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Business Operations

Field work, sales, service plans, customer requests, equipment, team management and automations. Turn modules on or off from Industry Setup.

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Industry Setup

Switch business type, services, terminology and modules.

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Work Orders

Jobs, materials, labor, photos, completion and invoice handoff.

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Lead Pipeline

Track every prospect from new lead through won/lost.

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Service Plans

Manage recurring customer service plans and sync them to routes.

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Crew / Field App

Live dispatch, route status, GPS, checklists, photos, time clock, messaging, signatures, materials and more.

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Customer Requests

Skip requests, service requests, issues and callbacks.

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Equipment

Mowers, trucks, trailers, hours, maintenance and assignments.

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Inventory & Vendors

Track material stock, reorder levels, cost and suppliers.

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Expenses

Fuel, mulch, parts, disposal and operating costs.

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Price Book

Manage detailed pricing rules. Multi-industry service pricing is configured from Industry Setup.

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Contracts

Seasonal/commercial agreements with customer e-signature.

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Change Orders

Get customer approval for extra work and add the price to a work order.

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Capacity Planning

See overloaded route days and customer territory concentration.

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Automations

Completed job billing, review requests, daily brief and cron.

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SMS Settings

Configure optional customer text notifications.

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Database Upgrade

Connect MySQL and mirror business records for scaling/backups.

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Contracts & Approvals

Estimate acceptance and digital approval records.

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Accounting Export

Export invoices, payments and expenses to CSV.

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Backup Center

Create protected snapshots of business data.

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System Health

Check PHP, email, payments, SMS, MySQL and automation readiness.

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Audit Log

See recent record changes across the Business OS.

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Reports

Revenue, costs, receivables, labor, leads and profitability.

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