What Business Dash ships

The architecture, the customer-facing SDK, the service-business operations stack, the AI agents, the vendor portal, the shipping engine. Each one is a deliberate decision about how a platform should fit into the business that runs on it.

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How Business Dash is shaped

The architectural decisions that make the platform feel different.

Platform architecture

Your customers never see the platform

Business Dash ships as a data layer. The customer-facing surface — storefront, portal, blog, chat, transactional email — lives on your domain via the SDK. Your customers never see businessdash.us. To them, you're a company that built something good.

Platform architecture

How three audiences share one customer record

Order a Domino's pizza online and you see the Pizza Tracker. The kitchen sees a queue. The cheese supplier sees a procurement portal. Same database, three completely different surfaces. Business Dash ships that architecture out of the box.

Operational resilience

When your card fails, your customers shouldn't lose your business in Google

Most SaaS platforms cut off your site the day your card declines. That doesn't just hurt your operations — it tanks your search ranking, because Google now sees a 404 where your indexed pages used to live. Business Dash grades the degradation across 14 days of grace, 60 days of static-only serving, and then a 503-graceful suspension that keeps your URLs recoverable in the index.

Workspace

Nine workspaces, in your order, under your names

The sidebar ships as nine workspaces — Home, Sales, Marketing, Service, Support, Billing, Store, Team, Admin — each holding the pages that belong to it. Every person can reorder those workspaces, rename them, and move any page's link to the workspace where they look for it. It changes where a link is, never who can follow it.

Your data, your shape

Custom tables, custom fields, forms that meet visitors mid-conversation.

CRM

Closed-won is the starting line, not the finish

For service businesses, the customer relationship begins at "closed-won." Install dates, parts ordering, route assignments, follow-up service. Business Dash models the work that happens after the sale, not just the sale itself.

Data model

Describe what you track. The AI builds the table.

Tell Business Dash about the dogs, the installed equipment, the events, the inverter serial numbers. The AI designs the schema, creates the tables, generates the UI, and wires it into the rest of the platform. Working CRUD surface in under 60 seconds.

Data model

Indexed, queryable, reportable — first-class everywhere

Add a Lead Score, a Renewal Stage, a Service Frequency. Every custom field shows up in filters, reports, and the AI assistant — not in a JSON blob nobody can query.

Lead capture

When your chatbot becomes the form

A visitor asks about install estimates. Your chatbot offers the estimate form inline, in the chat panel. The submission lands in your CRM as a Lead — same destination as the contact-page form.

Forms

The quote happens inside the form

A request form used to be a list of answers your team turned into a number. Now the number lives in the form: define your pricing logic once as a Business Function, drop a Calculation field, and the total updates as the visitor types — while the logic you'd rather keep private runs server-side only.

Dashboard configuration

Per-user widgets, with an org-default underneath

Every staff member configures their own dashboard — KPIs, progress bars, multi-metric cards, quick-action buttons, and rich-text notes. The org admin defines a default for new members. Both layers share one schema, so a personal layout takes over the moment the user starts arranging it.

On your domain

Storefront, customer portal, blog, and chat — all rendered by your site.

Customer-facing

Your URL bar, from search result to receipt email

Two storefronts, same products, same prices. One URL reads `yourshop.myshopify.com`. The other reads `yourcompany.com/shop`. Over a year, the difference compounds into SEO equity, brand consistency, and the migration tax you never pay.

Customer-facing

The portal is rendered by your code

Your customer signs in at `yourcompany.com/sign-in`. They see your fonts, your colors, your URL. They also see their order history, their open quotes, the activity feed on their current job — all fetched via the SDK.

Customer-facing

Every backlink lands on your URL

Markdown posts, threaded comments, paywalls, Mux video — all rendered natively by your site at `yourcompany.com/blog/...`. SEO equity stays with you; comments live in your CRM.

Customer-facing

The highest-intent moment on your site

Most chat widgets are third-party JavaScript styled to someone else's template. Front Desk is a set of SDK endpoints — your site renders the UI, Business Dash handles the conversation, AI bot, human handoff, and queue.

SEO Powerhouse

Your service area list isn't a footer — it's fifty landing pages.

Service businesses live or die by local SEO, and right now you either hand-write a page per location or skip this powerful SEO hack entirely. Programmatic Local SEO ends both. Declare a URL pattern once. Every entry in your service-areas list (or services list, or both) materialises into its own page with its own meta tags, its own canonical URL, and a spot in the sitemap. Search engines see the same depth of content a hand-built campaign would produce. Your team writes one template.

Reviews & social proof

Your Yelp, Google, and manual reviews — one feed, one render

Business Dash pulls your reviews from Yelp Fusion and Google Business Profile on a nightly sweep, dedupes them, and surfaces them through a single SDK endpoint. Your consumer site renders one component; the data comes from every platform you actually use.

Foreign-identity bridge

Your existing Supabase / Firebase / Auth0 session, recognised by Business Dash

You've already shipped auth on your customer-facing app. Business Dash doesn't need you to migrate it — POST your verified JWT to the exchange endpoint and you get back a Business Dash tenant session so the customer portal, gated reads, and orders-history queries all follow the same login your users already use.

On your domain

One QR code: the barcode retailers scan, the link shoppers open

Retail is moving from the old UPC stripe to 2D barcodes — GS1's Sunrise 2027 transition. Business Dash generates a GS1 Digital Link QR for every product variant: a standards-shaped code a point-of-sale scanner reads the GTIN out of, that doubles as a working web link on your own domain when a shopper points a phone at it.

Customer experience

A link you can send anyone, that tells them nothing about your customer

Where the order is, what is in it, and when it should arrive — on a page that needs no login, because most people ordering are not signed in to anything.

On your domain

Concepts on the quote, files in the portal

A designer, a developer, an architect, a photographer. The work is shown to win the job and handed over when it is done, and those are two different things that a single "attachment" cannot serve.

Service operations

Dispatch, quote-to-invoice, POS — the operational rhythm of a service business.

Service operations

Tabs belong to a table, not a till

Rooms and tables you drag into place, with seats and shapes, across floors. Drop in a photo of your actual floor and put the tables on top of it. Two parties open at once on one terminal, because a tab is attached to a table rather than to the machine.

Service operations

What a dispatcher actually needs at 7:14 AM

A live team map, the unassigned-job queue, each tech's current and next stops, skill routing, travel-time-aware ETAs, and two chat threads per job. All on one screen.

Service operations

Numbers that flow forward without retyping

A $12,400 quote with twelve line items becomes a contract, becomes a job, becomes an invoice — without anyone retyping the line items. Change orders amend; audit trail is one cohesive document.

Service operations

Taking payment when the tech is still on the porch

Stripe Terminal Tap-to-Pay on the tech's phone. Counter register sessions on a tablet. Same product catalog, same customer records, same inventory, same reporting.

Workflows

Every business has a state machine

Roofing has 5–7 stages. Photography has another. Gym memberships another. Real estate another. Business Dash workflows let you draw the shape your business actually moves through, with auto-actions on transition.

Operations + workflows

Work moves between departments on its own

Every stage has an owner. Every transition is a Boolean condition the platform evaluates. Linear or parallel — sales hands off to project management hands off to install hands off to invoicing, with the contract signed + deposit received trigger firing the moment both clear. The Friday afternoon "where's my install?" call stops happening because PM already had the deal in their queue Tuesday morning.

Operations + HR

From applicant to provisioned employee

Business Dash ships a full ATS — job postings, candidate pipeline, interview scheduling, tiered notes, offers, contract linking — wired into the rest of the platform. When you flip a candidate to "hired," their account, permissions, team membership, and reporting line provision automatically. Monday morning works.

Field operations

Clock in to a shift, a job, or both — and export to payroll Friday

Punch clock with auto-link to the nearest scheduled shift, optional job linkage for billable hours, late/early tracking against the schedule, supervisor approval before payroll export, and a CSV download that fits whichever payroll provider you use.

Accounts receivable

The money that's already yours, finally visible

Business Dash reads your completed jobs against their invoices and shows you exactly who still owes you, how much, and for how long — computed live from the payment ledger, grouped the way you actually think about your customers. No spreadsheet to maintain.

Service operations

Set the arrangement once, not fifty-two times

Every other Tuesday at nine, the same cleaner, until somebody says stop. A recurring round is a thing you edit once — move it to Wednesdays, add a second person, pause it for August — and every future visit follows, including the ones that do not exist yet.

Service operations

Collect it automatically, or keep invoicing — your call

A customer who already agreed to something repeating is the natural person to put on a monthly plan. The round can be backed by a subscription that collects itself, or it can invoice per visit. Setting up the work never requires setting up the billing first.

Service operations

Who can actually get there, not just who is closest

A service call comes in and the board ranks your team by real driving time to the address — then filters to the ones actually free for that slot, and shows how much each is already carrying.

Service operations

Tracking your order should not mean tracking a person

Three settings, chosen by you: the whole journey, only the final few minutes, or a time with no map at all. In every one of them the customer is told who is coming.

Service operations

Does the till agree with the orders?

One page that answers the only question worth asking before locking up — and says so plainly when the answer is no, along with which direction it is out and by how much.

Commerce operations

Buy the label where you are already standing

Rates from the carriers at the moment you ask, the label bought against the order, and every tracking number in one list you can reprint from.

Service operations

A real ledger, not a list of transactions

Chart of accounts, journal entries, trial balance. Every entry has to balance to the cent before it will post, mistakes are fixed by a reversing entry rather than an edit, and a closed period stops accepting anything.

Service operations

The waiting list a busy front desk actually runs on

A barber, a nail bar, a walk-in clinic. These businesses do not run on a calendar — they run on who is next, how long they were told to wait, and whether anybody walked out because the answer was wrong.

Run your team

Escalation cases, infractions, offboarding, and pay — the employee lifecycle as first-class data, not a spreadsheet on the side.

People operations

Tell your reps what they earn without telling them your margin

A rep picks a price band and a size and sees two numbers: what to quote, and what they make. The price per unit and the floor it sits above are never on their screen. They close, they call in "Purple, eight kilowatt", and both sides already know what that means.

People operations

The code proves who you are. The permission decides whether you may.

Discounts past the floor, refunds, comps, voids and walkouts are approved at the terminal by a manager entering their own code. Revoke their permission and the code stops working the same second — without anybody changing a code or telling the rest of the staff.

People operations

Your earnings, against what you were asked for

Today, this week, this pay period and this month — each against the target your manager set. Commission, overrides and bonuses only, because salary and hours are pay for being here rather than for selling.

Run your team

When a chat gets escalated, the room stays closed

A tough customer thread gets raised to a manager and opens a case: a private, customer-invisible discussion where the people responsible work out the response. Membership is decided when the case opens and enforced in the query, so someone who stumbles onto a case they're not on sees nothing at all.

Run your team

The people record that holds up later

An allegation and a finding are different things, and Business Dash keeps them different. A concern gets logged, investigated, and either substantiated or not — with the employee's response attached, a legal hold available when it matters, and an offboarding checklist that closes the loop when someone leaves.

Run your team

Everyone's pay adds up from the same numbers

Hours clocked, pay agreements, commission on closed sales, and the payroll run that pays it all — computed from the same data your CRM already holds. Commission pools can stay confidential while still resolving correctly, so reps see their own earnings without seeing each other's.

Run your team

Pooled, split, and paid — to the cent

A restaurant, a salon, a bar. Tips arrive at the till all night and then have to become somebody's pay, split by whatever rule the house actually runs — hours, points, or straight down the middle.

Run your team

The record you should not be creating

Brokerages, salons renting chairs, trades with subcontractors, agencies. If you engage people as contractors, the tools built for employees will quietly manufacture evidence that they are not.

Field sales & canvassing

Territory, doorstep dispositions, and the pitch-to-close funnel — door-knocking that lives inside the same CRM the leads land in.

Field sales & canvassing

A door-knocking tool built for a phone on a doorstep

Draw a turf, load the addresses inside it, and hand your rep a map where every pin is a door and its color is the last thing that happened there. Dispositions are one tap, the walking order follows the street, and the whole thing works list-first when the signal drops.

Field sales & canvassing

Know whether it's the pitch or the targeting

"Pitched but not interested" and "never pitched" are different failures, and a turf that separates them tells you which one to fix. Canvassing tracks the door funnel as its own stage — pitched, interested, appointment, sold — and graduates the real prospects into the CRM as leads automatically.

AI that does the work

AI agents that act, plus mundane AI that saves your team hours.

Past the observation, into the work

"John has an overdue invoice. Want me to send him the standard reminder and bump his service call to next month?" The same conversation that surfaces the issue can fix it — with audit logs, RBAC, and admin gates.

Customs codes, lead routing, schema design

The AI features that save your team hours per week are mundane: HS code classification, lead triage, custom-database schema design, content moderation. Plus the things we deliberately don't automate.

Customer comms

Email and SMS campaigns that share the same database as your CRM.

Customer comms

One contact list, one source of truth

Stop running a marketing list that drifts from your CRM the day you exported. Campaigns are built into the platform — the audience for any send is a CRM filter you've already written.

Money-moment notifications

Payments, refunds, and shipments that announce themselves

When an invoice gets paid, a refund clears, or an order ships, Business Dash tells the people who need to know — the rep who closed it, their manager, and your admins — and sends the customer a receipt with a confirmation number. No one refreshes a dashboard to find out.

Procurement + shipping

Vendor portal, multi-direction shipment tracking, inbound and outbound as one job.

Procurement

Stop calling vendors for prices

Each vendor signs into their own scoped portal and keeps their pricing, availability, and specials current. Your procurement dashboard shows best delivered cost across vendors, updated the moment any offer changes.

Procurement

The Friday install depends on a Thursday delivery

Most CRMs only track outbound. Business Dash tracks both directions on the same shipments table — customer orders shipping out, vendor POs coming in. Each shipment links to the job it's attached to.

Retail + inventory

Ready for Sunrise 2027 before the deadline moves

GS1's Sunrise 2027 asks every retail point of sale to accept a 2D code alongside the striped barcode it has read since 1974. The same product, the same GTIN, a code that also carries the batch, the expiry and a link to your own page. Business Dash generates it from the GTIN you already have.

Procurement + shipping

Sale in, purchase order out, tracking back

A customer buys three things from three suppliers. Business Dash quotes one combined shipping cost, raises a purchase order to each supplier with the buyer's address on it, and brings each supplier's tracking number back to the order — without ever naming the supplier to the customer.

Doors, gates & rentals

Tickets, season passes, wallet passes, equipment out on loan — the operations of a venue, a resort, a rink or a rental counter.

Doors, gates & rentals

Tickets that hold, sell, and scan once

Events with tiers, seats and door metadata. A ticket is held the moment it goes in a basket, expires if the checkout is abandoned, and admits exactly one person once. The door decides in a single call, so two phones showing the same screenshot cannot both get in.

Doors, gates & rentals

Tickets and season passes in Apple Wallet

A ticket emailed as a PDF is a ticket somebody will be looking for in the car park. Business Dash issues the same ticket or season pass as a wallet pass — on the lock screen, updated in place when the start time moves, and revoked when the card is lost.

Doors, gates & rentals

Lift gates that decide without a signal

A ski lift is a machine at the top of a mountain with no bars of anything. A season pass gets scanned there forty times a day, hands-free, through a jacket pocket. That gate cannot ask a server for permission, so it does not — it decides locally and reconciles later.

Doors, gates & rentals

The counter, the fleet, and the deposit

Skis, boots, tools, hire cars, PA systems, bikes. Business Dash tracks each thing out on loan against the customer who took it, brings back what comes back — including the half of it that comes back — and settles the deposit as two honest numbers rather than one netted one.

Doors, gates & rentals

Your own fitting formula, attached to the sale

Ski bindings come off a DIN table computed from height, weight, age, boot sole length and skier type. A bike gets a frame size, a wetsuit a length, a hire car a seat. Business Dash lets an org define that calculation as its own function and hang it on the product being sold.

Doors, gates & rentals

Charge for the broken ski. Report the broken leg.

Four things happen at a returns counter and they look alike on a form: something came back damaged, something did not come back, something is being written off, and somebody got hurt. Only three of those are money, and treating the fourth as money is how a business ends up invoicing an injured customer.

Doors, gates & rentals

One price list that knows what time it is

A bar at five, a lift ticket after one, a rink on a Tuesday morning, a Christmas Day surcharge. These are the same feature wearing four names: a base price and a set of windows that override it.

Doors, gates & rentals

Custody runs both ways, and so does the money

A rental counter hands the org's property to a customer. A valet stand, a coat check, a repair shop, a dry cleaner and a boarding kennel do the exact opposite. Business Dash records which direction custody went, because it decides who pays when something goes wrong.

Doors, gates & rentals

One schedule, a season of departures

Mondays, Wednesdays and Fridays at ten, May to September, with two weeks off in July. Business Dash generates each departure as its own bookable event with its own capacity, its own guide and its own price — because a hundred and forty of them is not something anybody creates by hand.

Doors, gates & rentals

Everybody back on the coach

A door decides once and stops caring. A tour has to count the same people again at every stop, and the question is not how many got on — it is whether the fourteen who left are the fourteen who came back. Business Dash answers it with names, on a phone, in a canyon with no signal.

Doors, gates & rentals

Re-entry, and a headcount you can stand behind

A festival wristband, a stadium smoking area, a theatre interval, a car park with a barrier at each end. Business Dash tracks which side of the wall each ticket is on — so people can leave and come back, and the number in the building is a number you can hand to a fire officer.

Doors, gates & rentals

A pack of ten is ten sessions, not a pot of money

A coaching block, a personal-training package, a martial-arts class card, a vet health plan, a course of six blow-dries. Three completely different businesses asked for the same thing, so it is built once: a balance that decrements, expires on a date, and cannot be spent twice.

Doors, gates & rentals

The double booking that cannot happen

A flat let for a week, a specific van from Tuesday to Friday, a boat for an afternoon, a storage unit month to month. Different businesses, one problem — and two bookings landing on one unit at the same instant is the failure that defines all of them.

Doors, gates & rentals

Memberships that hold their own terms

A gym, a studio, a dojo, a climbing wall. Minimum terms, notice periods, and the member who goes travelling for six weeks — the three things this industry is regulated on, and the three a spreadsheet gets wrong.

Doors, gates & rentals

Refuse the sale as well as the entry

Somebody was fighting in the lift queue. Taking their season pass away stops the card in their pocket; it does nothing to stop them buying another at the window twenty minutes later. Business Dash treats those as two acts and offers both.

Safety, incidents & liability

Accidents, injuries, near misses, crime and the day a lawsuit lands — one register, with the timestamps that decide it.

Safety, incidents & liability

The report you will need in eighteen months

A collision on a ski slope, a fight at the bar, a burn on the restaurant line, a fall from a roof on a solar install. Different industries, one shape: what happened, who was in it, what you did about it, and at what time. Business Dash records all four in the same place.

Safety, incidents & liability

A chronology, not a description field

Reported 13:52. Patrol dispatched 13:54, on scene 13:59. Oxygen at 14:01. Ambulance called 14:03, arrived 14:20. Two accounts taken, both kept. Scene cleared 14:41. Every question asked about an incident afterwards is a question about a time.

Safety, incidents & liability

HR and Legal, on the same record

Businesses that serve the public get sued over an ordinary afternoon. Business Dash keeps the incident, the parties, the timeline, the signed waiver, the linked HR matter and the record of who read the file in one system — so preparing a response is opening a page rather than reconstructing a year.

Safety, incidents & liability

Nearly automated, and honest about the nearly

Insurer, workers' compensation carrier, police, regulator. Business Dash works out who needs telling, assembles the packet from the case file, prompts you while the window is still open, and keeps the reference number that comes back — so the next conversation starts with it instead of searching an inbox.

What shipped in 0.9.0

Release-specific feature announcements.

Released 2026-05-31

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Total feature pages: 78