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Client Management Billing, Invoicing & CRM Solution for Service Providers


Client Management Billing, Invoicing & CRM Solution for Service Providers
Download on the AppStore Click here to request a review of this app

  • App Store Info

Description

This is a complete invoicing, financial and contact management app designed for service oriented independent businesses that need to record sales and services. Manage Your Clients on your IPhone or iPad without the need for a server or monthly fee.

This comprehensive business app provides complete client and financial support for your business, all in one app. All information is maintained on your device and there is no need for connectivity or outside servers as is common with many of the more sophisticated business apps. Here are the highlights:

Services and Products are maintained in the app with detailed multi-line descriptions, costs, price and units of measure & more. These can be added on-the-fly or maintained from your stored items.

Invoices are automatically created from your entries and support multiple payment methods. Maintain PAID and OPEN status of your invoices. Multiple sales tax rate setup is included. Your logo, detailed terms and conditions and other messages can be automatically displayed.

Contact Management - Store notes and track other communications with your clients and have the in app ability to call, text, email or map without leaving your app.

Images from both the Camera and Album apps may be used for logo's and attached to your estimates and invoices.

Financial Information - Is instantly available for any client, visit or timeframe with just a few taps. Information may be viewed on screen or downloaded for further analysis with any spreadsheet.

Help and Support - Extensive help library available by topic as well as how to videos. Email, text and phone support are also available to help with any questions or issues.

Signature Capture of approved Estimates with an update of Status. Invoices and Estimates may be copied for editing and reuse with other clients.

International Currency and Dynamic Type (the ability of the app to change font sizes) and iCloud support are all included in the app.

What's New in Version 8.2.2

Version 8.2  Highlights

We Hope all of the new enhancements and features will improve your operation, save you time & make you money!

New Functions:
Contact management: Add notes and comments.
Phone, email, text, map directly from App.
Multiple Line Descriptions for Service & Product Items
Units of Measure and Rates for Items:  EA, SQ FT, HR  etc.
Add Logos to Documents.
Sales taxes: multiple rate support.
Signature Capture for Documents.

Entry Enhancements:
Invoice Status: Open, Partial, Emailed, Paid.
Create Visits automatically from Calendar.
New clients Added without entering into Contacts.
Terms & conditions for Estimate & Invoice.
New items Added on-the-fly from entry view.
Add images from camera or album to transaction.
Copy invoice and copy estimates.

Financial Additions:
Multiple and Split Payment Processing.
Open AR Reports and Inquiries.
Download Data for Spreadsheets.
Reports and Inquiries with Day and Month Section Headings.
Metrics Summary View by Day, Week, Month, etc.
New Reports: By Client, Daily Detail, Monthly Summary.
Trend Reports for Daily Time Periods.

General:
Portrait support for iPad - iPhone 6 & 6P Landscape.
Improved navigation and use of Action Sheets.
Dynamic Type - Font Size adjustment from Settings.
International Currency Support
Extensive Help and Documentation with screen shots.

Screenshots

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