Projects & CollaborationModule 208 apps
The work that is not an order — and the talking around it Coming by Holi
Not every business runs on orders. A law firm runs on cases, an agency on engagements, a workshop on jobs, a builder on sites. This module holds that work on the same records as everything else, so the time, the cost, the documents and the decisions attached to it end up in the books rather than in somebody’s inbox.
Reads fromCRMSalesHR & PayrollInventory & Catalog
Writes toAccounting & GSTHR & PayrollCRM
Part of Work & Collaboration
| Matter | Client | Stage | Hours | Due |
|---|---|---|---|---|
| GST-2026-11 | Skyward Robotics | Assessment reply | 62 | 4 Aug |
| ARB-118 | Harbour Metals | Evidence filed | 148 | 21 Aug |
| AUD-FY26 | Delta Packaging | Fieldwork | 204 | 12 Aug |
| INC-909 | R. Nair | Awaiting client | 18 | — |
8 apps in Projects & Collaboration
Projects & Cases
A project, a case file, an engagement or a job — whatever your work is called. Stages you define, owners, deadlines, documents, billable time and real cost, all on one record the ledger can see.
Timesheets & Planning
Who is on what this week, and the hours that actually went in — against a project, a case, a job or a machine. Billable and non-billable separated, so a rate card turns straight into an invoice and a real cost.
Approvals
One queue for everything waiting on a yes — a purchase order, a discount, a leave day, a credit note, a payment. The rule that sent it there is on the screen next to it, and the decision goes to the audit record.
Forum
Questions and answers that outlive a chat — for customers, dealers or staff — with the useful ones kept where the next person will actually find them.
Automation Studio
The place a person builds “when this happens, do that” by dragging it out and watching it run — a trigger, the steps after it, a branch where the answer decides which way to go — over the same event stream every module already writes to. Marketing’s Automation aims that idea at campaigns; this is the general one, reaching any module: a payment marked short holds the next dispatch and opens a claim, a worker’s pooled output crossing a threshold raises the payout for approval, a return marked damaged writes off the piece and messages the buyer. Every run is kept — what fired it, each step, what each step returned — because an automation nobody can inspect afterwards is a rule the business cannot trust with its money.
Discuss
Conversation attached to the record it is about: this order, this bill, this case. A year later the reason for a decision is still sitting next to the decision.
Knowledge Base
A searchable internal wiki of standard operating procedures, scoped to the role it applies to, so how a task is meant to be done is written down once instead of carried in one person’s head.
AI Fields & Plain-Language Rules
A field on any record that the AI fills in — a summary, a category, a next step — and rules written as a sentence instead of a formula. Every value says it was written by the AI, and a person can correct it.