Create and customize invoices and estimates with logos, signatures, and branding. Collect signatures in person or online. Attach photos to documents. Convert estimates to invoices quickly. Duplicate templates. Save recurring line items.
Check account balances and search recent transactions by date, amount, or check number. Transfer cash between accounts. Send money via A2A and P2P. Make payments to existing payees, cancel scheduled bills, and review past payments.
Review client profiles to view past appointments, previous purchases, and social media links. Manage schedules with weekly views and staff assignments. Update client notes and send reminders directly from the .
Manage customer interactions by tracking communications and organizing notes. Generate leads through website integration and boost online visibility with review management tools.
Manage retail operations with real-time access to orders, inventory, and sales data. Track staff performance and monitor business metrics. Adjust settings and process transactions remotely from an iPhone or iPad.
Record data using iPhone or iPad with audible and haptic feedback. Collaborate by sharing and merging data. Export via email, AirDrop, iCloud, OneDrive, and other methods. Import files compatible with PetraPro and Synchro.