Packages and what they include
Your available modules depend on the subscription packages your account includes. Every account starts with the Platform package. You can add the Field Service or Finance Ops packages to unlock additional capabilities.Platform
Included with every account.
Field Service Package
Adds field operations capabilities.
Finance Ops Package
Adds financial and inventory management.
Enable or disable a module
Navigate to Settings → Modules to see all modules available under your subscription. Each module shows a toggle you can flip on or off.1
Open Modules settings
In the sidebar, click Settings, then select Modules.
2
Review your active packages
At the top of the page, your subscription packages are listed along with which modules each one includes. Modules with a checkmark are currently active; crossed-out modules have been disabled.
3
Toggle a module
Find the module you want to change and flip its toggle. The change takes effect immediately — the module appears in or disappears from navigation for all users in your organization.
Some modules are marked Core and cannot be disabled. Core modules provide foundational functionality that other modules depend on.
Module dependencies
Some modules require others to be active before they can be enabled. For example:- Inspections requires Contacts and Equipment
- Scheduling requires Contacts
- Invoicing works best alongside Contacts and Services
What enabling a module does
When you enable a module:- It appears in the sidebar navigation for all users whose role includes access to that module
- Related records (such as equipment or inspections) become visible across the platform
- Workflows, notifications, and automation that reference that module become available
- The module’s data is included in API responses and exports