Unified Context
Connected Data
Customer, work, schedule, material, document, and financial records stay linked across every authorized experience.
Built for service businesses. Owned outright when you’re ready.
Features
Connected Features. One Operating System.
AppSiteTM connects records, workflows, permissions, automation, reporting, governed AI, integrations, and deployment controls across web and mobile—without duplicating data or rebuilding the foundation as the business grows.
Process Design
Workflow Control
Configure intake, statuses, assignments, approvals, hand-offs, reminders, escalations, and completion rules around real operations.
Governed Intelligence
AI with Human Control
Use summaries, extraction, recommendations, generation, exception alerts, and supervised agents within tenant boundaries and approval-aware workflows.
Flexible Delivery
Shared to Dedicated
Launch on managed shared infrastructure, then promote into a dedicated project, database, domain, and codebase when ready.
Platform capabilities
What the ecosystem does across every module
Features are shared capabilities and operating outcomes—not another list of applications. The module directory shows what you deploy; this page explains what the connected ecosystem enables.
01
Connected records
Enter information once and use it everywhere.
Customers, companies, work, schedules, materials, documents, invoices, payments, and reporting stay linked through a tenant-scoped record model.
- Shared customer and company context
- Cross-module record relationships
- Real-time updates
- Searchable history and audit context
02
Configurable workflows
Shape the platform around how the business actually operates.
Statuses, assignments, approvals, intake, hand-offs, and completion rules can support different industries, teams, and service models.
- Role and status-based workflows
- Assignments and ownership
- Approval checkpoints
- Industry-aware configuration
03
Role-aware experiences
Give each person the right surface and context.
Public visitors, customers, staff, technicians, managers, and platform administrators use focused experiences backed by the same controlled data.
- Public and customer experiences
- Staff and management workspaces
- Field-ready views
- Tenant and role permissions
04
Automation engine
Move routine work forward without manual chasing.
Business events can trigger notifications, reminders, task creation, record updates, escalations, approvals, and scheduled processes.
- Event-driven triggers
- Notifications and reminders
- Escalation rules
- Scheduled and chained actions
05
Governed AI assistance
Accelerate decisions while keeping people in control.
Approved AI workflows can summarize, extract, classify, draft, recommend, and flag exceptions inside tenant boundaries and review controls.
- Summaries and extraction
- Drafting and classification
- Recommendations and exception alerts
- Supervised agents and approvals
06
Reporting and visibility
See the operation without rebuilding spreadsheets.
Connected operational and financial records support dashboards, filters, exports, status analysis, and decision-ready reporting.
- Cross-workflow dashboards
- Operational and financial KPIs
- Role-aware reporting
- Filters, exports, and sharing
07
Brand and tenant configuration
Operate one platform without making every tenant identical.
Branding, navigation, settings, enabled capabilities, domains, and integrations can be prepared per tenant before shared or dedicated deployment.
- Themes and branded experiences
- Tenant-specific navigation
- Feature and module configuration
- Custom domains and settings
08
Web, portal, and mobile delivery
Keep the same operating context across devices.
Responsive web applications, customer portals, field experiences, and native mobile surfaces share identity, permissions, and records.
- Responsive web delivery
- Secure customer portals
- Field and technician experiences
- Native iOS and Android surfaces
09
Integration readiness
Connect the platform without creating another data silo.
118 connectors across 13 categories — payments, email and SMS, AI providers, cloud, domains, commerce, accounting, and analytics — all participating in governed workflows alongside APIs, webhooks, and device events.
- APIs and webhooks
- Payments and accounting
- Email, SMS, and AI providers
- IoT and device events
10
Shared-to-dedicated growth
Start managed and promote into independent infrastructure.
Tenants can mature in shared multi-tenant environments, prepare branding and integrations, then move to a dedicated project, database, codebase, and domain.
- Shared multi-tenant launch
- Deployment readiness checks
- Dedicated tenant provisioning
- Infrastructure and code ownership
Looking for the applications?
The module directory contains all 44 deployable AppSite applications and their detailed capabilities.