| Pricing and seats | Custom quote, seat-based, full-access and field-only. | Published Personal/Team prices, included seats, AI credits, and visible storage. | Aibo can evaluate limited field seats, but should not hide SMB base pricing. |
| CRM and customer | Customer management, customer communication, booking links, and customer transparency. | Customer, contact, site, asset, history, notes, files, and secure stage-based links. | Customer links stay simple; full customer experience waits for validated adoption. |
| Scheduling and dispatch | Scheduling, dispatching, routing, fleet tracking, and team visibility. | Schedule, assignment, priority, map, and reviewable dispatch recommendations. | Fleet/GPS/advanced routes require consent, provider setup, plan gates, and controls. |
| Mobile work | Work orders, mobile app, job management, custom workflows, and custom forms. | Mobile order with checklist, photos, signature, materials, time, offline state, and guided closeout. | Advanced forms are template-based; Ludo IA does not replace technical validation. |
| Quotes, proformas, and payments | Estimates/invoices, pricebook, payments, and financing as commercial capabilities. | Quote, proforma, internal draft, simple pricebook, and handoff to accounting or fiscal provider. | Payments and financing stay provider-gated; never mix physical-service charges with Aibo subscription. |
| Reports and margin | Dashboards/reporting, job costing, inventory, assets, and project management. | Report catalog by stage, evidence, team, cost, collection, assets, AI, and connections. | Margin/cost visibility follows role and plan; AI summarizes risk, but does not approve exceptions. |
| AI and communications | Operator AI, Chat AI, Engage, and calls/texts tied to the customer. | Ludo IA for triage, gaps, reports, proformas, customer replies, and admin insights. | Replies and automations require human review, opt-in, provider setup, and audit. |
| Connections and control | Accounting sync, Open API, multi-location, and connected apps. | OAuth-first personal/global connections, audit trail, company isolation, and clear disconnect. | Accounting, fiscal providers, and exports should be global connections with market tests. |