Understand your modules and workspaces.
Setup and workflow guides for available modules, included-workspace help, and clearly labeled planned-feature overviews.
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Open a guide or availability overview
Check the availability label first. Planned and development overviews do not grant activation or operational access.
Operations
Schedules
A free calendar for Project ranges, shared My Work tasks and standalone events.
Read guideSales & Growth
Quotation Builder
Build quotations, review costs and markup, and prepare the client-facing version.
Read guideSales & Growth
Client Pipeline
Track prospects, opportunities, follow-ups, and won work before it becomes an active project.
Read guideWorkforce
Kiosk Attendance
Set up a shared attendance device with PIN, selfie, project, and offline-sync workflows.
Read guideWorkforce & Payroll
Salaries & Payroll
Prepare payroll from approved attendance, review adjustments, approve runs, and record payment.
Read guideFinance & Control
Budget Releases & Liquidation
Release funds, track spending, review balances, and settle or return remaining cash.
Read guideFinance & Control
Materials & Requisition
Request, approve, price, and fulfill project materials while keeping actual cost visible.
Read guideFinance & Control
Office Budget Requests
Request operating funds, approve line items, create releases, and track settlement.
Read guideAdministration
Custom Branding
Apply your company logo and supported brand settings to eligible Prospeno surfaces.
Read guideIntelligence
Company Performance & Analytics
Admin reporting for Projects-based profitability, overhead, collections, and verified cash activity. Access locks on expiry.
Read guideFinance & Control
Company Expenses
A free optional module for company overhead, separate from project costs.
Read guideCompany platform
Core Platform
The company plan provides the foundation for users, projects, workspaces, and shared company settings. Core Platform is included, not a separately activated add-on.
Read guideWorkspaces
Transport workspace
Coordinate Transport bookings, purchase orders, vehicles, drivers, and dispatch in an included company workspace. Transport is not a separately purchasable add-on.
Read guideFinance & Control
Company Payables
Review supplier obligations from eligible approved sources and manual payables, then record settlements without counting the same expense twice.
Read guideService operations
Service Maintenance & Warranty
Keep post-project service requests, warranty coverage, maintenance work, and service actuals together without reopening the original project financial history.
Read guideIntegrations
QuickBooks Online
Activate the free Prospeno integration, connect an authorized QuickBooks Online company, and map expense categories to its Chart of Accounts. Transaction sync is not enabled yet.
Read guideIntegrations
Xero
Activate the free Prospeno integration, connect an authorized Xero organization, and map expense categories to its Chart of Accounts. Transaction sync is not enabled yet.
Read guideIntegrations
Google Drive
Connect authorized Google Drive storage and configure the folder used for supported project documents. The free Prospeno module does not provide unrestricted access to a Google account or include Google storage.
Read guideTransport
Transport Billing & Collections
A development guide to controlled Transport billing tests. The module is not generally available, cannot be purchased from Module Marketplace, and is not approved official invoicing.
Read guideWorkspaces
Orders & Inventory Planning Preview
An included workspace preview showing the proposed organization of orders, products, inventory, purchasing, and suppliers. It is not an operational stock or procurement system.
Read guideMaterials & Procurement
Inventory
Inventory is a planned product overview. Its operational tools are not available for activation or purchase.
Read guideMaterials & Procurement
Procurement Suite
Procurement Suite is a planned product overview. Its operational tools are not available for activation or purchase.
Read guideOperations
Asset Management
Asset Management is a planned product overview. Its operational tools are not available for activation or purchase.
Read guideIntelligence
AI Receipt Intelligence
AI Receipt Intelligence is a planned product overview. Its operational tools are not available for activation or purchase.
Read guideIntelligence
AI Project Insights
AI Project Insights is a planned product overview. Its operational tools are not available for activation or purchase.
Read guideIntelligence
AI Document Assistant
AI Document Assistant is a planned product overview. Its operational tools are not available for activation or purchase.
Read guideCore Prospeno help
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