Client Management CRM, Billing, & Invoicing Solution for Service Providers
- App Store Info
DescriptionThis 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.
Connect with your clients with both email and text messages saved in your library. Design and save the message that include client info and your company info with unique subject, salutations, closing and text bodies. For example: service reminders, thank you notes and business promotions. Automatically record send messages with other client notes.
Estimates, Bids & Quotes
Easily enter estimate bid & quote info enabling you to email or print documents. Track Draft, Sent and Accepted quotes. Format your unique terms and conditions. Capture signatures for accepted quotes. Copy estimates to new estimates or invoices and manage your workflow.
Document Design & Delivery - Change document field names on invoice and estimate documents, change formats easily with unique design for invoices and estimates. Use your local language and terms. Document Delivery - Print Documents in Batches and Queue emails to be sent, automatically record delivery date.
Download your financial info In a Spreadsheet format. Select a range of dates and download both summary and detail invoice transactions. Attached to an email, these CSV’s (comma separated values) can then be viewed with a spreadsheet program on your desktop.
Repetitive Services entry and automatic weekly release for Lawncare, maintenance and other service providers - Track Crews, Staff & Stops. End days of week, start and ending dates, crew and stop. Track number and amount of services. Auto Create generates service orders for any day of the week. Also a hold/suspend option.