The Complete Operations Command Center
Take control of your entire business ecosystem by streamlining every workflow from the initial customer interaction to final delivery. Gain unprecedented visibility into your assets with high-volume barcoding and rapid warehouse processing that maintain an unbroken chain of custody. Empower your mobile workforce through optimized routing, live driver tracking, and instant field scanning capabilities. Finally, put your growth on autopilot with integrated CRM tools, automated recurring scheduling, and secure electronic invoicing that syncs effortlessly with your accounting system.
Unified Operations Management
Run your record center on one platform — barcoded chain of custody, routed pickups, client portal access, and automated recurring billing. Built on Odoo.
INVOICING & PAYMENTS
Invoice electronically. Card payments processed securely. Exports drop straight into accounting.
FIELD SCANNING & CUSTODY TRAIL
Follow every record as it moves. Signatures captured electronically. Driver locations, live.
BUSINESS INTELLIGENCE
Reporting across the whole business — customers, management, daily operations, accounting and beyond.
RECURRING SERVICE SCHEDULING
Recurring service and billing on autopilot. Calendars organized by color. Map views built right in.
ROUTING & DISPATCH CONTROL
Plan and optimize every route. Scan and follow drivers in the field. Updates the moment they land.
WAREHOUSE & RECORDS WORKFLOW
Pick lists generated in seconds. Wireless scanning as work happens. Auditing you can stand behind.
ASSET & INVENTORY VISIBILITY
Barcoding built for volume. Location and service status at a glance. Chain of custody stays unbroken.
CUSTOMER SELF-SERVICE PORTAL
Service requests around the clock. Inventory reports on demand. Pay invoices online.
ACCOUNT OVERSIGHT
See every account in full. CRM tooling and reporting built in. Contracts managed end to end.
LEAD & ACCOUNT PIPELINE
CRM in one ready-to-run system. Capture and qualify new leads. Set your own call-back dates.
One system. One source of truth.
Service, inventory, contracts, and accounting share a single database — nothing to reconcile.
From meter read to invoice, untouched.
Reads post against the contract that governs them and billing generates itself.
Change your workflow without a support ticket.
Configure fields, reasons, and approvals in-house instead of waiting on a vendor release.
Connects to what you already use
An open API links payroll, AP, and CRM without vendor-blessed connectors.