Jobs & projects
Create jobs or projects with owners, dates, and linked clients or internal teams. Keep scope and expectations visible.
Job Management
Inner orbitPlan, run, and deliver work with clarity. Create jobs, break them into tasks and milestones, track timelines, and keep handoffs tight — all bonded through Essentials.
Tasks & milestones
Break work down. Assign owners, due dates, and dependencies so everyone knows what's next.
Boards & timelines
Kanban for flow; timeline (Gantt-style) for planning. Switch views without losing context.
Collaboration in the flow
Comments, mentions, file attachments, and notifications that land in Essentials' inbox.
Status & variance
See progress, blockers, overdue items, and changes vs. plan. Catch slippage before it becomes cost.
Reporting you can export
Job progress, completion rates, and overdue summaries — ready for CSV/Excel when finance wants it.
Connected to your nucleus
Essentials is the bond — identity, directory, notifications, billing, and audit keep jobs, people, customers, and payouts in sync.
People ↔ HR Management
Identity & AccessUnified Directory
Assign the right people with the right permissions; onboarding ties directly into job access.
Work ↔ Job Management
Orbit DashboardNotificationsDocs
Run the plan, track the changes, and keep decisions in one place.
Customers ↔ CRM
Unified Directory
Link jobs to accounts and contacts so delivery and relationship stay in sync.
Money ↔ Invoicing & Payroll
Billing & SubscriptionsAudit
Bill from completed milestones and allocate labor costs; approved time/earnings flow to payroll.
Compliance ↔ Contractor Compliance
Docs & Support
Gate assignments and payouts until required documents are valid (CO/US rules supported).
Premium capabilities
Optional add-onCommissions (Premium add-on)
- Trigger commissions on job or milestone completion
- Manager approvals with reason codes
- Eligibility checks against Compliance and (later) invoice collection
Commissions is available when you enable the Project Management Premium tier.
Release path
Phase 1 — MVP
- Jobs, tasks, milestones
- Kanban board + basic timeline
- Comments, files, and notifications
- Progress/overdue reporting
Phase 2 — Delivery at scale
- Dependencies & workload views
- Templates and reusable checklists
- Deeper search and cross-project rollups
Phase 3 — Finance integration
- Milestone → invoice automation
- Time & earnings to Payroll
- Premium: Commissions triggers with audit
Essentials provides identity, directory, notifications, billing, and audit across every module. Billing and payroll integrations land in later phases; contractor gating requires Compliance.