Feature index
All 464 capabilities.
No roadmap.
Every capability listed here is built into the platform today. Search by keyword or filter by group.
464 of 464
- #001Lead managementCreate and manage construction enquiries and prospective customers.
- #002Website enquiry captureEnquiries from your public website land straight in the lead pipeline.
- #003Lead ownershipAssign each enquiry to a responsible member of staff.
- #004Lead status pipelineTrack leads through enquiry, visit, quotation and conversion.
- #005Lead contact recordsCustomer telephone, email, address and project information in one place.
- #006Service type captureRecord the type of construction work requested.
- #007Job address and postcodeThe proposed project location is stored separately from the client's own address.
- #008Lead archivingClosed or rejected leads are archived without destroying their history.
- #009Job visit schedulingCreate and schedule site visits.
- #010Visit assignmentAssign an estimator or any other team member.
- #011Customer visit confirmationThe customer is sent a confirmation automatically.
- #012Staff visit notificationThe assigned visitor is notified.
- #013Visit status trackingProvisional, confirmed or cancelled.
- #014Arrival and completion trackingRecord when the estimator arrives and when the visit is completed.
- #015MeasurementsCapture measurements on site.
- #016Labour requirements
- #017Material requirements
- #018Plant and tool requirements
- #019Waste requirements
- #020Estimated job duration
- #021Recommended start date
- #022Internal visit notes
- #023Site visit attachmentsPhotos, videos and other evidence from the visit.
- #024Visit outcome tracking
- #025Upcoming visit dashboard
- #026Construction quotation builder
- #027Direct quotation creation
- #028Quotation linked to lead
- #029Scope of works
- #030Exclusions
- #031Labour, material and service lines
- #032Quantity and unit pricing
- #033VAT handling
- #034Deposit percentage
- #035Expected start
- #036Estimated duration
- #037Payment terms
- #038Quote brandingEach quote carries the right company brand and contracting profile, not one fixed document identity.
- #039Secure customer quotation link
- #040Expiring response token
- #041Customer quote acceptance
- #042Customer quote rejection
- #043Customer response audit trailRecords who responded, when, and by what method.
- #044Quotation validity extension
- #045Accepted quote to jobAn accepted quote converts into a job.
- #046Accepted quote to sales order
- #047Accepted quote to project
- #048Quotation pipeline automation
- #049Automated pre-issue contract reviewA dedicated Legal Desk reviews the customer contract before it is issued.
- #050Fail-closed legal gateA contract that fails review, or needs material correction, cannot continue through the normal issue workflow.
- #051Dedicated legal review agentReviews are carried out by a senior legal review agent.
- #052Contract quality checksSpelling, grammar, clarity, duplication, consistency, formatting, contradictions and removal of internal notes.
- #053Commercial integrity protectionThe legal agent has no authority to silently change accepted prices or commercial figures.
- #054Accepted quotation preservationThe accepted quotation remains the source commercial record.
- #055Contract-only reviewed snapshotLegal wording is reviewed without rewriting the source quotation.
- #056Material change detection
- #057Contract source hashDetects whether reviewed contract material changed afterwards.
- #058Legal review versioning
- #059Legal review statusNot reviewed, reviewing, passed, blocked or failed.
- #060Legal review audit dataAgent, model, version, timestamp and review data are recorded.
- #061Legal correction loopSeveral controlled correction and review cycles are supported.
- #062Customer contract negotiationCustomer change requests can trigger a revised contract review.
- #063Manager revision instructions
- #064Contract revision rounds
- #065Contract entity selectionThe correct contracting legal entity and brand are applied.
- #066Contract PDF generation
- #067Signed agreement record
- #068Contract notifications
- #069Deposit invoice
- #070Booking fee invoice
- #071Progress invoice
- #072Final account invoice
- #073Retention release invoice
- #074Bank transfer payment instructionsRequest payment without paying for an expensive card gateway.
- #075Secure deposit payment and information portal
- #076Deposit statusSetup required, ready, requested, partially paid or paid.
- #077Payment schedule
- #078Project billing records
- #079Invoice to project link
- #080Payment receipt tracking
- #081Customer outstanding balance
- #082Automatic project creation from accepted work
- #083Dedicated project workspace
- #084Project site
- #085Site address
- #086Site coordinates
- #087Geofence radius
- #088Project manager assignment
- #089Site supervisor assignment
- #090Project team assignment
- #091Project start and expected completion
- #092Contract value
- #093Project status
- #094Project programme
- #095Base working days
- #096Programme adjustments for variations
- #097Construction tasks
- #098Task assignment
- #099Task details
- #100Task completion
- #101Task alerts
- #102Refer a task to another person
- #103Project document storage
- #104Project evidence typesSite photo, video, measurement, handover document, completion photo, warranty or guarantee, certificate, manual, drawing or plan, document and other.
- #105Worker accounts
- #106Dedicated worker login
- #107Worker PWA
- #108Dedicated worker hostWorkers use their own web address, separate from the office app.
- #109Worker registration
- #110Worker approval workflow
- #111Worker profile
- #112Worker contact details
- #113Worker project assignment
- #114Worker skills and job matching foundation
- #115Worker job offers
- #116Worker offer acceptance
- #117Worker offer decline
- #118Worker booking
- #119Daily rate booking
- #120Worker schedule
- #121Cancelled shift handling
- #122Worker job list
- #123Worker project ledger
- #124Worker payment records
- #125Worker compliance documents
- #126Document expiry and compliance handling
- #127Worker clock-in
- #128Worker clock-out
- #129GPS capture
- #130Project geofencingClock-ins are checked against each project's geofence.
- #131Arrival photo
- #132Departure photo
- #133Site work session
- #134Start time
- #135End time
- #136Total hours
- #137GPS accuracy recording
- #138Distance from site
- #139Live location heartbeat while working
- #140Live site presence
- #141Outside-geofence detection
- #142Exit confirmation logicOne inaccurate GPS sample is never treated as a confirmed departure.
- #143Site exit count
- #144Outside-site duration
- #145Return-to-site detection
- #146Attendance verification
- #147Supervisor review
- #148Attendance exceptions
- #149Exception resolution
- #150Offline attendance support
- #151iOS location handling
- #152Android app and PWA handling
- #153Start break
- #154End break
- #155Break GPS capture
- #156Break duration
- #157Break validation
- #158Paid working time calculation foundation
- #159Manager attendance dashboard
- #160Live workforce view
- #161Who is on site right now
- #162Missing or abnormal attendance alerts
- #163No-clock-in exceptions
- #164Workforce alerts
- #165Manager view-as and attendance review controls
- #166Action CentreEvery operational item that needs attention, in one place.
- #167Operations Hub
- #168Daily site diary
- #169Workers on site
- #170Work completed
- #171Delays
- #172Incidents
- #173Client instructions
- #174Site notes
- #175Site photos
- #176Site videos
- #177Follow-up actions
- #178Diary roster integration
- #179AI site progress analysis
- #180AI site report generation
- #181Voice site report processing
- #182Audio report processing
- #183Video and media report pipeline
- #184Timestamped AI operations
- #185Human and system evidence preservationThe AI pipeline never replaces the original site evidence.
- #186Telegram construction bot
- #187Telegram user linking
- #188Telegram site session
- #189Telegram site messages
- #190Voice site reports through Telegram
- #191Video site reports through Telegram
- #192Site diary media through Telegram
- #193Receipt upload through Telegram
- #194Telegram receipt review buttonsFor unclear receipts the bot asks for the project, paid or not paid, duplicate confirmation, record or reject.
- #195Dedicated Telegram background queueTelegram work runs on its own queue, so it never slows the office.
- #196Telegram media reduction
- #197Telegram operational notifications
- #198Project variation
- #199Variation linked to original quote
- #200Variation linked to original sales order
- #201Variation reason
- #202Variation labour cost
- #203Variation material cost
- #204Variation customer price
- #205Variation customer approval
- #206Variation rejection
- #207Programme impact days
- #208Variation activation
- #209Variation invoice
- #210Variation settlement tracking
- #211Supplier records
- #212Material and item records
- #213Material requests
- #214Purchase orders
- #215Purchase receipts
- #216Purchase invoices
- #217Project-linked purchasing
- #218Purchase-before-mobilisation controls
- #219Supplier payment records
- #220Supplier payables
- #221Outstanding supplier amounts
- #222Receipt photo upload
- #223Supplier invoice PDF upload
- #224Project receipt upload
- #225Bulk invoice upload in the Accounting Hub
- #226Telegram receipt upload
- #227AI receipt reader
- #228Image receipt recognition
- #229PDF text extraction
- #230Image-only PDF readingScanned, picture-only PDFs are rendered and read too.
- #231Supplier extraction
- #232Invoice number extraction
- #233Purchase date extraction
- #234Currency extraction
- #235Net, VAT and gross extraction
- #236Payment method detection
- #237Paid or unpaid detection
- #238Line item extraction
- #239Expense category suggestion
- #240Project suggestion
- #241Confidence scoring
- #242Exact duplicate detection by file hash
- #243Near-duplicate detection
- #244Manual review before posting
- #245Correction audit trail
- #246Payment proof attachment
- #247Automatic supplier bill creation
- #248Automatic payment entry where justified
- #249Immutable original evidence
- #250Append-only receipt event historyUpload, extraction, corrections, confirmation, accounting creation and recalculation are all recorded.
- #251Project purchase cost
- #252Project labour cost
- #253Worker pay allocation by project
- #254Supplier costs
- #255Staff expenses
- #256Other ledger costs
- #257Actual project cost
- #258Forecast cost
- #259Contract value
- #260Amount invoiced
- #261Amount received
- #262Customer outstanding
- #263Still to invoice
- #264Gross profit
- #265Project cash in
- #266Project cash out
- #267Committed cash
- #268Linked cash position
- #269Cost by type
- #270Costs by month
- #271Labour by day
- #272Project finance dashboard
- #273Staff expense claims
- #274Director-paid expenses
- #275Staff-paid expenses
- #276Director loan accounting
- #277Staff expenses owed accounting
- #278Expense reimbursement tracking
- #279Worker payments
- #280Labour ledger
- #281UK pay rules
- #282Pay year records
- #283Owner-only Accounting Hub
- #284ERPNext as the single ledgerThe Accounting Hub never keeps a second, shadow ledger.
- #285Financial dashboard
- #286Current bank position
- #287Cash position
- #288Income
- #289Costs
- #290Net profit
- #29112-month income trend
- #29212-month cost trend
- #293Cost distribution
- #294Money owed to the company
- #295Money the company owes
- #296Accounting attention queue
- #297General ledger viewer
- #298Ledger evidence viewer
- #299Financial year management
- #300Filed-year locking
- #301Statutory accounts snapshot
- #302Accounting submission evidence
- #303Full accounting review
- #304Bank statement upload
- #305Bank transaction import
- #306Duplicate statement detection
- #307Statement balance validation
- #308Closing balance recording
- #309Every bank transaction view
- #310Search and filteringBy bank account, date, words and amount.
- #311Evidence statusEvidenced lines show green; missing evidence stands out.
- #312Open the linked invoice or receipt
- #313Bank transaction questions
- #314Ask the person who made the payment
- #315Accounting bank query
- #316Open and resolved query workflow
- #317Automatic bank matching
- #318Match existing payment entries
- #319Match journal entries
- #320Match supplier invoices
- #321Categorise expenses
- #322Categorise income
- #323Identify transfers
- #324Intercompany transfer handling
- #325Owner and internal transfer handling
- #326Confidence thresholdLow-confidence items become questions instead of automatic postings.
- #327Seven-day same-money duplicate protection
- #328No double posting
- #329Filed-year protection
- #330Agent action audit trail
- #331Reason and confidence recording
- #332Undo an agent action
- #333Release a transaction for reconsideration
- #334Human question escalation
- #335VAT accounting
- #336Input VAT
- #337Output VAT
- #338VAT period allocation
- #339Advance-payment VAT handling
- #340Filed VAT return controls
- #341Previous VAT submission import
- #342VAT PDF reader
- #343Automatic detection of VAT boxes 1–9
- #344VAT period extraction
- #345VAT number extraction
- #346Submission reference extraction
- #347Submission date extraction
- #348Box arithmetic validation
- #349Human verification before import
- #350Earlier-dated document handling
- #351Unclaimable VAT protectionA document showing VAT without a valid supplier VAT number is not treated as recoverable VAT.
- #352Ask the Accounting Team
- #353Bookkeeper agent
- #354Senior accountant and tax agent
- #355Automatic agent routing
- #356Live ledger context
- #357Read-only AI architectureThe AI cannot change the ledger from chat.
- #358Current-year analysis
- #359Bank and cash analysis
- #360P&L analysis
- #361VAT context
- #362PAYE and CIS context
- #363Reconciliation context
- #364Outstanding invoice context
- #365Accounting task context
- #366Customer receivables
- #367Outstanding invoice monitoring
- #368Customer balance
- #369Credit control workflow
- #370Payment follow-up foundation
- #371Subcontract agreements
- #372Construction subcontract terms
- #373Subcontract issue
- #374Subcontract signature
- #375Project and subcontract link
- #376Worker and subcontractor records
- #377Subcontract notifications
- #378Project closeout
- #379Handover workflow
- #380Project handover report
- #381Completion documentation
- #382Handover evidence
- #383Completion photos
- #384Certificates
- #385Manuals and instructions
- #386Warranty documents
- #387Final balance invoice
- #388Project aftercare
- #389Customer-reported defects
- #390Warranty assessment
- #391Warranty expiry snapshot
- #392Customer contact details for aftercare
- #393Access preference
- #394Aftercare issue tracking
- #395Resolution photo
- #396Customer-visible aftercare status
- #397In-app notification centre
- #398Email notifications
- #399Telegram notifications
- #400Push notification infrastructure
- #401Notification by event typeEnquiry, visit, quotation, customer decision, contract, order and deposit, project, tasks, worker offers, offer responses and worker registration.
- #402Per-role email routing
- #403Named-user routing
- #404Office copy routing
- #405User email opt-out
- #406Telegram user linking
- #407Background deliveryA failed notification never rolls back the business action.
- #408Notification suppression for testing
- #409Owner role
- #410Operations admin
- #411Project manager
- #412Site supervisor
- #413Secretary
- #414Accounts
- #415Estimator
- #416Worker
- #417Role-based permissions
- #418Job-scoped permissions
- #419Project-specific access
- #420Team invites
- #421People management
- #422Employee records
- #423Worker and employee identity mapping
- #424OTP sign-in
- #425Two-factor authentication infrastructure
- #426Session guard
- #427Secure quote response page
- #428Deposit page
- #429Customer project information
- #430Public request-a-quote
- #431Work-with-us worker recruitment
- #432Worker registration
- #433Customer-facing handover
- #434Customer aftercare interface
- #435Installable PWA
- #436Mobile-friendly manager UI
- #437Dedicated worker PWA
- #438App icon and manifest
- #439Android app-link support
- #440iOS location handling
- #441Mobile attendance
- #442Mobile camera capture
- #443Mobile receipt capture
- #444Private evidence files
- #445Role-based data access
- #446API authorisation tests
- #447Session security
- #448Web security hardening
- #449Secret separationAI integration tokens are mounted as secrets, never embedded in application code.
- #450Transactional financial writes
- #451Duplicate controls
- #452Audit trails
- #453Document versioning
- #454Migration guards
- #455Ledger-preserving migration checks
- #456Health monitoringA watchdog checks the platform about every five minutes.
- #457Daily production backup
- #458Weekly restore verificationBackups are restored into an isolated environment every week to prove they work.
- #459Weekly housekeeping
- #460Dedicated database
- #461Dedicated Redis cache
- #462Dedicated Redis queue
- #463Dedicated background workers
- #464Dedicated Telegram worker
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