpaid, partial, paid, credited, written off) derived from the money, never typed.
• Deposits, refunds and Stripe payments post against the same balance.
• Invoice PDF with your branding; scheduled reports on invoices by month.

Calendar

Scheduling and dispatch for crews and individuals.

• Drag work onto a dispatch board, assign a person or a crew, and get warned about conflicts.
• Recurring visits generate their occurrences nightly; each one is a real, editable event.
• A "my day" view for staff and a printable day-sheet PDF for the van.

Inventory

Stock that reconciles because it is a ledger.

• Quantity per item per location, projected from a costed, classified movement ledger.
• Standard or average costing, negative-stock control and multi-location as settings, not rewrites.
• Bills of materials, and a nightly reconcile that proves on-hand equals the sum of movements.

Purchase Order

Buy from vendors and receive in parts.

• Draft, issued, received, cancelled with a real state machine and a branded PO PDF.
• Goods receipts against order lines; posting a receipt is the only thing that credits stock.
• Reverse a receipt and the ledger shows exactly what happened.

Equipment

Fleet and asset register with the maintenance loop closed.

• Hour meters, odometers and condition grades that technicians can post without edit rights on the asset.
• Maintenance creates tickets; alerts fire on due dates and readings.
• Owner, supplier and custodian all link to contacts.

Timesheet

Time that is already there.

• Every timer start and stop on a ticket becomes a dated entry against the person.
• Per-person, per-day, per-subject totals and a branded PDF.
• Managers see everyone; staff see their own.

Documents

The attachment pipeline every module uses.

• Folders, uploads, generated PDFs and system files, stored encrypted in AWS Canada.
• Retention policy per company, confidential documents for the few that need it.
• Attach anything to any record.

Forms

Inspections, intake and sign-offs without paper.

• Build templates from blocks, with an optional signature.
• Each submission renders a branded PDF, files itself under Documents and can attach to a record.
• Preview before you publish.

HR

Employment records without a second identity.

• The employee is a contact; HR holds the employment: role, manager, org structure, dates.
• Certifications with expiry tracking and alerts for the ones that lapse.
• HR forms assigned to people and tracked to completion. No government identifiers are stored.

Sales

A pipeline that stays simple.

• Lead, qualified, proposal, won, lost.
• Deals link to the customer and the quote.

Communication

Email that lives on the record.

• Send from inside a ticket or contact; replies thread back automatically.
• Delivery, bounce and complaint tracking per message.
• Bodies stored encrypted in object storage, with only a scrubbed preview in the database.

Reports

Cross-module analytics with delivery.

• Tickets by status, time by person, time versus estimate, invoices by month, custom-field breakdowns.
• Exports, and scheduled deliveries to a list of recipients.
• Home dashboard KPI tiles on the same numbers.

Field Service

An installable technician app that keeps working offline.

• Day view of assigned jobs, customer details, notes, photos and signatures.
• Clock in and out, advance the job, capture evidence; everything queues and syncs exactly once when signal returns.
• Optional location stamps with consent, off by default for every company.

Accounting Sync

QuickBooks Online, connected once.

• Map customers, items, accounts and tax rates; every sent invoice pushes exactly once.
• Failures land in a reconciliation queue your admin can clear without calling support.
• Backfill history when you connect.

Fundraising

For registered charities and nonprofits.

• Donors are contacts who have given; funds, campaigns, pledges with instalments, grants with payments and reports.
• Official donation receipts are append-only: cancel or replace, never edit.
• Fund statements and campaign progress on the dashboard.

AWS Audits

Cloud cost audits run as engagements.

• Audit runs per customer with findings, severities and monthly savings.
• Import findings, generate the client PDF, track the engagement through tickets.