Platform Features 464 features, grouped by category.
AI / FELIX · 10
FELIX™ Tool Builder — Recipes, Promotion and SIG Sharing FELIX™ PWA Notch & Bottom Toasts FELIX™ Lookup Fixes, Map Cards, Dark-Mode Tables and Phone Readability FELIX™ Lockdown, Lookups, Actions and Mobile Page (/felix) FELIX™ Honest Confirm — Typed Confirm Presses the Card + Nameless Contact Match FELIX™ Desktop Window + Cases Column FELIX™ Contact Changes, Unpaid Invoices and chat.ts Split FELIX™ Command Bar™ Mode, Hand-Off, Any Agent by Name and Phone Action Bar FELIX™ Bureau Chat — Multi-Agent Conversation and Synced Bureau Toggle FELIX™ Always Knows / Confirm Rules / Bureau Chimes In
AI / Platform Economics · 2
Helix AI Credits System BYOK Primary AI Routing Model
AI Agents / Contracts · 6
Deliberation Edge Function — 8 Agent Voices, 6 Phases DaNA — Contract Deliberation Domain + Bureau Deliberation Settings Bureau Deliberation Wired — Contract Creation Flow Bureau Deliberation Settings — Agent Participation Config Bureau Deliberation Schema — bureau_agents + contract_deliberations Bureau Deliberation Panel — Live Chat, Veto, INTERRUPT US
AI Agents / Intelligence · 1
Bureau Deliberation — Command Bar Integration & Platform System
AI Agents / Platform Data · 2
get_character_attribute_profile & find_similar_characters RPCs Character Attribute Phrase Library & Role Aptitude Phrases
AI Agents / SIG Marketplace · 1
Character DNA System — Attribute Vectors & Role Aptitudes
AI Agents · 1
Character Attribute Prompt Injection — /api/chat
AI Character / Agent · 1
FELIX Gospel Knowledge and Protocol
AI Ensembles / Culture · 1
AI Ensemble Graduation System
Administration · 1
PSA-15: Settings & Administration
Advanced Network Intelligence — Cross-Industry Expansion · 1
Cross-Industry B2B Expansion
Advanced Network Intelligence — Holy Cow Tier Two, Item 10 · 1
Multi-Trade Consolidated Customer Billing
Advanced Network Intelligence — Holy Cow Tier Two, Item 11 · 1
Escrow / Milestone-Based Multi-Party Payment Holding
Advanced Network Intelligence — Holy Cow Tier Two, Item 12 · 1
Cross-Trade Warranty Chain-of-Custody
Advanced Network Intelligence — Holy Cow Tier Two, Item 13 · 1
Equipment & Material Sharing Across the Network
Advanced Network Intelligence — Holy Cow Tier Two, Item 14 · 1
Cross-Trade Safety Incident Broadcast
Advanced Network Intelligence — Holy Cow Tier Two, Item 15 · 1
Portable Trade Credentials / Badge Network
Advanced Network Intelligence — Holy Cow Tier Two, Item 16 · 1
AI Cross-Trade Estimation Assist
Advanced Network Intelligence — Holy Cow Tier Two, Item 17 · 1
Government Inspection / Permit Status Sync
Advanced Network Intelligence — Holy Cow Tier Two, Item 9 · 1
Mutual Aid / Surge Network
Architecture / Operations · 1
Recipe Engine — recipe-execute Edge Function & 5 Platform Recipes
Architecture / Standing Rules · 2
STANDING RULE — Test the Real Send Path, Never a Fabricated One STANDING RULE — Never Guess: Defaults and Fallbacks That Lie
Architecture / Technical Debt · 1
Lens Engine Must Read the Platform DB — Currently Hardcoded
Asset Management · 1
PSA-10: Asset Management
Assets · 1
PSA-26: Helix Passport™
B2B Network Foundation — Holy Cow Tier One, Item 1 · 1
Trust Score / Credentialing Passport
B2B Network Foundation — Holy Cow Tier One, Item 2 · 1
Cross-Tenant Capacity Marketplace
B2B Network Foundation — Holy Cow Tier One, Item 3 · 1
Joint Ticket / Joint SLA Ownership
B2B Network Foundation — Holy Cow Tier One, Item 4 · 1
Automated Compliance / Insurance Gatekeeping
B2B Network Foundation — Holy Cow Tier One, Item 5 · 1
Multi-Party Change Orders
B2B Network Foundation — Holy Cow Tier One, Item 6 · 1
Network Health Dashboard
B2B Network Foundation — Holy Cow Tier One, Item 7 · 1
Verified Credential / License Exchange at Onboarding
B2B Network Foundation — Holy Cow Tier One, Item 8 · 1
Federated Network Search
B2B Network Foundation · 1
Subcontractor Isolation Portal (SIP)
Billing / Audit · 1
Audit 3 Fixes — Convenience Fee + QuickBooks Send UI
Billing / CRM · 1
Special Arrangements — Manager Access and Statement Flag Split
Billing / Dead Drop · 1
Calendar Text (calendar_ref) on Tickets
Billing / Email · 1
Statement Billing Marathon Overhaul & TEST MODE Send-to-Myself
Billing / Integrations · 1
QuickBooks Online Sync + Pay Now
Billing Marathon · 2
Billing Marathon: End Marathon Early Button Billing Marathon Client Scope
Billing · 19
Tax Classification Q-Assist + Florida Tax Rule Chain ProposalToProjectDialog — 8-Agent Planning Council AI Build Payment Terms UI — Company Override & Tenant Global Default Paid-Invoice Edit Warning Setting PSA-40: Service Contract Tax Architecture PSA-40: Billing Marathon — Work Date + Service Type Pill + Time Entry Fix Overdue Invoice Indicators — Badge & Days Past Due Items to Be Billed Fixes + Tickets Bulk Work Order Print Invoices List QuickBooks Problems Filter Invoice Type Taxonomy — Origin-Based Type System & UI Invoice Paid Pill Style + Case-Insensitive Status Invoice List — Amount Paid Column Invoice Email — Ticket Work Order Attachment (3 surfaces) Invoice Due Date Logic — DB Migrations & Billing Engine Patches Dead Drop™ — Calendar Reconciliation (Phase 1 & 2) Dead Drop™ Card Customer Picker Credit Card Convenience Fee Billing Marathon — Non-Contract Customer Recent Work Popover Billing Marathon — Contract Badge Hover Enhancement
Bureau Navigation / Intelligence Nav Group · 1
Intelligence Navigation Group & Pages
CRM / Finance · 8
StatementDateRangePicker shared component Statement PDF and Email Actions Open Invoice Customer Statement Ledger/Statement Inline Description Editing Customer Portal Ledger Credit Memo as Ledger Line Type Balance Forward Customer Statement Aging Grid on Statements
CRM / Intelligence · 1
Contact Intel Badges — Dispositions, Modifiers, EggCracked Icon
CRM / Multi-Brand · 1
Multi-Brand Customer Architecture
CRM Intelligence · 1
PSA-27: Client Value / Dossier Score™
CRM UI · 1
People List — Created Column (Sortable) + Bulk UI
CRM — Landscaping · 3
Referral Capture Real-Time Job Completion Notifications New Client Soil Report
CRM · 6
The Me Company (MSP as Its Own Best Client) PSA-60: Special Arrangements Tab (Company) PSA-43: CRM Pipeline PSA-42: CSAT PSA-36: Warm Handoff / Transition Package PSA-2: CRM & Customer Management
Candor Website / SIG Marketplace · 1
Character Discovery UI — Build-Your-Own Similarity Search (Candor)
Character System · 2
The Quartermaster (Q's Pre-Graduation Codename) Global rename: The Procurator → The Quartermaster (Q pre-graduation codename)
Chat / Messaging Architecture · 2
Chat Button — Draggable Floater, Anchored Window & Roster Preferences Chat / Messaging System
Client Intelligence · 1
Client Briefing Book
Client Portal · 3
PSA-52: Client Training Content PSA-35: Client Portal Depth PSA-11: Client Portal (Hollywood Hacker™)
Command Bar / AI · 1
Command Bar™ Customer Email + Document Sends
Command Bar / Architecture · 1
Command Bar — 20 Executor RPCs (execute_* pattern)
Command Bar / FELIX · 1
Cutover Test Fixes — Ticket References, Command Bar™ Notes, Bureau Addressing, AI Integrations
Command Bar / Intelligence · 5
Command Bar — command-router Edge Function (Registry-Driven Routing) Command Bar — Verb Registry (32 Intents, platform_command_intents) Command Bar — Select/Checkbox Intent via command-bar-select Command Bar — Extended Vocabulary (Timers, Parts, Email, Expiring) Command Bar — Bulk Update Intent (Close/Priority/Billing on Selection)
Communications · 4
PSA-53C: SMS Opt-Out Compliance & Log PSA-53B: Twilio Inbound SMS Routing PSA-53A: Twilio Outbound SMS Notifications Email Notification System (Resend)
Compliance — Landscaping · 1
Weather Intelligence Layer
Compliance · 4
Recurring Compliance Service & Certification Tracking PSA-48: MSP Compliance Tracking PSA-34: Compliance Intelligence Helix Posture™ / Compliance Posture System
Contracts / AI · 5
Multi-Agent Contract Deliberation — 8 Agents, 4 Rounds, Veto, INTERRUPT US Felix Contract Analysis — analyze-contract-engine Edge Function Felix Analysis Wired — New Contract + Retrofit Paths Contract Description Box + Q Assist + Felix AI Analysis Contract Analysis Panel — Felix Briefing, Questions, TL;DR
Contracts / Automation · 1
Nightly Contract Maintenance — Consolidated pg_cron Job
Contracts / Billing · 6
Template Pricing, Repricing Rule Stack, and Duplicate Repricing Coach Alerts — Nightly Notice Window Overage Notification System — Threshold Detection + Coach Alerts Contract Time Ledger — Append-Only Bucket Hour Tracking Contract Period Close — Rollover, Cap, and Expiry Contract Ledger Triggers — Automatic Debit/Reversal on Time Entries
Contracts / Client Portal · 1
Client Portal Contract Balance — Hollywood Hacker™ Bucket View
Contracts / Field Operations · 1
Scheduled Visits — First-Class Visit Entity per Contract
Contracts / Finance · 3
Financed Agreements — Promissory Note and Secured Finance Collateral Editing UI — Add, Edit, Release, Delete Amortization Schedule — Auto-Invoicing and Late Payment Tracking
Contracts / Legal · 2
Legal Document Template Library — BAA, NDA, MSA, SOW, DPA Legal Boilerplate — Starter Language for 11 Templates
Contracts / Sales · 1
Bill of Sale — Generated from Invoice or Proposal with Asset Creation
Contracts / Scheduling · 3
Visit Generation Engine — pg_cron Nightly Scheduled Visits Seasonal Rules Editor — Year Coverage Bar and Pause Windows Contract Seasonal Rules Engine — Pause/Resume and Variable Frequency
Contracts / Templates · 2
Template Boilerplate + Parent Contract Relationships IT Vertical Template Expansion — 21 Flat-Rate Service Templates
Contracts · 10
Tenant Template Seeding — Onboarding Edge Function Living Contract — Mid-Term Template Change Propagation Living Contract Propagation — Template Version Fan-Out Contract Template Library — 25 Platform Templates + Tenant Library Contract Retrofit — Layer Engine Config on Existing Contracts Contract Retrofit Undo — Snapshot Restore with Completion Lock Contract Multi-Site — Location-Level Config per Master Agreement Contract Model Types — 13 Contract Models Defined Contract Insurance Requirement Verification Contract Engine — Full Schema (Tables, Tiers, Templates, Ledger, Visits)
Core Infrastructure · 6
PSA-1: Authentication & MFA PSA-0c: Helix Dash™ — Unified Operational Home Base PSA-0b: Operation-Triggered Intelligence Framework PSA-0a: Bulk Write Safety, Change Journal & Circuit Breaker PSA-0: Database Foundation Schema Brand Switching & Document Rebrand Flow
Core Operations · 4
Service Desk Card — Save Reliability (ABCDE) PSA-5: Projects PSA-4: Time & Parts Tracking PSA-3: Ticketing System
Culture / Growth · 1
DaNA (DNA) — cAND/or Culture Champion
Dead Drop · 2
Dead Drop: job_type defaults to remote Dead Drop: Title Honesty Rule
Documentation / Architecture · 2
Tracker — Technical Reference Updated (25 Intents, 24 RPCs, 7 Recipes) Tracker — Technical Reference (RPCs, Edge Functions, Recipes, Intents)
Documentation / Security · 1
Credential Vault
Documentation · 1
Documentation Architecture (60+ Doc Types)
Email · 1
Email Delivery Events Viewer (Resend Webhook)
FELIX™ / Chat · 2
FELIX™ Public Site Uploads — candor.software Bots FELIX™ File Attachments — Files as Conversation Context
Field App · 1
Helix Field App — Home-Screen Icon and Query Column Fixes
Field Operations / Invoicing · 1
Field Report Wizard — 5-Step Ticket + Invoice for Field Visits
Field Operations / Settings · 1
Field Operations Settings — Travel, Time, Inventory, Chips, Tiles
Field Operations — Landscaping · 3
Route Pack™ Lawn Health Photo AI Crew Callout Cascade
Field Operations · 4
PSA-24: Field Operations Intelligence PSA-18: Field View / Mobile PWA Multi-Point Device Inspection Methods (28 Types) Field Operations Tables (Go Bag, Certifications, Drills, Merch)
Finance & Contracts · 2
PSA-7: Contracts & Service Agreements PSA-23: E-Signing
Finance / Billing · 1
Ticket Billing Visibility — Color Bar, Time, Unbilled, Billing Columns
Finance Intelligence · 1
PSA-29: Revenue Leakage Detection
Finance — Landscaping · 4
Seasonal Renewal Automation (Ghost Renewal) Per-Property Profitability Map Invoice on Completion (Landscaping) Invoice on Completion
Finance · 12
Quick Invoice Wizard — Complete Build PSA-8: Invoicing PSA-55: Card-Present Payment Terminal (Deluxe/EMG) PSA-55: Card-Present Payment Terminal PSA-47: RidgeLine Financial Consolidation PSA-45: Recurring Revenue Forecasting PSA-40: Payments & Billing Cycle Automation PSA-13: QuickBooks Online Sync PSA-12: Payment Gateway Integration (QBO Payments / Stripe / EMG) PSA-12: Payment Gateway Integration PDF Registry & Storage Management Billing Session Surface
Helix Reach™ · 9
Helix Reach™ — Send Safety, Resumable Dispatch, Rendering Helix Reach™ — Segments: The CRM Query IS the Audience Helix Reach™ — Schema and Data Architecture Helix Reach™ — Reply Addressing Resolved: Per-Recipient Addresses on a Reply Subdomain Helix Reach™ — Hold Window Scope and Billing Model Helix Reach™ — Feature List, Deliverability and the Connector Strategy Helix Reach™ — Campaigns, Lists and Deliverability in Every Helix Product Helix Reach™ — Campaigns as Billable Work, and Reply Routing Helix Reach™ — AI Content From Real CRM Data
Helix Tradecraft™ Layer — AI Safety Infrastructure · 3
Helix Guardrail™ — Rephrase Assist (FELIX In-Context Coaching) Helix Guardrail™ — Ingestion Guard (DB Triggers on Authored Fields) Helix Guardrail™ — AI Traffic Validation Middleware
Helix Tradecraft™ Layer — Game/Graduation Layer · 2
Graduation Ceremony & Induction System Badge System
Helix Tradecraft™ Layer — SOP Architecture · 2
Unified SOP Architecture SOP Holy Cow Features (10 Confirmed)
Helix Tradecraft™ Layer · 13
Three Laws Enforcement Pipeline The Coach™ Technical Assistant Rule Answer Types — Pickers, Confirm-Don't-Re-Ask, Type Inference Macro Scripts (#AUTORUN, #BRAND) Helix Witness™ Helix Redact™ FELIX™ Chat Interface (Intelligence Analyst) Command Bar™ — Confirmation Law and Source-Aware Animation Command Bar™ as Interpreter — Restate, Clarify, Show the Query Command Bar™ Intelligence Layer Burn Notices AI Usage Log
Industry Terminology Engine · 1
Lens Engine (Terminology Engine)
Integrations · 4
VoIP Screen Pop — CallerCard + /screen-pop Route NinjaOne Me-Company Mapping + Internal Asset Menu NinjaOne Device Poll → Coach™ Asset Intake DocuSign Connector (Helix Witness™ Alternative)
Intelligence / Automation · 3
SOP Library — 92 Platform SOPs Seeded PSA-33: Runbook™ / Living SOP Architecture Coach SOP Recommendation Engine
Intelligence / Bureau · 1
Command Bar™ Easter Egg — Order 66
Intelligence / Coach · 2
Just Close It — Close Without Resolution with Manager Visibility Closure Alert Thresholds — Manager-Configurable Notification Floors
Intelligence / Incident Reporting · 1
Helix After-Action™ — Comprehensive Incident Reporting (AAR)
Intelligence / Meeting Capture · 1
Helix Debrief™ — Transcript & Meeting Summary Capture
Intelligence / Organization · 1
Tags System — Defined + Ad-Hoc, All Entities, GIN Indexed
Intelligence Navigation · 1
PSA-38: Bureau Navigation & Intelligence Hub
Intelligence · 9
The Coach™ — 17 Alert Rule Types Technical Assistant (Helix PSA Thinking Partner) Professionalism Score™ (7-Pillar Behavioral Score) Professionalism Score (cAND/or 7-Pillar Behavioral Score) PSA-31: Cross-Ticket Pattern Intelligence PSA-25: Helix Predict™ Dead Drop — Ticket Linkage and Source Line Storage Command Bar™ Easter Egg — Execute Order 66 Coach™ Rules Engine v2 — Whistle-as-Alert, Audience Routing, RMM Auto-Ticket
Invoices / FELIX · 1
Invoices — Recent Voids and FELIX™ Void Follow-up
Invoices · 8
Recent Invoices Only (renamed from Active) Invoices List — Stacked Ticket Numbers Invoice Loading Indicator Invoice List: Filter Persistence + X Clear + Nav Context Invoice List Totals Bar (user-triggered) Invoice List Performance Overhaul Customer Account Statement Active Invoices Only Default ON
Invoicing / Billing · 1
Invoice Wizard — Quick 4-Step Invoice Creation
Knowledge Management · 1
PSA-32: Knowledge Base
Marketing & Website · 1
Helix Theme Families™ — cAND/or Website Meet & Greet System
Marketing / Culture · 1
Our Faith Page
Marketplace / Integrations · 1
PSA-53D: WHMCS Integration — App Marketplace Connector + Client Self-Provisioning (Roadmap)
Operations · 4
PSA-9: Parts Catalog PSA-46: Vendor & Procurement PSA-44: Subcontractors (Intra-Tenant) PSA-37: Personnel Records
PM Platform Integrations · 1
PM Platform Integrations (Monday.com, ClickUp, Asana, MS Project, Kahua)
Payments · 1
Stripe Card-Not-Present Payments
Performance Engine / Intelligence · 2
Interactive Graduation Ceremony — Audience Rail (Helix Academy™ interaction prototype) Interactive Graduation Ceremony — Audience Rail
Platform / Intelligence / Monitoring · 1
PSA-59 — Helix Heartbeat™: Signal Ingestion Engine + Backup Health Command Board
Platform / Marketplace / Custody · 1
PSA-54X — Marketplace Multi-Instance Custody: Purpose + Brand Resolution + Creation Wizard (+ Heartbeat™ three-shelf picker & Resend inbound)
Platform / Marketplace · 1
PSA-54X — Marketplace Multi-Instance Custody
Platform / Training · 2
PSA-52 Helix Academy™ — Performance Engine Training Platform (staff + client audiences, custom characters) Helix Academy™ — Performance Engine Training Platform
Platform Admin · 1
Platform Admin Tooling
Platform Architecture · 1
Helix Theme Families™ — Multi-Theme Character Skin System
Platform Infrastructure / AI · 1
PSA-20/21: Multi-Tenant Architecture & AI Credits
Platform Infrastructure / Performance Engine · 2
HOLY COW — Data-Driven Performance Script Architecture (Script Command System) Data-Driven Performance Script Architecture
Platform Infrastructure · 14
PSA-Tradecraft: Reimagined Opening Dashboard [MERGED INTO PSA-0c] PSA-58: SalesTracker → Helix PSA Data Migration PSA-58: Legacy Data Migration Engine PSA-56D: AI Fabric — User Preferences PSA-56C: AI Fabric — Feature Wiring PSA-56B: AI Fabric — Selection Engine PSA-56A: AI Fabric — Schema & Registry PSA-54: Helix App Marketplace™ (Integrations Foundation) PSA-20/21: Multi-Tenant Architecture & Subscription Tiers M365 and Google Workspace — Two-Context Client Tenant Management Dev Mode (Tier Simulator) Dev Mode (System Admin Tier Simulator) App Marketplace Catalog — Full Schema Enrichment for Public Documentation Account B to Account A Migration — AI Edge Functions
Platform Intelligence · 2
PSA-57: Spec-Traceability & Dependency-Aware Buildout Engine PSA-57: Generalized Spec-Traceability & Dependency-Aware Buildout Engine
Printing · 1
Printed Documents — Business Address from Settings and Ticket Terminology
Productivity / Intelligence · 5
Helix Dead Drop™ — Frictionless Capture & AI Action Triage Dead Drop™ — Undo System (Per-Action, Per-Card, Session) Dead Drop™ — Session Persistence & Full Overhaul Dead Drop™ — Q Assist & Time/Rate Chips Dead Drop™ — Import/Export & Reconciliation
Projects / Scheduling · 1
Project Scheduling — Gantt/PERT with Automatic Blocker Surfacing
Projects · 3
Q Kickoff™ for Projects — Full Project Panel (New Project + Editor Button) Project → Proposal Conversion (Build the Plan First, Quote Second) Phase Ticket Generation with Assignment Inheritance
Proposals & Field Compliance · 1
Proposal-Time Load / Capacity Calculation Check
Reporting · 1
PSA-14: Reporting & Dashboard
RidgeLine Product Portfolio · 4
Helix Roster (Payroll & HR Platform) Helix Roster (Payroll & HR Platform — cAND/or Product 3) Helix Ledger (Accounting Platform) Helix Ledger (Accounting Platform — cAND/or Product 2)
Sales & Proposals · 1
PSA-6: Proposals & Takeoffs
Sales / Marketing · 1
Founding Member Program
Sales Intelligence · 2
PSA-30: Pipeline Intelligence PSA-28: Win-Rate Coach
Sales — Landscaping · 1
Property Measurement & Bid Calculator
Scheduling & Field Operations (PSA-17) · 6
Scheduling Constraint Engine & Dependency Chains Runbook™ Integration with Scheduling Outlook & Google Calendar Sync Client Portal Calendar ARTINT™ Scheduling Intelligence ARTINT Scheduling Intelligence
Scheduling & Field Operations · 1
PSA-17: Scheduling & Field Operations
Scheduling · 1
PSA-16: Kanban Views
Search / Intelligence · 7
Tenant Vocabulary — Learned Term Resolution Tenant Vocabulary — Ask Once, Learn Forever Search AND Operator — Escalation Ladder Progressive Search Escalation — Cheap Path First, AI Last Order-Independent Name Search with OR Operator Name Search — Order-Independent Tokens with OR Groups Error Toast Call-Site Capture
Security / Governance · 4
Tax Override — The Checkbox Is Final Say, But a Departure Needs a Reason Platform Completeness Library — Law Tier vs Recommended Tier Completeness as a Law — The Clarify Verdict Command Bar™ SQL — Five-Layer Guardrails, All Fail-Closed
Service Delivery · 1
PSA-41: SLA Management
Service Desk / Client-Facing · 1
Public Ticket Tracking Page (/track) + QR Auth Branch
Service Desk / Configurable Board Primitive · 2
Field Lane — Service Desk Field Wrap-Up Column Configurable Board (Deck Engine) — Service Desk first instance
Service Desk / Intake · 1
Capture Surface v1 — Counter Signing Tablet
Service Desk / TV Display · 1
Customer TV Display — Lane Auto-Scroll & Compaction (useLaneDisplay)
Service Desk · 1
Checkout System — Full In-Shop & Field Checkout Workflow
Settings / Admin · 1
Settings — Tags Management Page
Settings / Administration · 1
Site & Terminology Editors
Settings · 1
PSA-61: Universal Custom Fields
Shared Components / CRM · 1
WizardCompanyPicker — Add New Customer in Wizard Context
Synthetic Intellect Group™ (SIG) · 2
SIG™ Compartmented Architecture Helix Client Score™
Ticketing UI · 1
Ticket List — Secondary Attribute Chips Under Title
Ticketing · 1
Ticket Merge — MergeDialog, merge_tickets RPC, Bulk Action
Tickets / Documents / AI · 1
Round 2 Test Fixes — Flag for the Coach, Q Document Generator, AI Connection Test
Tickets / Invoices · 1
Ticket/Invoice Cross-Link Columns
Tickets · 3
Ticket List: Bench/Pickup Filter Fix + Remote/Field-or-Remote Pills + SalesTracker Visibility Ticket Editor Header — Customer, Contact Phone & CRM Shortcut Billing Marathon: Delete Tickets Bulk Action
UI / UX · 2
Keyboard Shortcuts System App Themes System (10 Pre-Built Themes)
UI/UX · 1
PSA-39: Dark Mode
UX / Noise Reduction · 1
Noise Reduction — Active-Only Filters and One-Click Resolve Across All Lists
UX · 3
Ticket / Client / Invoice Hover Cards Reset Filters Button CompanyMultiSelect Component
Uncategorized · 59
Ticket Checklist Note Renderer Task Model — task_checklist Dispatch Single Client Billing Session — Bill Existing Work Mode Q Kickoff™ — Wired to Invoices, Tickets (Parts), and Projects Q Kickoff™ — New Proposal Intercept Q Kickoff™ — New Project Intercept Q Kickoff™ — Customer Detection and New Customer Creation Q Kickoff™ — Core Dialog (Proposal) Q Kickoff™ — Accept & Send Shortcut Q Kickoff™ Vertical Takeoff Engine — 25 Calculation Types Proposal — Description Column, Inline Title Edit, Convert to Invoice Project Milestone / Phase System Project Editor Tickets Tab — Milestone Grouping Lobby TV — 4-Lane Layout Helix Solar™ — Cold-Weather String VOC Calculator Helix Roof™ — Pitch Factor + Waste Calculator Helix Landman™ — Weekly Scout Summary Email Helix Landman™ — WTI Economic Overlay + Price Slider Helix Landman™ — Prospect Ranker Helix Landman™ — Production Analyzer Helix Landman™ — PUN Harvester Helix Landman™ — Overnight Township Batch Scout Helix Landman™ — New Supabase Tables Helix Landman™ — Mineral Owner Lookup (land_mineral_owners) Helix Landman™ — Lovable Routes Helix Landman™ — Lease Expiration Calendar + Coach™ Alerts Helix Landman™ — JIB Billing (Joint Interest Billing) Helix Landman™ — Helix × Projects Integration (Acquisition Workflow) Helix Landman™ — Helix × CRM Integration Helix Landman™ — GPS Field Journal (land_site_visits) Helix Landman™ — Formation Stacking Intelligence Helix Landman™ — Edge Function: land-wti-updater Helix Landman™ — Edge Function: land-scorer Helix Landman™ — Edge Function: land-permit-watch Helix Landman™ — Edge Function: land-mineral-lookup Helix Landman™ — Edge Function: land-lease-generator Helix Landman™ — Edge Function: land-harvester Helix Landman™ — Edge Function: land-analyzer Helix Landman™ — Drive List + GPS Route Optimization Helix Landman™ — Decline Curve Intelligence Engine Helix Landman™ — Composite Prospect Scoring Model Helix Landman™ — Competitor Early Warning System Helix Landman™ — Build Sequence (Sprint Plan) Helix Landman™ — Block Acquisition Pattern Detection Helix Floor™ — Roll Strip Packing Calculator Helix Floor™ — Polygon Room Geometry Engine Dead Drop™ — Calendar Date Mode Prompt DOMAIN KNOWLEDGE — Title Research and Mineral Ownership DOMAIN KNOWLEDGE — The Landman Business Model DOMAIN KNOWLEDGE — The Independent Landman User Persona (Wade) DOMAIN KNOWLEDGE — Reactivation Economics Model DOMAIN KNOWLEDGE — Oklahoma State Database Structure DOMAIN KNOWLEDGE — Oklahoma Formations and Production Characteristics DOMAIN KNOWLEDGE — Oil and Gas Lease Structure DOMAIN KNOWLEDGE — Field Operations After Lease Acquisition DOMAIN KNOWLEDGE — Decline Curve Classification Guide DOMAIN KNOWLEDGE — Competitive Landscape Contract Hours Ledger — Time Entry Log on Contract Detail Page Billing Marathon — Bill a Project Card
Vertical Market / Field Service · 1
Field Service Schema (Crews, Chemical Applications, Weather/Seasonal)
Vertical Market Strategy · 1
Vertical Market Map (Tiers 1-3)
Vertical Market · 16
Helix Studio™ (Creative Agency & Marketing) Helix Studio™ (Creative Agency & Marketing Firm Vertical) Helix Sentinel™ (Security & Investigations) Helix Sentinel™ (Security & Investigations Vertical) Helix Medicus™ (Healthcare Practice Operations) Helix Medicus™ (Healthcare Practice Operations Vertical) Helix Host™ (Web Hosting & Managed Hosting Vertical) Helix Custodian™ (Property Management) Helix Custodian™ (Property Management Vertical) Helix Counsel™ (Financial Advisory & Wealth Management) Helix Counsel™ (Financial Advisory & Wealth Management Vertical) Helix Counselor™ (Legal Practice Management) Helix Counselor™ (Legal Practice Management Vertical) Helix Construct™ (Construction & General Contracting) Helix Construct™ (Construction & General Contracting Vertical) Helix Academy™ (Education & Training Vertical)
billing · 3
Walk-in Checkout Auto-Close + Single-Screen Checkout Invoice Core Architecture Duplicate Invoice Prevention (Ticket-to-Invoice)
cAND/or Website / FELIX™ · 2
FELIX™ Service-Specific Jokes — Per-Platform Outage Humor (Candor Site) FELIX™ Offline Joke System — Claude Down Responses (Candor Site)
cAND/or Website · 2
cAND/or Integrations Page — Public Catalog with Category Filters, Vertical Linking, Open Standard Docs, and Governance cAND/or Integration Detail Page — Credential Documentation, Data Flow, and Bidirectional Capability Cards
marketing · 1
cAND/or Navbar Reorganization