Managing your Customers and Suppliers

• Update business contact information from any device.

• Apply search tags to help you filter your contacts.

• Add notes and appointments.

• Upload key documents for easy reference.

• View all information for your contacts on one page.

Creating Professional Estimates

• Being the first to get an estimate to your customer will give you an advantage.

• You can now create an estimate in seconds using your phone.

• It will create a professional PDF together with your logo and company details.

• Stay on top of your estimates to maximize your sales conversion rate.

Invoicing and Cash Sales

• Create Invoices in seconds to improve your cashflow.

• Convert an Invoice based on an Estimate in seconds.

• Powerful Work in Progress Invoicing based on Timesheets and Expenses.

• Track customer payments and identify outstanding payments.

• Cash Based Billing (when the payments and invoice happens at the same time).

Recording your Expenses

• Use the camera on your phone to take a photo of the paper receipt.

• Recording your expenses accurately to reflect the true costs of your business.

• This will help you to reduce your tax bill.

• Track recurring / regular costs.

Finance Dashboard

• Stay on top of your finances using the power finance dashboard.

• Summarize your Sales, Expenses and Profit by month with annual running totals.

• Click on any figure to drill down to see the detailed sales and expense transactions.

• We use algorithms to forecast your total sales, expenses and profit for the year.