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Configuration

Capabilities

Simple-X only shows what your company turned on. Disabled modules disappear from navigation, dashboards and search.

Active modules
0
of 20 available
Available
0
Ready to turn on
Visible to your role
0
Owner
In your navigation
0
Enabled and authorized
People & Teams
ACTIVE

Profiles, teams, departments, roles, skills, certifications and history.

EmployeesTeamsSub-teamsDepartmentsProfiles+10
Open People & Teams
Booking Engine
ACTIVE

Connect any booking source and let Simple-X normalize every booking into one schedule.

WebhooksAPIsWebsite formsEmail parsingField mapping+6
Open Booking Engine
Scheduling
ACTIVE

Shifts, availability, rotations, replacements and conflict detection.

CalendarShiftsAvailabilityTime offAbsences+6
Open Scheduling
Time & Attendance
ACTIVE

Clock-in with GPS verification, breaks, overtime and timesheets.

Clock-inClock-outGPS verificationGeofencingBreaks+5
Open Time & Attendance
Field Operations
ACTIVE

Jobs, checklists, proof of work, approvals and workflows.

JobsAssignmentsTasksSubtasksChecklists+8
Open Field Operations
Door-to-Door
ACTIVE

Territories, routes, doors visited, conversions and leaderboards.

RepresentativesTerritoriesZonesRoutesInteractive maps+8
Open Door-to-Door
Sales & CRM
ACTIVE

Pipeline, opportunities, quotes, commissions and customer history.

LeadsClientsContactsSales pipelineOpportunities+7
Open Sales & CRM
Inventory
ACTIVE

Stock by location, vehicle, team or job with thresholds and suppliers.

ProductsMaterialsEquipmentSuppliesAvailable stock+9
Open Inventory
Vehicles & Fleet
ACTIVE

Vehicles, drivers, mileage, fuel, cost per km and maintenance.

VehiclesDriver assignmentsMileageTripsGPS+7
Open Vehicles & Fleet
Clients
ACTIVE

Client profiles, locations, jobs, documents and transaction history.

Client profilesCompaniesContactsLocationsNotes+4
Open Clients
Finance
ACTIVE

Revenue, labor cost, job costing, budgets and profitability.

RevenueExpensesCommissionsLabor costsBudgets+4
Open Finance
Payroll
ACTIVE

Turn approved timesheets into payroll-ready data and send it to your payroll provider.

Pay periodsTimesheet approvalsPayroll validationOvertime rulesVacation & sick hours+8
Open Payroll
Documents
DISABLED

Contracts, procedures, policies, signatures and employee files.

ContractsProceduresPoliciesCertificationsSignatures+3
Communication
ACTIVE

Company chat, channels, announcements, polls and notifications.

Company chatPrivate messagesTeam groupsChannelsAnnouncements+2
Open Communication
Performance & Analytics
ACTIVE

KPIs, productivity, punctuality, trends, comparisons and rankings.

KPIsIndividual performanceTeam performanceProductivityAttendance+6
Open Performance & Analytics
Forms & Checklists
DISABLED

Build inspections, checklists, surveys and job completion forms.

FormsInspectionsChecklistsReportsSurveys+1
Training
DISABLED

Courses, lessons, certifications, progress and required training.

CoursesLessonsCertificationsProgressOnboarding+1
Automations
ACTIVE

When something happens in the business, the system reacts on its own.

TriggersConditionsActionsApprovalsNotifications+1
Open Automations
AI & Insights
ACTIVE

An assistant that reads your connected operational data and acts on it.

AI assistantAutomatic reportsBusiness summariesRecommendationsAnomaly detection+3
Open AI & Insights
Custom Modules
DISABLED

Define your own objects, fields, relationships, views and workflows.

Object nameFieldsRelationshipsStatusesPermissions+2