Browse
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
Ops is the launch hardening surface. It is restricted to staff/admins (depending on your internal policy).
Key pages
- Ops Dashboard - health, versions, and operational status.
- Launch Checks - Launch Gate items that must be green to go live.
- Storage - S3 posture, smoke tests, production readiness checklist.
- Retention - data retention policy and cleanup operations.
- Support Mode - staff-only temporary access to a customer company for support.
Launch Gate
Treat Launch Gate as a checklist with evidence. Don’t ship until every required item is complete and dated.