The Dashboard
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In the loop, even when you're out of the office
The dashboard allows you to stay up-to-date with what's going on at a glance. You'll know instantly when a client views their invoice, a co-worker leaves a comment or a payment has been received.
Send Invoices
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Send invoices as a team
Collaboratively create, edit and discuss your invoice, send it to your client, and receive a payment - all on the same screen.
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Get paid faster than ever
After your client leaves a comment for some last minute clarifications in the client view, they'll be able to pay their balance immediately using PayPal.
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A bird's eye view
No more tawdry excuses from latent clients - you'll be able to see right in your dashboard if a client has checked out your invoice.
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Track who owes what and when
Take an overhead view of every cent you're expecting to come in the door, and know exactly when you need to nudge a late-paying client. See a retrospective of everything you've won in the past, as well as a total for your earnings over the past year on the dashboard.
Send Estimates
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Create, unite, collaborate
Create simple, easy to read estimates and notify your team via email. Anyone involved can make a comment or edit the estimate, and when it's ready to go, you can send it away having developed it as a team.
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Easier for both sides
Your client will able to view your estimate online, where they'll be able to leave a comment, download a PDF, or forward it to a co-worker. If they like what they see, they can approve it right from their browser and you'll be instantly notified via email.
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See what's on the horizon
Easily keep track of what's been sent out, what's still in the drafting stage, and what you've won.
