#Miscellaneous

Supporting features and settings used across the application.

#Data & Records

• Categories — Organize line items, leads, and articles into groups
• Stages — Workflow steps for tracking progress on services and deals
• Tags — Label and organize records
• Trash — Recover deleted records
• Templates — Reusable starter packs you can import or save your own snapshots from

#Tables & Data Management

• Import & Export — Bulk data operations
• Table Presets — Save and reuse table configurations
• Table Customization — Resize and toggle columns

#Beyond Your Workspace

• Marketplace — Public directory for discovering services and companies
• Client Portal — A simplified panel where your clients see their invoices, requests, and tickets
• Verification — Get a verified badge on your profile or business

#Plans & Billing

• Plans & Billing — Free, Starter, Pro, and Enterprise plans, billed per seat

#Integrations

• HTTP API (REST) — How API URLs are built (/api/app/{tenant}/…), finding your tenant ID, and Pro/Enterprise access

#Dashboard Tools

• Quick Notes — Personal notepad on your dashboard

#Configuration

• Organization Settings — Configure your organization