Every dollar. Every step. Every vertical.
Modular capabilities. One universal grid.
The 10 steps above are the sequence — these 20 are every operational surface we deploy for your business.
Full audit stream — every note, edit, payment, and click across the platform.
Every friction audit brief. Submit a new one right from here.
Every customer record + private + client-visible notes.
Chat with the console to reshape it: 'add a column here', 'rename this tile'.
Any structured intake — brief, callback, quote request — into the CRM.
Rename fields, add options, toggle visibility — the whole layout is JSON.
Invite Rob, Will, or staff seats. Assign roles + tile-level visibility.
Upload contracts, photos, invoices. Attached to any customer or brief.
Add a customer or lead, tag them, and drop notes straight into their timeline.
Send a text to any customer — pulled from twilio/SMSGate, logged to timeline.
Live revenue, pipeline velocity, capacity — every number always current.
Draw money to partners with an audit trail. Percentage or fixed split.
Define when-then rules that fire between tiles (webhook, SMS, status flip).
SKU + serial tracking with reorder thresholds. Comes online in Q2.
Spin up a branded prospect preview page and share the link.
Auto-fired sequences — 6-month recall, upsell nudges, NPS surveys.
Draft an invoice from a job — line items, tax, due date, one-tap send.
Capture a payment against any customer or brief — routed through your Stripe account.
Bank balances + transactions live from Plaid, categorized and reconciled.
Log credit usage or record a credit purchase without leaving the board.
Forward-looking revenue + capacity model based on your live pipeline.
A bespoke build defined during scoping — priced flat at T6.
A bespoke build defined during scoping — priced flat at T6.
A bespoke build defined during scoping — priced flat at T6.