Features built for your industry
One platform with tools that adapt to how your business works. Explore each capability and see how it applies to your vertical.
Client Management
Organize contacts, track interactions, and manage relationships from a single dashboard.
Manage All Your Clients in One Place
Each client gets their own isolated workspace with document storage, transaction categorization, and export history. Assign team members to specific clients and track progress across your entire book.
- Unlimited client workspaces
- Team member assignment & permissions
- Progress tracking dashboard
Matter-Centric Navigation
Everything organized by case. Documents, communications, deadlines, and notes — all grouped by matter for easy access.
- Real-time case status updates
- Secure document sharing and e-signatures
- Direct messaging with your team
Mobile Job Management
Technicians access job details, notes, and customer history on any device. Update status in real-time.
- View job details and customer history
- Update job status in real-time
- Capture before and after photos
Equipment Tracking
Track pumps, filters, heaters, and cleaners at each property. Log maintenance history and warranty dates.
- Per-property equipment inventory
- Maintenance history logging
- Warranty date tracking
Membership Management
Flexible plans — monthly, annual, class packs. Handle freezes, upgrades, and cancellations with ease.
- Monthly, annual, and class pack plans
- Membership freezes and upgrades
- QR code or member ID check-in
Deliverable Tracking
Never lose track of what's due. Link deliverables to campaigns with clear deadlines and owners.
- Deliverable-to-campaign linking
- Deadline and owner assignment
- Progress percentage tracking
Track Every Business Expense
Connect your business accounts and credit cards. Transactions flow in automatically, ready to be categorized with your custom rules or manually reviewed.
- Automatic bank feed import
- Receipt capture and OCR
- Custom expense categories
Year-Round Financial Tracking
Connect your bank accounts and track expenses as they happen. No more last-minute scrambles before filing.
- Bank account connection
- Manual and AI categorization
- Financial dashboard
Documents
Store, organize, and share files with version control, OCR, and secure cloud storage.
Export Directly to Drake & More
Generate exports formatted exactly for Drake, TaxAct, or IRS e-file. No more manual reformatting or copy-paste errors. Your data flows cleanly into your existing workflow.
- Drake Tax export format
- TaxAct compatible exports
- IRS e-file ready data
Document Versioning
Track every edit with version history. Compare versions side-by-side. Lock documents when finalized.
- Full version history on every file
- Side-by-side version comparison
- Lock finalized documents
Photo Documentation
Capture before and after photos attached to the job. Build trust with visual proof of work completed.
- Before and after photo capture
- Photos attached directly to jobs
- Visual proof of work completed
Water Chemistry Logging
Record chlorine, pH, alkalinity, CYA, and more. Get automatic LSI calculations and treatment recommendations.
- Record all chemistry readings in one tap
- Automatic LSI and saturation index
- Treatment recommendations based on readings
Asset Library
Organize brand assets, templates, and deliverables by client. Easy search and access.
- Per-client asset organization
- Template management
- Deliverable storage
Keep Everything in One Place
Store receipts, invoices, contracts, and tax documents in your secure document library. Link documents to transactions for complete audit trails.
- Organized document folders
- OCR text extraction
- Link docs to transactions
Document Uploads & Storage
Upload receipts, tax forms, and financial documents to one secure location. Everything organized and ready when you need it.
- Receipt and document uploads
- Secure cloud storage
- Organized by category and date
Scheduling
Manage appointments, team calendars, and availability with automated reminders.
Court Date & Deadline Tracking
Never miss a court appearance or filing deadline. Automated reminders for you and your team.
- Compliance calendar with automated reminders
- Court date tracking
- Filing deadline alerts
Smart Scheduling & Dispatch
Drag-and-drop scheduling with technician availability, skills, and location. Optimize routes automatically.
- Technician availability and skills matching
- Drag-and-drop schedule management
- Automatic route optimization
Smart Route Optimization
Plan routes that minimize drive time and maximize pools per day. Auto-adjust for cancellations and new stops.
- AI-powered route optimization
- Auto-adjust for cancellations and new stops
- Minimize drive time per day
Class Scheduling
Recurring classes, capacity limits, waitlists, and automatic spot filling when cancellations happen.
- Recurring class schedules
- Capacity limits and waitlists
- Automatic waitlist promotion
Invoicing & Payments
Create professional invoices, accept online payments, and automate recurring billing.
Estimates & Invoicing
Create professional estimates on-site. Convert to invoices with one click. Accept payments online.
- On-site estimate creation
- One-click estimate-to-invoice conversion
- Online payment collection
Recurring Billing
Automatic monthly billing for maintenance. Easy invoicing for repairs and equipment.
- Automatic monthly maintenance billing
- One-off repair invoicing
- Equipment purchase billing
Automated Billing
Recurring charges, failed payment retries, and automatic member notifications.
- Automated recurring charges
- Failed payment retries
- Automatic member notifications
Time & Retainer Tracking
Log time against clients or campaigns. See retainer utilization at a glance.
- Time logging per client or campaign
- Retainer utilization reports
- Automated time-based billing
Pipeline & Workflow
Track progress through customizable stages with visual boards and status tracking.
Secure Client Portal
Give clients visibility into their case. Share documents, collect signatures, answer questions — all in one place.
- Real-time case status updates
- Secure document sharing and e-signatures
- Direct messaging with your team
Customer Portal
Customers track their job status, view invoices, and communicate with your team — all in one place.
- Job status tracking for customers
- Invoice viewing and payment
- Direct team communication
Customer Portal
Customers view service history, chemistry readings, and invoices. Put vacation holds on their schedule.
- Service history viewing
- Chemistry reading access
- Invoice and payment management
Member Portal
Members book classes, view their schedule, manage payments, and track their progress.
- Book and cancel classes instantly
- View upcoming schedule and waitlists
- Check-in with QR code
Campaign Pipeline
Track every campaign from pitch to completion. Customizable stages that match your workflow.
- Customizable pipeline stages
- Campaign progress tracking
- Milestone and deadline alerts
Work With Your Accountant Seamlessly
Invite your CPA to view your organized data, or export everything in their preferred format. No more back-and-forth emails asking for missing documents.
- CPA portal access
- Export to any format
- Shared document access
Unified Inbox
Centralize email, SMS, and in-app messages into one shared conversation stream.
Unified Client Communication
Unified inbox for email, SMS, and in-app messages so no client communication is ever missed.
- Centralized email, SMS, and in-app messages
- Matter-linked conversations
- Conflict checking against contact database
Client Feedback Portal
Share work for review, collect feedback, and track approvals — all in one place.
- Share deliverables for review and approval
- Collect feedback with comments and annotations
- Track campaign milestones and deadlines
Automation
Reduce manual work with rule-based triggers, scheduled actions, and smart workflows.
Set It Once, Categorize Forever
Create conditional rules that automatically categorize transactions. Rules can stack and combine for complex scenarios, and you can share rule templates across clients.
- Condition-based rule stacking
- Sharable rule templates
- Priority-based rule execution
Trainer Management
Assign trainers to classes, manage availability, and track sessions for payroll.
- Trainer-to-class assignment
- Availability management
- Session tracking for payroll
Automated Reporting
Generate client reports with one click. Schedule recurring reports automatically.
- One-click report generation
- Recurring report scheduling
- Campaign performance summaries
Ready to see it in action?
Get started today or explore pricing tailored to your industry.