Create and manage invoices, quotes, and sales orders. Track payments and send reminders. Generate reports on unpaid invoices and sales. Email, print, or fax documents directly. Send client statements and recurring invoices.
Create proposals, contracts, and invoices. Send and collect payments. Manage tasks and set deadlines. Use shared inbox for team communication. Record calls and access coaching resources. Separate work and personal numbers on one device.
Offer five pricing options for HVAC, plumbing, and electrical services during service calls. Guide customers through interactive steps to present repair choices. Track service summaries and manage projects.
Process payments and manage business operations with real-time transaction tracking and fund transfers. Integrate with existing systems for streamlined operations. Access cloud-based tools for business growth and daily management.
Create professional handwritten signatures from names using AI. Apply signatures to documents and share them securely. Maintain consistent branding across all external communications.
Create and manage bids with building type selection and cleaning frequency input. Generate professional proposals and suggested prices. Schedule inspections and maintain checklists. Track time and expenses. nd send invoices.
Create proposals by selecting from multiple types such as business, freelance, research, grant, and project. Fill out a form with project details, goals, and requirements. Generate formatted proposals with customizable sections and placeholders.
Manage business operations with a cloud-based POS system. Accept cash and card payments. Track customer preferences and sales data. Generate reports for informed decision-making. Monitor inventory and manage transactions remotely.
Scan rooms using LiDAR to create detailed 3D models. ccurate estimates and quotes instantly. Export proposals and share directly with clients. Sync measurements with project management tools. Track job progress and update estimates in real time.