Operations tracks the work that delivers revenue: projects, jobs, work orders, tasks, appointments, notes, documents, approvals, budgets, and audit history.
Operations tracks the work that delivers revenue: projects, jobs, work orders, tasks, appointments, notes, documents, approvals, budgets, and audit history.
Create projects for internal initiatives, service work, client jobs, and billable delivery.
Track status, priority, owner, linked client, linked deal, linked invoice, budget, location, start date, due date, and completion.
Use appointment calendar or list view for meetings, calls, site visits, reviews, and delivery windows.
Attach documents, capture notes, request approvals, and review audit logs from the operations area.
Operations APIs allow employee viewers to read and update assigned task work while restricting broader workspace tools.
Plan caps apply to projects, open tasks, notes, appointments, documents, and approvals.
Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.
The app checks the active workspace's effective subscription, subscription state, and usage caps before opening or changing protected records. Owner-created workspaces can inherit the owner's account plan from another billing-home workspace, while joined team workspaces use that company's owner plan. A 402 response usually means the effective plan is free, inactive, or has reached a limit for that feature. File Manager checks file count, storage, and per-file upload size: Free 50 MB, Plus 250 MB, Pro 2 GB, and Max 10 GB. AI Images checks image credits, daily and personal caps, model access, source limits, File Manager count, and storage. Maximo Cloud Computer checks computer minutes, daily/monthly caps, max run length, and concurrency. Gemini Live starts on Pro, while Grok Voice remains available on paid plans. Support also follows the plan: Free uses guide, community, and email; Pro and Max include monthly Google Meet allowances.
RPB means Real Performance Benchmark. It is MyTabulon's evidence-adjusted public model score for real agentic business work, combining task completion, tool call accuracy, reasoning, safety, user sentiment, latency, and cost efficiency.
Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company when the signed-in user's role allows it. Member file results are limited to files and folders they uploaded, added, or generated, and sensitive owner/admin destinations stay hidden.
MyTabulon Calendar combines appointments, task due dates, AI task wakeups, approval deadlines, automation workflows, AI jobs, customer reminders, lead follow-ups, invoice due dates, project start and due dates, and payroll reminders. Use month, week, agenda, search, source filters, and the selected-day panel to inspect the schedule without changing the source records.
Use Ctrl K or Meta K for the command palette, ? or Ctrl / for the reference, Ctrl B or Meta B for the sidebar, g chords for navigation, n chords for quick create, and r r to refresh page data.
Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.
Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, provenance, and conflict checks. It is available only to business owners and administrators. Company memories describe shared business facts; first-person or personal work memories stay private to the originating user. Members, Viewers, and Employee Viewers cannot open memory, search it through Maximo chat or voice, receive selected memory in AI context, or have their chats silently captured into company memory.
Yes. Tasks can be assigned to a person or to Maximo AI. When assigned to AI, the task can include instructions, first wake time, wake-every interval in minutes, max runs, and delivery channels. The task stays linked to its scheduled AI job, and the user can edit, unassign, pause, resume, stop, delete, run now, or open the saved chat log from AI Automations.
Use File Manager for active business documents, folders for structure, projects for context, and file notes for meaning. Storage usage counts against the company plan limit, so member views can show company-wide usage without showing company-wide files. Per-file upload limits are plan-based: Free 50 MB, Plus 250 MB, Pro 2 GB, and Max 10 GB.
Reserve stock manually or against an invoice or project when availability must be protected. Reservations keep available quantity honest until released or fulfilled.
Open Settings, choose Integrations, then connect Google Calendar. From there you can choose calendars, save sync preferences for appointments, tasks, invoices, lead follow-ups, projects, payroll reminders, AI automations, and customer reminders, import Google events as appointments, sync safely, disconnect, or remove imported events. The main schedule lives at MyTabulon Calendar.
