Manage jobs with digital job cards, track staff locations, and send client emails and texts. Create quotes, log job notes and photos, and handle online bookings. Schedule tasks and manage assets through the .
Create and send invoices and estimates using customizable templates. Track income, organize bookkeeping, and export PDF reports. Manage client information and set recurring billing schedules.
Manage client communications and accounting tasks through a centralized . Track invoices, expenses, and deadlines. Schedule appointments and send reminders. Collaborate on documents and share updates in real time.
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
Create and send digital receipts by adding name, contact details, and transaction information. Generate templates, sign electronically, and share via email or messaging. Track payment records and store receipts securely.
With a single tap. Add digital signatures and stamps. Scan paper and convert photos into editable files. Support for PDF, DOC, XLS, and other formats. Share or print directly.
Manage finances by connecting bank and credit card accounts to track cash flow and expenses. Scan and organize automatically. Create and send invoices with custom templates. Set reminders for pending payments.
Manage NIL contracts by creating public profiles linked to collectives. Generate deals, share proof of work with sponsors, and connect bank accounts for direct deposits. Receive free legal and accounting consultations.
Access real-time financial news, market data, and research. View live blogs and top stories. Send and receive messages. Track securities, portfolios, and worksheets. Set alerts for market changes and news updates.