Apply a General Lead Workflow Automatically
Apply "Smart" Workflow where you can send specific workflows for what your client selects!
We have fixed the bug where you could send an email without a subject. It is now a required field.
Before if you accidentally built a form or contract under the wrong category you had to email us to move it for you, but now you can do that all by yourself. Just click and drag forms to where you want them! (This works for all forms, except to and from a lead capture form)
Now you can apply schedules for your clients to pay an invoice. Set how much they should pay and when they should pay it. Never have a client miss an upcoming due date since adding a reminder to a payment schedule is easy as pie! More about that feature here: Payment Schedule Info
Record of Transactions
Net Profits per Job
.CSV Export of Transactions
Tax Balances and Record of Payments
Easy to Read Reports/Graphs
Apply Categories directly to invoices and packages