Run the work
Follow a customer from lead to job, field execution, kiosk punch, documents, invoice handoff, and reporting without rebuilding context in every department.
Some companies have a workhorse. We're building you a War Horse.
Operational modules
The modules are not a catalog. They are one operating chain across people, places, work, and devices.
DestrierOS is built so the same customer, job, asset, employee, GPS signal, kiosk punch, document, invoice, exception, and report can stay connected. A demo should follow the work across surfaces and modules instead of reading like a release archive.
See the blockers
Queues, approvals, missing evidence, stale work, inventory pressure, support issues, GPS exceptions, and kiosk/device health are meant to be visible before they become surprises.
Keep evidence
Sensitive actions leave an audit trail: approvals, role changes, exports, billing adjustments, field closeout, kiosk events, support assist, compliance reviews, and release operations.
Decide faster
Leadership gets a cross-surface picture of readiness, workload, adoption, risk, margin, field movement, and follow-up without waiting on another spreadsheet cleanup.
CRM and revenue operations
Revenue operations and customer 360
Leads, accounts, contacts, opportunities, quotes, documents, communications, activities, forecasting, and customer handoff in one operating record.
Pipeline and stale-deal review
CRM master data controls, configurable pipeline governance, forecast snapshot history, and unified customer activity timelines
Quote approvals, customer terms, renewal references, contract linkage, finance review, and quote-to-work handoff
Role-specific next actions, no-response queues, playbooks, handoff checklists, and backup routing
Legacy CRM migration staging, confidence scoring, duplicate preview, rollback evidence, and cleanup reporting
Account history across communications, work, contracts, invoices, and documents
Role dashboards, revenue reporting, and organization-level sales policy tuning
Planned next: faster call, meeting, and web-lead capture from account and contact workspaces
Service operations
Service intake, queues, SLAs, and approvals
Requests, incidents, classification policies, saved dispatcher views, bulk queue actions, SLA policies, approval policies, evidence requirements, field execution packets, customer visibility, work orders, assignment groups, priorities, reopen rules, governed knowledge lifecycle, service analytics, organization tuning, migration confidence, and reporting.
Unified service queue across customer, internal, fleet, HR, and compliance work
SLA, escalation, approval, and notification paths
Searchable resolution and operational knowledge history
Backlog aging, throughput, owner load, root-cause, field-delay, service-cost, and BI dataset visibility
Company-scoped policy tuning for queues, SLAs, approvals, escalation ladders, and notification routes
ServiceNow-style import confidence with attachment manifests, SLA history, approval evidence, rollback groups, and cleanup reporting
Dispatcher command, field evidence, customer visibility, analytics, and migration confidence
Fleet and telematics
Fleet, devices, telematics, and maintenance
Live locations, mobile GPS, drivers, assets, geofences, Teltonika hardware ingestion, trip/event tuning, maintenance signals, and rollout operations.
Map, device health, stale-device, and first-ping visibility
Dedicated device-ingestion edge, binary parsing, sanitized capture, hardware validation, and rollout playbooks
Branded location markers and profile or asset marker photos from uploads or public HTTPS URLs with standard icon fallback
Colocated office, yard, jobsite, device, and asset markers collapse into inspectable count clusters
Maintenance, geofence, trip, idle, signal, event reporting, driver identity, coaching, and honest planned boundaries for HOS, DVIR, video, fuel, dispatch, sensors, APIs, webhooks, and BI feeds
Honest product boundaries for video, fuel, dispatch, sensors, APIs, webhooks, and BI feeds
Planned next: deeper fleet workflow expansion after web hardening
Workforce HR
HR, time, leave, kiosk punches, payroll closeout, and self-service
Employee lifecycle, onboarding, offboarding, documents, policies, time, leave, shared kiosk punches, manager queues, payroll closeout, and workforce analytics.
Employee 360 and lifecycle tasking
Time, leave, kiosk punches, exceptions, approvals, and payroll export evidence
Manager and employee self-service with audit trail
Employee master data, org charts, lifecycle checklists, compensation changes, compliance evidence, payroll handoff, policy tuning, analytics, and migration confidence
Learning and readiness
Learning, certifications, assessments, and readiness
Course authoring, learning assignments, materials, question banks, assessments, retests, certifications, renewals, and readiness reporting.
Role, department, job, and compliance-driven assignments
Certification renewal queues and completion validation
Training evidence tied to audit and workforce readiness
Course governance, assignment policy, assessment evidence, certification eligibility, learner and manager command centers, compliance linkage, analytics, policy tuning, and content archival
Trust and compliance
Trust, controls, evidence, risk, and audit exports
Compliance programs, controls, evidence mapping, access reviews, risks, corrective actions, policies, vendors, and auditor-ready packages.
Control evidence linked to real operational records
Access review, risk register, and corrective action queues
SOC-aligned audit trails and export packages
Control automation, access certification, risk treatment, vendor diligence, policy lifecycle, audit command, change evidence, trust center, organization policy, and readiness intelligence
Finance and accounting
Invoicing, payments, reconciliation, and financial controls
Invoices, payments, receivables, payables, expenses, aging, write-offs, reconciliation, closeout evidence, and accountant exports.
Billable work and quotes flowing into invoice review
AR/AP aging, payments, credits, adjustments, and approvals
Period closeout and accounting evidence exports
Invoice lifecycle, customer statements, payment evidence, locked-period corrections, vendor bills, expenses, GL mapping, reconciliation, period close, reporting, integrations, and migration confidence
Analytics and reporting
Dashboards, report builder, scheduled analytics, and KPIs
Operational dashboards, saved views, custom reports, scheduled report delivery, executive KPIs, exports, and analytics governance.
Cross-module KPIs for sales, service, fleet, HR, learning, compliance, and finance
Saved filters, dashboards, scheduled reports, and exports
Reporting infrastructure designed not to slow daily operations
Certified metrics, executive scorecards, report builder sharing, scheduled delivery, forecast signals, warehouse snapshots, governance, external sharing, organization tuning, and legacy report migration confidence
Operational communications
Operational communications tied to the record
Connected business inboxes, draft and scheduled send, background sync, search, notifications, chat, mentions, and record threads.
Shared inbox operations with sender controls and suppression evidence
Background sync and active-folder search
Record-level threads, notifications, live chat, and operational audit trail
Mailbox sync, compose delegation, shared mailbox controls, inbox ownership, stale response, bulk triage, chat governance, customer timeline linking, deliverability evidence, retention, provider diagnostics, and migration confidence
Documents and contracts
Documents, contracts, approvals, packets, and controlled sharing
Document workspaces, templates, packets, approvals, contracts, external sharing, version history, and linked operational evidence.
Document and contract records connected to customers, work, finance, compliance, and HR
Approval and packet workflows with audit-ready evidence
Library governance, authoring, approvals, contract lifecycle, packet generation, operational record integration, external sharing, policy tuning, reporting intelligence, and migration confidence
Operations, inventory, and work orders
Work orders, inventory, purchasing, receiving, and field execution
Work orders, queue operations, inventory items, locations, movements, vendors, purchase orders, receiving, reorder views, transfers, and operations reports.
Operational records spanning work, stock, purchasing, vendors, and cost evidence
Field execution lifecycle readiness blocks premature closeout until required checklist, labor, materials, forms, photos, signoff, and invoice handoff evidence is present
Inventory controls now include bins, lot or serial context, reservations, cycle-count variance review, and transfer requests
Purchasing now preserves requisition approvals, PO cost decisions, receiving outcomes, vendor performance, and finance handoff evidence
Parts requests now include shortage severity, substitution evidence, reservation, fulfillment, purchasing escalation, and work-order material linkage
Field execution now tracks mobile sessions, GPS context, offline drafts, sync review, and conflict evidence before closeout or job-cost review
Finance linkage and job-cost review now compare quote and invoice revenue against billable, non-billable, cost-center, vendor, expense, and margin evidence
Asset service history now preserves recurring repairs, warranty and recall context, downtime, compliance evidence, and work-order linkage
Organization policy tuning now lets companies configure work types, closeout evidence, purchasing approval, reorder notification, field evidence, and role defaults
Reporting and profitability intelligence now combines backlog, throughput, inventory pressure, purchasing exposure, and job margin in Operations reports
Migration and open-work confidence now validates inventory, stock, vendors, purchase orders, cost history, open work, rollback groups, and evidence URLs
Governed work-order lifecycle, inventory control, purchasing and receiving, parts fulfillment, field execution, finance linkage, asset history, policy tuning, reporting intelligence, and migration confidence
Automation and integrations
Automation, provider health, jobs, APIs, and integration control
Workflow automation, notifications, integration health, provider diagnostics, background-job discipline, and future API/webhook governance.
Cross-module automation is part of the operating model
Simulation and dry-run evidence now protect automation publishing
Cross-module side-effect ledgers now trace automation impact
Provider gateway health now tracks tokens, webhooks, rate limits, retries, and rotation
Developer API scopes and webhook subscribers now include audit, pagination, schema versions, and rate limits
Job queues now track idempotency, dead letters, replay batches, and latency
Notification routing outputs now trace delivery, suppression, fallback, escalation, and acknowledgment evidence
Automation governance now tracks owners, reviewers, risk labels, change notes, approval evidence, and rollback targets
Organization automation policy now controls allowed scopes, limits, provider defaults, alert routing, and secrets evidence
Automation reporting now shows run health, incidents, provider impact, retries, and value/risk signals
External recipe migration now tracks Zapier, Make, scripts, spreadsheets, parity evidence, rollout, retirement, and rollback confidence
Provider health and integration observability are planned as production work
Workflow builder depth, cross-module orchestration, provider gateway health, API scopes, job replay, notification routing, governance, policy tuning, reporting, and migration confidence
Platform administration
Tenant operations, support assist, release health, and platform controls
Internal platform administration for customer readiness, user provisioning, release operations, infrastructure vitals, support workflows, and audited assist controls.
Schardt operator tooling is scoped separately from customer module surfaces
Tenant readiness now tracks package defaults, domains, sample data, onboarding tasks, blockers, entitlements, and launch score
User provisioning now records invite lifecycle, role presets, access reviews, support-elevated users, and deactivation evidence
Client assist now records consent, scope, revoke state, action history, export evidence, support notes, and enablement follow-up
Observability now correlates incidents, provider health, jobs, relay signals, alert routing, and customer impact
Release operations now track promotion readiness, migrations, feature flags, rollback evidence, UAT, and post-release checks
Security administration now tracks secrets posture, admin audit findings, access reviews, support elevation, and customer-safe trust artifacts
Support operations now track handoffs, customer summaries, repeated friction, blockers, enablement tasks, and education outcomes
Tenant entitlement controls now track packages, module access, quotas, throttles, lifecycle transitions, billing alignment, and isolation evidence
Platform policy now controls tenant defaults, package/segment behavior, health thresholds, notification routes, support policy, and escalation rules
Reporting intelligence now summarizes readiness, adoption, support load, incident impact, release outcomes, security posture, churn risk, and improvement signals
Cloud infrastructure health, mobile readiness, kiosk governance, fleet-ingestion health, provider health, and release posture are visible platform concerns
Tenant readiness, user provisioning, client assist, observability, release gates, security evidence, support enablement, entitlements, platform policy, and adoption reporting
Important sequencing
The web command center, mobile app, kiosks, and GPS devices are one product system.
The browser product remains the operating record, but the field story is bigger than a desktop screen. Mobile carries work to crews, GPS devices feed fleet signal, and kiosk terminals cover shared time-clock and site-access workflows after hardware validation.