SiteSmith

SiteSmith Operations

Stock, orders, purchasing and the books.

Operations runs the back office: products and pricing, stock across locations, deliveries, recurring orders, rentals, purchasing and accounting. Customers and invoices come from the CRM.

Try Operations freeSee plans

What Operations does

The back office, in one app.

Products and pricing

Variants, price lists with quantity breaks, per-customer terms and sales tax rates.

Stock

Stock by location, moves, counts, lots and expiry dates, serial numbers, and reorder suggestions grouped by vendor.

Scanning and labels

Scan with a phone camera or a Bluetooth or USB scanner, and print QR or Code 128 labels on Avery sheets or thermal rolls.

Fulfillment and deliveries

A fulfillment board with pick lists. Deliveries go out as Dispatch jobs, and drivers see a Stock tab on their terminal.

Recurring orders and rentals

Schedules that raise CRM invoices, which you can run early, skip or pause. Rentals with reservations, check-out, return and rent-to-own.

Purchasing

Vendors, purchase orders with a PDF, receiving, bills with approval, and bill payments.

Accounting

Chart of accounts, journal, posting from invoices and payments, bank import (CSV, OFX, QFX) and reconciliation, fixed assets and period close.

Reports

Profit and loss, balance sheet, cash flow, aging, sales tax, 1099 and inventory valuation, as CSV or .xlsx.

Connections

QuickBooks Online, Xero and Gusto, or upload payroll files from ADP or another provider.

Make it yours

Redesign Operations around how you work.

Lay out the pages, menus and forms yourself, on the same builder that runs across Workspace. Start from a template or a blank page.

What you can design

Operations dashboards and pages

A dashboard and pages of your own, with tiles for stock, orders, purchasing, rentals and the books. Every list page can carry its own numbers above it, and the side menu and top bar are yours to rebuild.

10 dashboard templates

New product and New order forms

Operations admins choose which fields the New product and New order dialogs show, and in what order. Fields left off take the usual defaults.

10 form templates

Plans

Operations has a free tier, and its own plans.

Everyone gets the free tier, with no time limit. Pro and Business are one subscription per account for Operations, separate from Workspace+ and Pro. The limits and prices shown are the current ones.

  • Dashboard tiles drafted by AI from a sentenceWorkspace+
Per accountFreeFreePro$49.99/monthBusiness$120.00/month
AI assistant requests a monthNone5005,000
Products1005,000100,000
Stock locationswarehouses, areas, bins, facilities; vehicles and customer sites are free3502,000
Recurring orders550020,000
Rentals51,00050,000
ConnectionsQuickBooks, Xero, Gusto, payroll files; 0 turns them offNone210
People with access325500
“Made with SiteSmith” on public pagesShownRemovedRemoved

Good to know

Good to know.

  • Accounting is part of every plan, the free one included.
  • Stock can be imported from CSV or .xlsx.
  • Deliveries need Operations linked to a Dispatch center.
  • QuickBooks, Xero and Gusto connections use your own developer app with each of them.
  • Reports export as CSV or .xlsx. There are no PDF reports yet, and scanning is in the browser, not the SiteSmith app.