- Clients
Keep track of all your clients and their information by creating a client on the platform.
- Projects
Keep track of all your projects and their information by creating a project on the platform linked to a client.
- Jobs
Keep track of all your jobs and their information by creating a client on the platform linked to a project, under a client.
- Employees
Keep track of all your employees and their information by creating an employee profile on the platform.
- Job Calendar
Keep track of all your jobs and scheduling via our built in calendar, a useful feature to help with employee job assignments.
- Assignments
Assign each employee with assignments to keep your team organized and ready to go.
- Tasks
Tasks can be assigned and checked off for each user. Administrators within your company can assign employees with tasks to keep them organized or emplyees can create themselves tasks for optimal productivity.
- Access Levels
Grant your employees different access levels allowing them to view and edit only specific data. For example an employee given basic access will not be able to see any financial details or create, edit data.
- Qr Codes
Custom qr codes are generated for you with each quote, invoice and payroll for easy access between devices and convenient sharing.
- Quotes
Provide current clients or potential future clients with quotes using our easy to use quote builder. Send the quote with a single click providing the client with a unique link to access the quote online where they can sign the form electronically if they are pleased with the details, automatically notifying you of their approval.
- Invoicing
Invoice your clients with automatically generated invoices with the click of a button.
- Client Accessible Documents
Upon generating quotes and invoices, a unique link to share with clients or associates without an account will be automatically created for you to share easily via eamil with one click.
- Pdf Export
You can easily export pdf files for your quotes, invoices, payroll, expenses, timesheets and a master of all your data.
- Timesheet Tracking
Track all your employees' hours worked with built in time clock functions, or enter timesheet periods manually at the end of the day.
- Overtime
Set wether you pay your employees or not and wether you charge your clients the overtime or not and the according overtime calculations will be automatically applied for you.
- Expense Tracking
Track all of your company's job related expenses and overhead expenses. These expenses will be automatically added within the cost and revenue calculations.
- Payments Tracking
Track all your incoming payments from clients to know exactly how much is owed for each job.
- Revenue Insights
Access your very own company revenue portal to get a broken down display of your company's revenue and expenses for a custimizable period, giving you a full overview of earnings.
- Payroll
Process your employee payrolls automatically with your customizable pay period. Taxes, vacation pay, overtime are automatically calculated according to the goverment and provincial data.
- Live Payroll Earning
Employees can see their current pay period earnings, which displays a live count according to their timesheets recorded.
- Automatic Job Cost Calculations
Timesheets and expenses inputed by you or your employees will automatically calculate the cost of each job it is linked to, allowing for easy client invoicing.
- Accept Payments Online
Accept credit and debit card payments from your clients quickly and easily with intergrated secure payment processing by Stripe. Simply send your client a unique link generated with each invoice and they can pay online. No hidden fees.
- Quickbooks
Connect your data with Quickbooks if you wish to process your payroll, invoices, and keep track of your employees, clients and jobs outside of our platform.
- Stripe
Collect payments from your clients faster and more conveniently with the secure and feature rich Stripe payment processing platform intergrated within our program.
- Support
Help is always on hand with our dedicated support team on email, and our help center content.
- Priority Support
Schedule one-on-one calls with support team member and gain prioritized response times.
- Referral Program
Refer a friend who registers for a subscription and get a free month on your next subscription purchase.
Organization
Documents
Tracking
Financial
Intergrations
And more!