Operations & Administration
Inventory, time tracking, approvals, task automation, asset management, multi-location, quality control, incident reporting, expenses, scheduling, SOPs, and meeting notes.
“We're drowning in spreadsheets, disconnected tools, and manual processes that eat up hours every week.”
The short answer
Inventory, time tracking, approvals, task automation, asset management, multi-location, quality control, incident reporting, expenses, scheduling, SOPs, and meeting notes. Every operations & administration capability is built into one custom platform you own, with no separate logins or per-seat fees. New capabilities are added as your business needs them.
What's included in Operations & Administration?
Inventory management
Track stock levels and automate reordering across locations
Time tracking
Log hours and tie them to projects, clients, and invoices
Approval workflows
Multi-step approvals for PTO, expenses, purchases, and more
Automated task assignment
Trigger-based task creation and assignment to the right people
Asset and equipment tracking
Track company assets with checkout systems and maintenance logs
Multi-location management
Unified dashboard to manage operations across all your locations
Quality control checklists
Inspection workflows and quality assurance with photo documentation
Incident and issue reporting
Report incidents with escalation routing and resolution tracking
Expense reporting
Submit expenses with receipt uploads and approval routing
Shift scheduling
Manage staff schedules, availability, and shift swaps
SOPs with version control
Standard operating procedures with team acknowledgment tracking
Meeting notes and action items
Capture notes and action items tied to calendar events
Project management
Boards, timelines, and task tracking built into your platform
Invoicing and billing
Generate and send invoices with online payment
Role-based access control
Control who sees what across your entire platform
How does Operations & Administration connect to the rest of your platform?
Every operational tool feeds into the others. Approvals trigger tasks. Time tracking flows into invoicing. Inventory updates ripple through purchasing.