Back office toolsfor theback office pro.

Two-way booking

Set your availability and clients can book what’s open. Connect your Google Calendar so appointments are mirrored in your workspace, and generate virtual meeting links right in the platform.

Formal confirmation

Build a rich proposal with over 30 component blocks and theme palettes. Select product line items or create bundles from your catalog and attach agreements. Close with an acceptance block that captures the signature and starts the Stripe subscription.

Engagement hub

A high level view of active engagements across eight interactive widgets. Track the budget against billable hours and see your effective rate while the work is still running.

Personalized delivery

Send a link that delivers everything a new client needs to work through, without juggling separate emails or tabs: agreements to sign, an invoice to pay, forms to fill out, files to send back. Each step is marked complete as they go.

Process tracking

Log time against a task, generate a timesheet, and settle those hours against a paid invoice. Create custom fields, organize subtasks, upload attachments, and set reminders with in-app and push notifications.

Quote to payment

Convert an accepted quote into an invoice and process payment via Stripe.