Assigned assets
Assets & Maintenance
Give employees a front-end view of assigned assets, upkeep notes, and maintenance responsibilities.
[sopflow_assets_portal]
Open assetsExtensions
Open every SOPs.biz companion workspace.
These pages connect the theme to companion plugin shortcodes for AI, assets, backups, checklists, branding, compliance, meetings, training, and continuity.
Readiness status
Backup & Restore
Surface backup readiness and restore status for authorized SOPs.biz users.
[sopflow_sme_backup_restore_status]
View statusBrand layer
Company Branding
Preview the active company brand that can be shared across SOPs.biz public pages and templates.
[sopflow_company_brand]
View brandingAction tracking
Meetings & Actions
Show employees their meeting action items and let them update progress from the front end.
[sopflow_sme_meeting_actions]
Open actionsOptional modules
Meetings & Action Items
Turn meeting notes into summaries, decisions, action items, and draft SOPs.
Backup & Restore
Backup, restore, and export a company workspace without deleting live records.
Assets & Maintenance
Track assets, assignments, preventive maintenance, inspections, work orders, and AI maintenance summaries.
Audit Pack
Plan internal audits, record findings, assign corrective actions, and keep audit evidence organized.
Cloud Drives
Connect company cloud drives, upload scanned documents, sync them to structured folders, and list them in SOPs.biz.
Customer Complaints & CAPA
Capture complaints, investigate root causes, assign corrective and preventive actions, and verify closure.
Compliance Pack
Manage compliance frameworks, controls, readiness audits, evidence, findings, and corrective actions.
Organization Chart
Build a live company hierarchy from departments, reporting managers, and staff designations.
Memos & Notices
Publish targeted company communications with read acknowledgements.
Quotations & Estimates
Create priced proposals and track each quotation from draft through sales closure.
Company Branding
Per-company logo, names, colors, design tokens, and reusable templates.
Sales CRM & Contacts
Company contacts, sales stages, internal notes and follow-up dates.
Procurement
Company suppliers, purchase requests, separate approval and internal purchase orders.
Timesheets & Leave
Private staff time, assigned independent review and configured leave balances.
Appointments & Resource Booking
Private own-client appointments, resource schedules and preserved reservation history.
Customer Proposal Portal
Expiring private quotation views and customer change requests.
Operational control