Your Dashboard
The dashboard is your home page, there you can find unpaid expenses and unpaid invoices. Its a great jumping point to all components of the site. Quickly create a sales lead, send an invoice or track a payment from a link on this screen.
Contact Management
More than a simple address book, manage your contract labor, expense payees, employees and clients all in one place. A contact gets associated with projects and projects have proposals, invoices and payments.
Expense Tracking
With a couple of clicks you can track paid and unpaid expenses. Unpaid expenses will appear in your dashboard to let you know when they are due or over due. Go paperless with the ability to upload a jpg of your receipt.
Sales Leads / Projects
Assign a project to a contact, add notes to a project, tracking the sales process. Leads are shared between all users of business so your team can work together. If you need your team to only see their own leads, create a business for each member of the team. Contacts are always shared to make things easy.
Send Proposals
Make and send multiple proposals for a project. Choose the proposal template that suits your style. Each template can have different headers and footers so you can customize each one. With one click create an invoice from the proposal.
Invoicing & Payments
Create a new invoice or simply turn a proposal into an invoice with one click. Send the invoices and track their payments. See unpaid invoices in the Watch Money area or quickly from your dashboard.
Track Mileage
If your company has multiple vehicles you can track mileage per vehicle. Don't miss that tax deduction!