Product Overview
Multi-tenant by agency. Site-first configuration. Role-based access across every module.
Multi-Tenant Architecture
Each agency gets its own isolated environment with complete data separation. Manage multiple agencies within a single investor group while maintaining strict boundaries.
- Separate data per agency
- Agency groups for investor portfolios
- Cross-agency borrowing with controls
- Per-agency feature flags
Agency Structure
Sites → Posts → Shift Blocks → Shifts. Everything flows from your site configuration.
Role-Based Access
AgencyAdmin, OpsManager, Supervisor, Coordinator, QA Inspector, Payroll, Associate, Client PM — each role sees only what they need.
Roles & Portfolios
Supervisors own portfolios of sites. Associates are assigned to sites with orientation gates. Clients get a branded portal for their sites.
- Supervisor portfolios with region grouping
- Site-level assignments + orientation gates
- Client site access controls
- Full audit logs across all actions
Site-First Configuration
Everything starts with your sites and their posts. Define shift blocks, generate schedules, and manage coverage all from a single site view.
Sites
Locations with addresses, contacts, playbooks, and contracts
Posts
Front Desk, Fire Watch, etc. — each post has role requirements and billing settings
Shift Blocks
Recurring templates (Mon–Fri 8am–4pm) that auto-generate shifts on schedule publish
All Modules
Every module ships together. No per-module onboarding required — enable what you need, when you need it.
Scheduling
Shift blocks as weekly templates. Draft/publish with one click. Week copy, shift swap approvals, pre-shift briefings auto-sent.
GPS Clock & Timekeeping
GPS geofence + QR fallback. Auto-generated timesheets per site. Missed clock-in detection. OT audit cases.
Coverage Engine
5-rung auto-escalation ladder. Emergency assist mode. OT projection before approval. Auto-dispatch on time-off approval.
Command Center
SLA-tracked help request queue. On-call duty scheduling. Critical / High / Normal tiers. Auto-escalation on SLA breach.
QA & Site Standards
Field QA visits with photo. Site playbook editor. Red / Amber / Green site health. Findings auto-trigger retraining.
Academy & Compliance
Training-gated shift assignment. Quiz runner + certificate issuance. Annual recertification enforced. Policy acknowledgment gates.
Incident Management
SLA breach auto-escalation. Incident note threads. Legal hold. Full resolution audit trail.
Ops Intelligence
Daily snapshots per site. Contract radar with risk tiers. Supervisor performance matrix. Fill rate + OT + QA scoring.
Associate Mobile
Mobile-first PWA, any phone. Shift briefing with GPS directions. Structured shift notes. Training + certificates on device.