Enabled Features
NextLevelize your workflow with capabilities selected for public marketing.
Only enabled marketing items appear on this page. Disabled and deleted items are not included when the plugin recreates the public pages.
Clients and Sites
Maintain client identity, contacts, verified addresses, notes, status, and service history in one authoritative record.
Estimates and Approvals
Create professional estimates with products, services, tax handling, revisions, approval history, and linked work.
Workorders and Scheduling
Coordinate one-time and recurring work, assigned users, service status, reminders, and responsive scheduling.
Service Reports
Capture completed service details, notes, photos, and customer-facing reports delivered inline and as a PDF attachment.
Invoices and Accounting
Create invoice records from supported workflows and synchronize with an authenticated accounting service when licensed, configured, and available.
Message Centre
Organize company and customer conversations through verified email and optional SMS routing when licensed and configured.
Products and Services
Maintain a catalogue of descriptions, prices, tax treatment, and accounting mappings.
Reviews and Feedback
Request customer ratings, collect private feedback, and guide eligible customers through configured review workflows.
Users and Group Permissions
Invite users, assign mandatory and additional groups, and control feature access at the group level.
Branding and Templates
Apply company identity, colours, logos, favicons, customer-document templates, and communication templates.
Verified Integrations and Storage
Connect supported accounting, address, email, SMS, licensing, and storage services only after configuration, authentication, and connectivity are verified.
Security, Licensing, and Audit
Protect access with two-factor authentication, account isolation, authenticated APIs, entitlement enforcement, encrypted secrets, and detailed audit records.
NextLevelize your service delivery from one workspace.
Create a company and configure the capabilities available through your licence.