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

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

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Client Management Invoicing, Billing & CRM Solution for Service Providers is a full-featured productivity application designed specifically for service providers. It streamlines client management, invoicing, and billing processes, allowing users to efficiently manage their business operations from their iPhone. The app includes features such as customizable invoices, expense tracking, and client communication tools to enhance workflow and improve client relations.

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This application also offers a customer relationship management (CRM) system that helps users maintain detailed records of client interactions and transactions. With its user-friendly interface, the app simplifies the complexities of managing client accounts and financial documentation. Additional features include reporting tools that provide insights into business performance, ensuring service providers can make informed decisions based on their financial data.

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

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Full Specifications

GENERAL
Release
Latest update
Version
9.5
OPERATING SYSTEMS
Platform
iOS
Operating System
iOS 12.1.2
Additional Requirements
Compatible with . iTunes account required.
POPULARITY
Total Downloads
6
Downloads Last Week
0
Report Software

Last Updated

Developer’s Description

By JZ Mobile
This is a complete invoicing, financial and contact management app designed for service oriented independent businesses that need to record sales...
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.
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AI Assisted Content Disclosure

Content created and reviewed by Softonic with information obtained from JZ Mobile, using AI.

CNET's editorial team was not involved in the creation of this content. Opinions, analysis and reviews were not provided by CNET.