Accounts Module to Streamline Financials
Manage quotes, invoices, and payments in one place – fully integrated with your workflow.
You can send professional invoices and quotes to get paid faster and win more work with our fully integrated quotes, invoices, and purchases.
Integrate it beautifully with your accounting software like Xero or Quickbooks or use it standalone.
Create a new
quote in seconds
In the office or in the field, create Quotes or Estimates in seconds using one off detail or accessing your Line Items for speed and accuracy. Send as finished PDF with photos, signatures and attachments.
Slide and Click Convert
It’s never been easier to convert business. Simply slide and convert your Quote to a Job or Invoice. All details are pulled through and updated. Automated reminders help you stay on top and follow up your clients for you.
View the current
status in real-time
Instantly see the status of all of your Quotes and Invoices. Filter by Paid and Outstanding and simply swipe to follow up with a call, email or SMS.
Take Payment
& Send Receipt
Record payments received in seconds and the integrated card payment gateway enables you to take instant card payments at any time, anywhere! Once payment is taken, an automated Invoice Paid receipt can be instantly emailed.
Automated
Quote Follow Up
Smart Assistants can help you by automatically following up on all Quotes with customised wording at different times by SMS, Email and Letter. You decide when to follow up and what you would like to say and then let the Automated Assistants do their thing!
Automated
Invoice Chasing
Automated Assistants can also provide Outstanding Invoice chasing automatically. Customise the wording and trigger different messages as the invoice gets older by email, SMS and letter.
Signatures integrated
Add one or more signatures to your Quotes and Invoices. The perfect tool to ensure both your team member and the customers are signing off and approving.
Outstanding Balance Visibility
The accounting integration with software partners like Xero and Quickbooks is a powerful two-way integration and important financial information is available throughout. When viewing a client in the CRM or creating a new job, real-time visibility of outstanding balances can provide great value.
Famous for Incredible Support
Your dedicated Client Success Manager will be there with you throughout your journey.
We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.