// MODULE: ACCOUNTS & TRANSACTIONS
Manage Ledgers, Budgets, Depreciation, and Financial Flow at Scale
The Accounts & Transactions module is an enterprise-grade internal ledger system for tracking transactions, organizing financial data, forecasting budgets, and managing depreciation. Designed for flexibility, it supports complex multi-account systems with built-in tools for recurring activity, imports, and long-term asset tracking.
Core Features
- Custom Account Structures: Build income, expense, asset, liability, and equity accounts tailored to your operation
- Manual + System Transactions: Enter transactions manually, auto-log system events, or set up recurring billing
- Budget Planning Utility: Set monthly or annual budgets by account or category and track spending progress
- Transaction Import: Import CSV/Monarch files and assign transactions via rule-based matching
- Asset Depreciation Tracking: Track asset value decline over time using customizable depreciation rules
- Audit-Ready Logs: Maintain a full edit and entry trail for compliance or review
- Multi-Entity Ready: Track balances across multiple projects, divisions, or business segments (configurable)
Used In
- Departmental and operational budgeting
- Recurring service and subscription revenue
- Financial asset management with long-term tracking
- High-visibility internal accounting without third-party tools
Optional Integrations
- 🧾 Invoices & Quotes – Link billed amounts directly to income accounts
- 📈 Subscription Management – Manage recurring financial impact by tier
- 📊 Custom Reporting – Create summaries by category, period, or segment
- 📂 Estimation Tool – Forecast future work and related financial planning
From budgets to depreciation, the Accounts & Transactions module delivers deep insight and full control.
// MODULE: EDUCATION & TRAINING
Structured Learning Paths, Assessments, and Certification Tracking
The Education & Training module is an extremely versatile learning management system that spans corporate training, professional development, and higher education. Build multi-module courses, track learner progress with custom grading scales, manage tuition and billing options, and issue certifications or degrees—all within the FireFlight Data Framework.
Core Features
- Course Builder: Assemble lessons, quizzes, custom rubrics, and multimedia resources into structured learning paths
- Enrollment & Billing: Manage student cohorts, tuition plans, payment schedules, and generate invoices
- Progress Dashboard: Monitor completion rates, quiz scores, GPA calculations, and competency achievements in real time
- Grading & Rubrics: Define custom grading scales, weight assessments, and automate GPA tracking
- Certification & Degree Integration: Issue certificates, diplomas, or CE credits upon completion with renewal alerts
- Resource Library: Host training manuals, lecture notes, videos, and interactive content for learners
- Notifications & Reminders: Automated email/SMS for upcoming sessions, deadlines, and expiring credentials
Used In
- University and college program delivery
- Corporate onboarding and continuous education
- Compliance training for professional licenses (e.g., HIPAA, OSHA)
- Partner or customer certification programs
- Internal knowledge-sharing and skill development
Optional Integrations
- 👤 CRM / Contact Logs – Link learner profiles and communication history; extends CRM with a Course Materials Supplier company type to help students locate course materials vendors
- 🎓 Certifications – Automate credential issuance and renewal workflows
- 📋 Custom Checklists – Use checklists for evaluations, audits, or lab exercises
- 📝 Notes History – Capture instructor feedback and learner reflections
- 📂 Documents History – Store syllabi, assignments, and resource materials
- 🏫 Site & Location Management – Schedule classroom assignments, labs, and training sites
- 📦 Materials & Parts List – Manage class supplies, equipment, and consumables
From academic programs to corporate development, Education & Training delivers scalable, data-driven learning experiences—no external LMS required.
// MODULE: SUBSCRIPTION MANAGEMENT
Control Access, Tiers, and Modules—Per Project, Per Client
The Subscription Management module delivers enterprise-grade control over user access, feature visibility, and capacity planning. Effortlessly configure subscription tiers—from free-trial to Pro and Enterprise plans—so each client experiences exactly the right level of service, unlocked modules, and usage limits.
Subscription billing and account provisioning occur on external platforms—such as Woodshop Master powered by WordPress—but FireFlight integrates seamlessly via REST API. Surface comprehensive invoicing histories, renewal and expiry alerts, and cancellation logs through in-app dashboards and structured data queries. Enable administrators to generate custom usage reports on demand and enforce precise, role-based access per subscriber tier.
Core Features
- Tier-Based Access: Define subscription levels (Free, Pro, Enterprise) that enable specific modules and features
- Modular Licensing: Toggle individual modules on or off per subscription tier or user group
- Seat & Role Limits: Set user counts, role permissions, and login caps for each plan
- Upgrade Prompts: Display in-app notifications when users approach feature or usage thresholds
- Owner-Only Controls: Restrict module and configuration settings to project owners with system-level rights
- Custom Scaling Rules: Implement project-specific subscription rules and optional add-on services
Ideal For
- SaaS platforms delivering tiered feature sets
- Multi-tenant client portals with role-based access
- Internal projects requiring optional module activation
- Organizations needing scalable, subscription-driven systems
Key Integrations
- 🧾 Invoices & Quotes — Automatically generate billing events on plan changes
- 🔒 Accounts & Transactions — Track subscription purchases, renewals, and financial logs
- 📊 Custom Reporting — Analyze subscriber trends and module usage metrics
- 📋 Ad-Hoc Reporting — Build on-demand reports for historical subscription data
Subscription Management ensures your platform grows with your clients—unlocking the right capabilities at the right time, every time.
// MODULE: INVOICES & QUOTES
Turn Scope Into Quotes, and Quotes Into Invoices
The Invoices & Quotes module allows you to generate accurate, cost-driven quotes and professional invoices using real-time system data. Whether you’re billing for parts, supplies, services, labor, or entire projects, this module connects your templates, inventory, and materials into a complete pricing engine.
Core Features
- Quote Builder: Pull in scope from the Estimation Tool and add pricing for labor, parts, and services
- Live Cost Integration: Use the latest prices from Inventory Control and Materials Management
- Custom Pricing Rules: Define flat rates, hourly costs, item-level markups, and tax handling
- Approval Flow: Send quotes for review, approval, or digital signature
- Invoice Generation: Convert approved quotes into final invoices in one click
- Export Options: Print or export invoices in PDF, CSV, or Excel formats
Used In
- Client quoting and billing
- Project-based pricing and scope validation
- Material, labor, and services billing
- Custom manufacturing and fabrication billing workflows
Optional Integrations
- 📋 Estimation Tool – Import scoped time and task breakdowns for quoting
- 📦 Inventory Control – Pull accurate costs for stocked parts and supplies
- 🪵 Materials Management – Include lumber and sheet goods in line items
- 🧾 Accounts & Transactions – Sync billed totals with financial records
Invoices & Quotes gives you the power to turn your planning into professional, accurate billing—without duplicate entry or wasted time.
// MODULE: ESTIMATION TOOL
Estimate Project Scope and Time—Before You Quote or Schedule
The Estimation Tool helps teams forecast the full scope and time commitment of a project before assigning costs or booking work. Whether you’re building cabinets, writing code, or preparing a multi-stage rollout, this tool allows you to define the work involved, break it into tasks, and assign expected durations—all in one place.
Core Features
- Task-Based Time Estimating: Assign durations to checklist items, roles, or project phases
- Scope Definition: Define the full scope of deliverables, procedures, or build steps
- Role & Effort Forecasting: Estimate workload by staff role, work area, or responsibility
- Zone & Step Organization: Group estimates by sections or functional phases
- Template Integration: Generate estimates from structured templates and patterns
- Quote Preparation: Feed completed estimates into quote generation (via Invoices & Quotes)
Used In
- Project scoping and effort planning
- Programming, fabrication, and production forecasts
- Team resource planning
- Pre-bid and pre-quote approvals
Optional Integrations
- 📁 Project Templates – Build estimates from reusable workflows
- 🧩 Pattern Libraries – Drop in pre-scoped modular components
- 📋 Custom Checklists – Tie time to individual steps or procedures
- 🧾 Invoices & Quotes – Convert final estimates into priced quotes
The Estimation Tool brings clarity to both scope and time—setting the stage for accurate quotes and better planning.
// MODULE: CUTLIST MANAGER
Automatically Generate and Optimize Build-Ready Cutlists
The Cutlist Manager transforms templates, patterns, and project plans into structured part lists ready for production. With a built-in optimizer, you can generate what to cut—and see the most efficient way to cut it. This module powers our in-house subscription product Woodshop Master, developed specifically for this project.
Core Features
- Auto-Generated Cutlists: Create detailed cutlists from templates, patterns, or project plans
- Cutlist Optimizer: Visual layout tool for mapping cuts to materials and minimizing waste
- Material & Dimension Mapping: Track each part’s size, quantity, and material type
- Grouping & Sorting: Organize by zone, phase, part type, or order
- Live Updates: Cutlists reflect changes to templates or project inputs in real time
- Export & Print: Share clean, formatted lists for production or vendor fulfillment
Used In
- Woodshop production planning
- Cabinetry and furniture manufacturing
- Project-based part fabrication
- Template-driven cut operations
Optional Integrations
- 📁 Project Templates – Pull parts directly from build templates
- 🧩 Pattern Libraries – Integrate modular components into cutlists
- 🪵 Materials Management – Optimize layout using actual stock sheets
- 🧊 STL Viewer – View 3D visual confirmations (where applicable)
With built-in optimization and tight project integration, Cutlist Manager keeps your shop efficient, accurate, and fast.
// MODULE: STL VIEWER
View and Inspect 3D STL Files for Template and Pattern Validation
The STL Viewer module enables interactive 3D model previews for templated and pattern-driven workflows. Use it in Pattern Libraries, Project Templates, and Project Management to ensure design accuracy before fabrication or assembly.
Core Features
- Real-Time 3D Preview: Rotate, zoom, and pan STL models directly in the browser
- Contextual Integration: Preview components within their template or pattern context before deployment
- Optimized Loading: Lightweight viewer for smooth performance on desktop and mobile
- Scope Control: Visible only in modules that require STL rendering—not in checklists or inventory lists
- Secure Access: Permissions restrict STL views to authorized roles and contexts
Used In
- Pattern Libraries — Validate 3D pattern components before reuse
- Project Templates — Preview parts embedded in templated assemblies
- Project Management — Confirm custom 3D elements in live projects
Optional Integrations
- 🪚 Cutlist Manager — View associated STL models before generating part breakdowns
- 📁 Pattern Libraries — Source linked 3D patterns for build templates
- 📁 Project Templates — Preview STL assets embedded in standard templates
- 📁 Project Work Orders — Confirm 3D components within project-specific work orders
- 📁 Project Management — Visualize and confirm STL components in active projects
The STL Viewer brings precise, in-context model inspection into core design workflows.
// MODULE: CUSTOM CHECKLISTS
Build Smart, Structured, and Dynamic Checklists for Any Workflow
Originally built as a survey engine, the Custom Checklists module has evolved into a powerful tool for both data collection and operational workflows. It’s ideal for checklists, audits, intake forms, onboarding guides, and evaluations.
Core Features
- Checklist Builder: Design with item types like dropdowns, radios, yes/no toggles, photos, and open responses
- Reusable Question Library: Create and store standard questions for reuse across checklists
- Dynamic Option Sources: Pull response values from other modules using lookup links
- Zone & Order Logic: Organize checklist content into sections with sortable step order
- Response Capture: Store full historical data including timestamps and responder info
- Contextual Guidelines: Provide reference tips and instructions per section without code
- Status Control: Mark items active/inactive to preserve history without deletion
Used In
- Survey-style assessments
- Task-based workflow tracking
- Employee onboarding & check-ins
- Compliance verification forms
- Custom evaluative procedures
Highlights
- Originally Survey-Driven: Expanded from survey roots to a versatile checklist system
- Fully Configurable: Each checklist defines its own structure and logic within system limits
- No-Code Setup: Admins update checklists without developer involvement
- Integrated Tracking: Record version history, response accuracy, and session data
Optional Integrations
- 🧾 Project Templates – Automatically associate relevant checklists with new projects
- 👤 CRM / Contact Logs – Use checklists for onboarding or client verification without coding
- 📅 Scheduling & Dispatch – Attach checklist tasks to scheduled events or maintenance cycles
From one-off surveys to detailed procedures, Custom Checklists deliver adaptability within a structured system.
// MODULE: MANUAL LIBRARY
Centralize Documents, Guides, and Reference Materials
The Manual Library module transforms scattered PDFs, images, and documents into a unified, searchable repository. Attach repair guides, compliance policies, equipment specs, or training materials directly to relevant records—so teams always have the right information at their fingertips.
Core Features
- Document Upload & Classification: Store PDFs, Word docs, spreadsheets, and images—indexed by asset attributes (manufacturer, make, model, year) or inventory attributes (type, category, subtype)
- Drag-and-Drop Upload: Drop files into categorized zones for Assets, Parts, Kits, or Product Guides to auto-classify manuals
- Document Management: Archive or delete outdated manuals; toggle between active and inactive lists while logging changes
- Advanced Search: Find documents by manufacturer, asset model, inventory category, keywords, or custom filters
- Role-Based Access: Control who views or edits content by user role, location, or module
- Inline Previews & Downloads: View files in-browser or download for offline use without leaving the platform
Ideal Use Cases
- Field service and maintenance: Instant access to repair guides by equipment make and model
- Manufacturing and fabrication: Equipment specifications and part manuals linked to inventory items
- Compliance and safety: Centralized policy and procedure documentation for audits
- Inventory management: Product documentation tied to catalog parts, kits, and guides
Optional Integrations
- 🖥️ IT Asset Management – Attach technical manuals to devices and deploy guides alongside asset records
- 🛠️ Work Orders – Link to relevant manuals directly from work order records for quick reference
- 📦 Materials & Parts List – Associate manuals with inventory parts and assembly lists
- 📋 Custom Checklists – Use PM-style checklists to streamline manual-based procedures
Empower teams with instant access to critical documents—speeding service, ensuring compliance, and reducing downtime.
// MODULE: SITE & LOCATION MANAGEMENT
Model Every Facility, Shop, and Storage Space—From Regions to Bins
The Site & Location Management module gives you complete control over physical layout tracking. It structures your environment into nested tiers—supporting everything from regional oversight to drawer-level inventory mapping. Manage warehouse racks, job sites, or distributed campuses with the spatial backbone your FireFlight deployment needs.
Core Structure
- Region → Site → Building → Zone → Shelf/Drawer → Bin
- Zones: Represent any usable part of a facility—rooms, parking spots, storage units, yards, and more
- Scalable Architecture: Supports enterprise operations, single-site workflows, or hybrid setups
Key Features
- Hierarchical Layout Mapping: Model physical structures across all tiers with ease
- Cross-Module Integration: Fully integrates with Inventory Control, Materials Management, Scheduling & Dispatch, and more
- Zone-Level Permissions: Assign and restrict access by user role, team, or department per zone
- Warehouse Optimization: Track placement by row, shelf, or bin—ideal for lumber, parts, and consumables
- Region Configuration: Manage zones by geography, territory, or business segment
- Real-Time Visibility: See what’s stored where, who’s assigned to each space, and live activity in every zone
Used In
- Inventory & Warehouse Layouts
- Production Floor Planning
- Field operations & equipment staging
- Multi-site IT & asset logistics
- Campus and classroom infrastructure mapping
Optional Integrations
- 📦 Inventory Control — Assign racks, bins, and shelves to items and assets
- 🪵 Materials Management — Track raw goods and sheet materials per location
- 🧾 Invoices & Quotes — Validate fulfillment by zone or delivery region
- 📋 Work Orders — Route maintenance or production tasks by space
- 📅 Scheduling & Dispatch — Plan resources and shifts based on location availability
This module lets you map the real world—from national regions to drawer bins—and act on it with total clarity.