Follow all system updates and improvements
? Fixed an issue when creating a ticket from a QR code scan on a specific asset
Fixed a data inconsistency on the dashboard when displaying rejected booking requests.
Enhanced Invalid task handling with improved read-only enforcement, deletion protection, and table row locking for Invalid tasks across all task views.
Fixed a data inconsistency on the dashboard when displaying rejected booking requests.
Fixed a data inconsistency on the dashboard when displaying rejected booking requests.
Improved export functionality for ticket and task reports.
Improved export functionality for ticket and task reports.
Improved export functionality for ticket and task reports.
Initial release — Automated thank-you email sent to customers after they accept and sign a contract, with full template customization, enable/disable toggle, and template status monitoring.
? Initial documentation — Full inventory management with item catalog, stock imports, stock exports, packing lists, internal delivery notes, loss & adjustment tracking, return order processing, multi-warehouse support, complete transaction history, low-stock alerts, and reporting.
? Initial documentation — Interactive ticket and task analytics platform including KPI dashboard with charts and date controls, status dashboard with priority and building filters, custom report generator with step-by-step wizard, ticket timeline view, individual and bulk ticket/task export, PM coverage reporting for asset maintenance gaps, ticket import from Google Sheets and files, scheduled report delivery via email, saveable report presets, client-facing dashboard, and multi-format export (PDF, Excel, CSV).
Current release — Complete visual customization suite covering administration panel, customer portal, buttons, tabs, modal dialogs, table headers, login page, text utility colors, tag labels, and three custom CSS editors (admin, portal, shared).
Current release — Automatic theme deployment, color customization with light/dark mode support, granular resident portal permissions for modules and dashboard sections, bulk contact permission management, and contact statistics dashboard.
? Initial documentation — Equipment testing and commissioning lifecycle management including task creation with asset linking, reusable checklists with multiple item types, item-by-item response recording, status workflow with notes, approval and sign-off permissions, printable reports, and analytics dashboard with status distribution and monthly completion trends.
Initial documentation — Core platform update engine with managed update system (23 sequential versions), announcement management with categories, thumbnails, scheduling, and approval workflows, visual lead capture form builder with external system integration, client portal enhancements, real-time notifications with WhatsApp messaging support, contact and staff management updates, and task reminder configuration.
? Initial documentation — Full-featured real-time messaging system featuring one-on-one staff messaging with read receipts and unread badges, group chat with member mentions, file sharing with image preview, voice messages, client portal chat integration, message search and forwarding, conversation-to-ticket conversion, announcements, desktop notifications, customizable themes, online/offline presence indicators, three interface modes (full-screen, floating widget, client portal), and comprehensive administrator settings for access control, group creation permissions, and client chat configuration.
? Initial documentation — Complete survey management system including multi-question-type survey builder, mailing list management with custom fields, email distribution with merge tags and scheduling, public participation pages, visual results analytics with percentage breakdowns, text response viewing, and global search integration.
? Initial documentation — Comprehensive sales operations toolkit including advanced lead filtering with saveable templates, multi-pipeline management, lead temperature/positioning tracking, sales recording with invoice linking, Sales Operations Planner with KPI monitoring, dashboard widgets, call tracking with WhatsApp integration, smart lead import from Google Sheets and files, and birthday outreach indicators.
Current release — Multi-tenant management hub with domain registry, cross-property reporting (invoices, contacts, contracts, expenses, leads, subscriptions, projects, proposals, tasks, tickets), interactive charts, flexible date filtering, and domain blocking/unblocking for access control.
? Initial documentation — Public-facing work request portal with structured submission form, automatic ticket creation, location-aware request routing, customer feedback and rating system with configurable parameters, rating scale management, and rating analytics reporting.
? Initial documentation — Self-service report creation and export tool covering Property Management and Maintenance Management data sources, with column selection, advanced filtering, live preview, multi-format export (CSV, XLSX, PDF), searchable report archive, automated scheduled report generation, multi-domain data aggregation, and automatic retention management.
General updates and improvements to notification delivery reliability.
? Initial documentation — Full procurement lifecycle management including purchase requests with approval workflows, vendor quotation comparison, purchase order creation and tracking, return order processing, purchase contracts, debit notes, vendor invoicing with payment tracking, vendor portal, multi-currency support, project integration, and comprehensive procurement reporting.
? Initial documentation — Multi-property dashboard command center featuring real-time widget system (security, regulatory compliance, engineering, amenities, complaints, service requests, contracts, parcels, visitors), tabbed navigation (PM Dashboard, Front Desk, Engineering, Finance), automatic sidebar pending badges, property-to-staff assignments with scoped data access, widget customization, audit logging, PDF export, compact mode, batch data loading with caching, and administrator configuration tools.
? Initial documentation — Complete property audit management including scheduling with recurring frequencies, template-based checklists with multiple item types, audit execution with draft saving, formal review workflow, corrective action tracking with priorities, integrated property locations, compliance audit support with evidence collection, and multi-format report export.
? Initial documentation — Advanced project reporting suite featuring individual project dashboards with overview panels and animated progress circles, interactive 3D charts for milestone status, task status (with on-time vs. late tracking), estimated vs. logged hours, and task priority distribution, team workload tables with drill-down to member tasks, milestone tracking with progress indicators and late highlighting, six-status task classification system, cross-project analytics with time-period filtering, weekly task trend analysis, and configurable home page dashboard widgets.
? Initial documentation — Project schedule baselining with planned vs. actual date comparison, interactive Gantt Chart with Day/Week/Month/Year views, Ghost Bar visualization (semi-transparent overlay), Split Row visualization (dual stacked bars), automatic variance calculation with delay/ahead indicators, bulk baseline date management modal, task form integration with auto-populated dates, milestone/member/status grouping, task status filtering, and horizontal scroll support.
? Initial documentation — Complete procurement lifecycle management with request submission, multi-level approval workflow (Supervisor → Finance), quotation collection and comparison, supplier directory, cost tracking, and procurement reporting.
? Initial documentation — Complete pet lifecycle management including registration with species, breed, and microchip tracking; unit and owner association; photo uploads; document management with expiry monitoring; vaccination tracking with alerts; access permission controls; full activity history timeline; statistics dashboard; filtered reports with CSV export; resident self-service portal; and configurable building pet policies (allowed species, maximum pets per unit, weight limits).
? Initial documentation — Complete workforce management with personnel directory, multi-company support, shift definitions, visual scheduling, integrated timesheets, real-time attendance monitoring, attendance exception handling, AI-powered facial recognition check-in, TAMS device integration, document management, and comprehensive reporting.
Current release — Drag-and-drop menu builder for both the main sidebar and the setup/administration menu, with item reordering, enable/disable toggles, custom icon assignment, and protected essential items.
Current release — Tile-based portal navigation with three built-in portals (RP, PMP, CMMS), automatic and manual menu categorization, custom overview pages, drag-and-drop ordering, badge system, configuration export/import, and granular per-portal permissions.
? Initial documentation — Real-time internal messaging system featuring instant text messaging with file attachments, department-based contact discovery, online/offline presence indicators, full-screen and floating chat interfaces, client portal chat integration with configurable staff visibility, automatic contact creation, message persistence, and administrator settings for managing staff-to-client chat availability.
? Initial documentation — Comprehensive HSE management including safety dashboard, incident reporting and investigation, preventive measures, safety checklists, corrective action tracking, training management with certification tracking, document repository, and compliance reporting.
? Initial documentation — Complete HR management suite including employee profiles with tabbed navigation, interactive organizational charts, employment contract lifecycle with digital signing and PDF export, onboarding and offboarding workflows, training program management with results tracking, dependent person records, internal knowledge base, workforce analytics dashboard with demographic and trend charts, bulk data import, and comprehensive role-based permissions.
? Initial documentation — Complete goal lifecycle management including eight business metric types (income, invoiced amounts, lead conversions, customer acquisition, contracts by type, and estimate conversions), real-time progress tracking with animated visual indicators, automated success and failure notifications, staff assignment, dashboard widget, and global search integration.
? Initial documentation — Full fleet lifecycle management including vehicles, drivers (with hierarchical status system), transactions, work performance logbooks, benefits & penalties, events, work orders, garages, maintenance, fuel tracking, parts inventory, insurance management, automated inspections, bookings (with client portal), 17+ report types, and comprehensive settings.
Current release — CSV data export for customers, contacts, leads, expenses, and payments with flexible time period selection and instant download.
Initial documentation — Content management system with administrative CRUD operations, public client-facing portal for published content, external submission form with validation and pending review workflow, configurable settings including pagination, caching, debug mode, and module toggle, role-based permissions, and comprehensive activity logging.
Current release — Cloud file browser with folder filtering, secure pre-signed download links, file metadata inspection, connection testing, debug diagnostics, and configurable bucket credentials.
? Initial documentation — Property hierarchy management with units (towers/blocks), floors, apartments, regulation management, and configurable permissions.
Current release — Full database and file backup with Google Drive cloud sync, automated scheduling, auto-cleanup, Sentinel monitoring integration, and resumable cloud uploads.
? Initial documentation — Complete asset lifecycle management including registration, QR code tagging, checkout/checkin, digital signatures, maintenance tracking, audit management, depreciation, hierarchical locations, five asset types (assets, licenses, accessories, consumables, components), predefined kits, multi-step approval workflows, and comprehensive reporting.
Initial documentation — Next-generation REST API with secure authentication, interactive documentation, comprehensive request logging, endpoints for announcements, tickets, clients, contacts, staff, leads, invoices, building management, amenity reservations, and contact center, automatic account synchronization for contacts and staff, deployment automation distribution, standardized error codes, and role-based access controls.
**General Improvements** — Applied updates and refinements to the API V2 module.
Initial documentation — RESTful API integration layer with token-based authentication, credential management console, endpoints for tickets, customers, projects, tasks, invoices, payments, estimates, proposals, contracts, leads, staff, expenses, and push notifications, built-in developer documentation guide, and administrator-only access controls.
? Initial documentation — Complete accommodation management with location setup, bedroom tracking, guest registration and profiles, check-in/check-out workflow, meal plan configuration, daily meal tracking, occupancy dashboard, and reporting.
Resolved a problem with status display in compliance documents.
Fixed an issue with editing compliance document statuses.
**Company Status Toggle** — Fixed an issue where the status of Active Companies could not be changed to Inactive.
Resolved a problem with status display in compliance documents.
Fixed an issue with editing compliance document statuses.
**Compliance Document Status** — Resolved a problem with compliance document statuses not displaying the correct value.
**Compliance Status Editing** — Fixed an issue where editing the status of a regulatory compliance document was not saving correctly.
**PM Asset Report** — Added a Preventive Maintenance coverage report showing which assets have PM tasks scheduled and which have gaps in coverage.
Added option to display all task statuses (including completed) in the default task list view, improving visibility for teams that need to see the full picture at a glance.
**Dashboard Enhancements** — Continued improvements to the Property Manager Dashboard layout and functionality.
Added the Asset Report overview to the CMMS portal for quick access to preventive maintenance asset reporting
**Dashboard Export** — Fixed an issue where the export function on the ticket dashboard was not working and was returning a session expiration error.
Improved document viewing to open files in a new browser window.
**General Updates** — Various refinements to dashboard components and data display.
Improved document viewing to open files in a new browser window.
**Document Viewing** — Compliance documents now open in a new browser window for easier viewing without leaving the current page.
**Asset Detail Editing** — Added the ability to edit all fields directly from the asset detail view, providing a more streamlined workflow for updating asset information without leaving the detail page.
**API Response Corrections** — Resolved errors in API response formatting.
**Ticket Retrieval** — Fixed an issue with ticket data retrieval through the API.
Language improvements on Scope of Work feature
**Task Logging** — Fixed an issue with task activity logging in the warehouse module.
**Auto-Activation** — Configured the module to activate automatically upon installation for immediate availability.
**Task Logging** — Fixed an issue with task activity logging.
**General Updates** — Routine improvements and refinements.
**General Improvements** — Applied maintenance updates across system components.
**Task Logging** — Fixed an issue with activity log recording for purchase-related tasks.
**Shift View Error** — Resolved an error page that was displayed when attempting to view shift details.
**Language & Translations** — Updated language files for improved localization and corrected translation inconsistencies across the module.
Resolved task activity logging issue
Fixed recurring tasks disappearing after completion
Fixed task logging issues related to lead activities
Fixed task logging issues
General improvements and adjustments.
General improvements and adjustments.
**Dashboard Updates** — Multiple iterative improvements to the PM Dashboard module including layout, performance, and feature additions.
**General Updates** — Routine improvements and optimizations.
**General Improvements** — Applied maintenance updates to the API V2 module.
General improvements and adjustments.
Corrected date calculation bug causing incorrect elapsed time display
Fixed inability to change task status from Complete to Closed
Fixed staff password adjustment issues
Continued maintenance and stability improvements.
Routine maintenance and minor updates.
**System Update Enhancements** — Applied structural updates and improvements.
Continued maintenance and stability improvements.
Routine maintenance and minor updates.
**Bug Fixes & Updates** — Resolved issues and applied updates to dashboard functionality across multiple iterations.
**Duplicate Personnel Fields** — Fixed duplicated display of Email and Phone fields when Personnel Entry Mode was set to "Manual Entry."
Continued maintenance and stability improvements.
Routine maintenance and minor updates.
Fixed a translation issue in error messages shown when saving an amenity with missing rate information.
Updated contact-related permission settings.
General updates and adjustments.
Merged latest improvements from the development branch.
**Bulk Download Stability** — Fixed a site crash that occurred when attempting to perform bulk ticket/task downloads.
Enhanced contact permissions management for the resident portal
**Contact Permissions** — Resolved an issue with contact-level permission handling.
Fixed a translation issue in error messages shown when saving an amenity with missing rate information.
Updated contact-related permission settings.
General updates and adjustments.
Merged latest improvements from the development branch.
General system integration improvements.
Fixed error handling and code stability improvements.
**Initial Updates** — Initial configuration and setup of the PM Dashboard module with core dashboard functionality.
General system integration improvements.
Fixed error handling and code stability improvements.
Updated the Service Requests icon in the Property Management Portal for better visual clarity
**API Logging** — Enhanced API logging for better tracking of system interactions.
**Error Handling** — Improved error code handling for more informative error messages.
**Request Logging** — Enhanced API request logging for better monitoring and troubleshooting.
**API Error Handling** — Resolved an error affecting API response processing.
**General Improvements** — Applied updates to the API V2 services.
**Contact Permissions** — Fixed an issue with retrieving contact-level permissions through the API.
Fixed a translation issue in error messages shown when saving an amenity with missing rate information.
Updated contact-related permission settings.
General updates and adjustments.
Merged latest improvements from the development branch.
Improved permission handling for project contacts
Enhanced contact permission controls for portal features
Improved activity logging for API v2 operations and adjusted contact permission handling
Fixed notification delivery for compliance document reminders.
Fixed notification delivery for compliance document reminders.
**Compliance Notifications** — Fixed an issue where notifications for regulatory compliance events were not being sent correctly.
General improvements and adjustments.
General improvements and adjustments.
**General Improvements** — Applied updates to the API V2 module.
General improvements and adjustments.
Comprehensive update to the Transaction Summary report including snapshot comparisons, drill-down navigation, chart visualizations, and automated email delivery.
**Language Corrections** — Fixed language file issues affecting label display across the module.
Staff access adjustments for ticket visibility
**Language Settings** — Updated language configuration for improved localization support.
**Task Export Interface** — Removed a duplicate "Load More" button from the task export view for a cleaner interface.
**Staff Member Validation** — Resolved an issue with the validation logic that determines whether a user is a registered staff member.
Improved access controls to support non-staff member interactions.
Updated access rules to allow non-staff members where appropriate
Resolved page display forbidden error for certain ticket views
Corrected compliance status calculations for document tracking.
Added a warning when registering a document of the same type that already exists.
Corrected compliance status calculations for document tracking.
Added a warning when registering a document of the same type that already exists.
**Compliance Status Accuracy** — Corrected inaccurate compliance status calculations for regulatory documents.
**Duplicate Document Warning** — Added a warning dialog when uploading a compliance document of a type that already exists, helping prevent accidental duplicates.
General maintenance update
**System Upgrade** — Applied platform-wide updates and enhancements.
Updated the status label for expired items in the parcel list.
Updated the status label for expired parcels in the parcel list.
**Parcel Status Labels** — Updated parcel list to properly display expired status labels for better visibility of overdue items.
Platform updates and improvements
Platform update with general improvements
Increased the maximum photo upload size for parcel images.
Increased the maximum photo upload size for parcel images.
**Photo Upload Limit** — Increased the maximum photo upload size to 10 MB for higher-quality image support.
Updated service request menu icon across the portal navigation
Initial release of the Tasks Advanced Options module with the Invalid task status feature, automatic exclusion from project counts, recurring task cancellation, and configurable settings panel.
Refined the Service Requests menu icon across the navigation tiles
**Asset Location Search** — Fixed an issue where searching for assets by location was not returning correct results.
Improved dropdown visibility in work order filter controls
Removed developer debug elements from the interface
Improved icon menu and service request list navigation
Corrected a compatibility issue with the system configuration
Resolved web installation process adjustments for smoother deployments
Expanded activity log coverage with additional tracked areas including asset management operations, contract management, and credit note lifecycle events.
**Installation Process** — Added update support to the installation workflow for smoother deployments.
**Upgrade Process** — Improved the upgrade process for smoother system updates.
Adjustments to staff access rules and API integration
Location data from tickets now displayed on associated tasks and exported documents
**Personnel Management** — Fixed an issue in personnel-related functionality.
Maintenance update with stability improvements.
**Attendance Logs** — Fixed issues with the Attendance Logs section, improving data accuracy and display.
**Personnel Module Stability** — General stability fixes for the personnel management interface.
General maintenance and stability improvements to the backup process
**Bulk Task Export** — Added the ability to export tasks in bulk, complementing the existing bulk ticket export capability.
Ticket model testing and validation improvements
**Detailed Activity Log & Task Report** — Added comprehensive activity logging and task-related reporting for warehouse operations.
**Code Synchronization** — Merged latest updates from the main codebase for consistency.
**Activity Logging & Task Reports** — Added detailed activity logging and task reporting capabilities for ticket and task operations.
**Ticket & API Integration** — Updated ticket handling and API integration components.
**Activity Logging & Task Reports** — Added detailed activity logging and task reporting capabilities for sales operations.
**Activity Logging & Task Reports** — Added detailed activity logging and task reporting capabilities for work request operations.
**Activity Logging & Task Reports** — Added detailed activity logging and task reporting capabilities for purchase operations.
**Activity Logging & Reporting** — Added detailed activity logging and task reporting capabilities to track all audit-related operations and staff actions.
**Detailed Activity Log & Task Report** — Added comprehensive activity logging and task-related reporting for procurement operations.
**Activity Logging** — Enhanced detailed activity logging and task reporting for pet management operations.
**Detailed Activity Log & Task Report** — Added comprehensive activity logging and task-related reporting for personnel operations.
Improved activity logging and report integration for detailed tracking.
Added a dedicated Preventive Maintenance dashboard tile to the CMMS portal
**Detailed Activity Log & Task Report** — Added comprehensive activity logging and task-related reporting for fleet operations, improving traceability of all actions.
Enhanced dashboard with updated performance metrics and analytics.
**Detailed Activity Log & Task Report** — Added comprehensive activity logging and task reporting for asset operations, improving audit trail visibility.
**Asset Dashboard** — Added the Asset Management dashboard with summary metrics and analytics.
Initial release — Centralized AI integration supporting OpenAI, Google Gemini, DeepSeek, and local models with text generation, structured data output, image vision, audio transcription, connection testing, and platform-wide shared access.
Initial release of the Detailed Activity Log with comprehensive before/after value tracking, multi-module event coverage, page access monitoring, and advanced filtering capabilities.
Detailed activity log integration with ticket and task reports
Enhanced detailed activity logging for task and ticket reports
Enhanced activity logging integration for detailed ticket and task reporting
Detailed activity log integration with ticket and task reports
Enhanced detailed activity logging for lead-related tasks and reports
Enhanced detailed activity logging for task and report features
Enhanced detailed activity logging for task and report features
Detailed activity log integration with ticket and task reports
**Task Overwrite Prevention** — Removed an issue where task data could be incorrectly overwritten during certain operations.
**Task Handling** — Removed conflicting task override logic to prevent issues with task management across the system.
**Dependency Updates** — Updated package dependencies for improved stability and security.
Enhancements to the Preventive Maintenance dashboard integration
**Face Registration** — Addressed an issue where personnel face registration for facial recognition was failing.
**Testing & Validation** — Internal testing and validation improvements for the personnel module.
Added the Reports section to the main navigation menu.
**Language & Translations** — Updated language files for improved localization across the Personnel Manning module.
Added the IoT (Internet of Things) section to the main navigation menu.
Resolved an issue with scheduled task execution and corrected permission handling for cloud storage operations
**Task Asset Location** — Fixed an issue where a task linked to an asset was showing "Location Not Found" instead of the correct asset location.
Enabled read-only role viewing for non-administrative users
Added the Housekeeping section to the main navigation menu.
**Interface Styling** — Updated the visual appearance with the Omniu skin for a more modern interface.
Updated language translations across all portal tiles and configuration screens for better localization
Merged portal updates and compatibility improvements
Added Regulatory Compliance section with department-by-status breakdown and status sorting support.
General maintenance and compatibility improvements.
Internal testing of report aggregation across all sections.
Internal testing and validation of snapshot scheduling and email delivery.
Stability improvements and minor corrections to the report engine.
**Asset Tag Label** — Replaced the "Serie (ENS)" label with "Asset Tag (ENS)" across the module for clearer, more intuitive identification.
Authentication and integration improvements
Authentication and integration improvements
Announcements integration with the customer portal
Authentication security enhancements
General announcements improvements and portal integration
Added the Billing and Maintenance sections to the main navigation menu.
Initial release of the Transaction Summary module with multi-section utilization reporting, snapshot engine, date filtering, drill-down navigation, and export capabilities.
Resolved installation issues related to initial module setup and activation.
Fixed module installation process to ensure proper activation on first deployment.
**Module Introduction** — Initial release of the Content Templates module with content management, public portal, submission forms, and configurable settings.
**Module Deactivation** — Resolved an error that occurred when attempting to deactivate the Assets module.
**System Stability** — Fixed an issue that could cause errors when enabling or disabling features.
Fixed staff type notification handling and added support for staff-to-non-staff account conversion
General platform update
Added the Transport section to the main navigation menu.
Ticket management improvements
Added Personnel Manning tiles and reorganized the menu structure within the orchestrator
Fixed background asset loading errors
Added the Visitors section to the main navigation menu.
Added the Access Control section to the main navigation menu.
Fixed QR code image display in asset views
Improved backup event tracking and data retention handling.
Addressed a backup processing adjustment to improve reliability
Initial release of Sentinel with server health monitoring dashboard, domain management, data integration, online/backup/storage tracking, interactive charts, event logging, and automatic data retention cleanup.
Enhanced dashboard with storage evolution charts, backup reliability metrics, and events history visualization.
Added support for importing backup event data from legacy systems.
Introduced Sentinel monitoring integration for heartbeat checks, storage alerts, and backup status notifications
Corrected the notification address used by the monitoring integration
Applied system updates for backup configuration settings
Introduced super admin and platform admin hierarchy levels
Updated geographic location settings for personnel management.
Refined form styling adjustments for improved visual consistency.
Improved form styling for a cleaner, more consistent interface across all input screens.
Removed location type from complaint tickets per customer feedback
Fixed client contract page layout and complaint management updates
**Chart Improvements** — Updated the charting engine for improved visual rendering and compatibility.
**File Upload** — Resolved an issue with file uploads within the module.
Added the Laundry section to the main navigation menu.
Cleaned up debug output from the theme installer for a cleaner production experience
Initial module setup and foundational work camp structure.
Updated menu labeling from "Notifications Push" to "Push Notifications" for consistency.
Resolved Building Management permissions in the portal API
Added language file updates for better multi-language support.
Improved language translations and localization support.
**Bug Fixes** — Resolved issues reported in support ticket to improve chat stability and reliability.
Added Apply button inside the filter section for better control
Added asterisk indicators on all required fields for clarity
Updated the theme module with latest enhancements
Addressed theme and module support compatibility issues
Initial release of Push Notifications with queue-based delivery, reusable templates with merge fields, scheduling, device management, and delivery logs.
Internal testing of template merge fields and scheduling.
Internal testing of notification service integration and device registration.
Fixed case-sensitivity issue in notification processing.
Internal testing and validation of the notification queue engine.
**Timeline Ordering** — Corrected the ticket timeline event sequence so entries display in the proper chronological order (Reply Added, Status Changed, etc.).
**Initial Release** — Project Baselining module introduced with baseline date tracking, Gantt Chart integration, Ghost Bar and Split Row visualizations, automatic variance calculation, and bulk baseline management.
**Horizontal Scrolling** — Added horizontal scroll support to the Gantt Chart for projects with extended timelines.
**Date Picker in Modal** — Fixed an issue where the date picker in the baseline management modal was displaying incorrectly in horizontal orientation.
**Unit-Based Registration** — Added the ability to register pets directly by selecting a residential unit, streamlining the association between pets and property locations.
Improved date filter behavior for events and announcements
Applied theme updates for visual consistency
Merged latest theme updates from development
**Contact Permissions** — Updated permission controls for all contacts and contact-related features across the fleet module.
Fixed modal behavior after closing in client views
**Module Updates** — Applied enhancements and refinements to the Requestor Portal module.
Announcement display adjustments and refinements
**Date Formatting** — Standardized date and time display to use the YYYY-MM-DD HH:MM:SS format consistently across all reports.
Added contact event presence update functionality
Standardized date and time display format across the module.
Added summary dashboard with status counters
Fixed date input handling for announcement scheduling
Push notification integration for announcements
**Module Update** — Comprehensive update to the Pet Management module with various enhancements and improvements.
Initial release of the Cloud Storage module with S3 bucket integration, file browser, secure downloads, connection testing, and debug diagnostics
Reduced unnecessary activity logging from the module's menu initialization.
Enhancements to the backup module core functionality
Corrected the authentication callback URL for Google Drive connection
Removed unnecessary system activity logging from the navigation menu for cleaner audit trails
Bug fixes for ticket-related department adjustments
Standardized date and time display format across all data views for consistency
**Date Formatting** — Updated date and time formatting for improved consistency in report outputs.
**Standard Reply Status** — Updated the behavior of standard replies to properly update the request status when a reply is sent.
**Standard Reply Status** — Reverted a change to the standard reply status handling that was causing issues with ticket workflows.
**Module Refinements** — Applied configuration and usability improvements to the portal.
Reverted and re-applied requestor portal standard reply status changes
Initial release of the Backup & Recovery module with database backup, file backup, Google Drive sync, and automated scheduling
**Data Limits** — Increased the maximum number of rows returned in report previews to 1,000 for more complete data visibility.
**Branding Update** — Removed legacy branding references across the chat module for a cleaner, system-native appearance.
**Activity Logging** — Added activity log tracking for audit operations to improve accountability and audit trail visibility.
**Activity Logging** — Added detailed activity logging for HSE operations, recording all safety-related actions for audit trail compliance.
**Auto-Activation** — Configured the module to activate automatically upon installation for immediate availability.
Refined the dashboard display to streamline the landing experience
Adjusted dashboard visibility and layout settings
Added activity logging for all module operations, improving the audit trail for engineering and R&D actions.
Added activity logging for all module operations, improving the audit trail for energy and sustainability actions.
Removed the ability to create roles from child instances
**Activity Logging** — Added detailed activity logging for warehouse operations, tracking all stock movements and user actions.
**Multi-Module Updates** — Combined improvements including regulatory compliance document filtering, reservation center column updates, and ticket field enhancements.
Added the ability to sort records by date and time.
Enabled the widget-based menu dashboard with configurable tile navigation
**Activity Log Integration** — Introduced activity logging support to record key actions performed within the module.
**Activity Log Integration** — Added detailed activity logging for all pet management actions.
Enhanced activity logging for better audit trail tracking.
**Activity Logging** — Added detailed activity logging for fleet operations, recording who did what and when for full audit trail.
Added activity logging enhancements across core features
Enhanced activity logging for role operations
Added activity logging enhancements across core features
Added activity logging enhancements for core platform features
Added activity logging enhancements across core features
Added activity logging enhancements across core features
Added activity logging enhancements across core features
Added activity logging enhancements for core platform features
Added activity logging enhancements across core features
Added activity logging enhancements for core platform features
Enhanced activity logging for estimate request operations
Enhanced activity logging for department operations
Added activity logging enhancements across core features
Added activity logging enhancements for core platform features
Added activity logging enhancements across core features
Removed debug output from the roles interface
Adjusted company name field requirement
Adjustments to the roles management interface and related operations
Added user type column to the all-contacts view
**Vehicle Booking Auto-Fill** — Fixed an issue where vehicle attributes were not loading automatically into the booking form, requiring manual re-entry.
**Initial Release** — Launched the Property Audit module with full audit lifecycle management including scheduling, template-based checklists, audit execution, review workflow, corrective actions, location management, and reporting with export.
**Translation Fixes** — Corrected translation labels across the module for improved localization.
Improved translation support across the module.
**Module Stability** — General fixes to resolve fleet module errors and improve overall stability.
**Pet Module Enhancements** — Updated the pet management module with various fixes and improvements.
Layout improvements and navigation enhancements
Introduced new ticket SLA layout and back navigation improvements
Layout and navigation improvements
Layout improvements and navigation enhancements
Layout and navigation improvements
Layout improvements and navigation enhancements
Layout and navigation improvements
**Ticket Integration** — Fixed issues with the ticket system integration within the warehouse module.
Updated API integration for improved message delivery reliability.
**General Improvements** — Various stability improvements and fixes applied alongside fleet management updates.
**Fleet & Reservation Integration** — Fixed issues with fleet vehicle availability when used alongside the reservation system.
Status improvements and general adjustments
Initial release of the Task Conditions module with support for all four standard dependency types (Finish-to-Start, Start-to-Start, Finish-to-Finish, Start-to-Finish), real-time status validation, and blocking enforcement.
Addressed task-related improvements and adjustments.
**Order Cancellation** — Resolved issues with the purchase order cancellation process.
**Module Enhancements** — Additional features and refinements added to the pet management module.
**Bug Fixes** — Resolved issues in the pet management module along with related building management fixes.
Applied general fixes and stability improvements.
Resolved compatibility and display issues.
**Procurement Management Enhancements** — Updated and refined procurement management functionality.
**Procurement Module Updates** — Various improvements to the procurement workflow and interface.
**Chat Enhancements** — Applied updates and improvements to the Internal Chat module.
**Session Security** — Updated session and security cookie names to prevent conflicts with other platform instances.
Added the ability to duplicate/copy existing roles
**General Fixes** — Resolved various issues with the testing and commissioning workflow.
**Energy Equipment** — Applied adjustments for energy-related equipment commissioning.
**Commissioning Workflow** — Resolved issues with the commissioning task execution flow.
**Bug Fixes** — Fixed multiple bugs affecting the commissioning process.
**System Adjustments** — Resolved configuration and operational adjustments within the procurement module.
Refined energy management workflows and data handling.
Fixed various issues affecting meter readings and analytics calculations.
**Initial Release** — Launched the Testing and Commissioning module with task management, checklists, response recording, and reporting dashboard.
**Module Refinements** — Applied adjustments and improvements to the Testing and Commissioning module.
**Chat Updates** — Continued improvements to the Internal Chat module.
Expanded error capture coverage to additional system modules.
**Security Update** — Improved authentication handling for enhanced security.
**API Integration** — Updated API integration for improved connectivity.
Integrated with the broader facilities management suite for unified module navigation.
Initial release — Complete energy and sustainability management with meter tracking, consumption readings, analytics dashboard (trends, efficiency, cost impact, peak demand), sustainability project management, configurable alerts, and bulk data import.
Initial release — R&D proposal management with problem statements, proposed solutions, testing methods, collaborators, timeline planning, budget estimation, status workflow, document uploads, experiment tracking, reporting dashboard, and configurable settings.
Added experiment tracking, document management, and reporting features.
Adjusted engineering R&D workflows and interface elements.
Refined proposal form layouts and data handling for improved usability.
Applied security vulnerability fixes and hardening.
Fixed QR code scanning functionality.
Security improvements and vulnerability fixes.
Initial adjustments and setup for parking management.
Corrected invoice generation for parking services.
**Inventory Permissions** — Updated permission controls for inventory management operations.
Further adjustments to the incident tracking system.
General adjustments and improvements.
Refinements to the incident management interface.
Continued refinements to the incident module.
**Roles & Permissions** — Enhanced role-based access control for warehouse module features.
Initial setup of roles, permissions, and the incident reporting module.
General adjustments to the incident module.
Configured roles and permissions for incident management.
Applied fixes to the incident management workflow.
**Roles & Permissions** — Implemented role-based access control for the HSE module, allowing granular permission management.
**Roles & Permissions** — Added role-based permission controls so administrators can manage who has access to create and view reports.
**Module Launch** — Released the Reporting Studio module with PMP and CMMS reporting capabilities.
Initial release of the Error Reporting module with debug session management, log viewer with filtering and pagination, per-module configuration, error capture, automatic session expiration, email alerts, external alert integration, and log cleanup tools.
Improved navigation menu layout and presentation.
**Task Module** — Added task management functionality for tracking corrective actions and follow-up items.
Initial automated scheduling module foundation.
Added helper utilities for scheduling operations.
Added core scheduling module with calendar and event capabilities.
Initial scheduling module enhancements and event management.
Improved event scheduling workflows and data handling.
Continued refinements to scheduling functionality and event handling.
Added scheduling features and event management improvements.
Refined background synchronization process for calendar events.
Enhanced background synchronization with Google Calendar for improved reliability.
**Calendar & Scheduling** — Added calendar functionality for scheduling safety activities, training sessions, and compliance reviews.
General improvements and changes
**In-Report Filters** — Added the ability to select and apply filters directly within the reporting interface for a more streamlined workflow.
**Initial Development** — Early development build of the reporting module with core data source integration.
Improved navigation menu structure and organization.
General adjustments and fixes
Login system enhancements
Adjusted media permissions and language updates
**Foundation Setup** — Initial setup of the reporting infrastructure and data source mapping.
Added knowledge base article legends for enhanced categorization
**HSE & Reservation Center** — Fixed issues within the HSE module and resolved conflicts with the reservation center.
Bug fixes for the knowledge base feature
Additional knowledge base fixes and improvements
**Team Member Display** — Fixed an issue with personnel management display on the roadmap.
**Dashboard Restoration** — Restored the original dashboard layout after previous modifications.
Module update and synchronization
**General Updates** — Various improvements and adjustments to warehouse functionality.
**General Updates** — Applied various updates and improvements to the System Chat module.
**General Updates** — Applied maintenance updates and improvements to the module.
**General Updates** — Various improvements and adjustments to fleet module functionality.
General updates and refinements to messaging and conversation features.
General improvements alongside building and reservation modules
**General Updates** — Various updates and improvements to the Project Roadmap module.
**Roadmap Adjustments** — Applied layout and functionality adjustments to the project roadmap views.
**General Improvements** — Applied maintenance updates and refinements to the API module.
Online backup and synchronization update
**Module Updates** — Applied general improvements to the Project Roadmap module.
General updates and refinements to appointment handling.
**General Improvements** — Applied updates and enhancements to the API services.
**API Issue Resolution** — Fixed a reported issue affecting API functionality.
API integration enhancements for cross-property data retrieval
**API & Platform Updates** — Updated API integration and platform compatibility.
**Multi-Tenant Support** — Updated API integration to work properly in multi-tenant environments.
**Project Roadmap Updates** — Continued improvements and refinements to project reporting features.
**Roadmap Fixes** — Resolved display and functionality issues in the project roadmap views.
**Login Authentication** — Fixed API login authentication flow.
**Compatibility Updates** — Resolved issues introduced by recent platform updates.
**Identifier Prefix** — Added support for configurable identifier prefixes in API responses.
Updated third-party libraries to their latest versions.
Updated third-party libraries for improved stability and compatibility.
**Platform Updates** — Updated underlying components for improved performance and security.
Enhanced building integration for appointment location management.
**Building Integration** — Updated the accommodation module to integrate with the building management structure.
**General Improvements** — Applied routine maintenance updates to the API module.
Added reservation module integration for appointment booking.
General updates and refinements to the module
Updates to mobile notification delivery and configuration.
General improvements and updates across the module.
**General Updates** — Various improvements and adjustments to module functionality.
Added scope of work integration
Initial release with push notification sending, live events management, apps directory, and 360-degree photo support.
General update and refinements to the menu configuration interface
Initial release — Affiliate management foundation with lead attribution, dedicated dashboard, and role-based access controls.
**360° Photo Support** — Updated the 360-degree photo viewing experience for accommodation locations.
**360° Photo Enhancement** — Further improvements to the 360-degree photo gallery feature.
**Asset Location Modal** — Updated the location display within the asset assignment modal for accuracy.
**File Uploads** — Updated the file upload handling for accommodation location documents and images.
**Accommodation Module** — Initial creation of the accommodation management feature set.
**General Updates** — Various updates and refinements to the accommodation module.
**Core Functions** — Created the foundational accommodation functions including guest management and room assignment.
**Data Models** — Updated accommodation data models for improved data handling and relationships.
Maintenance update to the menu builder
Initial release of the Theme & Style module with comprehensive color customization for admin panel, customer portal, buttons, tabs, modals, tables, general styles, tags, and custom CSS editors
**Initial Release** — Launched the Surveys module with survey creation, multi-question-type support, mailing list management, email distribution, and results analytics.
Initial release of the Menu Setup module with drag-and-drop sidebar and setup menu customization
**Initial Release** — Goals & Tracking module introduced with support for eight goal types, real-time achievement calculation, staff assignment, automated notifications, dashboard widget, and global search integration.
Initial release of the Export Manager with support for customers, contacts, leads, expenses, and payments
Subscriptions feature launched with full Stripe integration, recurring billing, and customer portal access
Initial release of the Team Management feature
Roles & Permissions feature launched with granular access control and staff assignment
Full reporting suite launched with sales, expense, lead, and chart-based reports
Initial release of the Proposals feature
Initial release of the Payments feature
Initial release of the Leads feature
Initial release of the Knowledge Base feature
Initial release of the Expenses feature
Estimate Requests feature launched with forms, status workflows, assignments, and notifications
Departments feature launched with email integration, staff assignments, and customer visibility controls
Initial release of the Credit Notes feature
Initial release of the Customer Management feature
Calendar feature launched with full filtering, Google Calendar integration, and multi-item display support
The **Work Camp** module is an all-in-one solution for managing remote work camps, labor accommodations, and associated support services. It covers every aspect of work camp operations — from worker registration and bed-space management, through meal planning, laundry services, access control, and facility maintenance — all the way to advanced IoT monitoring, AI-powered analytics, and transport coordination.
Designed for camp managers, operations coordinators, and facility administrators, this module provides complete visibility into camp occupancy, workforce movements, utility consumption, and operational costs. It is purpose-built for industries like oil & gas, construction, mining, and large-scale infrastructure projects where remote workforce housing is a critical operational requirement.
The **Warehouse** module delivers a robust inventory and stock management solution for organizations that handle physical goods, materials, and supplies across one or more storage locations. It covers the full inventory lifecycle — from receiving stock (imports) and distributing it (exports), through internal transfers, packing lists, loss adjustments, and return orders.
Designed for warehouse managers, stock controllers, and procurement teams, this module provides detailed visibility into stock levels, movement history, and inventory valuation, ensuring that materials are always accounted for and available when needed.
The **Visitors Management** module provides a complete visitor registration, tracking, and security solution for residential and commercial properties. It covers the entire visitor journey — from pre-registration and arrival, through identity verification and badge issuance, to departure logging — all in a centralized, easy-to-manage system.
Designed for security teams, front desk staff, and property administrators, this module enhances building security while keeping the visitor experience smooth and professional. It includes a self-service **kiosk mode** for visitor self-check-in and an **admin validation** process for security-controlled entry.
The **Transaction Summary** module is a centralized utilization monitor that aggregates daily transaction volumes across all operational modules in your property management platform. It gives property managers, operations directors, and executive leadership a single-screen view of how actively the platform is being used — broken down by module and status — so they can quickly identify trends, bottlenecks, and areas requiring attention.
Rather than navigating to each module individually to gauge activity levels, this report consolidates everything into a unified summary. It covers tickets, amenity bookings, service requests, visitor registrations, parcel tracking, events and announcements, work orders, and regulatory compliance — each presented as a collapsible section with a detailed breakdown table and interactive chart. Every number in the report is clickable, allowing you to drill down directly to the underlying records.
The module also includes a powerful snapshot engine that captures point-in-time data on a configurable schedule (daily, hourly, or at custom intervals). These snapshots can be compared side by side to measure changes over time, complete with delta values and percentage change indicators. Scheduled snapshots can also be emailed automatically to designated recipients as a link, PDF attachment, or both.
The **Ticket & Task Reports** module is an interactive analytics and reporting platform that provides deep visibility into your organization's ticket (service request) and task activity. It combines real-time dashboards, custom report generation, bulk export capabilities, and scheduled report delivery to give management teams the insights they need to monitor service performance, identify trends, and make data-driven decisions.
Designed for operations managers, facilities directors, and service delivery teams, the module offers multiple reporting perspectives: a KPI-driven dashboard with charts and date-range controls, a focused status dashboard with priority and building filters, a custom report generator with step-by-step configuration, and a detailed ticket timeline view showing the full lifecycle of every service request. Data can be filtered by date range, priority, status, department, staff member, building, and more.
The module also supports Preventive Maintenance (PM) coverage reporting for task management, ticket import from external sources (Google Sheets or uploaded files), scheduled report delivery via email, saveable report presets for frequently used configurations, and bulk ticket/task export for offline analysis. A client-facing dashboard provides tenants and requestors with visibility into their own ticket activity.
**Theme & Style** is the platform's visual design studio, giving administrators pixel-level control over the colors and appearance of every major interface element — from the admin sidebar and header bar to the resident portal navigation, buttons, tabs, modals, tables, and text styles. Every change is applied in real time through generated stylesheets, so you can see the impact immediately without editing any files or deploying code.
The module organizes customization into logical areas: the administration panel (sidebar, header, active states), the customer-facing portal (navigation bar, footer), buttons (default, primary, info, success, warning, danger), tabs, modal dialogs, tables, general text and link colors, tags, and the login page background. Each area features a color picker with live preview examples, making it easy to dial in the exact look and feel that matches your brand guidelines.
For advanced needs, Theme & Style also provides custom CSS editors for both the admin area and the customer portal, as well as a shared custom CSS area that applies to both. This lets design-savvy administrators go beyond color changes to fine-tune spacing, typography, animations, or any other visual detail — all without touching the core system files.
The **Theme Installer** automates the deployment of the platform's visual theme and provides a centralized interface for managing both color customization and resident portal permissions. Rather than requiring manual file copying or technical intervention, the module automatically installs the correct theme files when activated and keeps the visual identity consistent across the entire platform.
Beyond theme deployment, the module serves as the permissions hub for the resident-facing portal. Administrators can control exactly which sections of the portal each contact can access — from individual dashboard widgets (calendar, invoices, support tickets, announcements) to entire functional modules (building management, parking, amenities, fleet management). This granular control ensures that residents and tenants see only the features relevant to their needs, creating a cleaner and more focused experience.
The color customization feature allows administrators to define the platform's visual identity by setting accent colors, hover states, primary tones, and semantic colors (success, error, warning, info). These color changes apply across both light and dark display modes and take effect immediately without requiring a system restart.
The **Testing & Commissioning** module provides a structured system for planning, tracking, and documenting the testing and commissioning of equipment and systems within your facilities. It ensures that every piece of equipment is properly tested, inspected, and validated before being placed into active service — and that all results are recorded for compliance and accountability.
Designed for commissioning engineers, maintenance managers, and project teams, the module connects directly to your asset register so that commissioning tasks are always linked to specific equipment. Each task follows a defined checklist of inspection items, and technicians record their findings — including pass/fail results, measurements, notes, and supporting evidence — all within a single, auditable workflow.
The module also includes a reporting dashboard with real-time statistics, status distribution charts, and monthly completion trends, giving management full visibility into commissioning progress across all equipment and facilities.
The **Tasks Advanced Options** module extends the built-in task management system with additional behaviors and settings that are not available out of the box. It enhances existing task functionality without modifying the core platform — ensuring full compatibility with future updates.
The module is designed for operations managers and administrators who need tighter control over task lifecycle behavior. Its primary features include an "Invalid" task status, the ability to show all task statuses in the default list view, and a debug mode for troubleshooting. All features are individually toggleable from a dedicated settings panel, so you can enable only the enhancements your workflow requires.
The "Invalid" status is particularly valuable for teams that need to mark tasks as no longer applicable or erroneously created without deleting them. Once a task is marked as Invalid, it becomes fully read-only: it cannot be edited, deleted, or set to recur, and it is automatically excluded from project counts, task lists, and reporting — preserving data integrity while keeping the task visible for audit purposes.
The **Task Conditions** module introduces industry-standard dependency management to your task workflow. It allows you to link tasks together with formal dependency relationships so that one task cannot progress until a related task has reached the required stage. This ensures work is completed in the correct order and prevents teams from jumping ahead before prerequisite work is done.
When editing any task, you can select a related task and define the type of dependency between them. The system then automatically enforces the rule: if someone tries to change a task's status in a way that violates the condition, the action is blocked and a clear explanation is displayed. This is especially valuable for multi-step processes such as maintenance workflows, onboarding procedures, and inspection sequences where the order of operations matters.
The module supports all four standard project management dependency types, giving you the flexibility to model virtually any sequential or parallel workflow requirement.
**System Updates** is a core platform module that manages system-wide enhancements, patches, and structural changes across the application. It operates behind the scenes to ensure that all platform components — from notifications and announcements to lead capture forms, client portals, and staff management — stay current, consistent, and fully functional as the platform evolves.
This module is responsible for applying incremental updates through a managed update system, ensuring that each upgrade is applied in the correct sequence and that no steps are skipped. It covers updates to notification routing, announcement management (including categories, thumbnails, scheduling, and approval workflows), lead capture form building with external system integration, client portal enhancements, and real-time communication and instant notifications.
Designed primarily for system administrators and platform operators, System Updates ensures that new features, security patches, and structural improvements are delivered reliably without disrupting day-to-day operations. The update history provides a complete audit trail of every update applied to the system.
The **System Chat** module is a feature-rich, real-time messaging system built for both internal team communication and client-facing conversations. It supports one-on-one staff messaging, group conversations, client-to-staff communication, file sharing, voice messages, message forwarding, and desktop notifications — all integrated directly into the platform.
Unlike a basic messaging tool, System Chat offers a full communication suite with group chat management, message search, read receipts, announcements, and the ability to convert chat conversations into support tickets. Staff members can customize their chat experience with theme options and status indicators, while administrators control access, group creation permissions, and client chat visibility.
The module includes three interface modes: a full-screen desktop view for immersive conversations, a compact toggled widget for quick access on any page, and a dedicated client portal view where residents or customers can chat with support staff. This ensures that communication flows remain uninterrupted regardless of where a user is working in the system.
The **Surveys** module enables your organization to create, distribute, and analyze custom surveys to gather feedback from clients, tenants, staff, or any audience you need to reach. It provides a complete survey lifecycle — from designing questions and building mailing lists to distributing surveys via email and analyzing the collected responses with visual statistics.
Designed for customer experience teams, property managers, HR departments, and marketing professionals, the Surveys module supports multiple question types (checkboxes, radio buttons, text inputs, and text areas) so you can build surveys that range from simple satisfaction polls to detailed feedback forms. Each survey gets a unique public link that respondents can access from any device.
The module integrates with a built-in mailing list system that lets you maintain subscriber lists with custom fields, import contacts, and schedule automated survey distribution via email. Results are presented with visual progress bars showing response percentages for each answer option, along with a dedicated view for open-ended text responses.
The **Services** module allows property managers to offer on-demand services to residents, tenants, and clients — such as cleaning, plumbing, electrical work, pest control, landscaping, and other maintenance or lifestyle services. It provides a structured request-and-fulfillment system where residents submit service requests and administrators manage availability, scheduling, and delivery.
This module operates alongside the Amenities module but focuses on **task-based services** (one-time or recurring) rather than **facility reservations**. Both administrators and residents interact with the system — administrators manage the service catalog and process requests, while residents browse services, submit requests, and provide feedback.
**Sentinel** is a server health monitoring dashboard that gives your IT and operations teams real-time visibility into the status of all your servers and domains. It tracks three critical dimensions of server health: online/offline status, backup completion, and storage utilization — all from a single centralized view.
The module works by receiving health data from your servers via a secure data channel. Each server periodically sends status reports (heartbeats, backup confirmations, and storage metrics) to Sentinel, which records and visualizes the data. If a server goes silent for too long or reports a failure, Sentinel immediately flags it with clear visual indicators so your team can respond before issues escalate.
Designed for system administrators and infrastructure managers, Sentinel provides both real-time status monitoring and historical trend analysis. Interactive charts show storage usage trends over 7 days, backup reliability ratios, and event frequency patterns, helping you spot gradual degradation or recurring problems that might otherwise go unnoticed.
The **Scheduling** module provides a full-featured appointment and event management system that helps your team organize, track, and coordinate their daily schedules. With both a visual calendar and a Kanban-style board view, staff members can quickly see upcoming commitments, create new appointments, and manage their time effectively.
Built with team collaboration in mind, the module shows schedules organized by staff member within the same department, so managers and colleagues can see who is available and when. Each event supports linking to leads or customers, configurable reminders, color-coded categorization, and customizable statuses — making it easy to distinguish between different types of engagements at a glance.
A standout feature is the deep integration with Google Calendar, which supports both single-account and multi-account configurations. Events created in the platform automatically sync to Google Calendar (and vice versa), and staff can generate Google Meet video conference links directly from the scheduling form — streamlining the process of setting up virtual meetings.
The **Sales Operations** module is a comprehensive sales management toolkit that enhances your lead management capabilities with advanced filtering, sales pipeline tracking, operational planning, and performance analytics. It transforms the standard lead management experience into a full-fledged sales operations center, giving your sales team the tools they need to convert leads into customers efficiently.
Designed for sales managers, SDRs (Sales Development Representatives), sellers, and business development teams, the module adds powerful lead filtering with saveable filter templates, a visual sales pipeline with configurable stages, lead temperature/positioning tracking, call tracking, sales recording with invoice linking, and WhatsApp integration for direct communication from the lead board. The Sales Operations Planner provides a bird's-eye view of your team's daily, weekly, or monthly performance across key sales metrics.
The module also includes a smart import tool that lets you bring leads from external sources (Google Sheets or uploaded spreadsheets) with intelligent column mapping and duplicate detection, dashboard widgets for real-time KPI visibility, and a multi-pipeline architecture that allows you to manage different sales processes in parallel — each with its own set of stages and lead flow.
The **Safety & Security Incidents** module provides a dedicated platform for recording, investigating, tracking, and resolving safety and security incidents that occur on your properties. Whether it's a slip-and-fall accident, a security breach, vandalism, fire alarm activation, or any other safety-related event, this module ensures that every incident is properly documented, investigated, and resolved.
Designed for security managers, property administrators, and facility teams, this module creates a structured process for incident reporting that supports accountability, root-cause analysis, and continuous improvement in property safety.
The module also includes a **Resident Portal**, allowing residents to report incidents directly from their own dashboard, improving response times and ensuring no incident goes unreported.
**SaaS Management** is a centralized command center for organizations that operate multiple property instances from a single headquarters. It connects to each property's system via secure API calls, aggregating key operational data — invoices, contacts, contracts, expenses, leads, subscriptions, projects, proposals, tasks, and support tickets — into one unified view. Instead of logging into each property individually, administrators and operations managers can monitor and compare performance across all sites from a single dashboard.
The module is built around the concept of "domains," where each domain represents a separate property installation with its own URL. Once a domain is registered, SaaS Management can pull live data from that property, apply date-range filters, and display results in interactive charts and tables. This makes it easy to spot trends, compare revenue across properties, track lead conversion rates, and identify properties that may need attention.
For organizations offering property management as a service, the module also includes access control features that allow administrators to block or unblock individual property domains — for example, when a subscription lapses or a new client is onboarded.
The **Requestor Portal** module provides a public-facing form that allows tenants, residents, employees, and other occupants to submit work requests (maintenance requests, service calls, or incident reports) directly from the client area. When activated, it replaces the default ticket submission page with a purpose-built, user-friendly interface tailored for property and facility management environments.
Designed for property management companies and facilities teams, the Requestor Portal bridges the gap between the people who need work done and the teams who perform it. Requestors fill out a structured form with their personal details, work category, location (building, floor, and room), description, preferred date and time, and optional file attachments. Each submission is automatically linked to the ticketing system, creating a seamless handoff to the operations team for resolution.
The module also includes a comprehensive customer feedback and rating system. After a work request is completed, the requestor can rate the service they received across multiple configurable parameters. Management can then review rating reports with aggregated statistics, averages, and trends to continuously monitor and improve service quality.
The **Reporting Studio** module is a flexible report creation and export tool that allows your team to generate custom reports from both Property Management (PMP) and Maintenance Management (CMMS) data sources. It provides a self-service interface where users can select data sources, choose specific columns, apply filters, preview results, and export reports in multiple formats — all without any technical knowledge required.
Designed for operations managers, analysts, and leadership teams, Reporting Studio eliminates the need to request custom reports from IT. Users can build reports on demand by selecting from available data sources, filtering by date ranges, personnel, departments, properties, units, residents, equipment types, work order statuses, and more. The live preview ensures the report contains exactly the data needed before exporting.
The module also includes a report archive that stores all previously generated reports for future reference and re-download, automated scheduling for recurring reports that run on a configurable interval, and support for multi-domain (SaaS) data aggregation — allowing global or cross-domain reporting for organizations managing multiple properties or tenants.
The **Regulatory Compliance** module helps property managers and compliance teams stay on top of all regulatory requirements, permits, certifications, and document renewals that affect their properties. It provides a structured system for tracking compliance documents, monitoring expiration dates, and ensuring that no critical deadline is missed.
Designed for compliance officers and property administrators, this module transforms regulatory tracking from scattered spreadsheets into a centralized, visual workflow with automated notifications and a Kanban-style task board.
The **Push Notifications** module enables your organization to send real-time push notifications to staff members and clients directly to their devices. It provides a complete notification management system with a queue-based delivery engine, reusable templates, scheduling, device tracking, and detailed delivery logs.
Whether you need to broadcast an urgent announcement to all users, send a targeted update to a specific person, or schedule a reminder for a future date and time, this module gives you full control over the notification lifecycle. Notifications are processed through an intelligent queue that handles retries on failure, batching for large audiences, and automatic cleanup of old records.
The module includes a template system that lets you predefine notification content with merge fields for personalization (such as recipient name, email, and company). Templates are filtered by audience type, ensuring the right content is shown when composing notifications for staff, clients, or all users.
The **Purchase Management** module is a full-featured procurement solution designed to manage your organization's day-to-day purchasing operations from end to end. It covers the entire procurement lifecycle — from initial purchase requests and vendor quotations through purchase orders, goods receipt, invoicing, and financial reconciliation — all within a single, integrated workspace.
Built for procurement teams, finance departments, and operations managers, Purchase Management centralizes vendor relationships, item catalogs, pricing, and order tracking. Whether your business purchases raw materials for manufacturing or finished goods for trading, the module provides the structure and controls needed to ensure every acquisition is properly requested, approved, documented, and paid.
The module also includes advanced capabilities such as vendor portals for external collaboration, debit notes for handling returns and adjustments, purchase contracts for long-term agreements, return order processing, multi-currency support with automatic exchange rate updates, and comprehensive reporting to give leadership full visibility into procurement spending and trends.
The **Property Manager Dashboard** provides a centralized, real-time command center for property managers and building administrators. It consolidates key operational data from across multiple modules — including amenity bookings, complaints, service requests, regulatory compliance, visitor management, parcel tracking, and engineering — into a single, unified dashboard with interactive widgets, pending-action badges, and multi-property filtering.
Designed for property management professionals who oversee one or more residential or commercial properties, this module eliminates the need to navigate between individual sections to check on operational status. Instead, all critical metrics and pending items are surfaced in one place, with configurable widgets that can be shown, hidden, or reordered based on each property's needs.
The module supports multiple dashboard views organized by operational area — PM Dashboard (overview), Front Desk, Engineering, and Finance — allowing staff to focus on the metrics most relevant to their role. Property assignments ensure that each team member sees only the data for the properties they manage, while administrators retain a global view across the entire portfolio.
The **Property Audit** module delivers a comprehensive system for planning, scheduling, conducting, and reviewing physical inspections across all areas of your properties and facilities. It enables your operations and compliance teams to define standardized audit checklists, assign qualified auditors, and track every inspection from initial scheduling through final review and closure.
Designed for property managers, facility supervisors, and compliance officers, Property Audit brings structure and accountability to the inspection process. Whether you need to verify the condition of individual apartments, common areas, specific assets, or entire equipment groups, the module supports multiple audit scopes and configurable checklist templates to match any inspection requirement — from routine walkthroughs to regulatory compliance checks.
After an audit is completed and submitted, the review workflow allows managers to evaluate findings, assign corrective actions with priorities and due dates, and monitor resolution progress. A robust reporting engine with export capabilities ensures that audit history, scores, and trends are always accessible for management review and regulatory documentation.
The **Project Roadmap** module provides advanced reporting and visual analytics for project management. It gives project managers, team leads, and executives a comprehensive overview of project health, task performance, milestone progress, team workload, and time utilization — all presented through interactive charts, data tables, and configurable dashboard widgets.
Rather than navigating through individual project screens, the Project Roadmap consolidates the most important project metrics into a single, visually rich reporting interface. You can drill into any individual project's performance dashboard or view an aggregated overview across all projects. The module tracks not just basic status information, but also distinguishes between on-time and late performance, giving you a true picture of schedule adherence.
The module also includes a global analytics view that aggregates task, category, and asset data across the entire organization, with time-based filtering (weekly, monthly, quarterly, semiannual, annual) for trend analysis. Dashboard widgets can be pinned to the system's main home page, keeping critical project metrics front and center for daily monitoring.
The **Project Baselining** module adds baseline (planned) versus actual (execution) date comparison capabilities to your project management workflow. It enables project managers to capture the original planned schedule for each task and then visually compare it against the actual execution dates using an interactive Gantt Chart — making it easy to identify schedule slippage, track variances, and understand how a project's timeline has shifted from its original plan.
The module integrates seamlessly into the existing project interface as a dedicated tab. Each task can have baseline start and end dates recorded independently from the task's actual start and due dates. As tasks are executed and their real dates evolve, the Gantt Chart visually overlays the planned schedule against the actual timeline, providing immediate visual feedback on whether the project is on track, ahead of schedule, or falling behind.
Two visualization modes — Ghost Bar and Split Row — offer different ways to compare planned versus actual timelines, allowing project managers to choose the view that best communicates schedule performance to stakeholders.
The **Procurement Management** module manages the entire procurement lifecycle — from the initial request for goods or services, through a multi-level approval chain, quotation collection, supplier selection, and final purchase. It is designed to enforce organizational spending policies, ensure cost transparency, and maintain a clear audit trail for every procurement decision.
Built for procurement officers, department heads, and finance teams, this module standardizes the purchasing process and ensures that every expense goes through the appropriate approval channels before commitment.
The **Pet Management** module provides a complete solution for registering, tracking, and managing pets within residential properties. It enables property administrators to maintain a centralized database of all pets living on the premises, enforce building pet policies, track vaccination records, manage access permissions, and keep a full activity history for every registered animal.
Designed for property managers, building administrators, and concierge teams, this module ensures that pet policies are consistently applied and that all relevant documentation — such as vaccination certificates and registration papers — is readily accessible. Configurable rules for maximum pets per unit, allowed species, and weight limits help enforce community guidelines without manual oversight.
Residents also benefit from a self-service portal where they can view their registered pets, submit new pet registrations, edit pet information, and access pet profiles directly from the client area. This dual-access approach keeps both administrators and residents aligned on pet records while reducing the administrative burden of managing pet-related requests.
The **Personnel Manning** module is a workforce management solution designed for organizations that need to allocate, schedule, and track large teams of personnel across multiple companies, shifts, and locations. It provides complete control over staff allocation, shift scheduling, timesheet management, and attendance tracking — including an advanced facial recognition-based check-in system for automated, contactless attendance logging.
Built for HR coordinators, site managers, and operations supervisors, this module streamlines the complex task of managing personnel rotations, monitoring working hours, and ensuring accurate attendance records across your entire operation.
The **Parking Management** module provides a comprehensive solution for managing parking facilities in residential and commercial properties. It covers vehicle registration, slot assignments, guest parking, QR-code-based validation, violation tracking, and visual parking maps — giving property managers full control over their parking infrastructure.
Designed for property administrators, security teams, and front desk staff, this module replaces manual parking management with a digital system that ensures fair allocation, easy compliance enforcement, and real-time visibility of parking utilization.
The **Parcel Management** module simplifies the handling of incoming packages and deliveries at residential and commercial properties. It tracks every parcel from the moment it arrives at the front desk, through secure storage, notification to the recipient, and final pickup — ensuring no package is ever lost or forgotten.
Designed for concierge teams, mailroom staff, and property administrators, this module replaces manual logbooks with a digital system that provides instant visibility, automatic notifications, and a complete audit trail for every delivery.
The **Mobile Notifications** module provides a direct channel for sending push notifications to mobile app users — both clients (residents, tenants) and administrative staff. It enables your team to compose and broadcast messages instantly to individuals or groups, ensuring time-sensitive communications reach people on their mobile devices wherever they are.
Beyond basic push messaging, the module also includes a **Live Events** feature for managing live video sessions (such as webinars, town halls, or training broadcasts) and an **Apps** management area for registering and configuring connected mobile applications. Together, these capabilities create a unified mobile engagement hub within your property management platform.
The module is designed for community managers, front desk staff, and property administrators who need to reach their audience quickly without relying on email or in-app notifications alone.
**Menu Setup** gives administrators complete control over the appearance and organization of the system's navigation menus. Both the main sidebar menu (used for day-to-day operations) and the setup/administration menu (used for system configuration) can be fully customized — items can be reordered, hidden, or given custom icons — all through an intuitive drag-and-drop interface.
This module is particularly valuable for organizations that want to simplify the user experience by hiding features that are not in use, reordering menu items to match their team's workflow priorities, or applying consistent visual branding through custom iconography. Changes made through Menu Setup apply system-wide and take effect immediately for all users who have access to the affected menu areas.
The drag-and-drop builder supports both parent-level menu groups and their child items, so administrators can rearrange entire sections or fine-tune the order of individual sub-items within a group. Disabled items are visually dimmed in the builder for easy identification, and the configuration can be saved and updated at any time.
The **Menu Orchestrator** replaces the traditional sidebar-only navigation with a modern, tile-based dashboard that organizes your entire system into clear operational domains. Instead of scrolling through a long list of menu items, users see a visual grid of tiles — each representing a module or functional area — grouped under the major portals they work with every day: Residents Portal, Property Management Portal, and Computerized Maintenance Management System (CMMS).
Administrators have full control over how these tiles are organized. Modules can be automatically categorized based on their type, manually assigned to a specific portal, or arranged as custom overview pages that combine related functions into a single landing screen. The drag-and-drop configuration interface makes it easy to reorder items, set custom icons, add "New" or "Updated" badges, and even create entirely new portal categories beyond the three built-in ones.
For organizations with complex operations spanning multiple departments, Menu Orchestrator dramatically simplifies the user experience. Each staff member sees only the portals and tiles they have permission to access, reducing clutter and helping teams find the tools they need in fewer clicks. The module also supports configuration export and import, allowing administrators to replicate a proven navigation layout across multiple properties or environments.
The **Internal Chat** module provides a real-time messaging platform for internal staff communication. It enables instant, real-time messaging between team members without the need for external chat tools, keeping all operational conversations within the platform.
The module automatically discovers colleagues from shared departments, making it easy for staff to find and message anyone in their organizational structure. Online/offline status indicators show who is currently available, and a persistent message history ensures that no conversation is lost. Staff can send text messages or attach files directly within the chat interface.
In addition to staff-to-staff communication, the module bridges the gap between internal staff and external clients. Administrators can designate which staff members are visible in the client portal's chat interface, enabling residents or customers to reach support staff directly. A compact, floating chat widget appears across all pages for quick access, while a full-screen chat view provides a more immersive experience for longer conversations.
The **Health, Safety & Environment (HSE)** module provides a comprehensive platform for managing workplace safety protocols, tracking incidents, implementing preventive measures, and maintaining regulatory compliance. It supports the entire safety management lifecycle — from hazard identification and risk assessment, through incident reporting and investigation, to corrective actions and ongoing training.
Designed for HSE officers, safety managers, and compliance teams, this module ensures that your organization maintains the highest safety standards by providing structured tools for documentation, tracking, and continuous improvement.
The **HR Records** module serves as the central employee database for your organization, providing a comprehensive view of every team member — past and present. It consolidates personal information, employment contracts, organizational structure, training history, dependent records, and resignation procedures into a single, unified system.
Designed for human resources managers, department heads, and administrative staff, this module streamlines the entire employee lifecycle — from the initial onboarding process through active employment, training and development, and eventually offboarding. With built-in dashboards, interactive organizational charts, and workforce analytics, HR leaders can make informed decisions about staffing, contract renewals, and organizational planning.
The module also includes a knowledge base for internal Q&A articles, enabling HR teams to publish policies, frequently asked questions, and procedural guides that staff can reference at any time. Combined with robust reporting capabilities and configurable settings, HR Records becomes the single source of truth for all people-related data.
The **Goals & Tracking** module empowers your organization to define, monitor, and measure progress toward key business objectives. Whether you are tracking revenue targets, lead conversions, new customer acquisition, contract milestones, or estimate-to-invoice conversions, this module gives leadership and individual team members clear visibility into how actual results compare against planned targets.
Each goal is defined with a measurable target, a date range, and an optional staff assignment. The system automatically calculates real-time achievement percentages based on live data from across the platform — including invoices, payments, leads, customers, contracts, and estimates. When a goal's end date arrives, the system can automatically notify staff whether the target was achieved or missed, ensuring full accountability without manual follow-up.
A dashboard widget provides an at-a-glance summary of all active goals and their current progress, making it easy for managers to spot trends, celebrate wins, and address shortfalls before deadlines pass.
The **Fleet** module is a comprehensive vehicle and driver management solution designed for operations teams that manage a fleet of cars, trucks, buses, or any type of vehicle. It provides end-to-end control over the entire fleet lifecycle — from vehicle registration and driver assignment, through fuel tracking, maintenance scheduling, inspections, insurance management, and detailed financial reporting.
Whether you manage a small pool of company vehicles or a large commercial fleet, this module centralizes all fleet-related data into a single, easy-to-navigate interface. Fleet managers can monitor vehicle availability, track operational costs, manage work orders, handle driver benefits and penalties, and generate detailed reports — all while ensuring compliance with inspection schedules and insurance requirements.
The module also includes a **client-facing booking portal**, allowing authorized users to reserve vehicles directly, streamlining the vehicle request process across your organization.
The **Export Manager** provides a straightforward way for administrators to extract key operational data into CSV files for offline analysis, reporting, or import into external tools such as spreadsheets and business intelligence platforms. Rather than building custom queries, users simply choose the type of data they need, select a time period, and download the result in a ready-to-use format.
The module supports exporting data for several core areas of the system, including customer records, contact directories, leads, expenses, and payment transactions. Each export type pulls a comprehensive set of fields relevant to that data category, so the resulting file contains everything needed for auditing, reconciliation, or executive reporting without further manipulation.
Export Manager is designed with extensibility in mind — additional data types can be made available over time as new modules are added to the platform, ensuring that as your operations grow, your ability to extract and analyze data keeps pace.
The **Error Reporting** module provides administrators and developers with a built-in diagnostic tool for monitoring, capturing, and analyzing system errors and debug information. It gives you the ability to activate detailed error logging on demand, review captured log entries in a structured interface, and manage debug sessions with automatic expiration — all without needing direct server access.
When a system issue arises, you can activate a debug session directly from the dashboard, specifying how long it should run (30 minutes, 1 hour, 2 hours, or indefinitely). While a session is active, the system captures detailed log entries including errors, warnings, informational messages, and debug-level data. Once the session expires, logging automatically returns to its normal level, preventing excessive log accumulation in production.
The module reads and parses the system's log files, presenting them in a filterable, paginated table with color-coded severity indicators. It also supports per-module configuration, letting you enable or disable debug capture for individual modules and control the level of detail captured (stack traces, request data, response data). This granular control makes it easy to isolate problems in specific areas without flooding the system with unnecessary logging.
The **Engineering & R&D** module provides a structured environment for managing research and development proposals, experiments, technical documentation, and project reporting. It gives engineering teams a centralized workspace to document innovative ideas, define problem statements, propose solutions, plan testing methodologies, and track the progress of each initiative through a formal review and approval process.
Designed for engineering managers, R&D leads, and technical teams, the module supports the full lifecycle of an R&D proposal — from initial draft through peer review, testing, evaluation, and final approval or archival. Each proposal can be enriched with related experiments, technical documents, collaborator assignments, budget estimates, and timeline planning, creating a comprehensive record of every innovation effort.
The module also includes a dedicated reports dashboard with summary statistics and visual charts, a robust document management system categorized by type (CAD diagrams, design sketches, performance benchmarks, test protocols, and more), and configurable settings for notifications, approval requirements, and activity logging — making it a complete solution for organizations that need to formalize and track their engineering innovation processes.
The **Energy & Sustainability** module provides a comprehensive solution for monitoring, recording, and analyzing energy consumption, utility usage, and sustainability initiatives across your properties. It enables facilities managers and operations teams to track every meter reading — whether for electricity, water, gas, or solar energy — and turn that data into actionable insights through advanced analytics.
Designed for organizations committed to reducing their environmental footprint and controlling utility costs, the module brings together meter management, consumption tracking, data analytics, sustainability project planning, and automated alerting in a single, integrated platform. Whether you are monitoring a single building or an entire portfolio, the module scales to meet your needs.
The analytics engine includes consumption trend analysis, efficiency scoring, cost impact calculations, and peak demand monitoring. Combined with configurable alerts that trigger when consumption thresholds are exceeded, the module empowers your team to identify waste, optimize resource usage, and track the return on investment of sustainability projects over time.
**Content Templates** provides a flexible content management system for creating, organizing, and publishing structured content items across your platform. It enables administrators and authorized staff to build a library of reusable content entries — each with a title, description, and status — that can be managed internally and optionally shared with clients through a public-facing portal.
Designed for teams that need a simple, configurable way to manage informational content, the module supports both an administrative back-office interface for creating and editing entries and a client-facing view where published content is available for browsing and reading. A public submission form also allows external users to contribute content, which is held for review before publication.
The module includes a comprehensive settings panel where administrators can customize display preferences, pagination, caching behavior, and enable or disable the module entirely. Role-based permissions ensure that only authorized staff can create, edit, or delete content, while all activity is logged for accountability.
The **Contact Center** is a full-featured omnichannel communication hub that brings WhatsApp messaging, social media lead capture, AI-powered assistants, and automated conversation workflows together in a single, unified platform. It enables your sales, customer service, and marketing teams to manage all customer conversations from one place — eliminating the need to switch between multiple messaging applications.
At its core, the module connects your WhatsApp business numbers (via the Evolution API) to the platform, allowing staff to send and receive messages, share media, and manage conversations in real time. Beyond basic messaging, the Contact Center includes a powerful conversation engine for automated outreach campaigns, a visual flow builder for designing chatbot interactions, AI assistant integration for intelligent automated replies, Meta (Facebook/Instagram) lead capture, and a lead import system for bulk contact onboarding.
Designed for organizations that depend on WhatsApp and social media for customer engagement, the module supports subscription-based plans, multi-device management, department-based chat routing, real-time push notifications, and comprehensive analytics — making it a complete solution for modern customer communication.
**Cloud Storage** connects your system to Amazon S3 (Simple Storage Service), giving administrators a centralized interface to browse, inspect, and download files stored in the cloud. Whether your organization uses S3 for document archives, media assets, report exports, or any other file storage needs, this module brings visibility into those cloud resources directly from within your management platform.
The module provides a file browser dashboard where users can view all objects stored in a designated S3 bucket, filter by folder path, inspect detailed metadata for individual files, and generate secure, time-limited download links. A built-in connection tester confirms that your credentials and bucket configuration are valid before you start working with files.
Cloud Storage is configured entirely through the system settings panel, where administrators enter their cloud provider credentials, specify the target region and bucket, and optionally define a default folder path to narrow the file listing to the most relevant content.
The **Building Management** module provides centralized property administration for residential and commercial buildings. It gives property managers full control over the organizational structure of their properties — from top-level building units (towers, blocks, phases) down to individual floors and apartments/units.
This module serves as the foundational property structure that other modules (Assets, Parking, Visitors, Parcels) reference when assigning resources to specific locations within a building. It ensures consistent, hierarchical property organization across your entire portfolio.
**Backup & Recovery** is your system's safety net, providing automated and on-demand protection for both your database and site files. It ensures that your critical operational data — resident records, financial transactions, maintenance histories, and every configuration — can be restored quickly in the event of data loss, corruption, or a system transition.
The module supports two types of backups: full database snapshots and comprehensive file archives covering uploads, configurations, and all customizations. Both can be scheduled to run automatically on a recurring basis, eliminating the need for manual intervention. Backups are stored locally on the server and can also be synchronized to Google Drive for off-site redundancy, giving administrators peace of mind that a copy always exists outside the primary hosting environment.
In addition, Backup & Recovery includes a built-in monitoring integration called Sentinel. This feature sends periodic heartbeat signals and storage usage reports to an external monitoring service, so your IT team is proactively alerted if backups stop running, if storage space is running low, or if any backup operation fails.
The **Assets** module provides a complete solution for managing physical and digital assets across your entire property portfolio. It enables your operations team to register, track, assign, maintain, audit, and depreciate every piece of equipment — from large-scale hardware down to consumable supplies — all from a single, centralized interface.
Designed for facilities managers, maintenance supervisors, and property administrators, Assets gives you full lifecycle visibility: from the moment an item is purchased and tagged with a unique QR code, through its active service life (including check-out/check-in to staff or locations), scheduled maintenance events, periodic audits, and eventual end-of-life or decommissioning.
The module integrates seamlessly with your building structure (towers, floors, and rooms) so that every asset can be precisely located, and its complete history — including who used it, where it was, and when it was serviced — is always accessible at a glance.
The **Appointments** module is a comprehensive scheduling and callback management system that enables your team to book, track, approve, and follow up on meetings with clients, leads, and internal staff. Whether appointments are created by your team or requested by external contacts through a public booking form, the module provides full lifecycle management from initial request through completion and feedback.
Designed for sales representatives, account managers, customer service teams, and operations managers, Appointments streamlines the process of coordinating meetings across your organization. It supports both client-facing appointments (linked to leads or customers) and internal staff meetings, with automatic reminders, approval workflows, and integration with Google Calendar and Microsoft Outlook to keep everyone in sync.
The module also includes a dedicated callback management system for tracking phone callback requests, a public-facing booking form that can be embedded on external websites, recurring appointment support, SMS notifications, and a complete appointment history with filtering and reporting capabilities.
**API Services V2** is the next-generation integration platform that provides modern, secure, and fully documented endpoints for connecting external applications — including mobile apps, web portals, and third-party systems — with your platform. Built with industry-standard secure authentication and interactive documentation, it offers a robust and developer-friendly experience for building integrations.
Unlike the original API module, API Services V2 supports both administrative and client-facing operations, enabling mobile applications and resident portals to authenticate, retrieve data, and perform actions on behalf of both staff members and contacts. It automatically synchronizes user accounts across connected systems, ensures that new contacts and staff are provisioned with API access upon creation, and runs scheduled background synchronization to keep all accounts up to date.
The module integrates with multiple platform areas — including support tickets, announcements, invoices, contacts, leads, staff profiles, building management, amenity reservations, and the contact center — providing a comprehensive integration surface. All API activity is logged with detailed request information for monitoring, troubleshooting, and security auditing.
**API Services** provides a RESTful integration layer that allows external applications, mobile apps, and third-party systems to securely communicate with your platform. It enables programmatic access to core business data — including support tickets, customers, projects, tasks, invoices, estimates, contracts, leads, staff, expenses, proposals, payments, and more — through a standardized set of web service endpoints.
Designed for IT administrators and integration specialists, this module offers a complete management console where authorized users can create and manage API credentials, generate authentication tokens, set expiration dates, and monitor access. Every API call is authenticated via token-based security, ensuring that only authorized consumers can read or modify data.
The module also includes a built-in API documentation guide that helps developers understand the available endpoints, required parameters, and expected response formats, making it straightforward to build custom integrations and automate workflows across your technology stack.
The **Amenities** module enables property managers to offer shared amenities (pools, gyms, barbecue areas, party rooms, sports courts, and more) for booking by residents and staff. It provides a complete reservation system with availability management, request approval workflows, category organization, and resident feedback collection.
Both administrators and residents can interact with this module — administrators manage the amenity catalog and approve reservations, while residents browse available amenities, submit booking requests, and provide feedback after their experience.
The **AI Integration Hub** serves as the central artificial intelligence gateway for the entire platform. Instead of each module configuring its own AI connection independently, the Hub lets administrators set up AI provider credentials once and make them available to every module that needs intelligent text generation, data analysis, structured output, image understanding, or audio transcription.
Designed for system administrators and technology managers, the Hub supports multiple AI providers out of the box — including OpenAI (GPT-4o, GPT-4 Turbo, GPT-3.5 Turbo), Google Gemini (2.5 Flash, 2.0 Flash, 2.0 Pro, 1.5 Pro), DeepSeek (Chat and Coder), and self-hosted local models. You can designate a default provider for the entire organization while still allowing individual modules to use a different provider when needed.
The module also includes built-in connection testing for each provider, comprehensive documentation with usage examples, and vision capabilities that enable AI-powered analysis of images and audio files. This makes it the foundation for adding AI-driven insights, automated summaries, customer reply drafts, and intelligent data extraction across all areas of the platform.
The **Affiliate Management** module provides a foundation for tracking and managing affiliate relationships within your platform. It enables your sales and marketing teams to associate incoming leads with specific affiliates, giving you visibility into which partners and referral sources are driving new business.
Designed for business development managers and marketing teams, Affiliate Management helps you understand the effectiveness of your partner network by linking lead generation directly to individual affiliates. This makes it possible to measure referral performance and attribute new opportunities to the right source.
The module includes a dedicated dashboard accessible from the main navigation, with role-based access controls to manage who can create, edit, and remove affiliate records.
**Advanced Email Templates** extends your platform's communication capabilities by adding specialized, automated email templates that are triggered at key moments in the customer lifecycle. The initial release focuses on contract acceptance — automatically sending a personalized "Thank You" message to customers the moment they sign a contract.
This module is designed for operations managers, sales teams, and customer success professionals who want to ensure every client interaction is followed up with timely, professional communication without requiring manual intervention. By automating post-signature outreach, your team can focus on delivering value while the system handles the courteous follow-up.
The module integrates directly with your existing contract workflows and email template system, so you can customize the message content, toggle the feature on or off at any time, and monitor template status from a single management screen.
The **Activity Log** module provides a comprehensive, detailed audit trail that captures every significant action performed across the platform. It goes far beyond the standard activity log by recording not just what changed, but exactly what the values were before and after each change, who made it, and when. This gives administrators and compliance teams full visibility into the history of every record in the system.
The module automatically tracks events across a wide range of areas including tickets, tasks, projects, invoices, expenses, contracts, credit notes, announcements, calendar events, catalog items, and asset management. For each tracked action, it records the staff member or client who performed it, the module area involved, a human-readable description, and — critically — the old and new values for every field that changed. This "before and after" tracking makes it easy to answer questions like "who changed this status?" or "what was the original value before it was updated?"
Designed for organizations that need robust audit capabilities for compliance, accountability, or operational oversight, the Activity Log is accessible from a dedicated menu item with powerful filtering by date, staff member, and module. All data is presented in a sortable, searchable table that can handle large volumes of activity records.
The **Accommodation** module provides a streamlined solution for managing on-site housing and hospitality services. Whether you operate staff accommodation, guest housing, or a hospitality facility, this module gives you centralized control over bedrooms, guest registrations, meal planning, and the check-in process.
Designed for accommodation managers and hospitality coordinators, it simplifies the day-to-day tasks of room assignment, occupancy tracking, guest management, and daily meal coordination — all through an intuitive, visual interface.
The **Tickets** feature is the platform's central service desk for managing support requests, issue resolution, and communication between staff and customers. It provides a structured workflow for receiving, triaging, assigning, and resolving service requests across your organization — whether initiated by a customer through the portal, by a staff member internally, or automatically via email piping.
Every ticket captures essential context including subject, description, priority level, department assignment, service category, and location data (tower, floor, and room). Tickets support rich threaded conversations between staff and customers, file attachments, internal notes, and SLA tracking. The system ensures that communication stays organized and auditable, with automatic notifications keeping all parties informed at each step.
The Tickets feature also includes advanced capabilities such as ticket merging, email-to-ticket conversion (email piping), spam filtering, location validation rules, work permit and job hazard analysis requirements, and integration with tasks, projects, and the broader work order management pipeline.
The **Tasks** feature is the platform's comprehensive work management engine, enabling teams to plan, assign, track, and complete work items across the entire organization. Tasks can exist independently or be linked to projects, tickets, invoices, estimates, contracts, and other platform records, providing a unified view of all operational activities.
Each task captures detailed information including name, description, start date, due date, priority, assignees, followers, milestone association, and billing details. The system supports multiple status stages — from Not Started through In Progress, Testing, Awaiting Feedback, Complete, and Closed — giving managers full visibility into the state of every work item. Tasks also feature rich collaboration tools including comments, checklist items, file attachments, and time tracking.
Advanced capabilities include recurring task scheduling, task copying with selective data transfer, Kanban board visualization, billable hour tracking, work permit and job hazard analysis flags, and deep integration with the platform's project and invoicing features. The task system also supports preventive maintenance workflows with 52-week scheduling and QR code-based check-in for field operations.
The Subscriptions feature enables organizations to manage recurring billing relationships with their customers through seamless integration with Stripe, one of the world's leading payment processing platforms. Administrators can create and manage subscription plans, link them to customers and projects, track billing cycles, handle cancellations and resumptions, and monitor all associated invoices. The system supports multiple currencies, tax configurations, and provides customers with a self-service portal view of their active subscriptions.
Team Management provides comprehensive control over your organization's staff accounts, roles, permissions, and access levels within the platform. Every team member has a detailed profile that includes personal information, department assignments, security credentials, and a finely tuned set of permissions that determine exactly what they can view and do across the entire system.
The feature supports a multi-tier administration hierarchy, allowing your organization to define levels of administrative authority from standard staff members up through administrators and super administrators. When a team member departs, all of their associated data -- including tasks, invoices, estimates, proposals, contracts, leads, tickets, projects, and more -- can be safely transferred to another staff member, ensuring continuity and preventing data loss.
Staff profiles include department membership, custom fields, timesheet tracking, and detailed activity statistics. The permission system is granular, enabling you to grant or restrict access to specific areas of the platform on a per-staff-member basis. Administrators can manage all team members within their authority level while being restricted from modifying accounts above their own tier.
The Roles & Permissions feature provides a comprehensive access control system that governs what each team member can see and do within the platform. Roles define a named collection of permissions that can be assigned to one or more staff members, creating a consistent and manageable security model. Rather than configuring permissions individually for each user, administrators define roles (such as "Manager," "Technician," or "Finance") and assign them to team members. When a role's permissions are updated, those changes can be propagated to all staff members using that role, ensuring organization-wide consistency. The system also supports contact-level permissions for the Customer Portal, controlling what external users can access.
The Reports feature delivers a powerful business intelligence suite that transforms your operational data into actionable insights. With a comprehensive collection of sales reports, financial charts, lead analytics, and expense breakdowns, this feature equips decision-makers with the visibility they need to drive growth. Reports are organized into two main categories: tabular data reports for detailed analysis and chart-based visual reports for quick trend identification. All reports support date filtering, currency selection, and export capabilities.
The Proposals feature enables your team to create, send, and manage professional business proposals that can be linked to leads or existing clients. Proposals serve as a critical step in the sales cycle, allowing you to present pricing, terms, and scope of work to potential and existing customers in a polished, branded format. Each proposal includes itemized line items with tax calculations, customizable content, and the ability for recipients to accept, decline, or comment directly.
Proposals move through a defined lifecycle with statuses including Draft, Sent, Open, Revised, Declined, and Accepted. The visual pipeline (Kanban board) provides a drag-and-drop interface for managing proposals across stages, while the list view offers traditional table-based management with sorting and filtering. Proposals can be converted into estimates or invoices upon acceptance, creating a seamless transition from sales to billing.
The Customer Portal provides clients with direct access to view their proposals, add comments, accept or decline offers, and apply digital signatures. All interactions are logged and trigger notifications to keep both staff and clients informed throughout the process.
The **Projects** feature provides a full-scope project management environment for planning, executing, and delivering work across your organization. Projects serve as a central hub that brings together tasks, milestones, timesheets, files, discussions, invoices, estimates, contracts, and expenses into a single, organized workspace — giving both staff and customers clear visibility into progress and financials.
Each project is associated with a customer and supports flexible billing models: fixed cost, hourly rate, or task-based hourly billing. Project managers can define team members, configure granular access settings for what customers can see and do, track progress automatically based on task completion, and visualize timelines through Gantt charts. The system also supports project pinning for quick access, settings templates for rapid setup, and detailed activity logging for full auditability.
The Projects feature is deeply integrated with the Customer Portal, allowing customers to view project overviews, track milestones, participate in discussions, upload files, view timesheets, and — when permitted — create and manage tasks directly. This transparency strengthens customer relationships by keeping all stakeholders informed and engaged throughout the project lifecycle.
The Payments feature manages the complete lifecycle of invoice payment recording, processing, and tracking within the platform. It supports both offline payment methods (cash, check, bank transfer) and online payment gateways, providing a unified view of all payments received against invoices. Every payment is linked to its corresponding invoice, and the system automatically updates invoice statuses as payments are recorded.
When a payment is recorded, the platform generates a payment receipt, sends email notifications and payment confirmation emails to the client (with optional receipt and invoice attachments), and notifies the responsible staff members. The system also supports batch payment processing, allowing administrators to record multiple payments across different invoices in a single operation, which is especially useful for bulk reconciliation.
The platform automatically handles edge cases such as payments against draft invoices (triggering invoice number assignment), partial payments with remaining balance tracking, and subscription-based payments with configurable post-payment behaviors. All payment activities are logged in the associated invoice's activity timeline for complete auditability.
The Leads feature serves as the entry point for your sales pipeline, enabling your team to capture, organize, and nurture potential business opportunities from first contact through to conversion. Every inquiry, referral, or prospect can be tracked with full contact details, communication history, and status progression, ensuring that no opportunity falls through the cracks.
Leads can be collected automatically through customizable web-to-lead forms embedded on your website, or entered manually by your staff. Once captured, each lead moves through configurable status stages on a visual Kanban board or traditional list view. The system supports assignment to individual team members, source tracking, tagging, file attachments, activity logging, and email integration. When a lead is ready, it can be seamlessly converted into a full client record, carrying over all relevant information.
The platform also provides lead qualification tools such as marking leads as "Lost" or "Junk" with the ability to reverse those decisions later. Automated notifications keep assigned staff informed of new assignments and status changes, while detailed activity logs provide a complete audit trail of every interaction.
The Knowledge Base feature provides a structured self-service information library where your organization can publish articles, guides, FAQs, and reference documentation organized into groups (categories). Articles can be published for external audiences through the Customer Portal or restricted to internal staff use only, giving you a single platform for managing both customer-facing help content and internal operational documentation.
Each article goes through an approval workflow with statuses for pending review, approved, and rejected. When an article's status changes, relevant staff members are notified -- including the article author, administrators, and team members with publishing permissions. Articles are organized into color-coded groups with customizable ordering, and the system automatically generates URL-friendly slugs for clean, shareable links. Related articles within the same group are surfaced automatically to help readers discover relevant content.
The Customer Portal presents the published knowledge base in a browsable format, allowing clients to search and read articles, provide feedback, and access related content. Internal staff articles are kept separate and only visible within the Administration Panel. The platform tracks article views, collects reader feedback, and supports article legends (labels) for enhanced content categorization.
The **Invoices** feature is the platform's complete billing and payment management system, enabling your organization to create, send, track, and collect payments on invoices issued to customers. It supports the full invoicing lifecycle — from draft creation through sending, payment recording, overdue tracking, and final settlement — with built-in support for multiple currencies, tax calculations, recurring billing, and payment gateway integrations.
Each invoice captures comprehensive financial data including line items with descriptions, quantities, unit prices, and tax rates, along with billing and shipping addresses, sale agent assignment, client notes, and administrative remarks. The system automatically calculates subtotals, discounts, tax breakdowns, and outstanding balances, ensuring accuracy across every transaction. Invoices can be linked to projects, generated from estimates, or created from billable tasks and expenses.
The Invoices feature also provides powerful operational tools including invoice merging, scheduled email delivery, payment recording with multiple payment modes, draft status management, and detailed activity logging. Customers can view their invoices, download documents, and make payments directly through the Customer Portal, creating a seamless billing experience.
The Expenses feature provides a complete solution for recording, categorizing, tracking, and managing all business expenditures within your organization. Each expense entry captures the amount, date, category, payment method, tax information, associated client or project, and supporting documentation such as receipts. This gives your finance team a centralized view of all outgoing costs with full traceability.
Expenses can be classified as billable or non-billable, and billable expenses can be seamlessly converted into client invoices with a single action. The system calculates tax-inclusive totals automatically, supports multiple currencies, and provides summary dashboards that break down spending into categories such as all expenses, billable, non-billable, billed, and unbilled. Recurring expenses can be configured with custom repeat intervals and cycle limits, automating repetitive cost entries.
The platform also supports expense categorization through a dedicated category management system, allowing your team to organize spending by type for accurate financial reporting and analysis. File attachments enable receipt storage directly on each expense record, and the permission system ensures that staff members only see the expenses they are authorized to view.
The **Estimates** feature enables your organization to prepare, send, and manage formal cost proposals for customers before work begins. Estimates serve as the pre-sale foundation of your financial workflow — providing customers with a detailed breakdown of proposed services, quantities, and pricing that they can review, accept, or decline. Once accepted, estimates can be seamlessly converted into invoices with a single action, eliminating redundant data entry and ensuring consistency between quoted and billed amounts.
Each estimate captures full financial detail including itemized line items with descriptions, quantities, unit prices, tax rates, and discounts, along with billing and shipping addresses, client notes, terms and conditions, and administrative remarks. The system supports multiple currencies, configurable number formatting, sale agent assignment, and custom fields for specialized business requirements. Estimates are also linked to customers and optionally to projects, providing complete traceability from proposal through delivery.
The Estimates feature includes a visual pipeline view for tracking proposal progress, electronic signature capture for customer acceptance, scheduled email delivery, estimate copying for quick reuse, and deep integration with the platform's invoicing and project management capabilities. Customers can view, accept, decline, and sign estimates directly from the Customer Portal, streamlining the approval process.
The Estimate Requests feature enables organizations to receive, manage, and process incoming requests for estimates from customers and prospects. This feature bridges the gap between customer interest and formal estimate creation by providing a structured intake process. Customers can submit estimate requests through customizable web forms, and staff members can track, assign, and update these requests through a complete lifecycle with configurable statuses. The system supports file attachments, automated notifications, staff assignment with alerts, and integration with the platform's tagging and notification systems.
The Departments feature provides the organizational structure that powers ticket routing, team assignment, and communication workflows across the platform. Departments represent functional divisions within your organization (such as Support, Sales, Billing, or Operations) and serve as the backbone for directing customer inquiries and internal tasks to the right teams. Each department can be configured with email integration settings for automated ticket creation, staff assignments for routing, and visibility controls that determine whether customers can see and select the department when submitting requests through the Customer Portal.
The Customer Portal is the external-facing interface that provides your customers, tenants, residents, and business partners with secure, self-service access to their account information, services, and communications. Built with a modern, responsive design (the "inexxus-25" theme), the portal delivers a professional and intuitive experience across desktop and mobile devices. Customers can view invoices, track projects, submit and monitor support tickets, access contracts, browse knowledge base articles, request estimates, view announcements, book services, manage their profile, and much more -- all without needing to contact your team directly. The portal reduces administrative overhead while giving customers full transparency into their relationship with your organization.
The Credit Notes feature provides a formal mechanism for issuing credits to clients, managing refunds, and applying credit balances against outstanding invoices. Credit notes function as financial documents that reduce the amount a client owes, and they follow a structured lifecycle with statuses of Open, Closed, and Void. Each credit note includes itemized line items, tax calculations, billing and shipping addresses, and supports file attachments.
Credit notes can be created independently or generated directly from an existing invoice, automatically carrying over all line items, tax rates, discounts, billing details, and custom field values. Once created, the available credit balance can be applied to one or more open invoices to offset amounts due, or refunds can be issued against the credit note. The system continuously tracks remaining credits, used credits, and total refunds to maintain accurate financial balances.
The platform handles the complete credit note workflow including sequential numbering, email delivery to clients, status management, and automatic invoice status recalculation when credits are applied or removed. All actions are logged for a full audit trail.
The **Contracts** feature provides a complete contract lifecycle management system for creating, tracking, renewing, and archiving agreements with your customers. It enables your organization to maintain a structured repository of all active and historical contracts, with built-in support for electronic signatures, contract renewals, expiration tracking, and customer-facing sharing through the portal.
Each contract captures essential agreement details including subject, description, contract type, customer association, start and end dates, monetary value, and rich content with merge field support. The content editor allows you to compose contract documents using dynamic merge fields that automatically populate customer, contract, and company information — ensuring accuracy and eliminating manual data entry errors. Contracts also support comments, attachments, internal notes, and custom fields for comprehensive record-keeping.
The Contracts feature integrates tightly with the Customer Portal, where customers can view their contracts, leave comments, and sign agreements electronically. Administrators can control contract visibility, send contracts via email with attached documents, manage renewal cycles with signature preservation options, and track the complete history of each agreement from creation through expiration.
Customer Management is the central hub for maintaining all information about your clients, their contacts, and their ongoing relationship with your organization. Every client record holds company details, billing and shipping addresses, primary and secondary contacts, group memberships, custom fields, and a full history of all associated financial documents, projects, and support interactions.
The feature supports a complete contact management lifecycle, from initial creation or lead conversion through ongoing account maintenance. Each client can have multiple contacts with individually configured portal access permissions, email notification preferences, and security settings. Administrators can group clients for targeted communications and reporting, manage billing details that cascade to invoices and estimates, and store sensitive information in an encrypted vault.
On the Customer Portal side, contacts can self-register, manage their own profile, update company details, upload files, and access a financial statement view. The platform includes email verification, registration confirmation workflows, and granular permission controls that determine what each contact can see and do within the portal.
The Calendar feature provides a unified scheduling view that consolidates all time-sensitive items across the platform into a single, interactive calendar interface. Rather than checking multiple sections of the platform to understand what is due, scheduled, or upcoming, team members can see everything in one place. The calendar supports Google Calendar synchronization, extensive filtering options, and direct event management. It serves as the central scheduling hub for daily operations, bringing together events, tasks, projects, invoices, estimates, proposals, contracts, and reminders from across the entire platform.
The Announcements feature provides a comprehensive communication hub for broadcasting important messages, updates, and event notices across your organization. Administrators can create, schedule, and manage announcements with rich content, categorization, and targeted audience controls. Announcements can be directed to internal staff members, external customers through the Customer Portal, or both audiences simultaneously. With built-in approval workflows, presence confirmation tracking, and date-based scheduling, this feature ensures that critical information reaches the right people at the right time.