| Request intake | Online booking, forms, questions, manual requests, and sales follow-up. | Simple form, shareable link, and fast work order creation with customer, site, and equipment. | Advanced website builder and complex campaign automation. |
| Customers, sites, and equipment | CRM with history, notes, tags, files, and activity. | Customer, contact, site, asset, visit history, evidence, and documents by operation. | Heavy CRM with complex campaigns and sales segmentation. |
| Work orders and field work | Jobs, tasks, checklists, photos, status, and recurring visits. | Mobile order, checklist, photos, signature, materials, time, visible gaps, and report. | Long workflows that slow technician closeout. |
| Scheduling and dispatch | Calendar, assignments, availability, routes, and customer notifications. | Clear schedule, priority, team assignment, map, and context-assisted dispatch recommendation. | Advanced route optimization and intensive tracking before demand is validated. |
| Quotes and proformas | Templates, optional items, approvals, follow-ups, and advanced customization. | Fast quote from evidence, simple line items, photos, human approval, and proforma. | Complex packages and large catalogs before proven usage. |
| Invoice drafts and payments | Invoice from job or quote, online payments, and collection status by plan. | Operational drafts and connection to global or regional providers where verified. | Country tax engine owned by Aibo before provider coverage, accepted tests, and support are ready. |
| Costing, time, and materials | Time, expenses, job costing, margins, and advanced reports in higher plans. | Materials, labor, basic expenses, permission-based margin visibility, and job reports. | Full payroll and deep accounting in the first stage. |
| Communication | Reminders, follow-ups, two-way messages, and templates. | Visit summary, link, reviewable messages, and history for WhatsApp, email, or SMS by provider. | Mass marketing center before sales, support, and operations are separated. |
| Reviews and referrals | Review requests, referrals, and marketing tools in higher plans. | Simple post-close request, opportunity source, and public pages by campaign. | Full marketing suite before there is sales volume. |
| Aibo assistance | AI tools and receptionist capabilities included in higher plans based on public availability. | Report draft, missing-item review, customer summary, field help, and dispatch recommendation. | Diagnosis without technician review or messages sent without human approval. |
| Administration and security | Included users by plan, extra users, permissions, reports, and integrations. | Operational roles, audit trail, included users, assistance credits, storage, and plan controls. | Manual API keys when the provider supports OAuth. |