Accounting / Bookkeeping
For firms tracking client engagements
Built for accounting practices managing tax prep, bookkeeping, and advisory engagements across many clients. Pairs well with the AA module if you also want to run your own books in Rispah.
9 boards
7 intake forms
Boards included
Clients
Engagements
Workpapers
Tax Filings
PBC Requests
Invoicing
Deadlines
Team Workload
Documents
Vocabulary: Customer renames to Client.
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Construction / Trades
For GCs, subs, and trade contractors
Projects from bid to close-out. Track subcontractors, RFIs and submittals, change orders, punch list items, daily field logs, safety incidents, drawings, and pay applications.
9 boards
7 intake forms
Boards included
Projects
Subcontractors
Submittals & RFIs
Change Orders
Punch List
Daily Logs
Safety Incidents
Drawings & Documents
Invoicing & Pay Apps
Vocabulary: Customer renames to Owner.
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Custodial / Field Services
For janitorial, landscaping, pest control
For service businesses that visit customer sites. Track recurring accounts, scheduled visits, crews, equipment, supplies, quality inspections, quotes, invoicing, and customer requests.
9 boards
7 intake forms
Boards included
Customer Accounts
Jobs & Service Visits
Crews & Field Staff
Equipment
Supplies
Quality & Inspections
Quotes & Proposals
Invoicing
Customer Requests
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Energy & Utilities
For utility operators and energy companies
Built for electric, water, gas, and solar operations. Track service accounts, work orders, outages and incidents, asset maintenance, compliance and safety items, customer service cases, field crews, and permits.
9 boards
7 intake forms
Boards included
Service Accounts
Work Orders
Outages & Incidents
Assets & Equipment
Compliance & Safety
Customer Service Cases
Field Crews
Vendors & Contractors
Permits & Inspections
Vocabulary: Customer renames to Account Holder.
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Faith / Churches
For churches and ministries
Built for what happens between Sundays: volunteer scheduling, pastoral follow-up, event logistics, room bookings, and the things that fall through the cracks when a spreadsheet meets a Sunday morning. Pairs with Planning Center, Breeze, or Pushpay rather than replacing them, those handle membership and giving, this handles the workflow side. Member Care & Prayer supports confidentiality levels (Care Team / Pastors Only / Lead Pastor Only), and volunteers can confirm or swap slots through the member portal without an email chain. Intake forms are relabeled as Connect Cards.
9 boards
7 intake forms
Boards included
Service Planning
Sermon Series
Volunteer Roster
Member Care & Prayer
Events & Outreach
Small Groups
Facilities & Rooms
Communications
Missions & Trips
Vocabulary: Customer renames to Member, Form renames to Connect Card.
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Healthcare / Clinics
For clinic operations and front office
Operational support for clinics: appointments, providers, referrals, insurance claims tracking, supplies, facility maintenance, staff scheduling, compliance and training, and vendors. Intake forms capture contact information only; clinical records belong in your EHR.
9 boards
7 intake forms
Boards included
Appointments
Providers
Referrals
Insurance Claims
Supplies
Facility Maintenance
Staff Scheduling
Compliance & Training
Vendors
Vocabulary: Customer renames to Patient.
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Hospitality / Tourism
For restaurants, venues, tour operators
Track reservations, events and private dining, menu items or offerings, staff scheduling, vendors and suppliers, inventory, maintenance, guest reviews, and a guest database. Works for restaurants, B&Bs, and tour and activity operators.
9 boards
7 intake forms
Boards included
Reservations
Events & Private Dining
Menu & Offerings
Staff Scheduling
Vendors & Suppliers
Inventory
Maintenance
Reviews & Feedback
Guests
Vocabulary: Customer renames to Guest.
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Hotel / Lodging
For hotels, inns, and B&Bs
Reservations by date range, room inventory and status, guest database with loyalty tiers, housekeeping task management, maintenance, front desk tasks, group and event bookings, vendors, and staff scheduling.
9 boards
7 intake forms
Boards included
Reservations
Rooms
Guests
Housekeeping
Maintenance
Front Desk Tasks
Groups & Events
Vendors
Staff Scheduling
Vocabulary: Customer renames to Guest.
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Nonprofit
For nonprofits, foundations, and charities
Track programs, donors, volunteers, events, grants in progress, fundraising campaigns, board meetings, outreach, and beneficiaries. Covers the operational side that giving software and CRMs leave out.
9 boards
7 intake forms
Boards included
Programs
Donors
Volunteers
Events
Grants
Fundraising Campaigns
Board Meetings
Outreach
Beneficiaries
Vocabulary: Customer renames to Supporter.
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Professional Services / Consulting
For law firms, consultants, agencies
Built for firms that bill engagements. Clients, engagements or matters, tasks and deliverables, time tracking, invoicing, sales pipeline, documents, conflicts and compliance, and team capacity.
9 boards
7 intake forms
Boards included
Clients
Engagements / Matters
Tasks & Deliverables
Time Tracking
Invoicing
Pipeline / Proposals
Documents
Conflicts & Compliance
Team Capacity
Vocabulary: Customer renames to Client.
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Property Management / HOA
For property managers and community associations
Properties, residents, work orders, inspections, leases, vendors, violations, amenity reservations, and community communications. Works for rentals, condos, and HOAs alike.
9 boards
7 intake forms
Boards included
Properties
Residents
Work Orders
Inspections
Leases
Vendors
Violations
Amenity Reservations
Communications
Vocabulary: Customer renames to Resident.
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