Manage business operations with a dashboard displaying key data. Schedule jobs, estimates, and clients. Send invoices for payments. Accept payments and collect tips. Add employees or subcontractors. Track leads and manage company workflows.
Manage operations, sell services, send texts, store
Manage business operations with a centralized . Send and store contactless waivers, sell products and services, and send marketing messages. Schedule appointments, manage payroll, and maintain client retention.
Manage accounts, view balances, and transfer funds
Manage finances with account balance checks, transaction history access, and portfolio tracking. Buy and sell securities, view order status, and cancel orders. Open investment accounts remotely and assess customer suitability.
Manage finances with , expense tracking, and time/mileage logging. Sync bank accounts with over 21,000 institutions. Track products and services. Reconcile transactions and generate reports. Set up recurring payments and manage multiple currencies.
Sell services, manage payments, and track earnings
Create a profile to list services. Accept payments via subscriptions or one-time transactions. Process in-person payments with Tap to Pay on iPhone. Automate payment collection and reduce administrative tasks.
The app helps users manage their finances by allowing them to deposit checks, pay bills, and monitor their credit score. Users can also track spending, create budgets, and apply for loans within the application.
Manage schedules by viewing, creating, and updating client appointments. Accept appointment requests through a client portal. Send automated reminders and add notes, products, or services to create invoices directly from appointments.