Preview — this workspace is not connected to an operational workflow.
Warehouse
Inventory, purchasing, receiving, and material movement.
Warehouse workspace ready for the operational workflow.
Preview — this workspace is not connected to an operational workflow.
Accounting
Turn operational activity into financial clarity.
$
Accounting connection status is available in Integrations
RevealOI owns the accounting workflow and operational intelligence. QuickBooks remains the authoritative ledger. A/R, A/P, financial reporting, and reconciliation will build here against the connected production company.
Preview — this workspace is not connected to an operational workflow.
People
Employees, teams, roles, and workforce operations.
People workspace ready for the workforce workflow.
Preview — this workspace is not connected to an operational workflow.
Vehicles
Fleet resources, technician assignments, GPS visibility, and truck stock.
Vehicle workspace ready for fleet, dispatch, GPS, and Warehouse truck-stock workflows.
Preview — this workspace is not connected to an operational workflow.
Documents
One place for company, client, and agent-generated records.
▤
RevealOI document library
Client files, generated reports, and executive briefs will land here while remaining linked to their originating records. Google Drive stays the connected document provider underneath the workflow.
Preview — this workspace is not connected to an operational workflow.
Reports
Operational and executive reporting.
Reports workspace ready.
Preview — this workspace is not connected to an operational workflow.
Admin
Company administration, access, and controls.
Admin workspace ready.
Preview — this workspace is not connected to an operational workflow.
Settings
Workspace preferences and configuration.
Settings workspace ready.
Tasks
Work, decisions, and automation in timeline order.
AI activityAll agents idle
Lead
Process record
More actions
System & record activity
Company
Process company
More actions
Opportunities
Quotes
Projects
Service calls
Contracts
Operational tasks
Alerts
Assets
Ownership history
Movements
Billing groups
Billable events
Invoices
Financial profile
Reminders
Manual activity
System & record activity
RevealOI intelligence
Documents
System & record activity
New relationship
Create a canonical company relationship.
Contact
Site
Service Call
Issue
Email history
Activity
Task
Process task
More actions
Details
Inbound email
Suggested reply — edit before sending
Activity
New task
Create a RevealOI task. It can stand alone now and later attach to Clients, Projects, Service, or other operational records.
More actions
Source: RevealOI · Future module-created tasks will retain their originating record and open back to it.
