Home services
Follow a roofing inquiry through to an estimate
Turn a roof inspection request into an owned opportunity with property context and a clear callback.
- Form builder
- Contacts
- Pipeline
- Pipeline follow-up
All guides
Documentation
Run customer operations.
Build your own Apps.
Use these guides to manage customers, sales, delivery, billing and marketing in Command Center. Learn a practical workflow, connect your business and adapt the platform with a coding agent.
Business users
Run your business
Answer inquiries, follow opportunities, assign delivery work and manage billing. Start with a connected client lifecycle in the fictional demo.
Builders and agencies
Build business apps
Run the source and adapt a working follow-up report. Then build your own workflow or App using existing customer records, business services and AI tools.
Find the business task you need.
Customers & conversationsLess searching across inboxes and fewer handoffs that lose customer context.Sales & follow-upA visible next step for new business, with fewer opportunities left to someone's memory.Delivery & commitmentsClearer kickoff ownership and fewer commitments lost between sales and delivery.Billing & collectionsLess reconstructing billing status before invoicing a customer or following up on an unpaid balance.Marketing & publishingFewer separate handoffs between preparing content, publishing it and following up with customers.Custom Apps & AISpend development effort on the process unique to your business instead of rebuilding common business infrastructure.
A complete example
Choose a result, then follow the steps.
Each recipe starts with work a team needs to finish, shows the screens and setup involved, and names the result to check. Choose the example closest to your business.
Professional services
Start a client engagement with a shared checklist
Assign access requests, an engagement owner and kickoff preparation from a won advisory engagement.
- Pipeline
- Client onboarding
- Work
- Overdue commitments
Find the guide you need.
Use search for a specific task or browse the guides below. Feature references explain individual capabilities; recipes show how to combine them.
Operating guides
StartLearn the essentials and try your first complete workflow.Workflow recipesCombine features and plugins around a specific business outcome.Command CenterFind the workspace for your business work and use its daily priorities, records and actions.ConversationsThe reply-ready inbox for Gmail, forms, chat, and transcripts.ContactsIdentity resolution, intake, and reviewed list imports.PipelineOpportunities, stages, value, and closed revenue in one operating view.ProposalsDrafts, pricing validation, decisions, and follow-up.Follow-upThe discipline that decides most inquiries: respond first, follow through, and let nothing wait.Marketing and publishingCampaigns, email templates, and reactivation of past demand.Delivery and commitmentsClients, bookings, content, and resources after the sale.SourcesInbound leads, chat, subscribers, partners, and website grades.IntelligenceThe assistant, run traces, knowledge, and source-to-revenue analytics.WorkspaceTenants, setup, settings, integrations, and the Feature Board.CustomizeConfigure your workspace or build around a different business process.Billing & collectionsInvoices, subscriptions and evidence-based payment follow-up.Plugin examplesSee what you can build: reports, reviewed workflows and dedicated business workspaces.