Customer Care Business Manager 17+
CRM, Scheduling & Marketing
JZ Mobile LLC
- Offers In-App Purchases
Based on proven iOS app used for eight years. Most complete app for Customer Care & Business Management. Includes financials. Responsive 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.
Customer Care is a complete invoicing, financial and contact management app designed for service oriented independent businesses. 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.
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.
CRM - 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 - 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.
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.
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.
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.
Automatically synchronize your information utilizing iCloud technology. For up to five devices this In App will keep your business info inSync.
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 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.
Version 16 is now available by monthly or annual subscription plans. After a 14 day Free Trial you can continue with a value priced monthly or annual subscription. Legacy users may continue to use the App and In-Apps that they had previously purchased.
Ratings and Reviews
Is there any way to get a refund?
Developer Response ,
Sorry for your trouble. It seems that some users think that a review is how to get support but we have many apps and only occasionally monitor the reviews not sure how we missed this one. Sorry! Although Apps are technically non-refundable you can request one from Apple if it is done in a reasonable amount of time. Since that has probably passed we would be happy to mail you a refund as we do not have access to your credit card info. Send us your mailing address and how much you paid. Hope this helps
Version 13 Updates are Great like PDF reports!
The other apps I have tried are either too simplistic or too complicated this one is just right for my business. t’s so easy to bill that my revenue has actually increased since I can add other services that were falling through the cracks with just a few taps. Also saves me the time of manually generating invoices. It does take some time and effort to set up but is well worth it once you’re rolling. I like having control of my data and not logging into someones server.
Update has new Scheduler like calendar, but better much better!
The Scheduler InApp is like the Calendar, only much better. Tied to your client info so you can easily send appointment reminders. Big time saver! Also, now able save multiple images with descriptions with each client.
I am also pleased to see the addition of more financial & profit reporting now available. Changes have made a great app even better. Really can't beat this app with its functionality and reasonable one time fees.
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
- JZ Mobile LLC
- 93.2 MB
- Requires iOS 13.0 or later.
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Requires macOS 10.15 or later.
- Age Rating
- 17+ Unrestricted Web Access
- © JZ Mobile LLC 2023
- In-App Purchases
- Customer Care Monthly Plan $2.99
- Customer Care Mac MonthlyAll $3.99
- Customer Care Annual Plan All. $34.99
- Customer Care Annual Plan All. $24.99