Dashboard
Access reporting and shortcuts to your favorite sections.
Team
Add members and set permissions.
Reminders
Send different reminders to different team members.
Educational Center
Post educational content for team training and reference.
Crm
Manage your leads, clients & vendors.
Meetings
Book & Schedule appointments.
Estimates
Create estimates and turn them into tasks.
Proposals
Create a proposal, have contact Signed & Collect Payment.
Questionnaires
Send questionnaire forms for client on-boarding
Projects
Manage multiple projects and set rates
Checklist
Keep track of project progress by creating a checklist.
Tasks
Create tasks with different settings for urgency, billing, frequency and lot more options.
Billing
Track billing set from fixed or hourly tasks and convert them into Invoices.
Invoice Payments
Send clients invoice to make payment or charge automatically with selected merchant account.
Logs
Track team logs and timesheet for all project tasks.
Support Ticket
Track & respond to inquiries submitted by clients.
