Path feature guide

Turn a business process into a shared app.

Build a browser-based system around your records, roles, approvals, and daily work.

Product screenExample data
properties.your-domain.com
Portfolio
Work orders
Search…
New
Work orderPropertyStatusDue
WO-2184RiversideIn progressToday
WO-2183Westfield PlaceScheduledSep 18
WO-2182Northline CenterNeeds reviewSep 19
WO-2181Harbor PointCompleteSep 20
WO-2180Elmwood SquareScheduledSep 22

What this makes possible

Start with the work, then shape the system.

01

Operations workspaces

Give teams one place to manage records, owners, status, and exceptions.

02

Customer systems

Shape CRM, service, ordering, and account workflows around your business.

03

Admin tools

Replace spreadsheet handoffs with focused tools for the people who run the work.

How to approach it

A practical starting path.

The exact implementation depends on your data, permissions, operating model, and connected systems.

  1. 01

    Choose one workflow

    Start with a recurring process that has a clear owner and a visible result.

  2. 02

    Model the work

    Define the records, relationships, roles, states, and approvals the app needs.

  3. 03

    Build and adapt

    Create the interface, connect the right systems, and refine it with real use.

Keep exploring

Related systems and capabilities.

Build your version.

Start with one useful workflow, then connect the rest as the system proves itself.