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Welcome to ACOS Docs
Everything you need to run your service company's complete operational loop — from the first deal to the final invoice, with the profit calculation in between.
The Operational Loop
Every module in ACOS is a step in a single connected loop. Understanding this flow will help you get the most out of the platform.
Set up your organization, invite your team, and run your first operational loop from deal to invoice.
Your operational command center. KPI cards, at-risk project alerts, pipeline snapshot, and the live activity feed.
Manage contacts, track deals through your pipeline, log activities, and convert won deals directly into projects.
Every client engagement as a project with budget tracking, team assignments, phases, and real-time profitability.
Kanban-style task management inside every project. Assign work, track progress, and log time directly from any task.
One-click timer in the top bar, manual entry, weekly grid view, and automatic billable hour calculation.
Generate invoices from logged hours, manage invoice status, download PDFs, and track margin per project.
Track recurring monthly engagements, manage hour budgets, roll over unused hours, and generate retainer invoices.
Share a secure, read-only link with clients to view their project status and download invoices — no account needed.
Revenue trends, project profitability tables, client margin analysis, pipeline forecast, and team utilization.
Rule-based alerts for budget overruns, stale deals, overdue invoices, and team overallocation — no setup required.
In-app notification bell, @mention autocomplete in task comments, assignment alerts, and due-date reminders for your whole team.
Connect Slack, Google Calendar, Outlook Calendar, Xero, and QuickBooks. Step-by-step connection guides for all five.
Configure your organization profile, manage team members, customize pipeline stages, and set up your service rate card.
Understand plan tiers, upgrade or downgrade, manage payment methods, and view billing history.
Four-level permission system — Member, Manager, Admin, and Owner. Full matrix of what each role can see and do.
Add custom data fields to Deals and Contacts. Define your own labels, manage values per-record, and filter by custom data.
Block tasks on other tasks. BFS cycle detection prevents circular dependencies. Blocked tasks display a lock icon on the board.
Attach files directly to tasks — drag and drop or file picker. 25 MB per file, up to 10 per task. Download and delete with one click.
Append-only audit trail for all financial events — invoices created, payments recorded, expenses added. Available to Admins.
Enable auto-invoicing on any retainer to generate a draft invoice on a set day each month — no manual step required.
Import Contacts and Deals from CSV. Includes a column mapping guide and validation report before any data is written.
Run 20 predefined business queries — revenue by client, team utilization, pipeline health, and more. Results cached, instant response.
Integrate ACOS with Zapier, Make, or your own backend. Authenticate with API keys, subscribe to real-time events, and verify HMAC signatures.
Features marked Growth+ require the Growth or Scale plan. Can't find what you're looking for? Talk to the team.