Modules, packs, and plans

SaaSy shows a different sidebar to different workspaces. If a feature you expected is missing, one of two independent systems is responsible, and they behave very differently:

	What it is	Effect
Navigation modules	Which sections appear in your sidebar	Cosmetic. The pages still work if you have the URL.
Plan and add-on entitlements	What your subscription includes	Real. The feature is unavailable until you add it.

Work through the checks below in order; the first one that matches is your answer.

Stop at the first one that matches. Checks 1 and 2 only change what your sidebar shows. The pages still work if you have the URL, so neither is a permission system; use Settings → Roles and permissions for that. Only check 3 withholds the feature itself.

The first two checks are visibility. Only the third is entitlement.

1. Has someone hidden it from your sidebar?

Modules are groups of related pages. Your workspace has a baseline set, and you can override that set for yourself.

Go to Settings → Navigation. You will see two sections:

• Workspace navigation: the default every member sees. Only workspace admins can change it.
• My navigation: your personal override. Every member can change their own.

Each module in My navigation has three settings:

Setting	Effect
Workspace default	Follow whatever the workspace has set
Hidden for me	Hide it, even if the workspace shows it
Shown for me	Show it, even if the workspace hides it

Hidden for me wins over everything else. Shown for me beats a workspace default that hides the module, so you can switch on a module your workspace turned off, without involving an admin.

note

Hiding a module only removes it from the sidebar. The pages remain reachable by URL, and anyone with the link can still open them. Navigation settings are for reducing clutter; they are not a permission system. To control what people can actually do, use Settings → Roles and permissions.

2. Did your industry pack turn it off?

When you choose an industry at Industry Setup, SaaSy applies a pack that switches off modules that industry typically doesn't need. If a module was hidden this way, Settings → Navigation shows a badge reading Set by {pack} pack next to it.

To switch everything back on, select Reset to all on in the Workspace navigation section.

Here is what each pack enables by default:

Module	Agency	Professional services	E-commerce	SaaS	Construction	Manufacturing	Nonprofit	General
CRM	✅	✅	✅	✅	✅	✅	✅	✅
Agents & AI	✅	✅	✅	✅	✅	✅	✅	✅
Growth	✅	✅	✅	✅	✅	✅	✅	✅
Inventory	✅	Off	✅	✅	✅	✅	Off	✅
Finance	✅	✅	✅	✅	✅	✅	✅	✅
Knowledge & Documents	✅	✅	✅	✅	✅	✅	✅	✅
SaaSPass	✅	✅	✅	✅	✅	✅	✅	✅
Grants	✅	✅	✅	✅	✅	✅	✅	✅
Work Management	✅	✅	Off	Off	✅	✅	✅	✅
Compliance	Off	✅	Off	Off	✅	✅	✅	✅
Payroll	Off	Off	Off	Off	✅	✅	Off	✅
Service Operations	Off	Off	Off	✅	Off	✅	Off	✅
Support	✅	Off	✅	✅	Off	Off	Off	✅
Sales Ops	✅	Off	✅	✅	✅	✅	Off	✅
Outreach	✅	✅	✅	✅	Off	Off	✅	✅
Customer Success	✅	✅	✅	✅	Off	Off	Off	✅
HR	Off	Off	Off	Off	✅	✅	✅	✅
Agency	✅	Off	Off	Off	Off	Off	Off	✅
Developer Tools	Off	Off	Off	✅	Off	Off	Off	✅
Recruiting	Off	Off	Off	Off	Off	Off	Off	✅
E-Signature	Off	Off	Off	Off	Off	Off	Off	✅

Two that surprise people: Recruiting and E-Signature are only on by default in the General pack. Every other pack hides them, even if your plan includes them. Switch them on under Settings → Navigation.

Some pages, including your dashboard home, Settings, and Team, belong to no module and are always visible.

3. Is it included in your plan?

If a feature is genuinely not included, you'll see an upsell card when you open its page rather than an empty screen.

Plan	Price	Businesses	Contacts	Team members
Starter	$49/mo	1	1,000	3
Growth	$199/mo	5	10,000	10
Scale	$399/mo	Unlimited	Unlimited	Unlimited

For current pricing, including any annual discount, see hellosaasy.ai/pricing; that page is the source of truth.

Included with every plan: SaaSPass, Grants, E-Signature, Certified Payroll, SaaSy Class, SaaSy Social, SaaSy Budget, Contracts, Branded email, and bring-your-own AI keys. Each of these is free inside any paid tier; a subscriber is never paywalled out of them. Several can also be bought on their own if you'd rather not take a plan; see Buying a module on its own.

Growth adds: multiple businesses, AI guidance, Ask SaaSy, API access, and Slack alerts.

Scale adds: advanced analytics, custom automations, and priority support.

Paid add-ons

Some capabilities have separate entitlements. Availability differs: Union and Field Service are sold separately, Payroll Processing is included during beta, and Payroll Filing is not on sale yet.

Software add-ons are extra modules for how your business runs:

Add-on	What it covers	Pricing
Union & Labor Compliance	Dues checkoff, fringe and remittance, WH-347 certified payroll, apprentice ratios, ACH payees	Billed by member band (up to 50, up to 250, or unlimited)
Field Service	Job scheduling, dispatch board, job lifecycle, work orders	Flat rate
Payroll processing	Running payroll: gross-to-net, direct-deposit files, W-2 data	Included with your plan during beta; native pay runs require Scale
Payroll filing	Generating W-2, 941, and 940 artifacts and tracking their status	Not on sale yet; see Federal Filings
Payroll disbursement	ACH direct deposit to your employees	Check availability with support

Launch and formation services are things we do for you rather than software you use. These are bought from Launch Services when you need them, not subscribed to up front:

Company formation, registered agent, virtual address, official mail handling, domain registration, website hosting, a business phone number, a branded mailbox, entity maintenance, legal filings, and licence assistance.

If you told us during onboarding that you work with unions or run field service, those sections appear in your sidebar before you buy them. Opening one shows the add-on page rather than the feature. That is expected, not an error.

For add-ons currently on sale, use the upsell card to purchase. A successful purchase unlocks access without a reload. Payroll Filing currently offers a support contact instead of checkout. Change your member band or cancel from Settings → Billing.

For prices on anything not listed above, see hellosaasy.ai/pricing; that page is the source of truth, and we would rather send you there than print a number here that drifts.

Buying a module on its own

Some features can be bought standalone if you'd rather not change plan:

Feature	Standalone price
E-Signature	$29/mo
Certified Payroll	$99/mo
Field Service	$79/mo
Extra storage (100 GB)	$10/mo

Still can't find it?

If you've checked all three and the feature is still missing, email support@hellosaasy.ai with your workspace name and the feature you're looking for. Include whether the page appears under Settings → Navigation; that tells us immediately whether it's a visibility or a billing question.