Using the Platform

Accounting is the money: what came in, what went out, what you are owed, what you owe, and what it all adds up to.

The Command Center is the main screen: the assistant that can answer questions about your business, alongside a summary of what needs attention.

HR and Payroll covers your team: who works for you, hiring, time off, documents, and paying people.

Marketing is where you plan content, schedule and publish it to your social accounts, and see how it performed.

Operations is the job side of the business: what work is booked, who is doing it, where they are going, and what it is worth.

Sales is the pipeline: leads and opportunities, where each one stands, and how many estimates turn into work.

Technology is where you connect the tools your business already uses, and where you see whether those connections are healthy.