Owner Setup
Create or verify the organisation, update business profile details, subscribe to required modules, and invite team members with the correct roles.
Learning Path
Short workflow guides for owners and operators who need to move from setup to daily usage without guessing which module to open.
Create or verify the organisation, update business profile details, subscribe to required modules, and invite team members with the correct roles.
Use CRM to track leads and deals, convert accepted work into invoices when Accounts is subscribed, and use E-Commerce or POS for order capture where appropriate.
Use Inventory to manage stock and prices. When E-Commerce is subscribed, online orders can use inventory-backed products and stock checks.