Customize guides
Customize
Make Command Center fit your business
Configure the defaults, adapt a workflow, or build an App with its own records and screens.
Updated September 7, 2026 3 min read
Start with the part of your work that does not fit. A roofing company may need inspection visits and warranty claims. An agency may need creative review rounds. Both can keep their existing customers and conversations while adding a different operating process.
You own the source, so customization can reach the interface, data model, workflows, integrations and AI tools. The built-in screens provide a useful starting point. Your App can use them, extend them or offer its own workspace.
Choose how much you need to change
| Level | Example | How you do it today |
|---|---|---|
| Configure | Enable Collections and set its available options | Workspace controls and each App's declared settings. Start with workspace settings. |
| Tailor | Add a job-specific field or change the working screen | Use an existing setting when available; new data fields and custom interfaces require source changes. |
| Compose | Turn an accepted job into assigned preparation work | Adapt a reviewed workflow such as client onboarding. This requires code. |
| Integrate | Bring a specialist service's records into the workspace | Build an adapter with explicit identity mapping and recovery. |
| Build | Run creative reviews with version rounds, reviewers and their own queue | Implement an App with its own domain service and interface. |
These levels describe implementation choices, not subscription tiers. An App can combine them. A manifest adds registration and configuration; it does not automatically create a database, workflow or user interface.
Try an existing business workflow
Open the fictional demo and explore Collections or Opportunity Radar. Collections owns account cases and invoice evidence. Radar owns sourced opportunities and reviews. Neither needs to represent its entire process as a task checklist.
Write down one change that would make the example useful to your business. Check its guide for a current setting first. If the change needs code, follow your first developer change, then use the relevant source example.
Keep the result connected
A custom process should link to the customer already in the workspace. Its own service should own its state changes. A task created for a person is a separate, linked object only when someone actually has work to do. An approval records a particular decision. A report finding can remain a finding.
The custom work guide explains these choices. The custom interface guide shows how to provide a completely different working screen while retaining the shared services.
Build with AI
Today, a coding assistant can work on the source using a concrete business brief and the repository's development contract. Build with AI gives a brief you can copy and describes the planned in-app draft, preview and publish experience. The in-app App builder is a future capability; it is not a control available in the current workspace.