We give sole proprietors and micro businesses the tools they need to handle everything, all in one place. Spend less time doing the things you have to, so you can focus on doing what you love.
MANAGE YOUR SCHEDULE
+ View, create and update client appointments
+ Accept appointment requests from clients through the Client Portal
+ Send automated reminders to clients
+ Add notes, products or services and create invoices directly from appointments
KEEP UP WITH CLIENTS
+ Give clients their own login to connect with you
+ Send and receive private messages with clients
+ Upload and share project images and notes
+ Let clients request new appointments or reschedule
+ Send estimates for clients to review & approve in the app
+ Send invoices for clients to pay you in the app
SEND INVOICES & QUOTES
+ Create and send estimates to clients
+ Convert approved quotes into invoices
+ Track and send reminders for past due invoices
+ Follow up on estimates for approval
ACCEPT PAYMENTS
+ Take payments in person or online from anywhere
+ Record cash, check or third party payments
+ Process credit card payments securely using Stripe, including Tap To Pay, no hardware required
+ Clients can also make credit card payments directly from the Client Portal
TRACK REVENUE AND EXPENSES
+ Generate and download reports for invoices, payments, clients and more
+ Visualize financial data with charts
+ Record business expenses and upload receipts
+ Create year-end tax reports to help with filing