All industries
Custom Company
Choose the tools your company uses.
Start with your own combination of work orders, inventory, mileage, finances, bids, staffing, and calendar.
Try this workspace
How the work flows.
Build a dashboard around your own process and manage your company’s options in Settings.
Choose your tools
Select Custom Company and choose the tools you need. Adjust the choices from Settings later.
Bring in your records
Use file imports for supported data or create a private incoming connection for projects, stock receipts, mileage, or contract leads.
Review each company on its own
Switch workspaces in Settings and open the records for the selected company.
See what needs attention.
An example work list for a custom company team.
Work list
Sample- Work ordersDashboard toolEnabled
- MileageDashboard toolEnabled
- Contract noticesSelect in Settings when neededOptional