Module overview
Pick the areas that match how you operate
Fullvue connects sales, jobs, field execution, billing, purchasing, inventory, counter/POS, assets, rentals, messaging, and workforce tools in one permissioned system—without forcing you to buy capabilities you will not use.
Core (Jobs)
Pain: Job detail, labor, materials, and customer context live in different places.
Outcome: One job record anchors customers, locations, time and materials, departments, and profitability views like cost sheets—so invoicing and purchasing trace back to real work. Invited customers can use the portal for jobs, billing, quotes, rentals, and chat where you enable it.
- Employees and customers in shared reference data
- Customer sites with addresses and map markers where you use them
- Group customers by industry for reporting
- Log time, materials, and extras against jobs
- Departments tailored to how your crews actually run
- Cost sheet style views for margin visibility
Field (off-site service)
Pain: Dispatch and field staff do not see the same schedule and job context.
Outcome: Field flows add road sheets, job schedules, in-house views, and audit-ready states—mileage and trip data crews can follow on the road.
- Road sheets and job schedules crews can follow
- In-house job views separate shop work from field routes
- Log mileage and streamline trip entry on job records
Invoicing
Pain: Billing drifts away from what crews logged on the job.
Outcome: Build invoices from recorded job data, adjust lines when reality differs, email PDFs and track reads—and sync billing documents toward QuickBooks Online where you connect it.
- Draft invoices straight from completed job detail
- Edit quantities, descriptions, and pricing before sending
- Email invoices and monitor delivery/read status
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
Purchasing & advanced inventory
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
Safety Data Sheets (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
Payroll & time
Pain: Payroll clerks chase screenshots of punches that never matched jobs.
Outcome: Time punches, shifts, absences, and payroll-ready exports stay beside job time so leadership can reconcile labor honesty before payroll runs.
- Generate period hours from punches
- Notes channel between supervisors and payroll processors
- Absence tracking with accrued balances where configured
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 / Point of sale
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
Attendance
Pain: Clock punches and schedules are reconciled in spreadsheets after payroll is already wrong.
Outcome: Time punches, schedules, and payroll-period attendance reporting deploy alongside HR and payroll so leadership compares punch time to job time.
- Quick in/out punches from navigation
- Schedules and payroll-period attendance reports
- Aligns with Payroll and Human Resources workflows
Need help sequencing modules?
Start where you leak margin—usually jobs + invoicing—then fold purchasing and payroll once data trusts the system.