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Where things live.
Your workspace is split into rooms. Each kind of record lives in one room. Other rooms can show a shortcut, a summary, or a related record, but the record itself stays in its own room. Workflows live in Work and decide what happens after a record is created or changed.
Where to find it
- Tasks and projects: Work
- People and HR records: Team
- Expenses and bills you pay: Books
- Customers and contacts: Chat
- Contracts and signed documents: Documents
- Invoices and client payments: Billing
- Customer messages and replies: Chat
- Booking links: Bookings
- Products and stock: Shop
- What should happen after something is created: Work workflows
Some names differ by product. In Perch, Shop is called nest and Documents is called contracts, and books, billing, and contracts sit under office. In Alder, Work is called Tasks, and Books, Billing, and Documents sit under Office.
What each room holds
Sign in to see the rooms turned on for your business.
When one room shows a customer, task, document, message, or payment that belongs to another room, it links back to the room that holds it.
Take your data with you
Knowing where a record lives matters only if you can take it with you. Data export is one click: go to settings, click Data export, and you get a zip with JSON rows, flat CSVs for spreadsheet-friendly records, a manifest, and a README. Exports share one layout. The archive is structured for migration; direct import is available where an importer currently exists.
If you want a deeper read on what is and isn’t included (capability tokens are redacted; encrypted PII is excluded by policy), see Trust.