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Supervise the workflow, set the status “on the go” and use all the conveniences of working with the customers in one place. Analyze payment performance insights within the app.
Create a job, choose a client, and assign it to your team with only a few clicks. Scheduling gives you the flexibility you need to book jobs, tasks, and events faster.
You can sort your calendar items by status - such as unscheduled, overdue, upcoming, or completed - so that you don’t miss any task on your to–do list.
Send professional invoices, automate payment reminders, and accept card payments online and fast than ever. Get paid in-person and on-site with our card reader or manually enter payment info. Get paid even faster with online sms/email and in-app payment processing
Customers can approve estimates and invoices online. Set reminders to send invoices for completed work and always know which invoices should have been paid.
It’s easy to see how many invoices are awaiting payment and how many are past due, along with the dollar amount the invoices are worth.
Book jobs from your website, over the phone, on Google, on Facebook, and more.
Set up your preferred payment gateway, and start accepting card payments to instantly increase your cash flow.
Use CustomerBase credit card processing to easily take card payments in-person, online, or automatically.
Get automated deposits directly to your bank account, and see records of all processed transactions.
Set the right expectations with professional-looking estimates. Every bit of information, from terms and conditions to customer notes, can be captured with ease.
Turn estimates into invoices and then into jobs. Once you get your client’s approval of an estimate, convert it into an invoice without having to re-type the information.
Improve customer interaction - use two-way text messaging to instantly communicate with your clients, or customize and automate notification to get more time back in your day.