Document Center
Organize documents by year in your workspace. If you choose accountant support, share only the folders you select.
Included in every client workspace
Explore Details : Document CenterServices
Run daily operations with our customizable Client Application, without purchasing accounting services. Add Accounting & Tax support only if you need it—or choose those professional services on their own.
Standalone business-management software for stock, fieldwork, teams and documents. Accounting services are not required.6 options
Organize documents by year in your workspace. If you choose accountant support, share only the folders you select.
Included in every client workspace
Explore Details : Document CenterTrack quantities and purchases, record stock check-ins and check-outs with barcodes, and choose or disable low-stock thresholds for each item.
Explore Details : Simple Inventory TrackingCoordinate stock across warehouses and trucks, including transfers and reconciliations.
Explore Details : Complex Inventory TrackingReview receipt, purchase order and invoice drafts before approving data or inventory changes.
Staging preview uses simulated extraction, not live AI
Explore Details : AI FeaturesCoordinate technician assignments, job progress, parts and reviewed invoices.
Includes Jobs. Assignment maps use job addresses, never technician tracking. Map connection required.
Explore Details : Technician DispatchCreate customer job posts and work items without required fields. Attach an email or PDF, or enter details manually.
Available independently; included with Technician Dispatch. AI extraction requires separate enablement and connection.
Explore Details : JobsAccounting services are optional, not a requirement to use the application. Request tools or services during onboarding or anytime in your portal; GND reviews requests before activation. Staging access is invitation-only. Live AI extraction and external accounting/payroll integrations are not connected.
Not sure where to start? We’ll help you choose a clear next step.
Discuss Your Options →