Showcase
See it running. Not a slide deck.
Four guided walkthroughs of the platform most businesses buy first — books, service, customers, and training. Book a discovery call and a 3-day trial opens with the showcases already loaded in your account. We walk you through the ones that match your business; you keep the keys afterward.
Accounting & Books
One chart of accounts. Every division. One company view.
- ✓Consolidate every division at any moment — no month-end export, no rebuilt spreadsheet
- ✓Invoices, expenses, POs and completed service work post themselves — the ledger is current when the work is
- ✓Give a division manager full books on their division without exposing anyone else’s
Service & Field Operations
Work orders that price themselves.
- ✓Quote from an AI-built flat-rate labour manual, at your shop’s rates, in seconds
- ✓Shop supplies, travel and consumables priced identically on every ticket by every tech
- ✓AI used on a job bills to that job — the cost lands on the work order, not an untraceable account
Customers, Portal & Email
One customer record, read and written by everything.
- ✓Service, invoicing and books all work from the same file — change an address once
- ✓Hosted mailboxes inside the CRM, so the conversation lives on the account, not in someone’s inbox
- ✓A branded portal customers actually log into — billed only for the ones who do
Training Your Team
The platform teaches your team the platform.
- ✓Assign a course by email; it’s waiting on their portal before they ask how
- ✓Progress saved per step — a tech who stops mid-shift resumes exactly there
- ✓Badges pulled from the real completion record, not a spreadsheet someone maintains
These four are the tour. There are thirty-eight.
Books, service and CRM are what most businesses come for. Inventory, parts, purchasing, scheduling, events, subscriptions, marketplace, galleries, blogs, podcast, cybersecurity, reporting, AI agents — they’re already in the account, switched on for your industry the day you open it. The showcase covers what you asked about. The trial covers everything else.
Explore all 38 modules →How it works
- 1. Book a discovery call and confirm your email.
- 2. Your 3-day trial opens instantly — showcases pre-loaded in your account.
- 3. We walk the ones that match your business, and answer the awkward questions.
- 4. Keep going on your own. Nothing you set up during the trial is thrown away.