The app provides field access to scheduled appointments and customer information for ServSuite software users. It allows for signature capture, email notifications, work order and invoice distribution, and payment collection.
Manage client and horse records with detailed tracking features. Schedule and manage appointments through a calendar. Handle online bookings and send reminders. Track barn activities and maintain business operations from a single platform.
Create invoices, estimates, quotes, and receipts. Email them as PDFs. Choose from over 100 templates. Add logo and signature. Accept payments via credit card or PayPal. Save items for future use. Copy invoices instantly.
Create and send invoices by linking to a account. Add customers and line items to generate invoices. Email PDF invoices and include payment links for customers to pay. Track payment status and manage history.
Manage customer data, track appointments, and generate quotes and invoices. Create and send bills. Monitor service history and communicate with clients through integrated messaging. Sync schedules and automate reminders for follow-ups.
Create and send invoices, generate estimates, and track payments. Add client details, set due dates, and apply discounts. Export invoices in PDF format and share via email or messaging. Set recurring payment reminders and view transaction history.
Create and send professional invoices, estimates, and receipts. Track payments, manage customer data, and store documents securely in the cloud. Accept payments directly through the . Sync with accounting software and set reminders for due dates.
Manage business tasks with a dashboard, task tracker, and staff assignment tools. Schedule appointments and events, create digital contracts, and manage lead pipelines. Monitor workflows and event timelines.
Create and manage patient notes using custom templates and key phrases. Capture billing codes during sessions. Dictate notes for faster . Sync with mobile computers for real-time data entry.
The app provides mobile Point of Sale operations for businesses using an iPad. It offers inventory management, customer database, and detailed reporting through a web-based interface, synchronizing data in real time with an ERPLY account.