• Create and send a limited number of estimates and invoices.

• One template with no customization options.

• Send estimates and invoices via email and through the app.

• Track the status of sent invoices. Access basic reports on outstanding and paid invoices.

• View a dashboard with payment status, and acceptance or rejection of estimates.

• Receive basic notifications when invoices are viewed or paid.

• Utilize payment gateway - Stripe.

• Track and process payments via Stripe.

• Access community support and a knowledge base.

• Receive standard email support.

• Receive general evaluations and project-specific evaluations.

• Create and track agreements with your customers.

• Monitor the evolution of satisfaction throughout the company, by customer, and by project.

• Collaboratively define projects to be performed.

• Use a dedicated chat for discussing task definitions and execution.

• Include estimates and invoices in projects.

• Request project-specific reviews.

• Request online payments for projects.

• Add up to three photos in normal quality per project.

• Access task details for up to one year.

• Add and remove unlimited stops in seconds. Automatically plan recurring visits.

• Document visits with arrival time, photos, and comments on the work done.

• Access complete information on the client, including work to be done, current satisfaction, and commitment to improving performance.

• Integrate with Google Maps and Waze.

• Generate estimated arrival times.

• Visualize the route on a map or see visits in your calendar.

• View past and future visits overall, by client, and by team.

• Set your business hours per day.

• Block specific workdays.

• Authorize clients to request visits only on working days that are not blocked and have available capacity.

• Create unlimited estimates and invoices.

• Use advanced customization options (branding, logos, colors).

• Manage clients with advanced features (client history, notes).

• Set up recurring invoices and subscriptions.

• Automatically convert accepted estimates to invoices.

• Access customer service via chat. Receive SMS notifications and advanced alerts.

• Utilize multi-currency support.

• Collaborate with team features (comments, shared access).

• Receive evaluations by employee and team.

• Establish performance agreements per employee.

• Monitor the evolution of satisfaction by team and by employee.

• Add unlimited high-quality photos and documents (subject to total storage limits).

• Generate feedback by employees and teams.

• Access all historical information as long as your account is active.

• Access used capacity information and route optimization for making changes or scheduling new visits.

• Customer service via chat. GPS tracking.

• Document visits with a GPS stamp and acceptance signature.

• Specify points of departure and arrival.