Cleaning Tech Pro Billing, Estimating, Contact Management & More for iOS

Used Cleaning Tech Pro Billing, Estimating, Contact Management & More for iOS?

Developer’s Description

This is a complete management and billing system for Cleaning Businesses, Building Maintenance and other service providers. Specifically designed...

This is a complete management and billing system for Cleaning Businesses, Building Maintenance and other service providers. Specifically designed for in-field professionals, this electronic work order form keeps all pertinent job information on your mobile device. You can create detailed checklists of work to be performed, calculate invoice totals based on labor, keep accurate records of both the customer and the job site. You can even email or print a copy of the service order for the customer. 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. Here are the highlights: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.Cloud 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 ReportsProfits provides a complete financial system thattracks all sales, purchases and expenses. Includes ALL formatted PDF Reports that can be directly printed or attached to emails.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. Backup all of your key data bases to a spreadsheet. Monthly StatementsA complete monthly statement accounts receivable system for businesses that bill for their services monthly. Work orders and payments are posted to the clients account. Self mailer Statements are emailed or printed monthly.