Every feature. By module, by plan.

In Pro, Industry and Suite

Projects, budgets, milestones, progress applications and retainage.

• Projects with budgets against actual
• Milestones, cost codes and change orders
• Progress applications (AIA style), schedule of values and retainage
• Project profit and loss

In Pro, Industry and Suite

Clock, schedules, time off, commissions, payroll, credentials and compliance.

• Time clock with geofence and photo; a shared kiosk tablet by the door
• Schedules that fill themselves, shift requests and swaps, shift logs
• Time off and a PTO ledger; auto clock-out with a warning text
• US payroll: federal and state tables by pay date, W-4 Step 2, garnishments with the legal caps, pay stubs
• W-2 file for the SSA, 1099-NEC for IRIS, 941 and 940 worksheets, Florida new-hire workbook
• Commissions, per diem, mileage reimbursement
• Hiring: assess, source and onboard; background checks; credentials and skills with expiry
• Compliance tests, HR meetings, write-ups and recognition
• Employee Viewer for promotion comparisons; termination review with approvals and headcount impact
• Headcount, tenure and promotion-readiness reports

In Pro, Industry and Suite

Pipeline, campaigns, promotions, customer service tickets, online booking and subscriptions.

• Pipeline with stages and the deal-flow report
• Marketing campaigns and promo codes with a return-on-ad-spend report
• Customer service tickets with SLA targets, escalation and send-as-department email
• Online booking pages with slots, confirmations and reminders
• Subscriptions and plans with autopay
• Online store, Shopify and Amazon order import
• Promotions at the register and on invoices

In Pro, Industry and Suite

One application to several lenders at once, offers compared side by side.

• One customer application sent to several lenders at once
• Offers compared side by side, loan and buy-now-pay-later partners (Klarna, Affirm, Wisetack and more)
• Deal flow report: closed, pending, funding

In Pro, Industry and Suite

Multi-company consolidation, liabilities and loan schedules, multi-currency.

• Multi-company consolidation with eliminations
• Holding company and intercompany postings
• Liabilities and loan schedules
• Multi-currency with foreign-exchange posting that reconciles

In Industry (for the trades that use it) and Suite

A register that posts its own ledger entry, works offline, and reconciles against the card terminal.

• A register that posts its own ledger entry and works offline
• Item grids and quick keys, parked tickets, split tender, Stripe Terminal
• Registers with PINs, X and Z reports, denomination cash count at close
• Gift cards, returns and refunds with an approval chain, backup card reader
• Rewards and customer capture with recorded consent
• Loss prevention: shrink, exceptions, watch list, blind cycle counts with a manager second look
• Door check, card acceptance policy, trade account applications and tax-exemption certificates

In Industry (for the trades that use it) and Suite

Tables, checks, a kitchen display and printed menus. Splitting a check and firing a course.

• Tables and checks, split a check, fire a course
• Kitchen display by station and the guest check
• Menus and print layouts, 86 an item, table map with a revenue heat map
• Delivery platform orders (Uber Eats, DoorDash, Grubhub, OpenTable) reconciled to the penny

In Industry (for the trades that use it) and Suite

FIFO costing, multiple locations, serials and lots, bins, receiving, purchase orders, reorder planning.

• FIFO costing by location; stock valuation and reorder reports
• Items with variants, kits, substitutes and units of measure
• Multiple locations, bins, floor and yard map
• Serials, lots and recall
• Receiving dock with blind counts; purchase orders and requisitions; supply chain
• Special orders with deposits; find and bulk edit
• Tag and label designer; landed cost; supplier scorecard

In Industry (for the trades that use it) and Suite

Supplier price files, contract pricing, house accounts, rebates and billbacks, delivery routing.

• Supplier price files that load themselves; EDI and vendor link
• Pricing and contracts, price levels, special pricing agreements
• House accounts
• Rebates and billbacks, vendor claims
• Delivery and will-call dispatch, trucks and routing

In Industry (for the trades that use it) and Suite

Bills of material, build orders, work-in-progress and absorbed labor.

• Bills of material
• Build orders and work-in-progress
• Absorbed labor and materials planning

In Industry (for the trades that use it) and Suite

Rental fleet check-out and return, damage, utilization and revenue per unit.

• Fleet check-out and return with rental contracts
• Damage recorded on return
• Utilization and revenue per unit

In Industry (for the trades that use it) and Suite

Jobs from sold to signed off, sites, scheduling, SLAs and statements of work.

• Jobs from sold to signed off; job sites and customer equipment
• Smart scheduler and the dispatch board; shift slots
• On-my-way notices by text or WhatsApp
• Photos and proof; on-site signature and job closing rules
• SLAs, statements of work and master agreements by trade, signed in the app
• Damage and recall claims

In Industry (for the trades that use it) and Suite

Tenants, units, rent roll, maintenance and owner trust accounting.

• Properties and units
• Leases and the rent roll; rent autopay
• Maintenance requests and work
• Owner trust accounting and owner statements

In Industry (for the trades that use it) and Suite

Reservations, folios, lodging tax, housekeeping, rate plans, and calendar sync with Airbnb, VRBO and Booking.com so the same room is never sold twice.

• Front desk, reservations and folios
• Rooms and housekeeping, out-of-order tracking
• Rate plans and lodging tax
• Calendar sync with Airbnb, VRBO and Booking.com so a room is never sold twice
• Card capture at booking

In Industry (for the trades that use it) and Suite

Help desk, client network inventory, service detection and on-site visits.

• IT help desk with on-site ticket sign-off
• Client network inventory, scans, service detection and an outside-in port check
• Endpoint agent, script library, hardware health with auto tickets
• The Contract Alignment Engine: tickets checked against the signed agreement
• Credential vault with import and export, browser fill extension, local-admin password rotation
• Branded remote desktop, terminal and file transfer; Remote Desktop repair from the ticket
• IT service price menu and delegated accounts

In Industry (for the trades that use it) and Suite

Matters, parties and conflict checks, attorney time in tenths, trust accounting, engagement letters and court deadlines.

• Matters, parties and conflict checks
• Attorney time in tenths, rates and billing
• IOLTA trust accounting
• Engagement letters, court deadlines and dockets
• Contract library with expiring access, compare and merge
• Post-mortems on closed matters