FrontierOps Docs

Documentation for the business operating system.

FrontierOps helps local businesses organize relationships, opportunities, work, revenue, actions, imports, and AI summaries into one industry-aware workspace.

Quick start

Getting started

FrontierOps is built around a single company workspace. Every record — customers, leads, jobs, sales, and follow-ups — belongs to a company. Create a workspace, choose the business sector, and start adding records.

Create a workspace

Sign up and complete onboarding. Choose the business sector that matches the company — the workspace will adapt its language and priorities accordingly.

Import or add records

Bring in existing customers via CSV import, or add them manually. Then add leads, jobs, sales, and follow-ups to start building the operating picture.

Work from the Today page

The /workspace page shows what needs attention today — overdue follow-ups, open quotes, unpaid work, and data quality issues.

Tip: Start with your customer list

Importing customers first means leads, jobs, sales, and follow-ups can be linked to real records from the start. A CSV with just name, phone, and email is enough to get going.

Overview

FrontierOps is built for businesses that have important information scattered across spreadsheets, QuickBooks, old CRMs, texts, inboxes, and memory. The goal is to give business owners one clear place to see what needs attention, what work is active, what money is unpaid, and what data needs cleanup.

Organize business activity

Customers, leads, jobs, sales, and follow-ups all live in one place and connect to each other.

Adapt to the business type

Language, labels, and priorities shift based on the company's industry and operating model.

Turn updates into connected workflow

Marking an opportunity won automatically creates the linked work and revenue records.

Core lifecycle

FrontierOps organizes every business around five layers. The labels change based on the company sector, but the structure stays the same across all industries.

Relationships

People, customers, clients, patients, companies, or accounts the business works with.

Customers · Clients · Patients · Accounts

Opportunities

Potential business such as quotes, treatment plans, proposals, policy opportunities, inquiries, or deals.

Quotes · Proposals · Inquiries · Deals

Work

The delivery layer: jobs, appointments, projects, service visits, orders, policy tasks, or deal tasks.

Jobs · Appointments · Projects · Service visits

Revenue

Money tied to the business flow: payments, invoices, collections, commissions, or sales.

Payments · Invoices · Commissions · Sales

Actions

Follow-ups, reminders, callbacks, renewal tasks, patient actions, or next steps.

Follow-ups · Reminders · Callbacks · Renewals

Product pages

Each page in FrontierOps covers a specific part of the business operating layer. Pages are accessible from the main navigation after logging in.

Today

Dashboard/workspace

The daily operating brief. Shows follow-ups that are due, open opportunities, active work, unpaid revenue, and a data health score. Start here every morning.

Pipeline

Overview/crm

Relationship and opportunity view. See where business is sitting across the full lifecycle and identify what needs a follow-up or next action.

Data Hub

Health/data-hub

Business data command center. Tracks record completeness, flags missing fields, lists recent imports, and shows recent activity across the workspace.

People

Records/customers

Stores all relationship records — customers, clients, patients, accounts, or companies depending on the business sector.

Opportunities

Records/leads

Tracks potential business with status, source, estimated value, follow-up dates, and links to connected work and revenue records.

Work

Records/jobs

Tracks delivery and fulfillment records: jobs, appointments, projects, service visits, or orders. Links back to the opportunity and customer.

Revenue

Records/sales

Tracks all revenue records with amount, payment status, sale date, service type, and source. Separate from work status so unpaid records stay visible.

Actions

Records/follow-ups

Tracks reminders, follow-ups, callbacks, and overdue tasks. Completed actions are logged so there is a record of what was done and when.

Imports

Tools/imports

Import customer lists from CSV. Records are validated, created, and logged as an import batch so you can track what came in and when.

AI Advisor

Tools/ai-assistant

Generates a plain-English business brief from live workspace data. Surfaces what needs attention, what is performing well, and recommended next actions.

Industry-aware language

The same five-layer lifecycle powers every workspace. What changes is the language. A dental office should see "Patients" and "Appointments" — not "Customers" and "Jobs." FrontierOps adapts the workspace labels and priorities to the company's operating model during onboarding.

SectorWorkspace language

Field Service

Clients, quotes, service visits, payments, and client actions.

Dental / Medical

Patients, treatment opportunities, appointments, collections, and patient actions.

Insurance

Clients, policy opportunities, policy tasks, commission records, and renewal actions.

Automotive

Customers, vehicle opportunities, deal tasks, vehicle sales, and customer actions.

Professional Services

Clients, proposals, projects, invoices, and client actions.

Retail

Customers, inquiries, orders, sales, and customer actions.

Connected workflow

When an opportunity is marked accepted or won, FrontierOps can create the connected work record and expected revenue record. Payment status stays separate, so accepted business does not automatically mean the money has been collected.

Opportunity accepted

Lead or quote is marked won or accepted by the business.

Work created

A linked job, appointment, or project record is generated automatically.

Revenue tracked as unpaid

A revenue record is created with payment status set to unpaid until collected.

Payment status is always separate

Marking a job complete or an opportunity won does not mark the revenue as paid. Payment status must be updated separately so unpaid work stays visible on the Today page until the money is actually collected.

Imports

The import flow supports customer CSV files. Each import is logged as a batch so you can track what was created and when. Records that already exist are not duplicated — the import creates new customer records only.

ColumnRequiredDescriptionExample

nameRequiredFull name of the customer or contact.Mike Johnson

phoneOptionalPhone number in any format.808-555-0110

emailOptionalEmail address for the contact.mike@example.com

addressOptionalStreet address, city, or service location.Kailua-Kona HI

customer_typeOptionalA label for the relationship type.Residential

notesOptionalAny freeform notes about the customer.Interested in monthly service

Example CSV

name,phone,email,address,customer_type,notes
Mike Johnson,808-555-0110,mike@example.com,Kailua-Kona HI,Residential,Interested in monthly service

AI Advisor

The AI Advisor generates a plain-English business brief from the live data in the workspace. It reads the current state of customers, leads, jobs, sales, and follow-ups, then produces a structured summary with three sections: an overall snapshot, what needs attention, and recommended next actions.

Overall summary

A high-level read of where the business stands — revenue this month, active work, open pipeline, and customer count.

What needs attention

Flags overdue follow-ups, unpaid revenue, stale leads, and data quality issues that could cost the business money.

Recommended next actions

Three specific actions the business owner should take based on the current data — not generic advice.

Example output

Overall summary

Precision Landscape has 42 customers, 6 active jobs, and $3,850 in unpaid work. Monthly revenue is $12,400 with $18,200 in open quotes.

What needs attention

4 follow-ups are overdue. 3 customer records are missing contact details, which limits outreach. $3,850 in completed work has not been marked paid.

Recommended next actions

Follow up on the 4 overdue reminders before end of day.
Collect payment on the $3,850 in completed unpaid jobs.
Update the 3 incomplete customer records with phone or email.

Get better results with more data

The AI Advisor is most useful after the workspace has real records. Add customers, leads, jobs, sales, and follow-ups first. A workspace with only a few records will produce a thinner summary.

Ready to build the workspace?

Create a company, pick the business sector, and start organizing the operating side of the business.

Create workspace View preview