Everything Your Operation Needs
Ten purpose-built modules. One workspace. Zero context switching.
Quote Accurately. Win More Jobs.
The Estimator is the core module of Alzar Logic — included in every plan. It ships two modes in a single unified interface: a classic Line Item grid for precise, flexible proposals, and a Smart Assembly engine that generates a full material and labor breakdown from a single measurement. Both produce professional PDF proposals and sync directly with Pipeline, billing, and the CFO module.
- ✓Line-item grid: description, quantity, unit cost, markup %, extended total
- ✓Service Catalog integration — admin-controlled standard bid items load as searchable options
- ✓Two-layer pricing: raw inventory costs (Layer 1) and stable catalog prices (Layer 2)
- ✓Client & job header: name, address, project type, valid-until date, payment terms
- ✓Configurable defaults: markup %, tax rate, labor rate, profit margin
- ✓Smart Assembly engine — enter dimensions, get a fully-priced itemized breakdown instantly
- ✓Assembly library covers gutters, metal roofing, carports, pool cages, structural steel, and more
- ✓All assembly variables (waste factor, labor rate, margins) overridable from Settings
- ✓Save to Pipeline as a draft quote; re-open and edit at any stage
- ✓Generate a professional branded PDF proposal in one click
Your Sales Pipeline, Under Control
Track every opportunity from first contact to signed contract. The Kanban board gives your sales team instant visibility into where every deal stands, while stage-time thresholds and automated follow-up prompts keep revenue moving.
- ✓Drag-and-drop Kanban or sortable list view
- ✓Per-stage time thresholds with overdue highlighting
- ✓Deal scoring and priority indicators
- ✓Full job detail hub: scope, financials, billing, timeline
- ✓One-click email quote via pre-filled mailto: link
- ✓Direct sync with billing and invoicing
- ✓Accounts Receivable dashboard with KPI strip
Executive Financial Intelligence
The CFO module brings the financial clarity that owners and managers need — without digging through spreadsheets. Everything updates live as jobs are quoted, invoiced, and closed.
- ✓Draggable widget layout — arrange your dashboard your way
- ✓Revenue, gross profit, pipeline value, and health score
- ✓Cash-flow trend chart and expense breakdown
- ✓Revenue goals tracker with custom targets
- ✓Paginated transaction ledger with sort, filter, date-range
- ✓Quarterly, annual, and custom-range PDF report exports
- ✓AI-assisted business predictions and forecasting
- ✓Global Accounts Receivable view
Never Miss an Inbound Opportunity
Embed a public quote-request form on your existing website. Every submission lands directly in Alzar Logic as a structured lead — no copying, no manual entry.
- ✓Two-panel layout: lead list + live stats sidebar
- ✓Conversion rate tracking and returning client detection
- ✓Estimated pipeline value from open leads
- ✓One-click conversion to a full Pipeline job
- ✓Pending leads counter with overdue alerts
Fast, Clean Checkout
Whether you're selling at the counter or in the field, POS handles the transaction cleanly. Inventory updates the moment a sale completes.
- ✓Full payment processing workflow
- ✓Receipt generation
- ✓Live inventory deduction on sale
- ✓Mobile-optimized with swipe-gesture drawer
- ✓Discount and void/return controls (permission-gated)
Know What You Have. Know What It Costs.
Keep material stock accurate and let live market pricing flow directly into your cost calculations. No more manual price lookups or stale catalogs.
- ✓Material catalog management (stock quantities, reorder alerts)
- ✓Real-time market pricing feeds
- ✓Coil, flat sheet, and accessory pricing tables
- ✓Supplier management with per-supplier pricing structures
- ✓Auto-feed into job costing and proposals
Everyone in One Place
Clients, vendors, and crew members — managed in a single, searchable directory. See every invoice tied to a client without hunting through separate systems.
- ✓Customer, vendor, and employee profiles
- ✓Per-client invoice history tab
- ✓Searchable and filterable directory
- ✓Linked to pipeline jobs and POS transactions
An AI That Knows Your Business
Alzar AI is not a generic chatbot. It learns from your jobs, understands your active module, and gives context-aware answers grounded in your actual business data.
- ✓Persistent floating chat widget — available in every module
- ✓Vector-search memory: relevant facts surfaced automatically
- ✓Competitor quote analysis — upload a PDF, get a breakdown
- ✓Module-aware context: knows whether you're in Pipeline, CFO, or Inventory
- ✓Customizable persona name, style, and system instructions
- ✓Guardian Analysis — AI-generated TL;DR after each audit run
- ✓DNA Snapshot learning — anonymized job pattern archiving
- ✓Personal preference profiles per user
Advisory notice: Alzar AI outputs are decision-support tools. All estimates, compliance references, and recommendations must be independently reviewed by a qualified professional before use.
Purchase Orders, Auto-Generated
When a job needs materials, Alzar Logic builds the PO for you. Select a supplier, review the line items, and send — the Email Preparation Modal handles per-supplier routing automatically.
- ✓Auto-generate POs from active job materials
- ✓Per-supplier line-item breakdowns
- ✓Email Preparation Modal with dynamic routing
- ✓PDF export of purchase orders
The Right People See the Right Things
Alzar Logic's permission model controls access at the individual module, action, and UI-element level — not just by tab.
- ✓Built-in roles: Owner, Admin, Manager, Sales, Shop/Warehouse, Read-Only
- ✓Sparse-diff model: only overrides from the role baseline are stored
- ✓Both client-side (UI hidden/disabled) and server-side enforcement
- ✓Per-tenant, per-module, per-feature granularity
- ✓"Last man standing" protection — final Super Admin cannot be removed
One Platform, Multiple Workspaces
Each client workspace is a fully isolated tenant. Custom branding, module configuration, tax settings, pricing tables, and user directories are completely separate between tenants. Data never crosses workspace boundaries.
- ✓Full data isolation enforced at the database layer
- ✓Custom branding, logo, colors, and tagline per workspace
- ✓Separate user directories and permission sets
- ✓Multi-workspace management on Enterprise plan
From Signed to Closed — Every Step Tracked.
For service and contracting businesses, the Job Manager handles everything after the contract is signed: permit applications, municipal plan check, inspections, and job scheduling. An 8-stage workflow replaces manual tracking with a visual stage-gate stepper purpose-built for the trades.
- ✓Visual 8-stage stepper: Intake → Prep → Submission → Plan Check → Corrections → Issued → Inspections → Finaled
- ✓Permit queue sidebar with color-coded stage badges
- ✓Per-permit deadline calendar — submission, plan check expiration, inspection date
- ✓Time logging per permit: Driving, Waiting, Document Prep, Site Visit, Corrections, Inspection Prep
- ✓Timesheet history per job and per worker
- ✓Permit types: building, electrical, plumbing, roofing, demolition, mechanical, grading, solar
- ✓Real-time cloud sync with offline queue for field use
- ✓Connected to Pipeline job statuses (planning → permit_submitted → approved → inspection → scheduled)
Shop-Floor Manufacturing Module
Alzar Logic includes a purpose-built shop-floor production management system, actively tested in a live metal fabrication environment — Combid Metals — where the platform was originally born.
- ✓Work orders through every fabrication stage
- ✓Crew assignment and production cut lists
- ✓Real-time status visible to project managers
- ✓Developed and validated in an active fabrication facility
The manufacturing module is currently available exclusively to qualified fabrication partners. Contact us to learn about early access →
Ready to see it in action?
Schedule a demo and see how Alzar Logic fits your operation.
Request a Demo →