FSG
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Every part of the workspace, your tools and your account.
MP
Morgan Paron Allen
Operations Manager · Operations Admin
morgan@teamfsg.com
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Prototype
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Morgan
Workspace
Home
Your day at a glance
Inbox
Replies, approvals, things that need you
6
Tasks
Yours, your team's, shared queues
7
Projects
Sold work, by delivery status
Pipeline
Open deals by stage
Work Orders
What vendors are doing, and when
Clients
Companies · Locations · Contacts · Lists & segments
Vendors
Directory · Map · Compliance (COI) · RFQs & quotes
Finance
Vendor invoices · Deposits · Ready to bill · Client invoices · Sales tax · Commissions
Outreach
Sequences · Campaigns · Dialer · SMS
Reports
Numbers, computed live
Automations
Triggers, conditions, actions
Documents
Every PDF, photo and COI
Import
Bulk work-order sheets
Settings
Company, users, templates, rules
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Tools
Copilot
Ask anything about your work
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Records, actions and questions
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Phone dialer
Calls log themselves on the record
Learn the workspace
0 of 8 lessons done
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Two minutes, eight stops
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Facility Services Group · FSG Workspace prototype