Built for SOHO, Small Business & Entrepreneurs/Independent ownership available

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.

Unified Context

Connected Data

Customer, work, schedule, material, document, and financial records stay linked across every authorized experience.

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.

APIs, payments, communications, calendars, accounting connections, webhooks, and device events can participate in governed workflows.

  • APIs and webhooks
  • Payments and accounting
  • Email, SMS, and calendars
  • 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 31 deployable AppSite applications and their detailed capabilities.

Explore modules →