Feature Reference
One page per feature module - what it does and where it lives.
Analytics (KPIs)
90+ KPIs across 15 categories at /analytics. Period selector, compare mode, trend charts, drill-downs.
Audit Log
Field-level before/after history. The forensic record of who changed what, when.
Calendar
Month, week, day, list, timeline, and team views of every scheduled job.
Checklists
Reusable QC checklist templates applied to jobs. Per-item pass/fail with optional photo or note.
Compliance
Track certifications, licenses, and insurance expiry across the team, trucks, and equipment.
Credit Memos
Issue a credit against an invoice and apply it to a balance, in full or in part.
Customer Feedback
Survey templates, campaigns, scheduled cadence, and Happiness / Loyalty / Effort metrics.
Customer Portal
Token-gated customer self-service: invoices, estimates, messages, booking, surveys.
Customers
Customer records, sites, contacts, equipment history, portal access, merge.
Dashboard
KPI tiles, charts, activity feed, weather. The home screen for office staff.
Dispatch Board
Drag-and-drop board for assigning jobs to techs. Tech lanes, conflict warnings, day and week views.
Estimates
Build quotes from the Price Book, send for approval, collect a deposit, convert to a job.
Expenses
Employee expense tracking with categories, receipt attachments, and an approval flow.
Fleet & Vehicles
Vehicle list, maintenance logs, mileage, assigned techs.
Import (CSV)
Bulk-load your records from a spreadsheet when you're moving off another tool.
Invoices
One-off and job-linked invoices. Stripe Checkout, partial payments, print to PDF.
Job Templates
Pre-built job recipes: description, required skills, estimated duration, default checklists.
Jobs
Work orders: status, multi-tech assignment, geo check-in, phases, bulk operations.
Knowledge Base
Internal wiki for your team: SOPs, troubleshooting guides, training notes. Plus a master library.
Map & Routes
See the day's jobs on a map. Order each tech's stops into a route and hand off to Maps.
My Jobs (Field App)
The tech's mobile view: today's list, on-my-way, check in, time, parts, photos, signature.
Notifications
In-app feed, web push, email, with per-user preferences.
Parts & Inventory
Catalog parts, set reorder points, track stock by location, log use on jobs.
Pass the Wrench
A Business-tier shop covers a newer shop's first three months on Manuall, the way someone got you started.
Payroll Export
CSV export of hours and gross pay per tech for a date range. Simple weekly OT (1.5x over 40).
Permits
Per-job permit tracking with fees, inspection dates, and status. Plus a cross-job audit list.
Price Book (Services)
Your service catalog: three-tier pricing, cost and margin, parts BOM, bulk markup.
Public API & Webhooks
Read-only REST API at /api/v1/*, plus outbound webhooks with HMAC-signed payloads.
Public Booking
An anonymous booking page at /book/{CompanyCode} that turns website visitors into leads.
Purchase Orders
Raise POs to suppliers, run them through approval, receive into stock.
QuickBooks Online
One-way (outbound) sync: customers, invoices, and payments push to QuickBooks.
Recurring Invoices
Auto-generate invoices on a schedule. Same end rules and pause/resume as recurring jobs.
Recurring Jobs
Auto-generate a job each cycle: cadence, end rules, pause/resume, skip holidays.
Seasonal Pricing
Date-window price adjustments for peak and off-season rates.
Service Contracts
Maintenance agreements with renewal tracking and linked recurring schedules.
Subcontractors
Sub list, insurance dates, per-job assignment, year-end 1099 prep.
Team & Availability
Team profiles, skills, certifications, weekly schedule, service radius, PTO blockers.
Team Chat
Channels, direct messages, unread badges, mentions, archiving.
Time Entries
Start/stop timer, manual entry, Work vs Travel hours, feeds payroll export.
Trash & Recovery
Recover soft-deleted records, or permanently delete them. Admin-only.
Warranties
Warranty claim workflow, claim vs approved amount, and a one-click callback job.