What needs attention today?
A workspace snapshot and action inbox link back to the customer, job, or invoice that needs attention.
The ABS Platform
One workspace.
A connected way to work.
Bring customers, delivery, people, and operations into the same picture. Start with one workflow and expand into the supported modules your team needs.
$99/month · 10 full users · Early access
Connected by design
The context travels with the work.
One customer record connects the conversation, the scope, delivery, and the next action.
All supported core modules included. Availability and fit confirmed before billing.Explore the software
Choose a workflow.
See the whole business connect.
Try a fictional business with shared customers, jobs, parts, and assets. Each action carries its context forward.
01 / Connected workflow
CRM & customers
Keep customers, opportunities, and the next conversation together.
Explore workflow 02 / Connected workflowEstimating
Take off bid documents, build itemized estimates, and carry accepted work into delivery.
Explore workflow 03 / Connected workflowProject management
Give each job an owner, a due date, and a clear next step.
Explore workflow 04 / Connected workflowField operations
Schedule work and capture what happened on site.
Explore workflow 05 / Connected workflowInventory
Receive parts and track consumption against the work.
Explore workflow 06 / Connected workflowMaintenance & assets
Track equipment, preventive work, and service history.
Explore workflow 07 / Connected workflowFinancial visibility
Understand quoted revenue, actual costs, and job margin.
Explore workflow 08 / Connected workflowGrowth & follow-up
See where customers came from and plan the next touchpoint.
Explore workflowDemos use fictional data and run in your browser. They do not send messages, book work, take payment, or sync accounting. Production availability and implementation scope are confirmed during onboarding.
Reporting with a purpose
See the issue.
Open the work behind it.
Dashboards bring saved records into view. Follow a number to its source and make the next decision with the context in front of you.
The connected pathWorkspace view → Source record → Next action
Explore financial visibility Which opportunities need follow-up?
Pipeline stages, saved opportunity values, research gaps, and overdue follow-ups keep the next conversation visible.
Where is delivery blocked?
Owners, dependencies, deadlines, maintenance due, and parts thresholds make the handoff easier to manage.
What remains outstanding?
Invoice balances, recorded receipts, aging, and source freshness provide operational financial visibility.
What did automation actually do?
Recorded run outcomes, pending approvals, and failures make review and follow-up part of the workflow.
What should marketing do next?
Content plans, campaign work, reviews, and reported results sit alongside owners and deadlines.
Views depend on enabled modules and recorded data. Billing and financial visibility do not replace accounting, bank reconciliation, tax calculation, or payment collection.
Connections you choose
Keep the tools that matter.
Connect the next step.
Start with manual workflows. Enable a supported connection when the accounts, permissions, and responsibilities are ready.
Accounting balances
Optional QuickBooks and Xero connections import invoice and bill balances after an administrator authorizes a company and enables sync. Your accounting ledger stays authoritative.
Invoice payments
Optional Stripe-hosted checkout supports one-time USD invoice payments. Manual receipts remain available; refunds and exceptions require review.
Reviewed automation
Configure internal recipes for saved deals, projects, and accounts. Preview actions, review run outcomes, and retry failures. External runners require their own setup.
Early-access availability and provider setup are confirmed for your workspace. External subscriptions, processing fees, and paid consumption are separate. Public demos make no provider calls.
Review product scopeGetting started
A useful first workflow.
A clear next step.
Bring the way your business works today. Guided setup and reviewed imports help you start with records your team can use.
Plan your setupChoose an outcome
Organize customers, schedule an existing job, or prepare completed work for billing. Begin with the workflow that matters first.
Review your records
Bring a customer spreadsheet or supported export. Review column matches, duplicates, and held rows before applying the import.
Put it to work
Assign the next action, connect delivery, and give the team a shared view. Resume setup as you go, with implementation help available.
Accounting and CRM export guides support file imports. Choosing a tool during setup does not connect it. Live synchronization and migration scope are agreed separately.
What to expect