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
Read the how-toCRM
Companies, contacts, and the sales pipeline in one workspace.
Read moreProposals
Draft and send proposals. Line items persist after save.
Read moreInvoicing and payments
Create invoices with line items and record a manual payment.
Read moreClient portal
A client-facing space for documents and invoices. Invites were not part of the verified path.
Read moreProjects and tasks
Projects, tasks, and time tracking against the client company.
Read moreWant the how-to, not a feature list?
The docs page walks Company through Reports with the same labels you will see in the workspace.
