The app allows users to create invoices, estimates, purchase orders, and credit memos. It supports product and service businesses, multiple companies, and configurable invoice settings with various templates.
Automate scheduling with task assignment and electronic task receipt. Track customer trends and analyze revenue vs service costs per account. Access real-time sales rep availability for urgent support.
Manage projects from creation to completion with real-time visibility. Track leads and sales, monitor job finances, schedule production, and log expenses.
Post income and expenses with categorized entries. Send invoices to clients and track payments. View business performance through summary dashboards. Add team members for shared access. Generate balance sheets and profit and loss statements.
