Configure the operating system that runs your contracting business. Each module below opens a dedicated workspace.
Identity, branding, and operational details
Team members, roles, and permissions
Connect external systems and data sources
Accounting, taxes, and AI controller behavior
Lead sources, pipeline stages, and automations
Templates, scheduling, and required fields
Branding and what clients can see
Adviser tone, accountant automation, and knowledge base
Email, SMS, push, and AI alerts
Authentication, password, and session controls
Plan, billing, and usage
Enterprise: multi-company, white label, API, automations
