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Appello Documentation Tracker

The master list of every Appello workflow, feature, and configuration surface. This page drives the documentation roadmap -- use it to plan, prioritize, and track what has been documented, what has been validated, and what is still outstanding.

Last updated: 2026-04-07 (Phase 3 moat feature documentation — 22 pages published across 7 categories)

How to Use This Page​

  • Plan -- pick workflows from the next priority batch and assign them to a docs factory run.
  • Track -- update the Status column as workflows move through validation → drafting → publishing.
  • Expand -- add rows when new features ship or are discovered in Jira / customer calls.

Documentation Environment​

SurfaceURL / Value
Desktop (screenshots)https://appellomechanical.useappello.app
Mobile app — company slugappellomechanical
Data seedingAppello-Mechanical MCP → https://appellomechanical-api.useappello.app/mcp/

Legend​

SymbolMeaning
✅Documented -- page published with screenshots
🔵Confirmed -- validated via crawl, doc not yet written
🔒Behind permission -- route exists; requires elevated role to capture
⬜Candidate -- shipped feature, not yet validated or documented
❌Not Found -- does not exist in current build
🔜Coming Soon -- planned in Jira but not yet shipped

Priority Tiers​

TierDescriptionSignal
P0Document first -- core daily-use features every customer usesScheduling, Timesheets, Projects/Jobs, Forms, Users, Dashboard
P1High priority -- features most customers use regularlyLeave, Expenses, Equipment, Training, Reports, CRM
P2Medium -- features power users and admins needFinance, Invoicing, QBO Integration, Settings/Config, AI Intelligence, RFI/Drawings, Org Chart
P3Low -- features for specific customer segmentsMaterials/PO, Map, Documents & Policies, Onboarding
P4Future -- planned but not yet shippedWork Orders, Incident Management, Foundation Integration, Equipment kits, API, Remarkable

Coverage Summary​

MetricCount
Total workflows (master list)330
Shipped & documentable278
Planned / future (🔜)52
Confirmed via crawl (🔵)5
Behind permission (🔒)3
Published docs (✅)80
Remaining to document~198

Data Sources​

This master list was compiled from cross-referencing seven sources:

SourceToolFindings
Jirajira_search (Q21030)50+ active epics, 50+ stories/tasks
HubSpothubspot-search-objects50+ feature tickets, 30+ scheduling, 30+ timesheet
Fathomget_meeting_summaryDemo summaries (Connelly, WestCal), onboarding calls, Office Hours, Cost Code Deep Dive, Progress Billing, Rival Working Session
ATLASQuery_ATLAS (RAG)Thousands of meeting transcripts, internal docs -- extracted features for scheduling, CRM, finance, mobile, AI, equipment, settings, integrations
Codebasesearch_code / get_file_contentsstaticSideBarData.ts -- 33 sidebar routes across 17 sections
Live CrawlPlaywright / AppiumDesktop sidebar + mobile screens validated
Appello Connect Office HoursFathom summariesv131 features: Org Chart permissions, RFI/drawings, Appello Intelligence AI, Dropbox Sign

Permission-Gated Routes​

These routes returned 401 during crawl with a standard office account. The features exist — screenshots require an elevated role.

RoutePermission needed
/overview/timesheet-reportTimesheet report
/scheduling/daily-workforceDaily workforce scheduling
/overview/form-inboxForm inbox

Note: /overview/clock-in-out-report loaded successfully with the same crawl account and is documented under Clock in / out.

Crawl Progress​

BatchScopeStatusDate
1AWorkforce Admin, Scheduling, Operations, FormsDocumented2026-04-06
1BFinance, CRM, ReportsDocumented2026-04-06
1CTraining, Equipment, Material Order, MaterialsDocumented2026-04-06
1DSettings (17 screens — documented)Documented2026-04-06
1EFiles, Docs & Policies, Support, Map, Form InboxIn progress2026-04-06
MobileAll 5 tabs + expense/leave/notesIn progress2026-04-06

1. Core / Settings​

Note: A surface crawl of all 17 Settings screens was completed on 2026-04-05 (screenshots in settings-screenshots/). Each area below marked 🔵 has been confirmed to exist and its top-level structure recorded, but further investigation is required during documentation — many screens contain deeper pathways (sub-tabs, entity-specific views, CRUD modals, permission matrices) that were not fully explored in the initial crawl. Full depth will be discovered during the writing phase.

1A. Settings › Accounting & Finance​

#WorkflowPlatformPriorityStatusJira
1.1Accounting settings (Account Types + Chart of Accounts)DesktopP2✅
1.1aAccount Types — create/edit account types, manage categoriesDesktopP2⬜
1.1bChart of Accounts — manage chart of accounts per typeDesktopP2⬜
1.2Accounting Integrations (QuickBooks, Xero, etc.)DesktopP2✅
1.3Tax Settings — tax rate management (create, edit, archive)DesktopP2✅
1.16Fiscal year configuration (part of Business Settings)DesktopP2✅Q21030-8636
1.17Business Settings — company info, financial summary, estimate/CO defaultsDesktopP2✅Q21030-8467
1.17aBusiness Settings › Financial Summary (overhead calc, tax inclusion, holdback)DesktopP2⬜
1.17bBusiness Settings › Estimate & Change Order defaultsDesktopP2⬜

1B. Settings › Users & Permissions​

#WorkflowPlatformPriorityStatusJira
1.4Roles & Permissions — role list (Admin, Field Supervisor, Field Worker)DesktopP2✅
1.4aRoles & Permissions › role permission matrix (per-module CRUD)DesktopP2✅
1.4bOrg Chart builder (v131 — drag-and-drop, drives permissions)DesktopP2🔜
1.4cField-level data permissions (by dept, chain of command, individual)DesktopP2🔜
1.5User creation — desktop usersDesktopP0⬜Q21030-966
1.6User creation — mobile/field workers (Settings › HR)DesktopP0⬜
1.10User group / crew creationDesktopP0✅
1.13Org ChartDesktopP3🔵
1.14Departments managementDesktopP3✅
1.15Divisions managementDesktopP3⬜Q21030-8205

1C. Settings › Human Resources​

#WorkflowPlatformPriorityStatusJira
1.7HR Settings overview (5 tabs: Agreements, Union Halls, Leave, Wages, Holidays)DesktopP2✅
1.7aHR Settings › Employee Agreements (Field Workers, Office)DesktopP2✅
1.7bHR Settings › Union HallsDesktopP2✅
1.7cHR Settings › Leave Request SettingsDesktopP2✅
1.7dHR Settings › Wage RegionsDesktopP2⬜
1.7eHR Settings › Company HolidaysDesktopP2⬜
1.8Wage category setupDesktopP2⬜
1.9Trade classification setupDesktopP2✅
1.20Wage rate card managementDesktopP2✅Q21030-7729

1D. Settings › Property Settings (Data Model)​

#WorkflowPlatformPriorityStatusJira
1.25Property Settings overview (5 entities × 4 tabs = 20 config views)DesktopP2✅
1.25aProperty Settings › Projects — Manage LayoutDesktopP2✅
1.25bProperty Settings › Projects — Custom PropertiesDesktopP2⬜
1.25cProperty Settings › Projects — Default PropertiesDesktopP2⬜
1.25dProperty Settings › Projects — Default Folder StructureDesktopP2⬜
1.25eProperty Settings › Jobs — all 4 tabsDesktopP2⬜
1.25fProperty Settings › Companies — all 4 tabsDesktopP2⬜
1.25gProperty Settings › Contacts — all 4 tabsDesktopP2⬜
1.25hProperty Settings › Departments — all 4 tabsDesktopP2⬜
1.22Data Model 2.0 / configurable fieldsDesktopP3🔜Q21030-8650

1E. Settings › Instance & Display​

#WorkflowPlatformPriorityStatusJira
1.26Instance Settings (user display, list display, dates, timezone, distance)DesktopP2✅
1.1Company setup (logo, branding, time zone, date format) — see also 1.17, 1.26DesktopP2✅
1.11Module enabling / disablingDesktopP2⬜
1.18App configuration admin (env vars to DB)DesktopP2🔜Q21030-11195

1F. Settings › Mobile & Notifications​

#WorkflowPlatformPriorityStatusJira
1.27Mobile Settings — Job Info Layout builder (drag-and-drop field arrangement)DesktopP2✅
1.28Notification Control System — global notification type toggles (app + SMS)DesktopP2✅

1G. Settings › Templates​

#WorkflowPlatformPriorityStatusJira
1.23Download Templates (6 entity types: Projects, Jobs, Companies, Contacts, Equipment, RFIs)DesktopP2✅
1.29Estimate and Change Order Templates (file manager)DesktopP2✅
1.24Schedule of Values templatesDesktopP2✅
1.21PDF export & branding configurationDesktopP3⬜Q21030-8529

1H. Settings › Integrations & System​

#WorkflowPlatformPriorityStatusJira
1.30API Credentials — OAuth apps and API key managementDesktopP2✅
1.31Integrations — Twilio SMS setup (Account SID, Auth Token, phone, test)DesktopP2✅
1.32Locations — manage company locations (address, city, province, usage)DesktopP2✅Q21030-1559
1.33System Logs — audit log viewer (log type, status, event type, date filters)DesktopP2✅
1.12Zapier integration configurationDesktopP3⬜

2. CRM & Sales​

#WorkflowPlatformPriorityStatusJira
2.1Company management (CRUD)DesktopP1✅Q21030-996
2.2Contact management (CRUD)DesktopP1✅
2.3Lead management and follow-upDesktopP2⬜
2.4Estimate creation (takeoff, pricing, cost codes)DesktopP1⬜
2.5Estimate send / track (Draft, Sent, Won, Lost)DesktopP1⬜
2.6Quote letter generationDesktopP2⬜
2.7Sales pipeline trackingDesktopP2⬜
2.8Change order creation and approvalDesktopP1⬜
2.9Convert estimate to jobDesktopP1⬜
2.10Change order report pageDesktopP2⬜
2.11Estimate report pageDesktopP2✅

3. Scheduling & Dispatch​

#WorkflowPlatformPriorityStatusJira
3.1Job Schedule viewDesktopP0✅
3.2Schedule individuals to jobs (drag-and-drop)DesktopP0✅
3.3Schedule crews / user groupsDesktopP0✅
3.4Multi-day / long-term schedulingDesktopP0⬜
3.5Short-duration T&M schedulingDesktopP0⬜
3.6Send schedule change notificationsDesktopP0✅
3.7Calendar ScheduleDesktopP0✅
3.8View my scheduleMobileP0✅
3.9Get directions to jobMobileP1⬜
3.10Daily ScheduleDesktopP0🔒
3.11User ScheduleDesktopP0✅
3.12Auto-schedule "in progress" jobsDesktopP1⬜HS-16678976618
3.13Job scheduling report (breakdown by jobs)DesktopP1⬜HS-3987551763
3.14Multi-user scheduling (add multiple workers at once)DesktopP1⬜HS-19708321086
3.15Scheduling notes interfaceDesktopP1⬜HS-20075391363
3.16Double booking indication & conflict warningDesktopP1⬜HS-15894554929
3.17Scheduling filter by user groupDesktopP1⬜HS-17439996981
3.18Public holidays in calendarDesktopP2⬜Q21030-10395
3.19Scheduling for different eventsDesktopP2🔜Q21030-8080

4. Timesheets​

#WorkflowPlatformPriorityStatusJira
4.1Submit daily timesheet (honor system)MobileP0✅
4.2Revise / resubmit rejected timesheetMobileP0✅
4.3Timesheet matrix view (employees × dates)DesktopP0✅
4.4Individual timesheet slideout reviewDesktopP0✅
4.5Approve individual timesheetDesktopP0✅
4.6Reject timesheet with admin noteDesktopP0✅
4.7Bulk approve by employeeDesktopP0✅
4.8Log time on behalf of employeeDesktopP0✅
4.9Download / export CSVDesktopP0✅
4.10Filter by employee / trade / status / agreementDesktopP0✅
4.11Export to Sage 50 / payroll softwareDesktopP2⬜
4.12Payroll report generationDesktopP1⬜
4.13Bulk timesheet entryDesktopP0✅
4.14Timesheet LogDesktopP0🔒
4.15Timesheet approval workflowsDesktopP1⬜Q21030-8456
4.16Cost code selection for timesheets (mobile)MobileP1🔜Q21030-11393
4.17Parking toggle settings (instance)DesktopP2⬜
4.18Timesheet log CSV export enhancementsDesktopP2⬜
4.19Per kilometer / mileage travel calculationDesktopP2⬜Q21030-7264
4.20Bulk timesheet entry (multi-worker, auto-OT, cost code split)DesktopP1⬜
4.21Automated overtime rules configurationDesktopP1🔜

5. Clock In / Out (GPS)​

#WorkflowPlatformPriorityStatusJira
5.1Clock in with GPS geofenceMobileP0⬜
5.2Clock out with GPSMobileP0⬜
5.3Geofence configuration per jobDesktopP1⬜
5.4Geofence violation notificationsDesktopP1⬜
5.5Continuous location trackingBothP1⬜
5.6Rounding rules configurationDesktopP2⬜
5.7Break time allowanceDesktopP2⬜
5.8Map view of worker travel routeDesktopP2⬜
5.9Clock In / Out (Workforce Admin page)DesktopP0✅

6. Employee Expenses​

#WorkflowPlatformPriorityStatusJira
6.1Submit expense (receipt upload)MobileP1⬜
6.2Review / approve expensesDesktopP1✅
6.3Expense rollup to payroll reportDesktopP1⬜
6.4Expense costing to jobDesktopP2⬜
6.5Union subsidy calculationDesktopP2🔜Q21030-10099

7. Vacation / Leave​

#WorkflowPlatformPriorityStatusJira
7.1Request leaveMobileP1⬜
7.2Review / approve leave requestsDesktopP1✅
7.3Vacation calendar viewDesktopP1⬜
7.4Leave tracking and reportingDesktopP1⬜
7.5Configure leave typesDesktopP2⬜
7.6Leave report total hoursDesktopP1⬜Q21030-9996

8. Forms & Safety​

#WorkflowPlatformPriorityStatusJira
8.1Form Management / form builder (drag-and-drop, conditional logic)DesktopP0✅
8.2Pre-built form library (70+ templates)DesktopP1⬜
8.3Assign mandatory forms to jobsDesktopP0⬜
8.4Fill out formMobileP0✅
8.5Digital signature (PIN)MobileP0✅
8.6Form inbox (central hub)DesktopP0🔒
8.7Review / approve / reject formsDesktopP0⬜
8.8Filter formsDesktopP1⬜
8.9Version controlDesktopP1⬜
8.10Share via public URL / customer portalDesktopP2⬜Q21030-3598
8.11Geolocation / timestamp trackingBothP1⬜
8.12Toolbox talks managementDesktopP1⬜
8.13Form assignment to equipmentDesktopP2⬜
8.14Form ReportDesktopP1✅
8.15Form schedulingDesktopP1🔜Q21030-11005
8.16Form duplicationDesktopP1⬜
8.17Form attachments auto-upload to job filesBothP1⬜
8.18Form signature modes (one per job vs one per worker)BothP1⬜
8.19QA/QC forms & FireStop documentsBothP2⬜

9. Training & Compliance​

#WorkflowPlatformPriorityStatusJira
9.1Define certification typesDesktopP1✅
9.2Assign certifications to usersDesktopP1✅
9.3Upload certification documentsDesktopP1✅
9.4Automated expiry alertsDesktopP1✅
9.5Renewal window configurationDesktopP2✅
9.6View training recordsMobileP1⬜
9.7Self-service cert uploadMobileP1⬜
9.8PDF export of worker recordsDesktopP2⬜
9.9COR compliance trackingDesktopP2⬜
9.10Training providers managementDesktopP1⬜
9.11Certificate UI/UX enhancementsDesktopP2⬜Q21030-7574

10. Equipment & Assets​

#WorkflowPlatformPriorityStatusJira
10.1Add equipment (owned, leased)DesktopP1✅
10.2Equipment assignment (check out / in)DesktopP1⬜
10.3QR code scanningMobileP1⬜
10.4Equipment location on mapDesktopP2⬜
10.5Inspection certificate upload / historyDesktopP1⬜
10.6Vehicle maintenance cost trackingDesktopP2⬜
10.7Equipment cost trackingDesktopP2⬜
10.8Equipment inspection forms (linked)DesktopP1⬜
10.9Equipment-to-job assignmentDesktopP1⬜
10.10Equipment search by manufacturer / unique IDDesktopP2⬜
10.11Equipment module enhancementsDesktopP2🔜Q21030-11112
10.12Equipment kits (grouped equipment sets)DesktopP2🔜
10.13Equipment billable ratesDesktopP2🔜
10.14Log time to equipmentDesktopP2🔜
10.15Multi-job equipment allocationDesktopP2⬜

11. Projects & Jobs​

#WorkflowPlatformPriorityStatusJira
11.1Create projectDesktopP0✅
11.2Create job under projectDesktopP0✅Q21030-1560
11.3Set job details (customer, address, location pin)DesktopP0⬜
11.4Customize job fieldsDesktopP1⬜
11.5Job activity feedDesktopP0⬜
11.6Create note (typed)MobileP0⬜
11.7Create note (voice-to-text)MobileP0⬜
11.8Create note with photosMobileP0⬜
11.9AI rewrite notesBothP1⬜
11.10Language translationBothP1⬜
11.11Tag people in notesBothP0⬜
11.12Reply to notesBothP0⬜
11.13Job files management (folders)DesktopP0✅
11.14Field / office visibility toggleDesktopP1⬜
11.15View / download filesMobileP0⬜
11.16Photo managementBothP0⬜
11.17Progress reporting (% complete)BothP1⬜
11.18RFI (Request For Information)DesktopP1🔵Q21030-11368
11.19Drawing annotations, contemplated COsDesktopP3🔜
11.20Work Orders (T&M job type)DesktopP2🔜Q21030-8650
11.21Job notes PDF downloadDesktopP2⬜Q21030-7580
11.22Audit log for job recordsDesktopP2🔜Q21030-11101
11.23Job settings consolidationDesktopP2⬜Q21030-11015
11.24PCO/WIP tracking workflowDesktopP2🔜Q21030-11102

12. Finance & Cost Control​

#WorkflowPlatformPriorityStatusJira
12.1Job financials tab (value vs. costs)DesktopP2⬜
12.2Drill down into cost categoriesDesktopP2⬜
12.3Real-time job costingDesktopP2⬜
12.4Labor cost analysisDesktopP2⬜
12.5Cost tracking vs. budgetDesktopP2⬜
12.6Accounts payable by jobDesktopP2⬜Q21030-6106
12.7Create progress reportDesktopP2⬜
12.8Generate progress invoiceDesktopP2⬜
12.9Holdback / retention calculationsDesktopP2⬜Q21030-8439
12.10Subsidy managementDesktopP2⬜Q21030-7714
12.11Invoice PDF export (branded)DesktopP2⬜
12.12Invoice status trackingDesktopP2⬜
12.13Estimate entryDesktopP2⬜
12.14Accounts payable pageDesktopP2✅
12.15Accounts receivable pageDesktopP2✅Q21030-7376
12.16Progress reports pageDesktopP2✅
12.17Cost to Complete reportDesktopP2🔜Q21030-10914
12.18Earned vs Burned (EVM) reportDesktopP2🔜Q21030-10914
12.19Job Financial DashboardDesktopP2🔜Q21030-10914
12.20Job Financial SummaryDesktopP2🔜Q21030-10914
12.21Invoice templatesDesktopP2🔜Q21030-8337
12.22Payment managementDesktopP2🔜
12.23Cost codes / Schedule of ValuesDesktopP2✅Q21030-10576
12.24Progress billing workflow (SOV → progress report → invoice)DesktopP2✅
12.25Retainage / holdback auto-calculation (% and $)DesktopP2⬜
12.26Change orders in progress reportsDesktopP2⬜
12.27AI-assisted SoV creation from ExcelDesktopP2⬜
12.28Inventory management (bulk buy, release to jobs)DesktopP3🔜
12.29T&M (Time & Material) workflow / ticketsDesktopP3🔜

13. QuickBooks Integration​

#WorkflowPlatformPriorityStatusJira
13.1Authenticate QBO (OAuth)DesktopP2✅Q21030-9604
13.2Configure sync settingsDesktopP2✅
13.3Map customers / vendorsDesktopP2⬜
13.4Map tax typesDesktopP2⬜
13.5Map GL accountsDesktopP2⬜
13.6AR sync (Appello → QBO)DesktopP2⬜
13.7AP sync (QBO → Appello)DesktopP2⬜
13.8Payment syncDesktopP2⬜
13.9Bill coding to jobsDesktopP2⬜

14. Reports & Dashboards​

#WorkflowPlatformPriorityStatusJira
14.1Company metrics dashboardDesktopP0✅
14.2Vacation / leave widgetDesktopP1⬜
14.3Notes activity feedDesktopP0⬜
14.4Custom reports (configurable)DesktopP1✅
14.5Payroll reportDesktopP1⬜
14.6Export PDF / Excel / CSVDesktopP1⬜
14.7AR aging reportDesktopP2⬜
14.8Dashboard bookmarks / widget customizationDesktopP2🔜Q21030-8824
14.9Sales by job type reportDesktopP2🔜Q21030-11012
14.10Scheduling reportsDesktopP1⬜
14.11Employee Location ReportDesktopP2⬜
14.12Financial Overview report (labor + cost code hours)DesktopP2⬜
14.13Monthly Cost Report (cost breakdown by month/cost code)DesktopP2🔜
14.14Form Report analyticsDesktopP1🔵

15. Materials & Purchase Orders​

#WorkflowPlatformPriorityStatusJira
15.1Product database managementDesktopP3⬜
15.2Job specificationDesktopP3⬜
15.3Create material orderMobileP3⬜
15.4Material order listDesktopP3✅
15.5Create purchase orderDesktopP3⬜
15.6Receive shipments (packing slip matching)DesktopP3⬜
15.7Partial receipt / creditsDesktopP3⬜
15.8Inventory check-out to jobDesktopP3⬜
15.9Material order form (free-form + pick)BothP3⬜
15.10Customer PO managementDesktopP3🔜Q21030-11298
15.11Supplier PO & receivingDesktopP3🔜Q21030-11298

16. Map​

#WorkflowPlatformPriorityStatusJira
16.1View all jobs / workers on mapDesktopP3✅
16.2Equipment location on mapDesktopP3⬜
16.3Worker GPS tracking on mapDesktopP3⬜
16.4Mapbox coverage expansionDesktopP3⬜Q21030-11406

17. Files​

#WorkflowPlatformPriorityStatusJira
17.1Company-level file managementDesktopP3⬜
17.2Folder organizationDesktopP3✅
17.3Field / office visibility controlsDesktopP3⬜
17.4Shared files / "Public Binder" for mobile usersBothP3⬜

18. Documents & Policies​

#WorkflowPlatformPriorityStatusJira
18.1Policy document storageDesktopP3✅Q21030-7610
18.2Policy acknowledgementDesktopP3⬜
18.3File management for Documents & PoliciesDesktopP3⬜Q21030-9027

19. Notifications​

#WorkflowPlatformPriorityStatusJira
19.1Push notifications (native app)MobileP0⬜
19.2Note tag notificationsBothP0⬜
19.3Schedule change notificationsBothP0⬜
19.4Timesheet rejection notificationsBothP1⬜
19.5Certification expiry alertsBothP1⬜
19.6Geofence violation alertsBothP1⬜
19.7Expense notificationsBothP1⬜
19.8Form submission notificationsBothP1⬜
19.9In-app notification centerBothP1✅Q21030-10097
19.10Twilio SMS opt-in / opt-outBothP2🔜Q21030-10092

20. Mobile-Specific Flows​

#WorkflowPlatformPriorityStatusJira
20.1Company slug loginMobileP0✅
20.2Last name + PIN loginMobileP0✅
20.3Email + password loginMobileP0⬜
20.4PIN changeMobileP1⬜
20.5App download and setupMobileP0⬜
20.6Native app (React Native) featuresMobileP0⬜Q21030-10653
20.7Mobile map viewMobileP1⬜
20.8Offline functionality (forms, photos, time entry)MobileP0🔜
20.9Note draft auto-saveMobileP1⬜
20.10Custom fields on mobile (Settings > Mobile Settings)MobileP1⬜
20.11Push notifications (schedule changes, note tags)MobileP0⬜
20.12Background location tracking (geo-pings for travel map)MobileP1⬜
20.13Mobile web responsive layout (browser)Mobile webP0✅

21. Onboarding / Data Migration​

#WorkflowPlatformPriorityStatusJira
21.1Onboarding DocumentsDesktopP1⬜
21.2Onboarding UsersDesktopP1🔵
21.3CSV data migrationDesktopP3⬜
21.4Sage 50 integrationDesktopP3⬜
21.5Zapier integrationDesktopP3⬜
21.6Train-the-trainer rolloutN/AP3⬜
21.7HR document integrationDesktopP2⬜Q21030-9345
21.8File importsDesktopP3⬜Q21030-8700
21.9Dropbox Sign e-signature integration (HR documents)DesktopP1⬜
21.10Customer onboarding guide (branded PDF for field staff)N/AP3⬜

22. Integrations​

#WorkflowPlatformPriorityStatusJira
22.1Foundation Software accounting integrationDesktopP3🔜Q21030-10102
22.2Gmail integration (link emails to jobs)DesktopP2🔜Q21030-11364
22.3Weather integrationDesktopP3🔜Q21030-8072
22.4Accounting integrations (Sage, other)DesktopP3⬜Q21030-7311
22.5Dext AP automation integrationDesktopP3⬜
22.6Remarkable tablet integration (API)DesktopP4🔜

23. Incident Management & Safety​

#WorkflowPlatformPriorityStatusJira
23.1Incident management systemDesktopP3🔜Q21030-11264
23.2Safety dashboardDesktopP3🔜Q21030-11264

24. API & Developer Platform​

#WorkflowPlatformPriorityStatusJira
24.1RESTful API documentationDesktopP4🔜Q21030-8941
24.2OpenAPI / Swagger endpointDesktopP4🔜Q21030-8941
24.3App Exchange / marketplaceDesktopP4🔜Q21030-8860

25. Labs​

#WorkflowPlatformPriorityStatusJira
25.1Labs experimental featuresDesktopP3⬜

26. AI & Intelligence​

#WorkflowPlatformPriorityStatusJira
26.1Appello Intelligence -- AI chat interface (MCP-powered)DesktopP2🔜
26.2AI data query (ask questions about timesheets, users, etc.)DesktopP2🔜
26.3AI action automation (move users, create jobs from chat)DesktopP2🔜
26.4AI document analysis (RFP extraction from URL)DesktopP2🔜
26.5AI job planning (create job + estimate + schedule from RFP)DesktopP2🔜
26.6AI automated executive summary reports (nightly aggregation)DesktopP3🔜
26.7AI policy & safety document generationDesktopP2⬜
26.8AI estimate writer / quote letter generationDesktopP2⬜
26.9AI form builder (chat-based form creation)DesktopP2🔜

27. RFI & Drawing Management​

#WorkflowPlatformPriorityStatusJira
27.1RFI creation with redlined drawingsDesktopP2🔜
27.2Drawing annotation workflowDesktopP2🔜
27.3Contemplated change orders from RFIsDesktopP2🔜

Prioritized Documentation Batches​

Recommended order for the docs factory pipeline, aligned with customer impact:

Batch 1 -- P0 Core (est. 50 workflows)​

Scheduling, Timesheets, Projects/Jobs, Forms, Dashboard, Users, Notifications, Mobile login/setup, Push notifications, Offline mode

Batch 2 -- P1 High (est. 60 workflows)​

Leave, Expenses, Equipment, Training, Reports, CRM companies/contacts/estimates, Dropbox Sign, Bulk Timesheet Entry, Form report, Scheduling reports

Batch 3 -- P2 Medium (est. 85 workflows)​

Finance, QBO Integration, Settings/Config, Invoicing, Change Orders, Cost Control, HR Documents, Travel calculation, Progress Billing, Org Chart/Permissions, AI Intelligence, RFI/Drawings, Document templates, SoV templates

Batch 4 -- P3 Low (est. 42 workflows)​

Materials/PO, Map, Documents & Policies, Onboarding, Labs, Integrations, Files, Inventory management, T&M workflow, AI reports

Batch 5 -- P4 Future (est. 39 workflows)​

Work Orders, Cost Codes/SOV, Financial Reporting Module, Incident Management, Foundation Integration, REST API, App Exchange, Dashboard bookmarks, AI Form Builder, Equipment kits/billable rates, Remarkable integration

Phase F — Future (🔜) maintenance​

When Jira or release notes move a row from 🔜 to shipped:

  1. Re-crawl the route (desktop 1440×900, Appium for native mobile when needed).
  2. Add or extend a Docusaurus page under docs/docs/<category>/ with screenshots in _assets/.
  3. Flip the tracker row to ✅, bump Coverage Summary / Published Pages, and run bun run build in docs/.

Do not spend crawl time on 🔜 rows until the feature is reachable in the target tenant.

Published Pages​

Pages already live at docs.useappello.app:

PageCategoryDate
Documentation Tracker (this page)Internal / roadmap2026-04-06
Platform OverviewOverview2026-03-30
DashboardWeb Application2026-03-30
TimesheetsWeb Application2026-03-30
AuthenticationWeb Application2026-03-30
Getting StartedWeb Application2026-03-30
Create Project & Create JobWeb Application2026-04-04
Business SettingsSettings2026-04-06
Instance SettingsSettings2026-04-06
LocationsSettings2026-04-06
Tax SettingsSettings2026-04-06
AccountingSettings2026-04-06
Notification Control SystemSettings2026-04-06
Roles & PermissionsSettings2026-04-06
Human ResourcesSettings2026-04-06
System LogsSettings2026-04-06
Property SettingsSettings2026-04-06
Mobile SettingsSettings2026-04-06
Integrations & APISettings2026-04-06
TemplatesSettings2026-04-06
ScheduleMobile Application2026-03-30
TimesheetsMobile Application2026-03-30
NotificationsMobile Application2026-03-30
ResourcesMobile Application2026-03-30
My FormsMobile Application2026-03-30
AuthenticationMobile Application2026-03-30
Calendar scheduleScheduling2026-04-06
User workforce scheduleScheduling2026-04-06
Job scheduleScheduling2026-04-06
Timesheet matrixTimesheets2026-04-06
Bulk timesheet entryTimesheets2026-04-06
Clock in / out reportClock in / out2026-04-06
Safety & inspection formsForms2026-04-06
Projects listOperations2026-04-06
In-app notificationsNotifications2026-04-06
Mobile web layoutMobile2026-04-06
CompaniesCRM2026-04-06
ContactsCRM2026-04-06
Estimate reportCRM2026-04-06
Leave submissionsLeave2026-04-06
Accounts payable expensesExpenses2026-04-06
Employee expensesExpenses2026-04-06
CertificationsTraining2026-04-06
Equipment listEquipment2026-04-06
Billing reportFinance2026-04-06
Progress reportsFinance2026-04-06
Accounting system connectionQuickBooks2026-04-06
Reports hubReports2026-04-06
Material ordersMaterials2026-04-06
Administrative mapMap2026-04-06
Project Files tabFiles2026-04-06
Policy documentsDocuments & policies2026-04-06
Onboarding overviewOnboarding2026-04-06
Platform integrationsIntegrations2026-04-06