Welcome to Tabulox
Tabulox is where the money side of running a services business lives — turning a lead into a signed deal, a signed deal into paid work, and paid work into cash in your bank account, without switching between five different tools to do it.
This guide walks through every page in the app: what it's for, what each piece of the screen means, and how to use it day to day.
New here? Start with Dashboard — it's the page you'll land on every day, and it links out to almost everything else.
How the pieces fit together
Tabulox follows the natural shape of client work, top to bottom down the sidebar:
- Sales
An Opportunity comes in — added by you, or sent by a website form on your own site. You answer it with a Quote, a richer branded Proposal, or a Package the client can buy on the spot. Once the client agrees, a Contract makes it official.
- Billing
Work becomes an Invoice — created directly, or made from an accepted quote or proposal. Receivables is your single list of everything you're owed, and Payments shows Stripe moving the money clients pay online to your bank (payouts), plus any disputes.
- Work
Clients holds every contact, address and document for a business you work with. Projects tracks delivery once a deal closes, My tasks is your own to-do list across every project, and Bookings lets clients put time on your calendar.
- Reports & automation
Reports answers "how are we doing?" for any period, Workflows runs follow-ups for you (Pro and Scale), and Import & export moves data in and out.
Tabulox AI works across all of it: open it beside any page with Ctrl/⌘+J to ask a question or have a draft prepared for you.
Everything above belongs to one workspace (your business). If you belong to more than one, switch between them from the picker at the top of the sidebar.