Customers
Customer operationsManage customer profiles, identity, and operator context.
Module Explorer
Browse in plain business language. Nothing here connects an account, changes a plan, or exposes a customer workspace.
Catalog
Manage customer profiles, identity, and operator context.
Keep service jobs, customers, materials, photos, and vehicles in one shared workspace.
Send customer invoices in the tenant's brand and receive funds in that tenant's connected bank account.
Keep the public class calendar, enrollment list, customer records, and reminders together.
Give customers a clear loyalty program and keep reward rules in one place.
Turn birthdays and lifecycle moments into timely customer follow-up.
Collect, moderate, and display native reviews.
Capture leads and intake requests into the customer system.
See what customers save for later and turn that interest into follow-up.
Build focused customer campaigns from the audiences already in the workspace.
Core reporting and analytics surfaces.
Give operators deeper troubleshooting and export tools when something needs investigation.
Integration setup states and fallback-first connector guidance.
Bring QuickBooks customers, estimates, invoices, notes, and service items into an operational workspace.
Keep job photos and business files searchable and attached to the work they support.
Turn dated work and incoming orders into a dependable, team-ready calendar.
Give customers a polished online home where they can understand your services, request a quote, and call your business.
Send customer text messages through a tenant-controlled SMS provider setup.
Use AI to surface opportunities and prepare review-ready campaign drafts.
Prepare higher-volume marketing email while keeping send controls clear.
Keep direct customer and group conversations connected to the workspace.
Run recurring subscriptions with migration support, billing operations, customer actions, and voting when needed.
Add another store, sales channel, or operating channel without forking the workspace.
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