Run Your Deck Building Business Smarter Smarter

Estimate Builder (Good/Better/Best)

Create tiered estimates with parts, labor, and pricing options. Send for customer approval and convert to work orders with one click.

Checklist Execution

Step-by-step checklists on work orders with checkboxes, notes per step, photo upload, and progress tracking -- mobile-optimized.

Customer Portal

Customers view appointments, work orders, estimates, invoices, and payment links from a branded self-service portal.

Before/After Photo Capture

Technicians capture photos with before/after designation, captions, and timestamps -- linked to specific work order steps.

Pricebook & Flat-Rate Pricing

Material + labor components with good/better/best tier options. Auto-populate estimates from pricebook items.

Service Agreements & Memberships

Recurring service plans with auto-scheduled visits, auto-billing via Invoicing, membership discount tiers, and renewal tracking.

Drag-and-Drop Kanban

Configurable columns per status, card previews with assignee/priority/due date, and drag-drop updates across boards.

Interactive Gantt Charts

Timeline view with task bars, dependency lines, critical path highlighting, drag-to-reschedule, and cascade date updates.

Sprint & Iteration Management

Sprint backlog from kanban, sprint planning, velocity tracking, burndown charts, and retrospective notes.

Workload & Capacity View

Per-member capacity planning across all projects showing allocated vs available hours with overallocation warnings.

Portfolio Dashboard

Multi-project roll-up view with health status (on track/at risk/behind), progress bars, budget summary, and owner filtering.

Task Automation Rules

When-then rules -- 'when completed, assign next dependent task' -- with triggers on status, assignee, and date changes.

Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

• Unlimited custom pipeline stages
• Drag-and-drop deal management
• Weighted revenue forecasting
• Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

• Unified activity timeline
• Email and call tracking
• Custom fields and tags
• Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

• Auto lead assignment rules
• Drip email sequences
• Task creation triggers
• Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

• Sales performance dashboards
• Custom report builder
• Win/loss analysis
• Team leaderboards

Stock Tracking

View recorded stock levels, low-stock alerts, and product reorder settings.

Stock Consistency Report

Administrators can inspect bounded, read-only snapshots for differences between product, location, and reservation records. Scan limits and unknown values are shown explicitly; no automatic stock repair is performed.

Legacy Stock-Accounting Evidence

Authorized Inventory and Accounting users can inspect read-only legacy COGS evidence; stock-bill evidence also requires Purchasing access. Coverage limits and contradictions are separate from historical completion, which remains unverified. No automatic posting or balance repair is performed.

Multi-Warehouse

Manage inventory across multiple warehouses and locations.

Barcode Labels

Print product barcode labels with export permission. Scanner-driven stock counting is not yet available.

Purchase Orders

Create and track purchase orders with supplier management.

Custom AI Agents

Create purpose-built agents with configurable roles, system prompts, and autonomy levels -- from fully assisted to fully autonomous.

Pre-Built Agent Templates

Launch in seconds with ready-made Sales, Marketing, Support, Developer, Finance, HR, and Operations agents.

Phone & SMS Channels

Attach a number and your agent answers inbound calls and texts -- conversing naturally and acting with its full toolset (booking, CRM, tickets), not just talking. Runs on the Communications add-on.

Shareable Web Chat Link

Publish any agent to a public link anyone can open -- add it to your site as a 24/7 support rep or sales concierge that answers, qualifies, and books, no login required. No add-on; priced like your regular AI Assistant chats.

Messaging App Channels

Bring the same agent to WhatsApp, Messenger, Telegram, Slack, and Discord -- it answers and takes action with its full toolset right where your customers and team already chat. Metered by AI credits per reply, no add-on.

Tools on Every Channel

On a phone number, a messaging app or a web chat link, an agent uses every tool you've granted it, connected integrations included. Whoever reaches the channel can also have it save to its memory and your knowledge base, and hand work to your other agents. Owners and admins can narrow any channel to read-only or to the apps they choose. Sends, money moves and deletes still follow the agent's approval settings.