Running your business
The daily workflow for owners and office staff: dashboard, inbox, clients, search, settings, and the audit log.
The owner dashboard
Reading the numbers that matter. KPIs, today's activity, onboarding progress, and what to check first every morning.
Managing clients and properties
The client record — what it holds, how to edit it, how properties, services, and tags connect.
The unified inbox
One thread per client merging email, SMS, portal messages, and internal notes. The killer feature the big tools don't have.
Global search
Finding clients, visits, invoices, and quotes fast. The / shortcut and what gets searched.
Settings, organized by mental model
Branding, communication, reviews, notifications, AI, and seasonal. How the settings page is organized and what every toggle does.
Tags & segmentation
Tagging clients, filtering by tag, and using tags to drive automations like seasonal auto-pause.
Seasonal auto-pause
Auto-pause tagged clients in off-months, auto-resume when the season returns. Configuration, edge cases, and what clients see.