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Guides, permissions, workflows, and company operations.
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Getting Started Roles & Permissions Time Tracking Invoices & Payments Estimate Form Wizard Accounting Engine Accounts Receivable Client Credits A/R Aging Collections Statements Report Interpretation Profit & Loss Balance Sheet Trial Balance A/P Aging Storage & Files Billing & Subscriptions Real Estate Plan RE Settlements Workflow RE Commission Splits RE Reporting RE Follow-ups & Pipeline RE Access Controls Ops Console Production Runbook FAQ
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Use this section as the in-app manual. It mirrors the PDF under docs/ and is designed to prevent dead ends before launch.

User Manual (PDF)
Printable walkthrough of roles, workflows, and settings.
Open manual
Start here
First-time setup and the expected workflow.
Getting started
Roles & permissions
Exactly who can access what.
View matrix
Ops console
Launch Gate, storage posture, smoke tests, retention.
Ops guide Ops Console Production runbook
Storage & files
Direct S3 uploads + private downloads.
Storage guide Microsoft 365 integration
Time tracking
Timer, approvals, billable workflow.
Time tracking
Project measurements & formulas
How to configure units, values, and formulas used by project math.
Open guide
Invoices & payments
Documents, partial payments, refunds.
Invoices & payments Refunds
Accounting
Posting rules, reports, A/R + A/P.
Accounting Accounts receivable Client credits A/R aging Collections Statements Report interpretation Bills (A/P) Vendor credits A/P aging A/P reconciliation Recurring Bills
Billing
Trials, plans, seats, feature gating, and plan-level feature differences.
Billing Real Estate plan
FAQ
Answers to common operational questions.
FAQ
Legal
Terms, Privacy, Cookies, Security, AUP.
Legal
Recommended launch flow
  1. Create company → invite team → assign roles.
  2. Create client → create project → assign staff.
  3. Track time (draft → submit → approve) and convert unbilled to invoice.
  4. Record payment (partial supported) and confirm invoice status updates.
  5. Add expenses with receipts (direct upload) and confirm private download works.
  6. Upload project files (direct upload) and confirm private download works.
  7. Configure company tax estimate settings and validate dashboard/report output.
  8. Run one marketing email blast and one text blast using a filtered audience to validate delivery flow.
  9. Verify dashboard support forms (Bug fix + Upgrade request) submit correctly.
  10. Ops → Launch Checks: confirm all gates green before going live.