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Client Management Invoicing, Billing & CRM Solution for Service Providers for iOS

By JZ Mobile $7.99

Developer's Description

This is a complete invoicing, financial and contact management app designed for service oriented independent businesses that need to record sales and services. Manage Your Clients on your IPhone or iPad without the need for a server or monthly fee. It is used to track your service and sales calls as well as background information about your customers and jobs. Extensive profit & loss analysis.Unique Benefits: Reasonable One-Time Price for simple, but sophisticated, complete business system- There are no monthly or annual fees to use your app. Visualize your invoices as they are entered, no need to switch screens or access other function. Also uses popover menus to aid info entry. This comprehensive business app provides complete client and financial support for your business, all in one app. All information is maintained on your device and there is no need for connectivity or outside servers as is common with many of the more sophisticated business apps. Highlights:Estimates - In App Purchase required. Create detailed and professional looking estimates at the client site that may be immediately emailed or printed. Track the status of each Estimate from Draft to Email to Approved.Signature Capture of approved Estimates with an update of Status. Invoices and Estimates may be copied for editing and reuse with other clients.Labor, Parts & Supplies are maintained in the app with detailed multi-line descriptions, costs, price and units of measure & on hand quantities. These can be added on-the-fly or maintained from your stored items.Invoices are automatically created from your Estimates and support multiple payment methods. Maintain PAID and OPEN status of your invoices. Multiple sales tax rate setup is included. Your logo, detailed terms and conditions and other messages are automatically displayed.Contact Management - Store notes and track other communications with your clients and have the in app ability to call, text, email or map without leaving your app.Images from both the Camera and Album apps may be used for logo's and saved with your orders. Financial Information - Is instantly available for any client, job or timeframe with just a few taps. Information may be viewed on screen or downloaded for further analysis with any spreadsheet.Help and Support - Extensive help library available by topic as well as how to videos. Email, text and phone support are also available to help with any questions or issues.International Currency Dates & Dynamic Type (the ability of the app to change font sizes) are all included in the app.In-App PurchasesCloud SyncAutomatically synchronize your information utilizing iCloud technology. For up to five devices this In App will keep your business info inSync and available on all your devices! Profits and FinanceProfits provides a complete financial system thattracks all sales, purchases and expenses. Includes Gross Profit for both services & products. All product receipts and expenses are tracked to provide a full profit statement, plus margin analysis! Document ManagerDocument Design & Delivery- Change document field names of invoice and estimate documents, change formats easily with unique design for invoices and estimates. Use your local language and terms. Batch deliver Printed & Email docs.Client ConnectDesign and save the message that include client info and your company info with unique subject, salutations, closing and text bodies. For example: service reminders, thank you notes and business promotions. Automatically record sent messages.Auto ServiceRepetitive Services entry and automatic weekly release for Lawncare, maintenance and other service providers - Track Crews, Staff & Stops. End days of week, start and ending dates, crew and stop. Spreadsheet DownloadDownload your financial info and backup your info in a Spreadsheet format.

Full Specifications

What's new in version 9.5

Cloud 9 EnhancementsWith the new Cloud Sync, Profits & Finance and Supply Chain InApps and countless Enhancements the Client Management has evolved into a complete business management system. Product and Service Cost - Both fixed or percentage costs can be maintained for services, labor, products & parts . Costs are used to calculate gross profit for each invoice and display Gross Profit and Percentage in both entry view and the new Profits Dashboard (previously Metrics).On Hand Quantities - Now for both products, parts and supplies. Add receipts, track supplies and view detailed or summary supply sales, receipts and inventory reports.Supplies & Expenses - Ability to maintain cost, usage and other information for supplies and expenses. Maintain Supplier and On Hand quantities. Supply and expense costs are factored in to new Profits Trans reports to calculate gross and next profits.Supplier Admin - New ability to add both suppliers of parts and products for resale as well as suppliers of general business and overhead expenses. Suppliers may be imported from contacts or entered directly into the app.Daily Trends - Show cost, gross profit and margin percentages.Client & Staff and other reports upgraded with summary sections showing dollar totals and quantities.Contact Import - Using Apples new CN Contact technology for more reliable contact access and importing.Spreadsheet Export - Double the number of field for both header and line transactions including all cost and expense info, staff name, status and more.Tip or Discount field selectable in Company Settings. App can use either tip or discount.Cloud Sync: New InApp - Automatically synchronize your information utilizing iCloud technology. For up to five devices this In App will keep your business info inSync and available on all your devices! A staff member may be assigned to device and all business transaction may be tracked by staff member. Sync admin shows view of all devices and the staff assignments.Profits and Finance: New InApp - Profits provides a complete financial system thattracks all sales, purchases and expenses. Includes Gross Profit for both services & products. All product receipts and expenses are tracked to provide a full profit statement, plus margin analysis! Daily Trends display costs and margins by day, Profits Trans analyzes each sales transaction or estimate (InApp required) so you can view your GP & % at a glance. The new Dashboard provides a daily new profit picture using a prorated monthly expense budget. Entry view displays profit and percentage as your transaction is enteredMonthly Statements: New InApp - For businesses, such as Lawncare, this is a complete monthly statement accounting system for businesses that bill for their services monthly. Work orders and payments are posted to the clients account. Self mailer Statements, with payment coupons, are emailed or printed monthly. Includes past due analysis and reminders, comprehensive report and much more. Client List uses swappable cells to alternately show account detail or make a payment. Statement process ensures integrity of your statement information. Conversion program for existing App clients gets you off to a fast start!


Release April 20, 2016
Date Added April 20, 2016
Version 9.5

Operating Systems

Operating Systems iOS
Additional Requirements Compatible with . iTunes account required.


Total Downloads 6
Downloads Last Week 0
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