Platform features for service teams

Module overviews plus a verified, step-by-step workspace how-to — not invented outcome stats.

Verified workspace path

How the core job actually runs

Company → Contact → Deal → Project → Task → Time → Invoice → manual payment → Reports

Companies, contacts, and the sales pipeline in one workspace.

Draft and send proposals. Line items persist after save.

Create invoices with line items and record a manual payment.

A client-facing space for documents and invoices. Invites were not part of the verified path.

Projects, tasks, and time tracking against the client company.

The docs page walks Company through Reports with the same labels you will see in the workspace.