Overview
Module Marketplace presents capabilities appropriate to the selected workspace, including supported optional modules and clearly labeled planned products.
Core Platform and the Transport workspace are included with the company platform. Selecting a workspace does not activate every add-on.
Paid activation requires successful billing and entitlement. Free optional activation uses Activate Free without a Wallet deduction when the company is eligible.
The live module card is authoritative for current price, billing terms, availability, and prerequisites. This guide does not freeze catalog prices into documentation.
Integration activation, provider connection, and provider configuration are separate steps. A connected provider does not imply every proposed sync capability is released.
Cancellation or expiry restricts future use without deleting source business records.
Who can use it
| Role | View Marketplace | Activate module | Cancel module | View pricing |
|---|---|---|---|---|
| Admin | Yes — /modules | Yes, when eligible | Supported lifecycle controls | Yes |
| Manager | No — route blocked | No | No | No Marketplace access; public guides remain available |
| Supervisor | No | No | No | No Marketplace access; public guides remain available |
| Employee | No | No | No | No Marketplace access; public guides remain available |
Marketplace layout
Page header
- Module Marketplace title and workspace-appropriate introduction
- Company Wallet balance and Top up link, or Wallet Unavailable when balance cannot load
- Shared billing links preserve the active workspace context
Module card elements
- Module icon, canonical name, category, description, and supported features
- Current price or free/included/planned label
- Activation or lifecycle controls appropriate to the module’s availability and entitlement
- Paid-through or expiry information where applicable
- Learn More and dedicated Read Guide links
- Workspace placement, role restrictions, and dependencies
Included platform
- Core Platform and Transport information links do not purchase a second subscription
- Company plan changes belong in Subscription; enabled/default workspace changes belong in Settings → Workspaces
Roadmap section
- Planned AI, Inventory, Procurement Suite, and Asset Management pages explain proposed scope
- Planned and development pages do not enable operational features or accept purchases
- Hidden legacy service and payroll entries are not separate products to buy
Current module inventory
The supported inventory below follows the activation allowlist and canonical product registry. Check the live Marketplace card for pricing, plan eligibility, dependencies, and availability.
Supported optional modules — free or paid according to current terms
- Schedules — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/schedules — Guide: /docs/modules/schedules — Plan work without maintaining a second task list.
- Budget Releases & Liquidation — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/budget-releases — Guide: /docs/modules/cash-advances-liquidation — Give project teams controlled budgets while finance keeps visibility over releases, liquidations, and remaining balances.
- Materials & Requisition — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/materials-requisition — Guide: /docs/modules/materials-requisition — Give teams a controlled material request flow while keeping project cost visibility accurate.
- Kiosk Attendance — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/kiosk-attendance — Guide: /docs/kiosk-attendance-mode — Let employees check in and out from a shared device while keeping attendance accurate, fast, and easy to manage.
- Quotation Builder — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/quotations — Guide: /docs/modules/quotations — Turn site requirements into editable quotation drafts with a guided questionnaire and document-ready preview.
- Office Budget Requests — Optional module — Current price, billing terms and availability: see Module Marketplace — Requires active Budget Releases & Liquidation and Company Expenses and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/office-budget-requests — Guide: /docs/modules/office-budget-requests — Prepare office budget requests, route them through admin approval, and release funds through linked Budget Releases without duplicating liquidation workflows.
- Salaries & Payroll — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/salaries-payroll — Guide: /docs/modules/salaries-payroll — Separate project labor cost from employee take-home pay while keeping payroll review, approval, and payment history auditable.
- Custom Branding — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/custom-branding — Guide: /docs/modules/custom-branding — Prepare your company identity once, preview the login experience, and apply branding only when you are ready.
- Company Performance & Analytics — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Analytics access locks on expiry; source financial records remain in their own workflows — App: /modules/company-performance — Guide: /docs/guides/company-performance — Give Admins a company-wide analytical view of profitability, project performance, costs, billings, collections, and verified cash activity without changing core financial records.
- QuickBooks Online — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/quickbooks-online — Guide: /docs/modules/quickbooks-online — Activate the free module, then connect and configure QuickBooks in Settings → Integrations.
- Xero — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/xero — Guide: /docs/modules/xero — Activate the free module, then connect and configure Xero in Settings → Integrations.
- Google Drive — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/google-drive — Guide: /docs/modules/google-drive — Activate the free module, then connect Google Drive and authorize the intended document folder in Settings → Integrations.
- Company Expenses — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/company-expenses — Guide: /docs/guides/company-expenses — Record non-project company operating expenses in a dedicated workspace without changing project cost, approval, reimbursement, or funding-source behavior.
- Company Payables — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/company-payables — Guide: /docs/modules/company-payables — Give finance one truthful view of what the company owes, what is overdue, and what has already been paid to each supplier.
- Client Pipeline — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/client-pipeline — Guide: /docs/modules/client-pipeline — Give Admins and Managers a contractor-focused sales pipeline from lead through won work, then convert into a Prospeno project when ready.
- Service Maintenance & Warranty — Optional module — Current price, billing terms and availability: see Module Marketplace — Admin permission and the displayed plan eligibility — Retained records follow the module-specific read-only and access rules — App: /modules/service-maintenance-warranty — Guide: /docs/modules/service-maintenance-warranty — Keep post-completion obligations, client service history, and small-job profitability connected to the original project without reopening closed project accounting.
Included foundation and workspace
- Core Platform — Included company platform — App: /modules/core-platform — Guide: /docs/modules/core-platform
- Transport — Included workspace, no separate Wallet activation — App: /modules/fleet-pooling — Guide: /docs/modules/transport
Planned and development overviews — unavailable for purchase
- Transport Billing & Collections — In development — Guide: /docs/modules/transport-billing
- Inventory — Planned — Guide: /docs/modules/inventory
- Procurement Suite — Planned — Guide: /docs/modules/procurement-suite
- Asset Management — Planned — Guide: /docs/modules/asset-management
- AI Receipt Intelligence — Planned — Guide: /docs/modules/ai-receipt-intelligence
- AI Project Insights — Planned — Guide: /docs/modules/ai-project-insights
- AI Document Assistant — Planned — Guide: /docs/modules/ai-document-assistant
Legacy names
- Legacy Payroll is replaced by Salaries & Payroll.
- Service Tickets, Warranty Manager, and the old Maintenance entry are replaced by Service Maintenance & Warranty; they are not separate coming-soon products.
Module states
| Status | Meaning | Available behavior |
|---|---|---|
| Included | Platform or workspace provided through the company account | Open authorized workflows; no separate module purchase |
| Available | Optional module offered subject to current requirements | Review live terms, then Enable or Activate Free when eligible |
| Active | Entitlement permits current access | Open the module or guide; paid modules can offer Cancel renewal, while indefinite free modules offer Disable Module |
| Cancelling | Paid renewal stopped; paid-through date preserved | Resume renewal before expiry where supported; no new purchase is implied by Resume |
| Read-only | Retained record access under the module’s expiry rules | Read permitted history; new writes are blocked; reactivate when eligible |
| Expired (locked) | Company Performance & Analytics after expiry | Analytics workspace and APIs stay locked until renewed; source records remain in Core workflows |
| Disabled | Module or company access is disabled | Use only the supported reactivation or support path; a prior payment does not bypass the state |
| Planned / Coming Soon | Proposed product is not released for activation | Read its overview; purchase controls remain unavailable |
| In development | Restricted development capability such as Transport Billing & Collections | Read the limitations; no general purchase, activation, or official invoicing is promised |
Included, free, and paid capabilities
Included platform or workspace
- Core Platform and Transport have no separate module purchase
- Company plan, role, assignment, and workspace rules still apply
- Orders & Inventory is a Planning Preview rather than an operational inventory system
Optional module
- Requires its own supported activation and entitlement
- Activate Free has no Wallet debit when offered
- Paid activation requires successful billing at the displayed terms
- Dependencies, eligible plans, and permissions still apply even when the price is zero
Activation workflow
- 1
Open Marketplace
Review modules in the intended Projects or Transport context.
- 2
Select a module
Open Learn More and its dedicated guide to understand the supported workflow and limitations.
- 3
Review requirements
Confirm current terms, company eligibility, module dependencies, and any Wallet charge.
- 4
Confirm activation
Use Enable or Activate Free and review the confirmation. A planned-product page is not an activation flow.
- 5
Confirm the result
Wait for a successful entitlement result. If the state is uncertain, review Wallet and Subscription before repeating a purchase.
- 6
Open or configure the capability
Use the permitted workflow link. Integrations additionally need provider connection and configuration; a Projects-only destination viewed from Transport can direct you to Workspace Settings for an explicit switch.
Wallet requirement
Base-subscription requirement
Plan eligibility
- Paid add-ons require the supported company plan and current commercial eligibility.
- Free optional modules still follow their displayed eligibility and dependency rules.
- Review live Subscription and Marketplace information instead of relying on old plan names or prices in a guide.
- A restricted or expired company plan can block module actions without deleting historical business records.
Purchase confirmation
Review before confirming
- Module name and availability
- Current price and billing period, or Free
- Wallet balance and resulting balance when priced
- Wallet deduction: None for free activation
- Any dependency or plan warning
- Do not assume a trial, proration, refund, or provider subscription that is not shown
- If the result is uncertain, check recorded activity before starting another purchase
Renewal
Renewal behavior
- Eligible paid self-service add-ons auto-renew from Wallet under their recorded renewal terms and protected/current price rules.
- Successful renewal extends paid-through access; available Wallet credits alone do not prove renewal completed.
- Insufficient funds or a recoverable processing failure can leave a renewal pending. Review the displayed recovery state and recorded charges instead of creating duplicate purchase attempts.
- Cancelled, suspended, unavailable, or dependency-invalid add-ons are not automatically charged through an unsupported renewal path.
- Resume before expiry restores supported renewal intent without buying another period or extending paid-through immediately.
- Free indefinite add-ons have no recurring Wallet charge or renewal date.
- Expired access follows the module’s read-only or locked rules while billing recovery is resolved.
- Wallet transaction history records successful charges; contact support for inconsistent processing state.
Cancellation
Cancel renewal or disable a free module
- Only authorized Admins manage the module lifecycle.
- Cancel renewal preserves paid-through access and stops subsequent supported renewal charges.
- Cancelling can offer Resume before expiry without a new purchase.
- Free indefinite modules use Disable Module rather than a paid renewal cancellation.
- Dependencies can block an action, such as removing Budget Releases while Office Budget Requests still requires it.
- Cancellation does not automatically refund Wallet credits or delete historical records.
- Preserved data is not a promise that every expired interface stays accessible; role, retention, and module-specific rules still apply.
Expiry behavior
Record-owning modules
- Retained history follows the existing read-only and permission rules
- New record creation and other mutations may be blocked
- Company status and retention can also affect which history is visible
Module-specific behavior
- Custom Branding stops applying presentation while keeping saved settings
- Company Performance & Analytics locks its workspace and APIs because its transaction data belongs to Core workflows
- Free indefinite modules are disabled through their supported controls, not a fabricated renewal expiry
- Read the dedicated guide before assuming all modules behave alike
Reactivation
- 1
Open Marketplace
Review the module’s exact state: disabled, cancelling, read-only, or expired/locked.
- 2
Review price and eligibility
Confirm the current plan, dependencies, and any required Wallet balance.
- 3
Choose the supported action
Resume reverses a scheduled cancellation while still eligible; Reactivate or Activate Free follows its own displayed flow. Do not treat these as interchangeable.
- 4
Confirm the result
Verify the restored access and any recorded charge before retrying.
- 5
Review configuration
A restored integration entitlement does not guarantee the external account is connected or correctly configured.
Failed or incomplete activation
Common checks
- Insufficient Wallet balance for a priced action
- Inactive or ineligible company subscription
- Planned, development, unavailable, or non-purchasable product
- Missing prerequisite module
- Existing active, cancelling, or suspended entitlement
- A previous operation still being reconciled
- A temporary billing or entitlement-service error
- A failed purchase must not be treated as successful access.
- Review Wallet activity and Subscription when transaction state is uncertain.
- Avoid repeated rapid purchase attempts; resolve the displayed cause before retrying.
Module entitlement vs user permission
Company entitlement
- Controls the company’s module access state
- Managed through authorized Marketplace and Subscription actions
User permission
- Controls what the signed-in person may view or change
- Depends on role, project assignment, ownership, and record state
For example, activating Salaries & Payroll does not give an Employee payroll-administration authority. Selecting Transport does not grant a Manager company-wide finance or module administration.
Marketplace vs Subscription & Billing
Module Marketplace
- Discover optional free and paid capabilities and read included/planned overviews at /modules
Subscription & Billing
- Manage the shared company plan, capacity, and billing at /subscription
Marketplace vs Company Wallet
Marketplace
- Controls module selection and supported lifecycle actions
Company Wallet
- Stores confirmed Prospeno billing credits and transaction history at /wallet
Data preservation
Module-specific notes
Schedules
- Bring Project timelines and My Work due dates together, with standalone events when no assignment is needed.
- Schedules in the sidebar and a Home shortcut in Prospeno Field after activation.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/schedules for the full workflow and its limitations
Budget Releases & Liquidation
- Release project field budgets, track liquidation, and monitor remaining balances.
- Appears under Admin & Finance once enabled.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/cash-advances-liquidation for the full workflow and its limitations
Materials & Requisition
- Request, approve, price, and fulfill project materials before they become uncontrolled costs.
- Appears under Admin & Finance once enabled.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/materials-requisition for the full workflow and its limitations
Kiosk Attendance
- Shared tablet/phone attendance with PIN, selfie proof, offline queue, and automatic sync.
- Appears under Workforce once enabled.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/kiosk-attendance-mode for the full workflow and its limitations
Quotation Builder
- Create professional quotations for projects, services, materials, labor, equipment, and custom scopes.
- Appears under Sales once enabled.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/quotations for the full workflow and its limitations
Office Budget Requests
- Request, approve, release, and track office operating budgets from estimate through actual utilization.
- Appears under Admin & Finance once enabled.
- Prerequisite: active Budget Releases & Liquidation and Company Expenses
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/office-budget-requests for the full workflow and its limitations
Salaries & Payroll
- Run payroll from approved attendance, manage employee cash advances, apply deductions, and track salary payments.
- Admin & Finance → Salaries
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/salaries-payroll for the full workflow and its limitations
Custom Branding
- Add your company logo and approved brand color to your dedicated login page and Prospeno workspace.
- Appears under Settings → Company once enabled.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/custom-branding for the full workflow and its limitations
Company Performance & Analytics
- Combine billings, project costs, company overhead, collections, and verified cash activity into one management view.
- Appears under Overview once enabled.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/guides/company-performance for the full workflow and its limitations
QuickBooks Online
- Connect your QuickBooks Online company and configure expense account mappings.
- Appears under Settings → Integrations once enabled.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/quickbooks-online for the full workflow and its limitations
Xero
- Connect your Xero organization and configure expense account mappings.
- Appears under Settings → Integrations once enabled.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/xero for the full workflow and its limitations
Google Drive
- Connect Google Drive so project files can be accessed from Prospeno without consuming Prospeno document storage.
- Appears under Settings → Integrations once enabled.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/google-drive for the full workflow and its limitations
Company Expenses
- Track office, executive, and miscellaneous company overhead separately from project delivery costs.
- Appears under Admin & Finance once enabled.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/guides/company-expenses for the full workflow and its limitations
Company Payables
- Consolidate project and company supplier payables, due amounts, supplier credit, and payment status in one finance workspace.
- Appears under Admin & Finance once enabled.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/company-payables for the full workflow and its limitations
Client Pipeline
- Track prospects, site surveys, proposals, negotiations, owners, and follow-ups—then convert won opportunities into Prospeno projects.
- Appears under Sales once enabled.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/client-pipeline for the full workflow and its limitations
Service Maintenance & Warranty
- Manage short service work, warranty coverage, and preventive maintenance without reopening completed projects.
- Appears under Projects as Service & Warranty once access is granted.
- Review the current company-plan and workspace eligibility shown in Marketplace
- Activate Free has no Wallet deduction; priced activation requires the displayed charge to complete
- See /docs/modules/service-maintenance-warranty for the full workflow and its limitations
Billing records
Wallet and subscription history
- Module name and actual charge
- Billing period and paid-through date where applicable
- Wallet balances and transaction references where shown
- Activation, renewal, cancellation, or reactivation state
- Recorded date and actor where visible to Admins
- Preserved cancellation and payment history rather than overwritten records
Refunds and corrections
Supported behavior today
- Cancellation does not automatically refund Wallet credits.
- Billing corrections and manual refunds require the supported Prospeno support or platform-administration process.
- Recorded reversals preserve transaction history.
- Do not assume cancellation restores Wallet balance.
Secondary details
Module pricing
Use live Marketplace and Subscription terms. Public documentation does not publish a second hardcoded price list or promise external-provider subscriptions are included.
Plan prerequisites
Company eligibility, current product availability, and dependencies apply independently. A zero module price does not override these checks.
Active-module navigation
Use the displayed workflow location. Shared information pages retain the current workspace; a Projects-only workflow discovered from Transport may require an explicit switch in Settings → Workspaces.
Scheduled cancellation
Cancel renewal preserves paid-through access. The eventual access state is module-specific: read-only where supported, or locked for Company Performance & Analytics.
Expired modules
Review the dedicated guide and the current card for Reactivate, Resume, or disabled-state handling. Free indefinite modules do not have a recurring renewal date.
Manual billing support
Request Access or unexpected disabled access within a paid period may require Prospeno support. Include safe transaction references, never credentials.
Super Admin controls
Platform operators manage commercial configuration. Customer Admins use supported Marketplace, Subscription, and Wallet actions; they do not edit catalog or entitlement records directly.
Important notes
- Module Marketplace is Admin-managed.
- Paid activation requires successful billing and entitlement.
- Free optional activation has no Wallet debit but still checks eligibility.
- Pending Wallet credits cannot be spent.
- Role permission remains separate from entitlement.
- Activation does not assign users or projects or connect a provider automatically.
- Included workspace selection is not a module purchase.
- Planned/development overviews do not grant operational access.
- Cancellation does not guarantee a refund.
- Preserved records are still subject to module, company, role, and retention rules.
- Company Performance & Analytics locks on expiry.
- Live commercial configuration remains authoritative for prices and terms.