Module overview
Pick the areas that match how you operate
FullVue is modular. Enable Field, Counter, Accounting, Rentals, Email, and more when they fit how you operate—without buying a separate product for each department. Sales, jobs, field, invoicing, purchasing, and workforce tools share one permissioned system.
AI
Pain: Answers live in reports and tabs—owners spend Monday hunting instead of deciding.
Outcome: A permission-aware assistant that answers questions from your FullVue data, plus assist-tier polish and table explanations. Read and assist only—metered with AI credits, no silent edits.
- Ask natural-language questions about jobs, sales, and operational data you can already see
- Get answers grounded in FullVue—not a generic chatbot
- Use assist-tier polish and table explain for everyday clarity
- No write mode—it does not post invoices or rewrite jobs
Core
Pain: Job detail, labor, materials, and customer context live in different places.
Outcome: Core is the company hub—customers and vendors, jobs with costing, inventory, permissions, search, and settings—so every other module has a single source of truth. Invited customers can use the portal for jobs, quotes, invoices, and documents where you enable it.
- Run jobs with tasks, materials, mileage, extras, and audit-ready states
- Maintain customers, vendors, locations, and role-based access
- Find records fast with global search and home dashboard widgets
- Configure PDF templates, announcements, and onboarding for new teams
Field
Pain: Dispatch and field staff do not see the same schedule and job context.
Outcome: Field turns daily road sheets, schedules, mileage, and on-site closeout into operational truth—so office and crew stop arguing from different notes.
- Capture daily field records tied to jobs
- Schedule field work and track job mileage
- Close out on site with photos and customer signature when configured
- Keep working with offline-friendly field sync when signal drops
Invoicing
Pain: Billing drifts away from what crews logged on the job.
Outcome: Turn completed work into invoices and payments, including public pay-by-link so customers can pay by card after FoundTech Payments is set up.
- Create and send invoices tied to jobs and sales
- Record payments and track AR in the same system
- Share pay links customers can open without a staff login
- Keep billing documents on brand with templates
Sales
Pain: Opportunities die in inboxes and quotes never tie cleanly to executed jobs.
Outcome: Track pipeline work, build structured quotes, collect signatures on customer-facing quote links, and convert wins into jobs with estimates you can compare to actuals later.
- Opportunity tracking with structured detail
- Quote builders and customer-facing quote signing links
- Convert accepted quotes into jobs for downstream billing
Accounting
Pain: Operators who need a real ledger still retype cash documents into a side system—or get sold a fake “sync.”
Outcome: An in-app general ledger—AR/AP, journals, bank reconciliation, budgets, and financial reports—with file-based bank import. Pair it with one-way QuickBooks Online push when your accountant lives in QBO.
- Maintain chart of accounts, journals, and fiscal periods
- Reconcile bank accounts and import CSV/OFX/QFX files
- Run financial reports without exporting to a side spreadsheet first
- Optional one-way QuickBooks Online push—not two-way sync, not live bank feeds
Purchasing
Pain: Parts orders outrun receiving and invoices rarely tie back to jobs.
Outcome: Formal POs, vendor records, bills, and inventory balances stay aligned so crews bill what they actually used.
- Create purchase orders routed to vendors
- Follow PO lifecycle from submitted through received
- Match vendor bills and payments
- Inventory counts tied into operational workflows
- Units conversions between stocking and selling when sizes differ
To-Dos
Pain: Non-job tasks disappear into sticky notes.
Outcome: Shared execution lists with owners, statuses, and notes so operational follow-through stays visible.
- Capture assignments outside formal jobs
- Track progress with notes hand-offs between shifts
SDS
Pain: Compliance binders do not travel with crews.
Outcome: Central SDS library that stays searchable—especially valuable when hazardous materials documentation matters for audits or safety meetings.
- Upload SDS revisions once
- Search quickly when crews ask “which revision is current?”
Human Resources
Pain: Personnel notes scatter across email and folders.
Outcome: Structured HR records—benefits, pay bands, reviews, kudos, and corrective notes—with timelines people can act on.
- Benefits enrollment snapshots per employee
- Performance reviews tied to roles
- Document coaching moments for accountability
Products
Pain: Serial numbers, BOM hints, and repair history live on paper.
Outcome: Product catalog entries linked into sales and support conversations so technicians quote parts confidently.
- Structured specs per SKU or assembly
- Faster lookups when diagnosing repeat repairs
Customer Support
Pain: Callbacks bounce between voicemail and spreadsheets.
Outcome: Tickets anchored to customers and installed products so resolutions capture labor and parts when billing applies.
- Issue threads alongside catalog context
- Track shipped parts or onsite labor for invoices
Production Meetings
Pain: Morning huddles never capture commitments.
Outcome: Standing agenda tooling before, during, and after meetings so production rhythms leave an audit trail.
- Central place for notes and follow-ups tied to ops cadence
Assets
Pain: Fleet tools, shop equipment, laptops, and software licenses live in separate registers—or nowhere at all.
Outcome: One unified asset register for equipment, devices, components, and software—with assignments, costs, attachments, and links between records.
- Shop and fleet equipment with assignments and utilization
- Devices, components, and software in the same module
- Configurable asset types and ties to Rentals when enabled
Rentals
Pain: Rental reservations and returns do not connect to the assets you bill or dispatch.
Outcome: Reservations, checkout, and returns tie to rentable asset types—aligned with jobs and customer visibility in the portal.
- Rental reservations and checkout workflows
- Returns tracking against rented assets
- Connected to Assets categories you mark as rentable
Counter
Pain: Counter sales and memberships sit outside the job software your crews already use.
Outcome: Register-oriented dashboards, promotions, memberships, loyalty, punch cards, promo codes, fees, and stored value—alongside traditional sales and job permissions.
- POS dashboard and register workflows
- Promotions, memberships, loyalty, and stored value
- Permissioned with the sales and job areas you already run
Tether
Pain: Decisions made in texts and email never tie back to jobs or customers.
Outcome: Team channels, DMs, customer chat for staff, and personal notes—coordination inside FullVue instead of another chat app.
- Group channels and direct messages
- Customer chat for service conversations
- Voice notes with optional transcription
Planner
Pain: Personal calendars ignore the jobs, quotes, and todos already in your system.
Outcome: Time-blocking with reminders on a calendar layered on operational items—jobs, quotes, todos—so individuals see their day in context.
- Personal schedule blocks with reminders
- Layers for jobs, quotes, and todos
- Complements Field schedules—not a replacement for dispatch
Pain: Work lives in FullVue; the inbox lives in another tab—and context never meets.
Outcome: Employees connect Google, Microsoft, or IMAP mailboxes to read and send from FullVue—separate from company transactional document email.
- Connect per-employee Google, Microsoft, or IMAP accounts
- Work inbox and compose without leaving FullVue
- Keep mailbox access distinct from Resend document senders
- Reduce tab-hopping between CRM-ish work and the inbox
SMS
Pain: Job updates and review asks live in personal phones—or never go out at all.
Outcome: Consented job texts, opt-in handling, review invites, and an optional AI receptionist for unmatched inbound leads—texting as a module, not a side spreadsheet.
- Text customers about jobs with consent-aware messaging
- Manage opt-in and opt-out the right way
- Optional AI receptionist for after-hours lead capture—not a full phone agent
Attendance
Pain: Clock punches and schedules are reconciled in spreadsheets after payroll is already wrong.
Outcome: A time clock plus staff scheduling that produces payroll-ready reports your bookkeeper or payroll provider runs with—and lets leadership compare punch time to job time.
- Quick in/out punches from navigation
- Week rosters, shift swaps, availability, and PTO accruals
- Period hours generated from punches—export for your payroll provider
- Aligns with Human Resources workflows
Need help sequencing modules?
Start a trial with Core plus the areas you leak margin—usually jobs and invoicing—then add purchasing, attendance, or Accounting as the data trusts the system.