Every module, and what it actually does.

Plinx Pro is professional services automation (PSA) that runs the whole engagement lifecycle: lead, quote, project or ticket or sale, time and expense, invoice, accounting, reporting. Below is what sits in each part of that chain.

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Sheet index

Set
Plinx Pro modules
Sheets
12
Traced on
PRJ-0118 · Cimarron Controls · Line 4 retrofit
  1. 01 CRM & Sales Op 10
  2. 02 Delivery Op 20
  3. 03 Time & Expense Op 30
  4. 04 HR & Workforce Op 20
  5. 05 Invoicing & AR Op 40
  6. 06 Inventory & Purchasing Op 30
  7. 07 Client Assets Op 30
  8. 08 Budgeting & Profitability Closeout
  9. 09 Accounting Op 50
  10. 10 Email Every op
  11. 11 Dashboards & Reporting Every op
  12. 12 Administration Every op
Sheet index for the module set. Ops are the stations of PRJ-0118, the demonstration job followed on the home page; its company and figures are invented.

The modules

Named as they appear in the product, so what you read here is what you will see on screen.

  1. CRM & Sales

    Companies, contacts and customer sites. Opportunity pipeline with interaction tracking. Multi-phase quote builder covering tasks, materials, expenses, multi-rate breakdowns, revisions and per-quote-type capability rules. Sales orders with delivery tickets and billing triggers.

    Sheet
    01 of 12
    Used at
    Op 10
    On PRJ-0118
    QUO-0412 accepted at $48,200.00

  2. Delivery

    Projects with phases, milestones, change orders and a live financial summary. Tickets with aggregation and auto-status. One universal task model across everything, a drag-and-drop Master Schedule, and a per-user My Schedule.

    Sheet
    02 of 12
    Used at
    Op 20
    On PRJ-0118
    3 phases, converted from QUO-0412

  3. Time & Expense

    Time entries with a configurable approval workflow, multi-timer tracking with quick-start, and a weekly time card. Expense capture with receipt attachments, expense types with per-client rate periods and markup, mileage and per-diem as rate-driven expenses, and reimbursement handling.

    Sheet
    03 of 12
    Used at
    Op 30
    On PRJ-0118
    159.70 hrs approved · $787.00 mileage and per diem

  4. HR & Workforce

    Time-off and PTO with requests, approvals, balances and holiday calendars, plus a Workforce Availability view — PTO heatmap, capacity timeline and availability risk — that feeds scheduling.

    Sheet
    04 of 12
    Used at
    Op 20
    On PRJ-0118
    Availability feeds the project’s schedule

  5. Invoicing & AR

    Invoices generated from projects, tickets or sales. Partial and progress billing, NTE and fixed-fee caps, payment recording, branded PDF generation, and a Needs to be Billed view that surfaces unbilled work before it ages out.

    Sheet
    05 of 12
    Used at
    Op 40
    On PRJ-0118
    INV-0207 · $31,940.00 billed to date at 66.27%

  6. Inventory & Purchasing

    Product and service catalog, warehouses, serialized stock, and FIFO, LIFO, weighted-average and specific-ID cost layers. Landed cost, returns, transfers, physical count, purchase orders and requests, receiving, reorder alerts, and inventory analytics.

    Sheet
    06 of 12
    Used at
    Op 30
    On PRJ-0118
    12 serials issued FIFO · $7,644.00

  7. Client Assets

    Per-client asset tracking with budget periods, created automatically from issued serial numbers — so what you installed, and when, stays on the record.

    Sheet
    07 of 12
    Used at
    Op 30
    On PRJ-0118
    12 serials become Cimarron Controls assets

  8. Budgeting & Profitability

    A budget spine across labor, materials and expenses with sell-side markup, so Estimated versus Actuals versus Billed to date is visible on the project rather than reconstructed later in a spreadsheet.

    Sheet
    08 of 12
    Used at
    Closeout
    On PRJ-0118
    Actuals $19,610.00 · Profitability 38.6% to date

  9. Accounting

    Bidirectional QuickBooks Online sync — import customers, vendors, items, invoices, payments and tax codes, and write back through a durable retry queue. Chart-of-accounts category mapping and income/COGS account bundles. Tax follows a mirror-and-store model: QuickBooks owns the rate engine.

    Sheet
    09 of 12
    Used at
    Op 50
    On PRJ-0118
    INV-0207 posted to QuickBooks Online

  10. Email

    Each user connects their own work mailbox through delegated OAuth, with real-time sync, attachments and two-way read/unread. Emails link to companies, projects and tickets with collaborative comments, in a persistent Inbox rail.

    Sheet
    10 of 12
    Used at
    Every op
    On PRJ-0118
    Client email linked to the project

  11. Dashboards & Reporting

    Per-user dashboards built from a widget catalog: open tasks, my tickets, billable time, needs-billing, pending expense approvals, reorder alerts, revenue charts and recent activity. Global search across entities, a notifications feed and personal reminders.

    Sheet
    11 of 12
    Used at
    Every op
    On PRJ-0118
    Its hours on the billable-time widget

  12. Administration

    Layered RBAC keeping data scope and feature permissions on separate axes, tenant-defined security-role templates with per-user overrides, departments as a data scope, a three-axis rate structure, configurable entity numbering, per-tenant branding and feature flags, and a data-migration console.

    Sheet
    12 of 12
    Used at
    Every op
    On PRJ-0118
    Numbers PRJ-0118, QUO-0412 and INV-0207

Title blocks trace each module to PRJ-0118. Demonstration data: the company, job and figures are invented.

Underneath all of it

Decisions made at the first line of code, which are the hardest kind to add later.

Multi-tenant from day one Shipped
Every tenant gets its own data, users, rate structures, permissions and feature configuration — not a single-tenant app retrofitted afterwards.
Money is never a float Shipped
Integer cents, hours in hundredths, quantities in thousandths, all wrapped in value classes. Financial arithmetic does not drift.
Nothing is ever hard-deleted Shipped
Universal soft delete with archivedBy and archivedAt, plus a full audit log, so a disputed figure has a history behind it.
Isolation at the database layer Shipped
Tenant separation enforced by PostgreSQL row-level security across 133 tables, rather than trusted to application code remembering to filter.
Open by design Shipped
A REST API gateway at /api/v1/* with API-key auth, RFC 7807 errors, and HMAC-signed webhooks with exponential-backoff retry.
Runs everywhere Shipped
One codebase builds for web, macOS, Windows, Linux, iOS and Android, so field techs and the office are looking at the same system.

Bring one real job. We’ll run it end to end.

Thirty minutes, your numbers, no slide deck — quote to invoice to QuickBooks on a job you already know.

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Or write to [email protected] with the job you want to see, and we’ll reply to set a time.