Customization
Custom fields, custom roles, branding, message templates.
Apply a Vertical Pack
Add a trade pack to an existing workspace mid-flight. Idempotent and safe.
Branding (Logo & Business Info)
Upload your logo and set the business info that appears on every invoice, estimate, and portal page.
Custom Fields
Add your own fields to customers, jobs, and equipment. Text, number, date, dropdown, checkbox.
Custom Roles & Permissions
Build your own role with a V/C/E/D permission matrix beyond the four system roles.
Integrations
Stripe Connect, Telnyx SMS, QuickBooks Online, and the public API + webhooks.
Message & Reply Templates
Reusable SMS and email copy with merge fields, plus quick-reply snippets for chat.