Your whole organization,
configured in one place.
Subscription, billing, users, roles, integrations, and franchises —
every setting that runs your business, all in one place.
One place to configure
Tune every setting
Connected by design
Inside Company
Everything that runs your business, in one place.
Company is where your whole organization comes together. Instead of juggling scattered settings and spreadsheets, you configure subscription, billing, users, roles, integrations, and franchises from one secure command center — and every other module inherits it.
Below, we walk through each section of the module — starting with the Dashboard, the command center your whole company is built around.
Your whole company, configured in one place.
Dashboard
Your whole company at a glance.
A single command center showing the health of your organization — usage, activity, and what needs attention next.
Settings Dashboard
Roles, permissions, integrations and system configuration
Active Users
0
Roles
0
Integrations
0
Custom Forms
0
Company
Your organization, defined.
Set your company profile, branding, and core details once — and every module inherits them automatically.
Company Settings
Manage your company information and settings
Company Information
Basic information about your company
Company Name *
Phone Number
Location
Tagline
Company Logo
Operating States
Select the states where your clinic operates
Service Pricing
Set the base price for a standard consultation
Base Consultation Fee ($)
Referral Commission Cap
Set the maximum referral commission allowed per patient
Type
Value ($)
Pricing Change History
Audit log of all pricing changes
Subscription
Plans and seats, fully in control.
See your plan, manage seats, and upgrade or downgrade in a click — no support ticket required.
Subscription
Demo · workspace demo
No plan Trial
Billed monthly
$0.00
Total for the current billing period
Modules 7/15
Add-ons 0/3
No add-ons active.
Browse extra paid features in the Add-ons tab.
Current plan
No plan assigned to this workspace.
Available plans
Free
Free
4 features · 2 modules
Basic
$33.15/mo
11 features · 0 modules
Pro
$67.15/mo
19 features · 6 modules
Modules
Turn workspace modules on or off. Paid modules affect your bill.
Available to add
Agreements
Customer View
My account
Accounting
Applications & credits
AI Agents
Build and manage AI agents
Document Capture
Smart document capture
Scheduling
Booking pages & availability
Paid modules
CRM
Operations & sales
Sales
Marketing
Customers
Add-on features
Activate extra features beyond your plan. Changes affect your bill.
D2C
Nearmaps
HD and most updated satellite imagery
White Label
Billing
Billing without the back-office.
Invoices, payment methods, and history live in one tidy place — clear, current, and audit-ready.
Billing Apex Pest Control
Payment history and the status of your charges.
Status
Next charge
Payment method
Payment history
Total paid $0 · 4 invoicesEvery charge processed through Stripe. Open or download any receipt.
No payments yet
Invoices appear here after your first charge.
INV-0042
Pro Plan · CRM · Sales
Jul 1, 2026
$93.00
INV-0041
Pro Plan · CRM · Sales
Jun 1, 2026
$93.00
INV-0040
Pro Plan · CRM
May 1, 2026
$76.00
INV-0039
Basic Plan
Apr 1, 2026
$33.00
Integrations
Connect the tools you already run.
Wire donefy into your stack with native integrations — data flows in and out without manual exports.
Integrations
Connect external platforms to enable messaging, campaigns, and more.
Social Media
Connect your business social accounts for inbox and messaging
Pages & messaging
Posts, reels & DMs
Business messaging
TikTok
Business profile
Advertising
Manage paid campaigns across ad platforms
Meta Ads
Facebook & IG ads
Google Ads
Search & demand
TikTok Ads
Auction campaigns
Payments
Process payments and verify bank accounts
Stripe
Payments & subscriptions
PayPal
Payments & invoices
Maps
Geocoding and base-map tiles for the canvass map
Google Maps
Geocoding & tiles
Nearmap
High-res aerial
Setup Assistant
Guided setup, zero guesswork.
A step-by-step assistant that walks your company through configuration — from branding to modules, nothing gets missed.
Setup Assistant
What kind of business do you run?
Pick your industry and we'll tailor the setup to it.
Home Services
HVAC, plumbing, electrical, cleaning.
Recommends 5 modulesConstruction
Contractors, remodels and builds.
Recommends 5 modulesSolar & Energy
Solar installers, canvassing and field sales.
Recommends 5 modulesPest Control
Recurring routes and field techs.
Recommends 4 modulesWater Purification
Water treatment sales and service.
Recommends 4 modulesClinics & Health
Appointments and practice ops.
Recommends 4 modulesEcommerce & Retail
Online stores and marketing.
Recommends 3 modulesInsurance
Policies, agreements, documents.
Recommends 4 modulesSaaS & Tech
Software sales and automation.
Recommends 4 modulesFranchises
Many locations, one system.
Spin up and oversee every franchise from a central hub — consistent setup, independent operations.
Franchises
Manage your franchise network and module access
Michael Carter active
Franchise administration
Members
0
Manage members
Active modules
0 / 7
Manage access
Monthly billing
$0/mo
View breakdown
Status
Active
Since 6/23/2026
Company profile
Managed by the franchise in its own settings.
Onboarding
Artifacts captured when this franchise joined.
Module access
0 of 7 modules enabled. Settings always stay available.
CRM
crm
Sales
sales
Customer View
customer
Accounting
finance
Marketing
marketing
Web Builder
site-manager
HR
staff-manager
Identity
The franchise manages the rest of its profile in its own Company settings.
Name *
Status
Inheritance
Share parts of your operation. Inherited records are read-only for the franchise.
Roles
The franchise uses your role definitions in addition to its own.
Products
The franchise sees your product catalog in addition to its own.
Danger zone
Deactivating suspends access for every member of this franchise.
Deactivate franchiseSaaS Pricing
Package and price your offering.
Define plans, tiers, and pricing for the services you resell — flexible enough for any go-to-market.
Franchise SaaS
Set the additional price you charge on top of each module's base price when reselling to your franchises.
Module pricing
Base price is what your plan charges per module. Your markup is added on top — the total is what a franchise pays.
People, dealers, roles, and how they fit together.
Users
Everyone on the team, managed.
Invite, organize, and deactivate users in seconds — your whole org roster stays accurate and current.
Users
Select a user to view details
James Whitfield
james.whitfield@apex.com
Emily Carter
emily.carter@apex.com
Robert Hayes
robert.hayes@apex.com
Sophia Bennett
sophia.bennett@apex.com
Daniel Brooks
daniel.brooks@apex.com
Select a user from the list to view their details and manage permissions
James Whitfield
AdminContact
Profile
Emily Carter
ManagerContact
Profile
Robert Hayes
Sales RepContact
Profile
Dealers
Every dealer, onboarded and organized.
Manage the dealers that sell under your brand — accounts, territories, and performance in one roster.
Dealers
Each dealer is a fully isolated sub-tenant with its own owner, team, and data.
Roles
Permissions, scoped and clear.
Build roles that grant exactly the access each person needs — secure by default, easy to audit.
Roles
Select a role to manage its permissions
Super Admin Full access
Full access to everything in this tenant (not the owner).
Installer
Installations and more.
Sales Representative
Sales Rep
Dealer
Marketing
Admin
Select a role from the list to view and manage it
Installer
Installations and more.
Which modules and menu options this role can see. Actions are managed under Permissions.
Dealer
Configure permissions and onboarding for this role
Which modules and menu options this role can see. Actions are managed under Permissions.
Admin
Configure permissions and onboarding for this role
Which modules and menu options this role can see. Actions are managed under Permissions.
Teams
Group your people the way you work.
Create teams for offices, crews, and departments so assignments, goals, and reporting map to reality.
Teams & Hierarchy
Build your Regions → Offices → Teams, assign managers, and place members. One structure powers every module — no one sees data outside their scope.
Region/Team/OfficeLeadership
Assign your leadership — each leader sees their scope and everyone beneath it (the CRO sees everything).
Compensation
Comp plans for your whole team.
Define pay structures, commissions, and bonuses per role or team — transparent for HR and painless for payroll.
Compensation
Plans, pay grades, bonuses, allowances, merit guidelines and salary components — one place for every comp structure.
Build and assign commission & compensation plans. Payout calculation runs in Sales › Commissions.
Closers earn a percentage of the job's gross profit (contract value minus cost).
All reps · Payout on customer paid
Reps earn the price-per-watt sold above the company redline, times system watts.
All reps · Payout on install complete +7d
Direct-sales reps earn a flat amount per unit sold plus a bonus on larger systems.
All reps · Payout on install complete
Teams & Hierarchy
Your org structure, made visible.
Draw the reporting lines between teams and managers so ownership and escalation are always clear.
Teams & Hierarchy
Build your Regions → Offices → Teams, assign managers, and place members — what each manager and rep can see across Sales and Canvass.
Region/Team/OfficeLeadership
Capture flows and AI agents that shape how you work.
Document Capture
Guided photo and document flows.
Build step-by-step capture flows so field teams collect exactly the photos and documents each job needs.
Benefits
Three reasons teams run
their company on donefy.
Set up in minutes. Control without chaos. Scale to many locations.
Your org, set up in minutes
Configure subscription, billing, and structure from a single command center.
Control without the chaos
Users, roles, and permissions stay clear, scoped, and easy to audit.
Scale to many locations
Franchises, integrations, and SaaS pricing grow with you — no rebuild required.
No credit card required.
Run your whole company from one place.
Configure your organization today — free to start.
One place to configure
Tune every setting
Connected by design