Complete product and deliverable inventory

100 practical ways
to build a better business.

Every product from the Aura Logic Systems offering is here—organized by maturity, system family, and operating problem. Search the catalog, expand any product, and see its complete scope.

27Beginner products

Focused systems that solve one visible pain point.

35Intermediate products

Connected logic, integrations, dashboards, and workflows.

38Advanced products

AI systems, internal applications, intelligence, and control.

100 products shown
#001Beginner

Automation

Lead Capture Automation

A system that captures leads from a form and sends them to a spreadsheet, CRM, or email inbox.
View complete scope +

Included capabilities

  • Contact form
  • Auto-confirmation email
  • Lead spreadsheet
  • Basic lead status column
  • Follow-up reminder

Best suited for

ContractorsCleanersBarbersCoachesReal estate agentsLocal service businesses

Implementation note

“Never lose a lead again.”

#002Beginner

Automation

Automated Follow-Up System

A simple workflow that reminds the business to follow up with leads, customers, or prospects.
View complete scope +

Included capabilities

  • Follow-up date tracker
  • Email/SMS template library
  • Status dashboard
  • Missed follow-up alerts

Best suited for

Sales businessesContractorsReal estate agentsInsurance agentsConsultants

#003Beginner

Automation

Appointment Reminder System

A simple reminder automation for appointments, estimates, consultations, or service visits.
View complete scope +

Included capabilities

  • Booking list
  • Reminder message templates
  • Calendar integration
  • No-show tracking

Best suited for

SalonsClinicsTutorsCoachesService businesses

#004Beginner

Automation

Customer Review Request Automation

After a job is completed, the system sends or prepares a review request.
View complete scope +

Included capabilities

  • Customer list
  • Completed job trigger
  • Google review link
  • Review request templates
  • Review status tracker

Best suited for

ContractorsLocal service businessesRestaurantsWellness businesses

#005Beginner

Automation

Invoice Reminder Tracker

A simple system to track unpaid invoices and automate reminders.
View complete scope +

Included capabilities

  • Invoice log
  • Due dates
  • Paid/unpaid status
  • Reminder templates
  • Aging report

Best suited for

FreelancersContractorsConsultantsSmall agencies

#006Beginner

Automation

Client Intake Automation

A form that collects client information and organizes it automatically.
View complete scope +

Included capabilities

  • Intake form
  • Client database
  • Summary view
  • Document checklist
  • Internal notes

Best suited for

CoachesConsultantsTax preparersReal estate agentsClinics

#007Beginner

Automation

Email Template Generator

A small AI-powered tool that generates business emails from prompts.
View complete scope +

Included capabilities

  • Follow-up email
  • Quote email
  • Apology email
  • Reminder email
  • Sales email
  • Proposal email

Best suited for

Any service businessSales repsAdmin teamsSolopreneurs

#008Beginner

Automation

FAQ Chatbot for Website

A basic chatbot that answers common questions using prepared business information.
View complete scope +

Included capabilities

  • FAQ knowledge base
  • Website embed
  • Contact escalation
  • Lead capture field

Best suited for

Local businessesCoachesService providersReal estate agentsThese are excellent because many small businesses already understand spreadsheets.

#009Beginner

Spreadsheets & Dashboards

Simple CRM Spreadsheet

A clean lead and customer tracker.
View complete scope +

Included capabilities

  • Lead name
  • Contact info
  • Source
  • Status
  • Follow-up date
  • Deal value
  • Notes
  • Dashboard summary

Best suited for

ContractorsSales teamsReal estate agentsCoaches

#010Beginner

Spreadsheets & Dashboards

Job Tracker Spreadsheet

Tracks active jobs from quote to completion.
View complete scope +

Included capabilities

  • Job ID
  • Client name
  • Service type
  • Start date
  • Due date
  • Status
  • Assigned person
  • Payment status

Best suited for

ContractorsCleaning companiesLandscapersMobile service businesses

#011Beginner

Spreadsheets & Dashboards

Quote Tracker Spreadsheet

Tracks estimates and quotes sent to customers.
View complete scope +

Included capabilities

  • Quote number
  • Customer
  • Amount
  • Date sent
  • Status
  • Follow-up date
  • Win/loss reason

Best suited for

ContractorsPaintersRoofersFlooring companies

#012Beginner

Spreadsheets & Dashboards

Simple Inventory Tracker

Tracks stock, reorder levels, and inventory movement.
View complete scope +

Included capabilities

  • Item name
  • SKU
  • Quantity
  • Reorder threshold
  • Supplier
  • Cost
  • Restock status

Best suited for

Retail shopsRestaurantsSalonsSmall warehouses

#013Beginner

Spreadsheets & Dashboards

Staff Schedule Spreadsheet

A clean weekly/monthly staffing schedule.
View complete scope +

Included capabilities

  • Employee names
  • Shift times
  • Role
  • Hours total
  • Overtime alert
  • Availability notes

Best suited for

Restaurantssalonswarehousesclinicssmall retail stores

#014Beginner

Spreadsheets & Dashboards

Budget Tracker Spreadsheet

Tracks revenue, expenses, and monthly profit.
View complete scope +

Included capabilities

  • Income log
  • Expense log
  • Category summary
  • Monthly P&L
  • Simple dashboard

Best suited for

Small businessesSolopreneursfreelancerslocal shops

#015Beginner

Spreadsheets & Dashboards

Basic KPI Dashboard Spreadsheet

A simple management dashboard.
View complete scope +

Included capabilities

  • Sales
  • Leads
  • Jobs completed
  • Revenue
  • Expenses
  • Profit
  • Conversion rate
  • Monthly trend

Best suited for

Almost any small business

#016Beginner

Spreadsheets & Dashboards

Client Progress Tracker

Tracks client status, milestones, and progress.
View complete scope +

Included capabilities

  • Client list
  • Start date
  • Goals
  • Sessions completed
  • Progress notes
  • Next action

Best suited for

Coachestrainersconsultantstutorsservice providers

#017Beginner

Spreadsheets & Dashboards

Task and SOP Checklist Spreadsheet

Turns business procedures into trackable workflows.
View complete scope +

Included capabilities

  • SOP steps
  • Owner
  • Due date
  • Completion status
  • Notes
  • Bottleneck flag

Best suited for

Admin teamsoperations managersservice businesses

#018Beginner

Websites & Landing Pages

One-Page Business Website

A clean website with basic company information.
View complete scope +

Included capabilities

  • Hero section
  • Services
  • About
  • Testimonials
  • Contact form
  • Call-to-action

Best suited for

New businesseslocal servicesfreelancerssolopreneurs

#019Beginner

Websites & Landing Pages

Service Landing Page

A single page designed to convert visitors into leads.
View complete scope +

Included capabilities

  • Service description
  • Pain points
  • Benefits
  • Pricing or starting price
  • FAQ
  • Contact form

Best suited for

Contractorsconsultantscoachesagencies

#020Beginner

Websites & Landing Pages

Booking Landing Page

A simple page that pushes people to schedule.
View complete scope +

Included capabilities

  • Service offer
  • Calendar link
  • intake form
  • confirmation message
  • optional email automation

Best suited for

Coachessalonsconsultantstutorsservice providers

#021Beginner

Websites & Landing Pages

Resume / Portfolio Website

For professionals and job seekers.
View complete scope +

Included capabilities

  • Bio
  • experience
  • skills
  • portfolio
  • contact form
  • downloadable resume

Best suited for

Career clientsfreelancerscreatorsconsultants

#022Beginner

Websites & Landing Pages

Local Business Menu / Services Website

Especially useful for restaurants, food trucks, salons, and service businesses.
View complete scope +

Included capabilities

  • Menu/services
  • pricing
  • gallery
  • location
  • business hours
  • inquiry form
#023Beginner

Documents & SOPs

SOP Document Package

You convert scattered processes into clean SOP documents.
View complete scope +

Included capabilities

  • Step-by-step process
  • role owner
  • tools used
  • quality checklist
  • escalation notes

Best suited for

Small teamsadmin-heavy businessescontractorsagencies

#024Beginner

Documents & SOPs

Employee Onboarding Packet

A standard onboarding document for new hires.
View complete scope +

Included capabilities

  • Welcome page
  • role expectations
  • policies
  • training checklist
  • first-week tasks

Best suited for

Small businesses hiring employeesstaffing companiesrestaurantsservice teams

#025Beginner

Documents & SOPs

Client Welcome Packet

A polished document sent to new clients.
View complete scope +

Included capabilities

  • Welcome message
  • process overview
  • expectations
  • timeline
  • contact information
  • FAQs

Best suited for

Coachesconsultantscontractorsagencies

#026Beginner

Documents & SOPs

Business Audit Report Template

A reusable report format for your consulting audits.
View complete scope +

Included capabilities

  • Current state
  • bottlenecks
  • automation opportunities
  • recommended tools
  • priority roadmap
  • pricing proposal

Implementation note

This is important because it becomes part of your sales process.

#027Beginner

Documents & SOPs

Proposal Template System

A customizable proposal generator.
View complete scope +

Included capabilities

  • Cover page
  • scope of work
  • timeline
  • deliverables
  • pricing
  • terms

Best suited for

Contractorsconsultantsfreelancersservice businesses

#028Intermediate

Automation & AI Workflows

Lead-to-Customer Pipeline Automation

A complete pipeline from inquiry to closed customer.
View complete scope +

Included capabilities

  • Lead form
  • CRM tracker
  • lead status automation
  • follow-up reminders
  • quote tracker
  • conversion dashboard

Best suited for

Contractorsreal estate agentsconsultantsagencies

#029Intermediate

Automation & AI Workflows

Quote-to-Invoice Workflow

A system that tracks customers from estimate to payment.
View complete scope +

Included capabilities

  • Quote form
  • quote database
  • approval status
  • invoice tracker
  • payment status
  • reminder system

Best suited for

Contractorsfreelancersservice businesses

#030Intermediate

Automation & AI Workflows

Customer Support Ticket System

A lightweight helpdesk or request tracker.
View complete scope +

Included capabilities

  • Request form
  • ticket ID
  • priority level
  • assigned team member
  • status dashboard
  • resolution log

Best suited for

IT service providersproperty managersagenciesservice teams

#031Intermediate

Automation & AI Workflows

Maintenance Request Automation

A tenant or customer maintenance intake system.
View complete scope +

Included capabilities

  • Request form
  • property/unit
  • issue category
  • urgency
  • vendor assignment
  • status tracking
  • completion notes

Best suited for

Property managerslandlordsfacility managersmaintenance companies

#032Intermediate

Automation & AI Workflows

Employee Timesheet Automation

Tracks hours, shifts, approvals, and payroll preparation.
View complete scope +

Included capabilities

  • Time entry form
  • employee dashboard
  • approval workflow
  • overtime calculation
  • payroll export

Best suited for

Small warehousesrestaurantscleaning companiesstaffing agencies

#033Intermediate

Automation & AI Workflows

Applicant Tracking System

A lightweight ATS for small companies.
View complete scope +

Included capabilities

  • Application form
  • candidate database
  • status stages
  • interview scheduling
  • notes
  • scoring
  • hiring dashboard

Best suited for

Staffing agenciessmall businessesrecruiterswarehouses

#034Intermediate

Automation & AI Workflows

Document Collection Tracker

Tracks which documents have been submitted by clients, employees, or applicants.
View complete scope +

Included capabilities

  • Checklist
  • due dates
  • missing document alerts
  • upload links
  • status dashboard

Best suited for

Tax preparersstaffing agenciesreal estatelegal/admin offices

#035Intermediate

Automation & AI Workflows

AI Meeting Notes and Summary System

A system that converts meeting notes or transcripts into clean summaries.
View complete scope +

Included capabilities

  • Transcript upload
  • summary generation
  • action items
  • owner assignments
  • follow-up email draft

Best suited for

Consultantsagenciesteamsmanagers

#036Intermediate

Automation & AI Workflows

AI Email Triage System

Helps sort and prioritize incoming emails.
View complete scope +

Included capabilities

  • Email categories
  • urgency labels
  • suggested replies
  • follow-up reminders
  • task extraction

Best suited for

Busy ownersadmin teamsreal estate agentsconsultants

#037Intermediate

Automation & AI Workflows

AI Proposal Drafting System

Generates proposals based on client intake data.
View complete scope +

Included capabilities

  • Client intake form
  • scope selector
  • pricing options
  • proposal draft
  • editable final document

Best suited for

Agenciescontractorsconsultantsfreelancers

#038Intermediate

Automation & AI Workflows

AI Content Repurposing System

Turns one piece of content into multiple formats.
View complete scope +

Included capabilities

  • Long-form input
  • social posts
  • emails
  • blog outline
  • video script
  • captions

Best suited for

Coachescreatorsconsultantslocal brands

#039Intermediate

Dashboards & Reporting

Sales Performance Dashboard

Tracks lead sources, revenue, conversion, and close rates.
View complete scope +

Included capabilities

  • Leads by source
  • conversion rate
  • sales by rep
  • revenue by month
  • pipeline value
  • lost deal reasons

Best suited for

Sales teamsreal estatecontractorsagencies

#040Intermediate

Dashboards & Reporting

Job Profitability Dashboard

Tracks revenue, cost, labor, materials, and profit per job.
View complete scope +

Included capabilities

  • Job revenue
  • labor cost
  • material cost
  • gross profit
  • margin
  • job status
  • variance

Best suited for

Contractorsremodelerslandscapersmoving companies

#041Intermediate

Dashboards & Reporting

Inventory and Reorder Dashboard

A more advanced inventory control system.
View complete scope +

Included capabilities

  • Current stock
  • reorder alerts
  • vendor list
  • item movement
  • cost tracking
  • usage trends

Best suited for

Restaurantssalonswarehousesretail businesses

#042Intermediate

Dashboards & Reporting

Staff Performance Dashboard

Tracks individual productivity and attendance.
View complete scope +

Included capabilities

  • Tasks completed
  • hours worked
  • lateness
  • quality score
  • customer feedback
  • productivity trend

Best suited for

Service teamsstaffing agencieswarehousessales teams

#043Intermediate

Dashboards & Reporting

Financial Snapshot Dashboard

A business owner control panel.
View complete scope +

Included capabilities

  • Revenue
  • expenses
  • cash flow
  • profit
  • unpaid invoices
  • monthly trend
  • category breakdown

Best suited for

Any small business

#044Intermediate

Dashboards & Reporting

Marketing Campaign Dashboard

Tracks ads, leads, conversion, and ROI.
View complete scope +

Included capabilities

  • Campaign spend
  • leads generated
  • cost per lead
  • booked calls
  • conversion rate
  • revenue attribution

Best suited for

Agenciescoacheslocal businessese-commerce

#045Intermediate

Dashboards & Reporting

Customer Retention Dashboard

Tracks repeat customers, churn, referrals, and reviews.
View complete scope +

Included capabilities

  • Repeat purchase rate
  • inactive customers
  • referral source
  • customer lifetime value
  • review status

Best suited for

Salonsservice businessescoachessubscription businesses

#046Intermediate

Dashboards & Reporting

Operations Control Dashboard

A central dashboard for daily business operations.
View complete scope +

Included capabilities

  • Open jobs
  • overdue tasks
  • pending quotes
  • unpaid invoices
  • staff assignments
  • alerts
  • weekly summary

Best suited for

Contractorsservice businesseslogisticsagencies

Implementation note

This is one of your best offers.

#047Intermediate

Advanced Spreadsheets

Advanced CRM Workbook

A full spreadsheet CRM with dashboards and automation logic.
View complete scope +

Included capabilities

  • Lead database
  • customer database
  • pipeline stages
  • follow-up system
  • conversion analytics
  • sales dashboard
  • source tracking
#048Intermediate

Advanced Spreadsheets

Contractor Project Management Workbook

For tracking jobs, labor, materials, payments, and timelines.
View complete scope +

Included capabilities

  • Project tracker
  • estimate tracker
  • materials log
  • subcontractor tracker
  • invoice tracker
  • profit dashboard
#049Intermediate

Advanced Spreadsheets

Property Management Workbook

For landlords and property managers.
View complete scope +

Included capabilities

  • Property list
  • tenant list
  • rent ledger
  • maintenance requests
  • lease renewal tracker
  • expense log
  • dashboard
#050Intermediate

Advanced Spreadsheets

Staffing Agency Operations Workbook

For applicant tracking and shift management.
View complete scope +

Included capabilities

  • Candidate tracker
  • client company tracker
  • job openings
  • interview tracker
  • placement tracker
  • shift scheduler
  • payroll prep
#051Intermediate

Advanced Spreadsheets

Real Estate Lead and Deal Analyzer

For agents, wholesalers, and investors.
View complete scope +

Included capabilities

  • Lead pipeline
  • property details
  • deal calculator
  • offer calculator
  • repair estimate tracker
  • follow-up dashboard
#052Intermediate

Advanced Spreadsheets

Cleaning Business Operations Workbook

Client list
View complete scope +

Included capabilities

  • recurring schedule
  • job tracker
  • cleaner assignment
  • payment tracker
  • supply inventory
  • monthly dashboard
#053Intermediate

Advanced Spreadsheets

Trucking / Delivery Operations Workbook

Load tracker
View complete scope +

Included capabilities

  • driver tracker
  • fuel log
  • mileage log
  • maintenance log
  • payroll estimate
  • profit per load dashboard
#054Intermediate

Advanced Spreadsheets

Restaurant / Catering Operations Workbook

Catering orders
View complete scope +

Included capabilities

  • event calendar
  • quote calculator
  • ingredient tracker
  • staff schedule
  • inventory dashboard
#055Intermediate

Advanced Spreadsheets

Client Success Tracker

For coaches, consultants, agencies, and service providers.
View complete scope +

Included capabilities

  • Client onboarding
  • milestones
  • session notes
  • deliverables
  • progress score
  • renewal status
  • satisfaction score
#056Intermediate

Advanced Spreadsheets

Risk / Compliance Checklist Workbook

For businesses that need process discipline.
View complete scope +

Included capabilities

  • Compliance checklist
  • recurring audits
  • risk register
  • issue log
  • corrective action tracker
  • compliance dashboard
#057Intermediate

Connected Websites

Website With CRM-Connected Lead Form

A website that automatically sends leads to a dashboard.
View complete scope +

Included capabilities

  • Website
  • form
  • CRM spreadsheet/database
  • auto-response
  • owner notification
  • lead dashboard
#058Intermediate

Connected Websites

Quote Request Website

A site where customers submit job details for estimates.
View complete scope +

Included capabilities

  • service selector
  • photo upload
  • customer info
  • job details
  • admin dashboard
  • quote status

Best suited for

Contractorspainterslandscapersdetailersmovers

#059Intermediate

Connected Websites

Booking Website

A simple service booking website.
View complete scope +

Included capabilities

  • service selection
  • appointment request
  • calendar connection
  • confirmation email
  • admin view

Best suited for

Salonscoachesconsultantswellness businesses

#060Intermediate

Connected Websites

Local Service Business Website Package

A full professional website for small companies.
View complete scope +

Included capabilities

  • Home
  • Services
  • About
  • Gallery
  • Testimonials
  • FAQ
  • Contact
  • Lead form

Implementation note

AI chatbot

quote calculator

dashboard integration

#061Intermediate

Connected Websites

Client Portal Website

A simple portal where clients can check status or submit info.
View complete scope +

Included capabilities

  • login
  • client profile
  • project status
  • document upload
  • messages/notes
  • next steps

Best suited for

consultantsagenciesproperty managerstax preparers

#062Intermediate

Connected Websites

Internal Documentation Website

A private website for company SOPs and training.
View complete scope +

Included capabilities

  • SOP library
  • search
  • categories
  • training pages
  • checklists
  • role-based access

Best suited for

Growing teamsoperations-heavy businessesfranchisesagencies

#063Advanced

AI Assistants & Agents

AI Operations Assistant

A custom assistant trained on company SOPs and workflows.
View complete scope +

Included capabilities

  • How do we handle this customer issue?
  • What is the next step in this process?
  • Where is this document?
  • What should I say to this customer?
  • What does the SOP say?

Best suited for

Admin teamsagenciesstaffing companiesproperty managersoperations-heavy businesses

#064Advanced

AI Assistants & Agents

AI Customer Service Agent

An AI assistant that handles common customer questions and routes complex issues.
View complete scope +

Included capabilities

  • FAQ knowledge base
  • company policies
  • escalation workflow
  • lead capture
  • support ticket creation

Best suited for

service businessese-commerceclinicsproperty managers

#065Advanced

AI Assistants & Agents

AI Sales Assistant

Helps qualify leads, draft responses, and suggest next actions.
View complete scope +

Included capabilities

  • lead scoring
  • qualification questions
  • response drafts
  • follow-up suggestions
  • CRM updates

Best suited for

real estatecontractorsconsultantssales teams

#066Advanced

AI Assistants & Agents

AI Document Processing System

Extracts data from documents and turns it into structured records.
View complete scope +

Included capabilities

  • invoices
  • receipts
  • applications
  • contracts
  • work orders
  • inspection forms
  • resumes

Best suited for

staffing agenciesaccountantsproperty managerslogisticsadmin offices

#067Advanced

AI Assistants & Agents

AI SOP Generator

Turns messy notes or recordings into clean SOPs.
View complete scope +

Included capabilities

  • process intake
  • step extraction
  • role assignment
  • checklist creation
  • policy formatting
  • version history

Best suited for

growing small businessesfranchise-style businessesoperations teams

#068Advanced

AI Assistants & Agents

AI Business Audit Engine

A custom tool that asks questions and produces a business improvement report.
View complete scope +

Included capabilities

  • audit questionnaire
  • scoring engine
  • bottleneck detection
  • automation recommendations
  • priority roadmap
  • PDF report output

Implementation note

This could become your own signature product.

#069Advanced

AI Assistants & Agents

AI Reporting Assistant

Generates weekly or monthly business summaries from dashboard data.
View complete scope +

Included capabilities

  • KPI interpretation
  • trend summaries
  • risk warnings
  • recommended actions
  • owner report

Best suited for

agenciessales teamslogisticscontractorsfinance/trading communities

#070Advanced

AI Assistants & Agents

AI Intake-to-Proposal System

Turns client intake into a polished proposal automatically.
View complete scope +

Included capabilities

  • intake form
  • service mapping
  • scope builder
  • pricing logic
  • proposal generation
  • approval workflow

Best suited for

agenciescontractorsconsultantsfreelancers

#071Advanced

AI Assistants & Agents

AI Recruiting Screener

Reviews candidates and ranks them against job criteria.
View complete scope +

Included capabilities

  • resume intake
  • criteria scoring
  • candidate summary
  • interview question generation
  • shortlist dashboard

Best suited for

recruitersstaffing agenciesHR teams

Implementation note

Caution: must be used carefully to avoid unfair or discriminatory hiring decisions.

#072Advanced

AI Assistants & Agents

AI Knowledge Base Search Tool

A private search assistant for company files, SOPs, FAQs, and policies.
View complete scope +

Included capabilities

  • file upload
  • semantic search
  • cited answers
  • document categories
  • admin management

Best suited for

agenciesclinicslegal/admin officesproperty managerstraining companies

#073Advanced

AI Assistants & Agents

AI Client Success Assistant

Helps businesses manage client communication and progress.
View complete scope +

Included capabilities

  • client notes
  • milestone tracking
  • risk flags
  • next-step suggestions
  • progress report drafts

Best suited for

coachesconsultantsagencieseducation businesses

#074Advanced

Internal Web Apps

Custom CRM Web App

A real CRM tailored to a business.
View complete scope +

Included capabilities

  • user login
  • lead database
  • customer records
  • pipeline stages
  • notes
  • tasks
  • follow-ups
  • dashboard
  • reports

Best suited for

sales teamscontractorsagenciesreal estate businesses

#075Advanced

Internal Web Apps

Job Management Web App

Tracks service jobs from intake to completion.
View complete scope +

Included capabilities

  • job creation
  • assignment
  • calendar
  • status updates
  • customer info
  • documents/photos
  • payment status
  • dashboard

Best suited for

contractorscleanerslandscapersmobile service businesses

#076Advanced

Internal Web Apps

Dispatch Management App

For delivery, moving, trucking, field service, or logistics.
View complete scope +

Included capabilities

  • job board
  • driver assignment
  • delivery status
  • route notes
  • time stamps
  • customer updates
  • performance dashboard

Best suited for

truckingcourierdeliverymoving companies

#077Advanced

Internal Web Apps

Property Management App

A custom internal tool for properties and tenants.
View complete scope +

Included capabilities

  • property records
  • tenant records
  • rent tracking
  • maintenance requests
  • vendor assignment
  • lease renewals
  • owner dashboard

Best suited for

landlordsproperty managerssmall real estate firms

#078Advanced

Internal Web Apps

Maintenance Ticket Web App

A dedicated request and resolution system.
View complete scope +

Included capabilities

  • request submission
  • ticket categories
  • priority
  • assignment
  • status
  • completion photos
  • resolution notes

Best suited for

property managersfacility managersclinicswarehouses

#079Advanced

Internal Web Apps

Applicant Tracking Web App

A full recruiting tool for small staffing businesses.
View complete scope +

Included capabilities

  • candidate profiles
  • application form
  • job postings
  • pipeline stages
  • interview notes
  • candidate scoring
  • placement dashboard
#080Advanced

Internal Web Apps

Client Portal Web App

A portal where customers can see progress, upload files, and communicate.
View complete scope +

Included capabilities

  • login
  • client dashboard
  • project milestones
  • document upload
  • messages
  • invoices/payment links
  • status updates

Best suited for

agenciesconsultantstax preparerscontractorsservice providers

#081Advanced

Internal Web Apps

Employee Portal

An internal portal for employees.
View complete scope +

Included capabilities

  • schedule
  • announcements
  • SOPs
  • forms
  • time-off requests
  • training materials
  • task assignments

Best suited for

small businesses with teamsrestaurantswarehousesservice companies

#082Advanced

Internal Web Apps

Vendor Management App

Tracks vendors, purchase orders, performance, and contacts.
View complete scope +

Included capabilities

  • vendor records
  • pricing
  • contracts
  • orders
  • issue log
  • rating system
  • renewal reminders

Best suited for

restaurantscontractorsretailwarehouses

#083Advanced

Internal Web Apps

Inventory Management Web App

A more robust inventory system than a spreadsheet.
View complete scope +

Included capabilities

  • items
  • categories
  • stock levels
  • reorder alerts
  • suppliers
  • purchase history
  • usage dashboard

Best suited for

warehousesrestaurantsretailsalonsmaintenance companies

#084Advanced

Internal Web Apps

Training and SOP Web App

An internal training system.
View complete scope +

Included capabilities

  • SOP library
  • training modules
  • quizzes
  • completion tracking
  • employee progress
  • version control

Best suited for

growing teamsfranchisesoperations-heavy businesses

#085Advanced

Internal Web Apps

Quote Calculator Web App

An interactive calculator for pricing services.
View complete scope +

Included capabilities

  • customer input
  • service variables
  • pricing formulas
  • quote preview
  • admin pricing controls
  • quote submission

Best suited for

contractorsmoverscatererscleaning companieslandscapers

#086Advanced

Internal Web Apps

Business Command Center

A centralized internal dashboard combining leads, jobs, tasks, revenue, staff, and alerts.
View complete scope +

Included capabilities

  • KPIs
  • active jobs
  • overdue tasks
  • pending quotes
  • unpaid invoices
  • staff workload
  • weekly reports
  • AI recommendations

Implementation note

This is your premium offer.

#087Advanced

Intelligence Dashboards

Executive KPI Dashboard

A high-level owner dashboard.
View complete scope +

Included capabilities

  • revenue
  • profit
  • sales pipeline
  • operations metrics
  • staff metrics
  • customer metrics
  • alerts
  • trend analysis

Best suited for

SMB ownersconsultantsagenciesoperators

#088Advanced

Intelligence Dashboards

Multi-Department Dashboard

A dashboard that combines sales, operations, finance, and customer service.
View complete scope +

Included capabilities

  • department pages
  • role-based views
  • cross-functional metrics
  • bottleneck detection
  • trend charts

Best suited for

businesses with 10–100 employees

#089Advanced

Intelligence Dashboards

Forecasting Dashboard

Uses past data to project future revenue, workload, staffing, or inventory.
View complete scope +

Included capabilities

  • historical data
  • assumptions
  • projections
  • scenario analysis
  • variance tracking

Best suited for

retailservice businessesstaffinglogisticsfinance operators

#090Advanced

Intelligence Dashboards

Cash Flow Forecasting Dashboard

Projects future cash position.
View complete scope +

Included capabilities

  • expected income
  • expenses
  • payroll
  • invoices
  • recurring payments
  • runway
  • warning alerts

Best suited for

small businessescontractorsagencies

#091Advanced

Intelligence Dashboards

Job Margin Intelligence Dashboard

An advanced profitability dashboard.
View complete scope +

Included capabilities

  • job revenue
  • labor cost
  • materials
  • overhead allocation
  • gross margin
  • profit ranking
  • underperforming job types

Best suited for

contractorstradesservice businesses

#092Advanced

Intelligence Dashboards

Sales Funnel Intelligence Dashboard

Tracks the health of the entire sales funnel.
View complete scope +

Included capabilities

  • lead source
  • response time
  • contact rate
  • appointment rate
  • quote rate
  • close rate
  • average deal size
  • revenue forecast
#093Advanced

Intelligence Dashboards

Operations Bottleneck Dashboard

Highlights workflow delays and process failures.
View complete scope +

Included capabilities

  • overdue tasks
  • stuck jobs
  • aging tickets
  • missed follow-ups
  • delayed approvals
  • status cycle time
  • bottleneck alerts

Implementation note

This pairs perfectly with your AI operations audit.

#094Advanced

Intelligence Dashboards

Compliance / Quality Control Dashboard

Tracks recurring checks, incidents, issues, and corrective actions.
View complete scope +

Included capabilities

  • checklist completion
  • issue log
  • severity
  • assigned owner
  • due dates
  • compliance score
  • trend report

Best suited for

warehousesclinicsfood businessesstaffinglogistics

#095Advanced

Enterprise Spreadsheets

Full Operations Workbook

A multi-tab business management workbook.
View complete scope +

Included capabilities

  • CRM
  • job tracker
  • invoice tracker
  • expenses
  • staff schedule
  • inventory
  • dashboard
  • reports
  • alerts

Best suited for

SMBs not ready for custom software

#096Advanced

Enterprise Spreadsheets

Business Scorecard Workbook

A weekly/monthly performance scorecard.
View complete scope +

Included capabilities

  • KPIs
  • goal tracking
  • trend analysis
  • grade system
  • alerts
  • action recommendations
#097Advanced

Enterprise Spreadsheets

Scenario Planning Workbook

A strategy workbook for business decisions.
View complete scope +

Included capabilities

  • assumptions
  • scenarios
  • projections
  • risk scores
  • decision matrix
  • outcome comparison

Implementation note

This connects directly to your STRATOS-style thinking.

#098Advanced

Enterprise Spreadsheets

Pricing Calculator Workbook

A spreadsheet that helps businesses price services profitably.
View complete scope +

Included capabilities

  • labor cost
  • material cost
  • overhead
  • margin target
  • quote output
  • sensitivity analysis

Best suited for

contractorscaterersmanufacturersagencies

#099Advanced

Enterprise Spreadsheets

Commission / Payroll Calculator

Calculates employee pay, commissions, bonuses, or contractor payouts.
View complete scope +

Included capabilities

  • hours
  • rates
  • commissions
  • deductions
  • bonuses
  • payroll summary

Best suited for

sales teamsstaffing agenciesservice teams

#100Advanced

Enterprise Spreadsheets

Franchise / Multi-Location Tracker

For businesses with multiple locations or branches.
View complete scope +

Included capabilities

  • location KPIs
  • revenue comparison
  • staff comparison
  • compliance checks
  • performance ranking

Best suited for

restaurantssalonscleaning companiesretail shops

FROM DATA TO TOOLVISUAL SYSTEMS

Products that make the operation legible.

Dashboards turn signals into decisions. Purpose-built internal tools turn those decisions into repeatable work.

BEGIN WITH CLARITY

The right first build is the one attached to real friction.

If the catalog feels broad, start with the audit. We will narrow these 100 products to the few systems that matter most to your operation.

Start an operations audit