Manage payments and files for creative and service-based businesses. Process charges, set up recurring payments, and issue refunds via Stripe. Share files securely and request documents from payment solutions.
Manage activities with task tracking, call logging, and van route planning. Sync field data with accounting systems like QuickBooks and SAP Business One. Conduct in-store audits and merchandising checks.
Create invoices and estimates using voice commands or manual input. Manage client information and project details. Generate sales reports and track financial data. Customize templates and send invoices via email or messaging.
Create professional and estimates, manage customer data, and track projects from a single dashboard. Send polished documents instantly, set payment reminders, and organize financial records efficiently.
