Create and send professional invoices and estimates with customizable templates. Add logos, colors, and signatures. Track receipts and manage billing. Set payment terms and send reminders. Export documents in various formats.
Manage operations with real-time access to client data, schedules, and sales metrics. Adjust schedules, monitor appointments, and track performance. Shareable links allow clients to book appointments and promote services through social media.
Manage home care operations with caregiver access to GPS visit verification, visit notes, schedules, and tasks. Clients receive visit alerts, schedules, and care plans. Office users handle client data, caregivers, physicians, and schedules.
Create detailed estimates on an iOS device with project management tools. Access building plans and material databases. Sync estimates with desktop and online platforms. View job progress and submit bids directly.
Manage expenses by capturing receipts with the device camera and reviewing submitted claims. Access real-time financial and operational data from any web browser on iOS devices. Track inventory, sales, and purchases across departments.
Access real-time business data from any device and browser. Monitor key metrics, manage inventory, and track sales. View financial reports and adjust settings remotely. Collaborate with team members and receive instant updates.
Schedule and manage bookings for both clients and professionals. Automate online booking processes. Track client data, employee schedules, and business finances. Integrate inventory management and CRM features.