Company profile
Business details, branding and domains in one place, used across proposals, emails and sites.
Module · Company
Run the whole business.Configured in one place.
Your company profile, subscription, billing, integrations, users, roles and franchises, set up and managed from a single settings area.
One control room
Every org setting together
Scoped access
Roles and teams you define
Many locations
Franchises and dealers built in
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.
Organization
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
Customize
Today7 Days30 DaysMonthCustom
All Agents Active Users
0
50 seats
Roles
0
10 configured
Integrations
0
6 connected
Custom Forms
0
100% live
Settings Overview
CSV Share Edit KPIs
Metric
Current
Target
Achievement
Active Users
0
50
84%
Roles Configured
0
10
80%
Integrations Live
0
6
83%
Totals
55
66
83%
Customize Dashboard
Drag to reorder, toggle to show/hide · 2/2 visible
Settings Sections
Navigate to Settings
Administration
Admin tools and config
Share — Settings Overview
Chat Email WhatsApp SMS
Search team members or groups…
Team Members
EB Send
Ethan Brooks
ethan@donefy.io
TR Send
Tyler Reed
tyler@donefy.io
RW Send
Ryan Walker
ryan@donefy.io
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 Info
Branding
Commercial
Company Information
Basic information about your company
Company Name *
Lakeside Medical Clinic
Phone Number
🇺🇸 +1(415) 555-0184
info@lakesideclinic.com
Location
United States
Tagline
Compassionate care, close to home
Company Logo
Select company logo
Operating States
Select the states where your clinic operates
Alabama
Alaska
ArizonaArizona
Arkansas
CaliforniaCalifornia
ColoradoColorado
Connecticut
Delaware
FloridaFlorida
Georgia
Hawaii
Idaho
Service Pricing
Set the base price for a standard consultation
Base Consultation Fee ($)
0
Update Price
Referral Commission Cap
Set the maximum referral commission allowed per patient
Type
Fixed ($) ▾
Value ($)
0
Save
Pricing Change History
Audit log of all pricing changes
Base fee set to $150.00just now · admin
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
Overview
Plan
Modules7/15
Add-ons0/3
Basic Active
Billed monthly
MonthlyAnnual
$60.00
Total for the current billing period
Modules 7/15
Accounting
CRM
Customer View
HR
Marketing
Sales
Web Builder
Add-ons 0/3
No add-ons active.
Browse extra paid features in the Add-ons tab.
Current plan
Basic · billed monthly
Available plans
Annual Save 17%Monthly
Basic
$60/mo
11 features · 0 modules
Current
Pro
$147/mo
19 features · 6 modules
Upgrade
Enterprise
Quote
All features · all modules
Contact
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
HD Aerial Imagery
HD and most updated satellite imagery
Roofing module
Usage based
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
Trial Active
Next charge
—Aug 1, 2026
Payment method
No card on file Add cardVisa •••• 4242
Payment history
Total paid $0 · 4 invoicesEvery charge processed securely. Open or download any receipt.
No payments yet
Invoices appear here after your first charge.
InvoiceDateAmountStatus
INV-0042
Pro Plan · CRM · Sales
Jul 1, 2026
$93.00
Paid
INV-0041
Pro Plan · CRM · Sales
Jun 1, 2026
$93.00
Paid
INV-0040
Pro Plan · CRM
May 1, 2026
$76.00
Paid
INV-0039
Basic Plan
Apr 1, 2026
$33.00
Paid
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
fFacebook
Pages & messaging
Not connected Connected
Connect Connected
IgInstagram
Posts, reels & DMs
Not connected Connected
Connect Connected
WaWhatsApp
Business messaging
Not connected Connected
Connect Connected
TT
TikTok
Business profile
Not connected Connected
Connect Connected
Advertising
Manage paid campaigns across ad platforms
∞
Meta Ads
Facebook & IG ads
Not connected Connected
Connect Connected
GA
Google Ads
Search & demand
Not connected Connected
Connect Connected
TA
TikTok Ads
Auction campaigns
Not connected Connected
Connect Connected
Payments
Process payments and verify bank accounts
S
Stripe
Payments & subscriptions
Not connected Connected
Connect Connected
PP
PayPal
Payments & invoices
Not connected Connected
Connect Connected
Maps
Geocoding and base-map tiles for the canvass map
GM
Google Maps
Geocoding & tiles
Not connected Connected
Connect Connected
HD
HD Aerial Imagery
High-res aerial
Not connected Connected
Connect Connected
Setup Assistant
Guided setup, zero guesswork.
A short guided setup for your company, branding, trade, roles and team. Then every module arrives ready for your industry the first time you open it.
Setup Assistant
14%
WelcomeYour industrySales0/5Product categoriesStarter productsService & issue typesUtility providersFinancing partnersFinish
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 modules Back
Continue
Franchises
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
Name Filter… Customize columns
#NameModulesStatus
1Michael Carter0active
2Elevate Dream Ventures0active
3East Texas Solar0active
4BUNDLE LIVING0active
5Beez0active
6Infinite Brokers Solar0inactive
Michael Carter active
Franchise administration
Overview
Modules
Members
Billing
Settings
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.
EmailNot set
PhoneNot set
TaglineNot set
LocationNot set
Onboarding
Artifacts captured when this franchise joined.
Franchise agreementNot signed
Bank detailsNot on file
Created6/23/2026
Module access
0 of 7 modules enabled. Settings always stay available.
RevertSave changes
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 *
Michael Carter
Status
Active
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.
RevertSave changes
Module pricing
Base price is what your plan charges per module. Your markup is added on top — the total is what a franchise pays.
ModuleBase priceYour markupFranchise pays
CRMcrm$9/mo$ 0$9/mo
Salessales$17/mo$ 0$17/mo
Schedulingscheduling$0/mo$ 0$0/mo
Accountingfinance$0/mo$ 0$0/mo
Marketingmarketing$13/mo$ 0$13/mo
Projectsprojects$10.99/mo$ 0$10.99/mo
HRstaff-manager$9/mo$ 0$9/mo
Total (all modules)$58.99/mo+$0/mo$58.99/mo
Team
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 5 Pending invitations 0
Users
Select a user to view details
Invite User
Search users…All Types
JWAdmin
James Whitfield
james.whitfield@apex.com
ECManager
Emily Carter
emily.carter@apex.com
RHSales Rep
Robert Hayes
robert.hayes@apex.com
SBSupport
Sophia Bennett
sophia.bennett@apex.com
DBMember
Daniel Brooks
daniel.brooks@apex.com
Select a user from the list to view their details and manage permissions
JW
James Whitfield
AdminContact
james.whitfield@apex.com
+1 (415) 555-0142
Profile
PositionOperations Admin
LocationSan Francisco, CA
TimezonePacific (UTC−8)
Member sinceJan 2026
EC
Emily Carter
ManagerContact
emily.carter@apex.com
+1 (512) 555-0177
Profile
PositionAccount Manager
LocationAustin, TX
TimezoneCentral (UTC−6)
Member sinceMar 2026
RH
Robert Hayes
Sales RepContact
robert.hayes@apex.com
+1 (303) 555-0193
Profile
PositionSales Representative
LocationDenver, CO
TimezoneMountain (UTC−7)
Member sinceApr 2026
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.
OnboardingInvite dealer
Dealer Filter... Customize columns
#DealerModulesStatus
1BrightWave Solar4active
2Summit Roofing Co4active
3BlueSky Energy5active
4Lonestar Home Pros4active
5GreenLine Electric3active
6Cascade Water Systems4active
7Redwood Exteriors4active
8Peak Comfort HVAC5active
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
New Role
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.
Revert Save
AccessPermissionsOnboarding
Which modules and menu options this role can see. Actions are managed under Permissions.
CRMAll options
SalesAll options
Customer ViewAll options
AccountingAll options
MarketingAll options
Web BuilderAll options
HRAll options
CompanyAll options
Dealer
Configure permissions and onboarding for this role
Revert Save
AccessPermissionsOnboarding
Which modules and menu options this role can see. Actions are managed under Permissions.
CRMAll options
SalesAll options
Customer ViewAll options
AccountingAll options
MarketingAll options
Web BuilderAll options
HRAll options
CompanyAll options
Admin
Configure permissions and onboarding for this role
Revert Save
Access
Permissions
OnboardingWhich modules and menu options this role can see. Actions are managed under Permissions.
CRMAll options
SalesAll options
Customer ViewAll options
AccountingAll options
MarketingAll options
Web BuilderAll options
HRAll options
CompanyAll options
CRM Sales Projects Marketing Finance Site Manager Customer
Permissions
Select all Deselect Expand Collapse
Dashboard1/1
To-Do Lists1/1
Proposals6/6
Agreements3/3
Credit Apps1/1
Install Tracker1/1
Reporting2/2
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).
Manage rolesAssign leader
Chief Revenue OfficerCOMPANY-WIDE0 peopleUnassigned Add
VP of SalesPER UNIT1 personMRMarcus Reed Add
Regional ManagerPER UNIT1 personEREmily Rodriguez Add
ManagerPER UNIT1 personTBTyler Brooks Add
Team LeaderPER UNIT1 personOBOlivia Bennett Add
North Texas RegionREGION· 2 sub-units 4500 Main St, Dallas, TX 12 members Marcus Reed, Emily Rodriguez
Compensation
Comp plans for your whole team.
Define pay structures, commissions, and bonuses per role or team, transparent for HR and painless for payroll.
donefy.io · HR · Compensation
Compensation
Plans, pay grades, bonuses, allowances, merit guidelines and salary components — one place for every comp structure.
PlansPay GradesBonus & IncentivesAllowancesMerit GuidelinesSalary Components
Build and assign commission & compensation plans. Payout calculation runs in Sales › Commissions.
New plan
Construction / RoofingActive
Closers earn a percentage of the job's gross profit (contract value minus cost).
Gross-profit marginRoofing / Construction
All reps · Payout on customer paid
Solar — PPW MarginActive
Reps earn the price-per-watt sold above the company redline, times system watts.
PPW margin (redline)Solar
All reps · Payout on install complete +7d
Water PurificationActive
Direct-sales reps earn a flat amount per unit sold plus a bonus on larger systems.
Flat amount per dealBonus (threshold)Water Purification
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
Manage rolesAssign leader
Chief Revenue OfficerCOMPANY-WIDE1 personSMSarah Mitchell Add
VP of SalesPER UNIT1 personMRMarcus Reed Add
Regional ManagerPER UNIT1 personEREmily Rodriguez Add
ManagerPER UNIT1 personTBTyler Brooks Add
Team LeaderPER UNIT1 personOBOlivia Bennett Add
North Texas RegionREGION· 2 sub-units 4500 Main St, Dallas, TX 12 members Marcus Reed, Emily Rodriguez
Workflow
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.
Document Capture animation
Inside Company
Every setting that runs your business.
Company is where an owner or admin sets up donefy once, then every other module follows those rules.
Subscription and billing
Pick your plan, manage the prepaid balance and review the monthly statement and transactions.
Integrations
Connect the payment, messaging, shipping and ad accounts you already use, from one screen.
Setup Assistant
A guided wizard for your industry: company, modules, people, roles and teams, applied in one pass.
Users, roles and teams
Decide who sees what per module, and organize people into teams with a clear reporting line.
Franchises and dealers
Run many locations or dealer partners, each with its own customers, billing and SaaS pricing.
Why teams switch
Control without the chaos.
One place to decide how donefy works for your team, your locations and your customers.
Your org, set up in minutes
Subscription, billing and structure are configured from one command center.
Control without the chaos
Users, roles and permissions stay clear, scoped and easy to audit.
Scale to many locations
Franchises, dealers and SaaS pricing grow with you, with no rebuild required.
Questions
What teams ask first.
The Setup Assistant walks you through company details, modules, people, roles and teams for your industry, and applies them together when you finish.
Yes. Roles define access per module, and teams give you a hierarchy so managers see their own reps' work.
Yes. Franchises and dealers each get their own record, customers and billing, and you can set SaaS pricing for the locations you manage.
Usage-based features draw from your prepaid balance. You can review every charge in the transaction list and a monthly statement.
Set up your company once.
Configure your organization, then switch on the modules your team needs.