Client Sales & Contact Manager 4+

Scheduling, Invoicing and More

JZ Mobile LLC

    • 2.0 • 1 Rating
    • $7.99
    • Offers In-App Purchases

Description

NO MONTHLY FEES! One time purchase price. Based on proven iOS app used for Ten years. Most complete app for Client & Contact Management. Text, email and phone support.

IMPORTANT: The Mac App License includes access to standard app features and the ability to add seven invoices. In-App purchase required to add additional invoices.

Client Sales, Contact and Invoicing Manager is a complete invoicing, financial and contact management app designed for service oriented independent businesses. It maintains a client focused schedule of your appointments. Integrated with your client contact info you can quickly send reminders, create invoices and track your important accounts.

Powerful invoicing function is included to create, email and print all types of sales and service invoices. Invoice entry you can visualize the completed invoice as you go. The invoice entry view all of your transactions can be tailored to the unique needs of your business. There is extensive profit & loss analysis.

This comprehensive business app provides complete financial information including inventory control and Profit & Loss Info. 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:

NO MONTHLY FEES! One time purchase price.

Scheduler - Your calendar on steroids. Select client names from your contacts and add the service information to the appointment. Create reminders, complete and invoice the transaction, view contact management info and send appointment confirmations. All right from the scheduled appoinment. View multiple calendars, set alerts, search history.

Contact Management - Store notes, images and track other communications with your clients and have the in app ability to call, text, email or map without leaving your app.

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.

Estimates - 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.

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 - Context sensitive help shows by topic as well as how to movies. Email, text and phone support provides 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 Purchases

Messages & Reminders
Create Appointment Reminders automatically from your schedule using text or email. Design All types of messages like appointment confirmations, thank you, follow up & promotions. Designer can insert date & time, client info and your company information.

Cloud Sync
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!

Profits and Reports
Profits provides a complete financial system that tracks all sales, purchases and expenses. Includes ALL formatted PDF Reports that can be directly printed or attached to emails.

Document Manager
Document 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.


What’s New

Version 17

Enhancements to performance and user experience.

Ratings and Reviews

2.0 out of 5
1 Rating

1 Rating

lew6543 ,

Perfect for my Small Business

The app does everything I need. Tracks customers, calls, labor and materials. Uses the iPhone contacts and calendar so it’s fast and easy to set-ip and install. I can send email invoices and get reports and graphs to see how I’m doing for any time period. All of my history is instantly available to see what work I have done and there is a support function that can be used to get questions answered. Would highly recommend!

Jjjames765 ,

Great all in one app for small businesses!

This app has everything I need to run my small business. Scheduling component to plan by day and time is very good compared to the calendar. The big difference is that it’s integrated with the client and contact information. You can even add a description. From there you can generate reminders. When the work if finished I can create an invoice right from the calendar and the total is automatically recorded in the calendar. Had a little trouble getting the Cloud setup, but app support helped me out.

Jeni2010! ,

Quick and easy to use, syncs on all my devices.

Unlike many of these apps that want to charge a monthly fee, there is just on initial charge. This one does everything I need on my phone. Easy to start with because it has a contact load and interfaces with the calendar apps. Profits shows my profit by order and reminders automatically are send. I would recommend

App Privacy

The developer, JZ Mobile LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

More By This Developer

Pilates
Health & Fitness
LawnCare Pro Invoicing & More
Business
Painting Contractor Estimates
Productivity
Electrician Invoice & Estimate
Business
Contractor Estimate & Invoice
Productivity
HVAC Pro Invoices & Estimates
Business

You Might Also Like

QuickScanner Pro
Business
Presentation Recorder
Business
Business Ledger
Business
Receipts Pro
Finance
Clientary - Small Business CRM
Business
Meal Village for Drivers
Business