{ "meta": { "canonicalName": "Operon", "canonicalUrl": "https://www.operon-app.com", "description": "Operon is an all-in-one operations platform for home-service businesses (lawn care, landscaping, cleaning, and field services). It combines CRM, scheduling, invoicing and payments, estimates, contracts, accounting, analytics, and an embedded AI operator named Travis.", "version": "1.1.0", "lastUpdated": "2026-06-16", "statusTaxonomy": { "Live": "Implemented, wired to UI/API, enforced gates, verifiable in production code and/or tests.", "Beta": "Implemented but behind a rollout guard or limited audience; behavior may change.", "Limited": "Implemented but gated by a default-off feature flag, paid add-on rollout, or platform restriction; not broadly available to all eligible plans yet.", "Internal": "Operator/ops-only; not exposed to customers.", "Disabled": "Present in code but turned off by default and not part of the primary product surface.", "Deprecated": "Superseded; retained only for backward compatibility.", "Planned": "Referenced or scaffolded but not implemented; must not be marketed as available." }, "note": "Public projection. Internal source files, tests, environment variable names, infrastructure, and security-implementation details are intentionally omitted." }, "organization": { "name": "Operon", "legalNote": "Operavalla LLC", "url": "https://www.operon-app.com", "product": "Operon — operations software for home-service businesses", "platforms": [ "Web (responsive)", "iOS (Capacitor native app)" ], "supportedIndustries": [ "Lawn care and landscaping", "Cleaning services", "General home and field services" ], "intendedUsers": [ "Home-service business owners and operators", "Office/admin staff (owner/admin/manager roles)", "Field employees and contractors (scoped employee portal access)" ] }, "plans": [ { "id": "free", "name": "Free", "priceUsdMonthly": 0, "limits": { "customers": 50, "employees": 5, "invoicesPerMonth": 0, "aiTokensPerMonth": 0 }, "includes": [ "dashboard", "customers", "scheduling", "employees", "travis_chat_readonly" ] }, { "id": "starter", "name": "Starter", "priceUsdMonthly": 29.99, "limits": { "customers": 500, "employees": 25, "invoicesPerMonth": 100, "aiTokensPerMonth": 100 }, "includes": [ "+ invoices", "operon_pay", "revenue", "mileage", "equipment", "proposals", "estimates", "travis_chat_full" ] }, { "id": "pro", "name": "Pro", "priceUsdMonthly": 44.99, "limits": { "customers": 2000, "employees": 100, "invoicesPerMonth": 500, "aiTokensPerMonth": 500 }, "includes": [ "+ analytics", "reports", "accounting", "travis_actions", "autopilot", "estimateai", "instasign", "landscape_design", "route_optimization", "quote_closers" ] }, { "id": "enterprise", "name": "Enterprise", "priceUsdMonthly": 99.99, "limits": { "customers": "unlimited", "employees": "unlimited", "invoicesPerMonth": "unlimited", "aiTokensPerMonth": 2000 }, "includes": [ "+ leadflow", "callpilot", "revboost", "sms", "travis_settings", "advanced_automation" ] } ], "addOns": [ { "id": "website_studio", "name": "Website Studio", "status": "Limited", "purchasable": true, "basePlanRequired": [ "pro", "enterprise" ], "bundledWithPlan": false } ], "features": [ { "id": "customers", "canonicalName": "Customers (CRM)", "description": "Customer contact database with profiles, tags, status, service interests, spend totals, and job/invoice associations.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "free", "starter", "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Reads available to all roles; create/update available to owner/admin/manager.", "capabilities": [ "Create/read/update customers", "Search, filter, paginate", "Track creator, spend, last job date", "Auto-create customer during invoice creation" ], "limitations": [ "No automatic de-duplication (manual merge)", "No customer segmentation hierarchy", "Basic email presence validation only" ], "integrations": [ "Postgres/Prisma" ], "automation": { "travisSupported": true } }, { "id": "scheduling", "canonicalName": "Scheduling", "description": "Calendar-based job scheduling with crew assignment, recurring/multi-day jobs, and (Pro) route optimization.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "free", "starter", "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Route apply (reorder) restricted to owner/admin.", "capabilities": [ "Create/list jobs with status", "Assign employees/crews", "Recurring and multi-day jobs", "Route optimization with Google Maps distance matrix (Pro)", "Fixed-appointment protection during optimization" ], "limitations": [ "Route optimization is web-only and requires a Google Maps key", "No real-time GPS tracking (manual status updates)", "Quote appointments are not auto-scheduled" ], "integrations": [ "Google Maps API", "Postgres/Prisma" ], "automation": { "travisSupported": true } }, { "id": "employees", "canonicalName": "Employees", "description": "Team management: employee/contractor profiles, role-based permissions, pay types, crews, timesheets (clock in/out), payroll period summaries, and tax-document tracking.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "free", "starter", "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Permission and pay editing restricted to owner/admin; employees use the scoped Employee Portal.", "capabilities": [ "Create/update employee profiles", "Role-based permission schema", "Pay types (hourly, per-job, %, flat, commission)", "Employee vs contractor tax classification", "Crews and crew assignment", "Clock in/out timesheets", "Payroll period and missing-tax-doc summaries", "Invite/onboarding flow" ], "limitations": [ "No payroll disbursement (summaries only)", "Tax document upload only (no form generation)", "No background-check or insurance verification" ], "integrations": [ "Email (invites)", "Postgres/Prisma" ], "automation": { "travisSupported": true } }, { "id": "invoices", "canonicalName": "Invoices", "description": "Create, send, and track invoices with line items, due dates, and draft/sent/paid/overdue status; supports creation from completed jobs.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "starter", "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Manual mark-paid restricted to owner/admin.", "capabilities": [ "Create invoices manually or from jobs", "Line items and tax", "Send via email (Gmail) or SMS (Twilio)", "Stripe checkout payment links", "Manual mark-paid (idempotent) with linked accounting entry", "Refresh status from Stripe" ], "limitations": [ "Sequential invoice numbering (no custom templates)", "No installment/payment plans", "No automatic dunning/retry", "Email send requires Gmail connection" ], "integrations": [ "Stripe", "Gmail", "Twilio (optional)" ], "automation": { "travisSupported": true } }, { "id": "operon_pay", "canonicalName": "Operon Pay", "description": "Payment collection built on Stripe Connect (businesses connect their own Stripe account for direct payouts). Supports online checkout everywhere and Tap to Pay on supported iPhones.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "starter", "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Connect onboarding and payouts tied to the connected Stripe account.", "capabilities": [ "Stripe Connect onboarding", "Online Stripe Checkout (web + mobile)", "Tap to Pay via Stripe Terminal on supported iPhones", "Payment intent tracking and webhook sync" ], "limitations": [ "Requires the business to own a Stripe account (no Operon-hosted processing)", "Tap to Pay requires a supported iPhone; no Android tap-to-pay (needs a Terminal reader)", "No installment plans" ], "integrations": [ "Stripe", "Stripe Terminal" ], "automation": { "travisSupported": true } }, { "id": "revenue", "canonicalName": "Revenue", "description": "Revenue tracking and goal-setting (targets by period stored as business benchmarks).", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "starter", "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Standard role access.", "capabilities": [ "Revenue summaries", "Revenue goals (create/read/update/delete) by period" ], "limitations": [ "No alerts when goals are met/missed", "No trend prediction" ], "integrations": [ "Postgres/Prisma" ], "automation": { "travisSupported": true } }, { "id": "accounting", "canonicalName": "Accounting", "description": "Expense and receipt tracking with AI (OpenAI) receipt OCR for date/amount/category extraction, plus an approval workflow.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Employee expense logging gated by can_log_expenses with per-expense limits; approve/reject by owner/admin.", "capabilities": [ "Expense CRUD", "Receipt image upload with OCR extraction", "Approval workflow (pending → approved/rejected)" ], "limitations": [ "PDF receipts not supported for OCR (image only)", "No manual data-entry fallback when OCR fails", "Basic income/expense ledger (not full double-entry accounting)" ], "integrations": [ "OpenAI (receipt OCR)", "Postgres/Prisma" ], "automation": { "travisSupported": false } }, { "id": "analytics_reports", "canonicalName": "Analytics and Reports", "description": "Business analytics dashboard and reports/exports; plus first-party website analytics for published Website Studio sites.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Export rate-limited (10/hour/user).", "capabilities": [ "Analytics summaries", "Reports/exports", "Website analytics (page views, form funnel, traffic sources, qualified leads) for published sites" ], "limitations": [ "Website analytics tracks no visitor-level PII (opaque session/visitor IDs only)", "Limited to 4 standard website event types", "Report generation is primarily UI-driven" ], "integrations": [ "Postgres/Prisma" ], "automation": { "travisSupported": true } }, { "id": "estimateai", "canonicalName": "EstimateAI", "description": "AI-generated project estimates with line items, labor hours, materials, and a customer summary based on configurable business pricing; rule-based fallback when AI is unavailable.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "pro", "enterprise" ], "requiredAddOns": [ "estimateai (bundled with Pro/Enterprise; legacy standalone for Starter holders)" ], "ownerAdminRestrictions": "Standard role access.", "capabilities": [ "AI line-item generation (structured JSON)", "Scope, labor, materials, summary", "Configurable pricing (labor rate, markup, material pricing)", "Photo-aware context (captions)", "Convert estimate to job/invoice/proposal", "Down-payment request" ], "limitations": [ "AI fallback is rule-based and simpler", "No live material-price lookup", "Tuned for landscape/home services", "120s AI timeout" ], "integrations": [ "OpenAI" ], "automation": { "travisSupported": true } }, { "id": "landscape_design", "canonicalName": "Landscape Design", "description": "AI image generation for landscape/yard design visualizations.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Standard role access.", "capabilities": [ "AI image generation for outdoor/landscape visualizations", "Routing from Travis when a yard image is detected" ], "limitations": [ "Image generation only; not a CAD/measurement tool" ], "integrations": [ "OpenAI image models" ], "automation": { "travisSupported": true } }, { "id": "instasign", "canonicalName": "InstaSign", "description": "Digital service contracts with AI drafting, secure tokenized signing links, signature capture, immutability after signing, PDF export, and an audit trail.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "pro", "enterprise" ], "requiredAddOns": [ "instasign (bundled with Pro/Enterprise; legacy standalone for Starter holders)" ], "ownerAdminRestrictions": "Standard role access for drafting/sending.", "capabilities": [ "AI contract draft generation", "Send for signature via email", "Public time-limited signing link (hashed token)", "Signature capture with IP/user-agent/timestamp", "Lock contract on signing (immutable)", "PDF of signed contract" ], "limitations": [ "Single signer only (no multi-party)", "Not certified legal-grade e-signature (ESIGN/UETA compliance not claimed)", "No counterparty amendment flow" ], "integrations": [ "OpenAI", "Gmail/email", "Stripe (embedded payment links)" ], "automation": { "travisSupported": true } }, { "id": "leadflow", "canonicalName": "LeadFlow", "description": "Lead management with AI aerial auto-quoting (satellite imagery + AI lawn-size estimation) and AI ad-copy generation/presets.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "enterprise" ], "requiredAddOns": [ "leadflow (bundled with Enterprise; legacy standalone for Starter holders)" ], "ownerAdminRestrictions": "Standard role access; auto-quote send requires approval.", "capabilities": [ "AI aerial lawn-size estimate from Google Maps satellite imagery", "Auto-quote draft create/list/update/approve-and-send", "SMS auto-quote delivery", "AI ad-copy generation and presets" ], "limitations": [ "Auto-quotes are SMS-only (no email delivery)", "Static fallback estimate (5000 sq ft) when AI fails", "Ad video generation (HeyGen) is referenced but NOT implemented" ], "integrations": [ "Google Maps API", "OpenAI", "Twilio/SMS" ], "automation": { "travisSupported": true } }, { "id": "revboost", "canonicalName": "RevBoost", "description": "Automated Google review requests sent to customers via SMS using configurable templates and a review link.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "enterprise" ], "requiredAddOns": [ "revboost (bundled with Enterprise)" ], "ownerAdminRestrictions": "Send requires RevBoost active and approval.", "capabilities": [ "Review settings (link, template, channel, suppression days)", "Templated SMS review requests via Twilio", "Phone normalization/validation" ], "limitations": [ "SMS-only (email channel field exists but is not used)", "Suppression window is tracked but not enforced on send", "No Google Business Profile API integration (manual review link)", "No review-conversion tracking" ], "integrations": [ "Twilio/SMS", "Postgres/Prisma" ], "automation": { "travisSupported": true } }, { "id": "callpilot", "canonicalName": "CallPilot", "description": "Call tracking and missed-call SMS follow-up for inbound business calls.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "enterprise" ], "requiredAddOns": [ "callpilot (bundled with Enterprise; never sold standalone)" ], "ownerAdminRestrictions": "Send requires approval; SMS integration required.", "capabilities": [ "Call logging/list", "Missed-call SMS follow-up" ], "limitations": [ "Requires Twilio/SMS configured", "Scope limited to call logging and SMS follow-up" ], "integrations": [ "Twilio/SMS" ], "automation": { "travisSupported": true } }, { "id": "mileage", "canonicalName": "Mileage", "description": "Vehicle mileage trip logging for tax/expense purposes with sync into accounting.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "starter", "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Standard role access.", "capabilities": [ "Create/list mileage trips", "Distance calculation", "Sync to accounting" ], "limitations": [ "Manual trip entry (no automatic GPS auto-logging)", "No dedicated mileage report export" ], "integrations": [ "Postgres/Prisma" ], "automation": { "travisSupported": false } }, { "id": "equipment", "canonicalName": "Equipment", "description": "Equipment inventory with maintenance logging and mark-as-sold.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "starter", "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Standard role access.", "capabilities": [ "Equipment CRUD", "Maintenance logging", "Mark sold" ], "limitations": [ "No automated maintenance reminders surfaced", "Tracking only (not stock/inventory levels)" ], "integrations": [ "Postgres/Prisma" ], "automation": { "travisSupported": true } }, { "id": "website_studio", "canonicalName": "Website Studio", "description": "AI-assisted website builder for service businesses: site generation, AI editing, stock imagery, publishing to an operon-app.com subdomain or custom domain, and built-in lead capture.", "status": "Live", "platforms": [ "web" ], "eligiblePlans": [ "pro", "enterprise" ], "requiredAddOns": [ "website_studio (paid add-on)" ], "ownerAdminRestrictions": "Standard role access for entitled businesses.", "capabilities": [ "AI site creation and section regeneration", "AI-assisted editing (preset or free-form)", "Stock image selection (Pexels/Unsplash)", "Publish to subdomain or custom domain", "Custom domain set/verify/remove (manual DNS)", "Built-in lead inbox" ], "limitations": [ "Web-only (builder not on iOS; the Website Leads inbox can ship to iOS separately)", "Custom domains require manual DNS configuration", "Legacy prompt-to-site AI builder is retired (dev-only)" ], "integrations": [ "OpenAI (gpt-5.5 generation, gpt-5.4-mini micro-copy)", "OpenAI image models", "Pexels", "Unsplash", "Google Maps (address validation)" ], "automation": { "travisSupported": true } }, { "id": "website_leads", "canonicalName": "Website Leads", "description": "Lead inbox for submissions captured by published Website Studio sites, with a shared conversation engine that lets Travis qualify, draft/send replies, offer quote times, and book quote visits.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "pro", "enterprise" ], "requiredAddOns": [ "website_studio (for the inbox); public lead capture works for any published site" ], "ownerAdminRestrictions": "Travis-assisted replies follow normal approval rules; fully-unattended autonomous reply/booking is governed by Travis Autopilot (see autopilot entry).", "capabilities": [ "Public lead capture from published sites (token-auth, IP rate-limited)", "Authenticated lead inbox", "Travis reply drafting/sending and quote booking" ], "limitations": [ "Fully-unattended (no-approval) reply/booking is governed by Travis Autopilot, which is rolling out (see autopilot entry)", "No external CRM webhook delivery", "No lead scoring beyond Travis intent detection" ], "integrations": [ "Gmail (reply sync)", "Twilio/SMS", "Postgres/Prisma" ], "automation": { "travisSupported": true } }, { "id": "travis", "canonicalName": "Travis (AI Operator)", "description": "Embedded AI assistant that answers questions and executes business actions through a permissioned tool registry, with approvals, tenant isolation, autonomy modes, and cost-aware model routing.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "free", "starter", "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Free/Starter: chat + read-only and basic create. Write/execute actions (invoicing, estimates, email, contracts, analytics) require Pro+. Lead/SMS/review tools require Enterprise. Write tools require owner/admin/manager role.", "capabilities": [ "Conversational chat with business context", "Read tools (customers, jobs, invoices, leads, equipment, employees, revenue/analytics summaries)", "Create/update via permissioned write tools", "Communication tools (email/SMS/contract/invoice/review) — always require approval", "Routing to EstimateAI, Landscape Design, InstaSign, and pages", "Cost-aware model routing across tiers" ], "limitations": [ "Always requires human approval for money movement and all customer-facing sends (NEVER_AUTO_APPROVE set) — cannot be bypassed even in full-auto mode", "Free = read/basic only; Starter = no Pro+ actions; tenant-scoped to one business", "Per-business rate limits (10/min, 60/hour) and monthly AI token budgets (Free 0 / Starter 100 / Pro 500 / Enterprise 2000)", "Max 5 tool-calling rounds per turn; 50% monthly-token burn cap per session; per-customer 2 automated messages/day", "Blocked by missing integrations (Gmail/Twilio/Stripe) and by abusive-content filter", "No payroll disbursement, tax calculation, or live website publishing without entitlement" ], "integrations": [ "OpenAI (primary)", "Anthropic Claude Haiku (fallback only)", "Gmail", "Twilio/SMS", "Stripe" ], "automation": { "travisSupported": false } }, { "id": "autopilot", "canonicalName": "Travis Autopilot", "description": "Proactive, autonomous Travis workflows (e.g., reply-and-book on inbound Gmail/website leads, follow-ups) governed by autonomy modes, per-day caps, and an emergency halt.", "status": "Beta", "platforms": [ "web", "ios" ], "eligiblePlans": [ "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Configured via Travis Settings (Enterprise route gate); per-day send caps and emergency halt apply.", "capabilities": [ "Autonomy modes (assist/execute/full_auto)", "Per-day send caps (SMS, invoices, contracts, jobs, emails)", "Per-customer spam guard", "Emergency halt switch" ], "limitations": [ "Autonomous Gmail/website-lead send & booking are fail-closed behind a Phase 4 rollout guard", "Money movement and customer-facing sends still require approval regardless of mode", "Daily caps enforced; manual approvals bypass caps" ], "integrations": [ "Gmail", "Twilio/SMS", "OpenAI" ], "automation": { "travisSupported": true } }, { "id": "gmail_integration", "canonicalName": "Gmail Integration", "description": "OAuth connection to Gmail for sending and reading email, plus a background reply-sync cron that pulls customer replies into Operon.", "status": "Live", "platforms": [ "web", "ios" ], "eligiblePlans": [ "free", "starter", "pro", "enterprise" ], "requiredAddOns": [], "ownerAdminRestrictions": "Connected per business; tokens stored server-side.", "capabilities": [ "OAuth connect (send + readonly + email scopes)", "Automatic token refresh", "Reply-sync cron (incremental by history ID, per-business lock)" ], "limitations": [ "No mailbox-mutation scopes (no label/modify/trash)", "Re-auth required if the user revokes access" ], "integrations": [ "Gmail API", "Google OAuth" ], "automation": { "travisSupported": true } } ], "integrations": [ { "name": "Stripe", "purpose": "Subscriptions, Operon Pay (Connect), checkout, webhooks", "status": "Live" }, { "name": "Apple In-App Purchase", "purpose": "iOS subscription billing (required by App Store)", "status": "Live" }, { "name": "Twilio", "purpose": "SMS for RevBoost, CallPilot, lead/customer messaging", "status": "Live" }, { "name": "Gmail / Google OAuth", "purpose": "Email send/read + reply sync", "status": "Live" }, { "name": "Google Maps", "purpose": "Route optimization, address validation, aerial imagery", "status": "Live" }, { "name": "OpenAI", "purpose": "Primary AI for Travis, EstimateAI, InstaSign, Website Studio, receipt OCR, images", "status": "Live" }, { "name": "Anthropic (Claude Haiku)", "purpose": "Travis fallback only", "status": "Live" }, { "name": "Pexels / Unsplash", "purpose": "Website Studio stock imagery", "status": "Live" }, { "name": "Supabase / PostgreSQL (Prisma)", "purpose": "Primary multi-tenant database", "status": "Live" } ], "platformDifferences": { "ios": [ "Billing uses Apple In-App Purchase (Stripe checkout is not used for plan purchases on iOS).", "Website Studio builder is hidden on iOS; the Website Leads inbox can ship to iOS independently.", "Operon Pay Tap to Pay available on supported iPhones via Stripe Terminal.", "Some setup CTAs (e.g., phone/SMS) show informational notes instead of external links, per App Store guidelines." ], "web": [ "Stripe checkout for plan purchases and add-ons.", "Full desktop sidebar navigation; Website Studio builder available." ] }, "security": { "summary": "Operon enforces per-business tenant isolation on every request, authenticated access with role-based permissions, server-side plan/feature gating that never trusts client-supplied plan data, rate limiting on sensitive and public endpoints, signed-token signing links for contracts, and content filtering on AI input. Secrets are never logged." } }