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 plan tier, subscription state, and usage caps before opening or changing protected records. A 402 response usually means the plan is free, inactive, or has reached a limit for that feature.
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.
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.
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.
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, import, sync, disconnect, or remove imported events.
