Book appointments, collect deposits, manage clients
Manage client appointments with online and payment features. Collect deposits, send reminders, and reduce no-shows. Track client history, communicate via in- messages, and access scheduling tools from a single platform.
Manage sales and inventory offline with invoicing and billing features. Track client routes with maps on iPad. Access multiple warehouses and set discount structures. Support multiple user roles for team collaboration.
Create invoices, estimates, and receipts instantly
Create invoices, estimates, and receipts quickly. Add client details, itemized lists, and payment terms. Generate branded PDFs and send them via email. Track payments and manage billing history. Organize expenses and categorize transactions.
Clients can log in with their phone number to view case details, billing dashboards, and payment invoices. They receive case updates, notifications, and milestone progress. Clients can rate completed cases and refer the law firm to others.
Book appointments and manage schedules with calendar integration. Track client history and send reminders. Set service rates and generate invoices. Monitor business performance with analytics.
Monitor usage to prevent unexpected charges. View billing details and latest offers on the dashboard. Pay bills with saved credit or debit card information. Set reminders for upcoming payments. Track spending and manage account settings.
Manage water utility payments with fast and secure transactions. Set up Auto Pay and receive reminders for due dates. Access paperless billing to organize account information.
Charge credit cards by swiping, typing, or scanning. Send receipts, issue refunds, and collect tips directly. Save customer and product details for faster billing. Connects securely to via Connect.
Manage schedules and assign caregivers for home care services. Track Electronic Visit Verification status. Handle billing and client information. Maintain records and communicate with care teams. Generate reports and monitor service compliance.