Policyholders can access and share policy documents and agency contacts. Enroll drivers in RideWell℠. Find service providers and loss prevention resources. Go paperless. Manage payments, pay bills, and connect with Apple Wallet or Google Pay.
Accept credit card payments using a connected card reader. Process transactions on-the-go. Manage payment history and view transaction details. Connect the reader via Bluetooth. Create and manage payment profiles.
Manage appointments and schedule bookings. Track worker availability and assign tasks. Process check-outs and split tips automatically. Monitor customer data and send marketing updates via social media. Issue and manage gift cards.
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.
Create and send professional invoices and estimates. Customize fields like quantity, rate, and item number. Track income with built-in reporting. Collect payments securely.
Manage transactions from connected business accounts. Edit categories and descriptions, upload receipts. Track mileage manually or automatically. Create and send invoices. View income, insights, and trends.
Accept card payments via generated payment links. Process multiple payment types beyond physical POS capabilities. Manage transactions and view payment history within the .
View real-time account balance and payment due dates. Pay bills with a single button click. Report outages and submit meter readings. Use Touch or Face ID for secure access.
Manage Ritter account with secure access to upcoming bills, usage tracking, past invoices, and payment history. Pay bills instantly or schedule recurring payments. Choose web or paper invoices and update personal details.
Schedule appointments and send reminders. Communicate with clients through messaging. Accept payments and manage transactions. Store and access client records securely. Track treatment history and note contraindications.
Complete paid surveys to real cash. Choose payment methods like PayPal, Bank Transfer, WISE, or Revolut. Submit opinions and receive payments directly. Access surveys from mobile device. Track earnings and payment history.
Manage business operations with product management, order creation, and payment processing. View real-time sales and key metrics. Add and edit products directly from mobile devices. Create and process orders quickly.
View real-time balances for savings, checking, and loan accounts. Review detailed transaction history with summaries. Transfer funds between accounts. Deposit checks by photo. Set account alerts. Lock and unlock cards remotely.
Create and send invoices instantly. Customize templates, add line items, and set payment terms. Track payments and send reminders. Export invoices in PDF format. Manage client information and view transaction history.
Check balances, view transactions, transfer funds, find
Check account balances and view recent transactions. Transfer funds between accounts. Search for branch or ATM locations. Use Touch ID for enhanced security. Set up new bill payments. Capture checks for deposits.
Create and customize professional invoices with templates and branding options. Manage client details and billing information. Track invoice status in real-time including sent, viewed, and paid. Set payment reminders and generate reports.
Create and send invoices, track payments, and manage receipts. Set up templates, generate quotes, and submit invoices directly. Monitor payment status and access examples for guidance.
View account details and check images. Track payment activity and fund transfers. Manage loan and line of credit payments. Initiate ACH and repetitive wire transactions. Access cash management reports. Requires enrollment in Prime or Express.