What we can tailor
Workflows
Approval steps and document flows that match how your team already works.
Fields and forms
Capture the extra information your business needs on customers, products or orders.
Document layouts
Invoices, quotations and other documents in your branding and format.
Reports and dashboards
Reports and dashboard widgets built around the numbers you watch.
Numbering and settings
Document series, employee ID formats and module settings per company.
Integrations
Connect payment gateways and other services through the Integrations settings.
How it works
- Tell us what you need. We review your process and suggest whether settings alone will do the job.
- Small changes such as settings, layouts and simple fields are part of onboarding.
- Larger custom work is scoped and quoted separately before we start, so there are no surprises.
If your request would help other customers too, it may qualify as a free feature upgrade.
Common questions
Will customizations survive updates?
Yes. Customizations are built so that platform updates keep working on your account.
How long does custom work take?
It depends on the scope; you get a timeline with the quote.
Can I change settings myself?
Most settings, numbering and document details can be changed by your own admin users.
Have a process that needs to fit?
Tell us about it and we will tell you how we would handle it.