Customer Care Business Manager

February 7, 2023

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.

July 30, 2022

Version 15 Enhancements: New Mac Version enhancements. Help Update for text and image sizes. UI Improvement. Scheduler Update for date format and repeat events Date Entry views have been simplified and enhanced. Equipment and Tree Updates (for specific apps) GPS Coordinates. Reminder Update for entry format. Expenses Update for Image capture. Expenses added to Data Export Spreadsheet. Enhancements to Dark Mode views. Cloud Sync Admin and Help Updates to simplify install. Show & Pay Unpaid Invoices in Home View Return to Line in Home View Cloud Sync Dropbox 2.1 Enhancements YouTube Channel

January 20, 2022

Mac Version. Many performance, stability and usability enhancements.

August 29, 2020

New Cloud Sync Technology The Cloud Sync Technology has been replaced with a new technology called Ensembles. This is a proven technology that dramatically enhances the reliability of our Sync. In addition, it provides the means to sync your information between different iCloud Accounts. Ultimately, you will be able to sync data from Mac, Web and other platforms. This will be available in future releases. Sync Data in Cloud AND on the Device Business information is saved both on your device and in the Cloud. If there is a problem with the Cloud your data is always maintained and backed up on your device. This is a huge advantage over the prior technology that could only view the Cloud data after the device was synced. Sync Devices on Different iCloud/Apple Accounts Now it is possible to use Cloud Services that can sync information on devices using different iCloud/Apple accounts. This is another major advantage over the previous sync technology which would only sync devices using the same iCloud account. Dropbox and CloudKit Sync Services Both of these services are available to sync information between devices using different iCloud accounts. A Dropbox free Dropbox account must be setup prior to using this service. If the devices are using different Apple accounts then the app may need to purchased by the other users. However, the one-time fee is a much better value than the monthly fees other apps charge. Privileges Privileges are used to establish different types of access to your business data when you have employees or others using your app. Privilege types range from full access for owners, partners and financial managers, to limited access for those employees that are making service calls and completing work. For example employees can be restricted to only their transactions and you can allow only the viewing to changing of invoices and estimates. Dark Mode Support Color schemes and icons have been redesigned in iPhone and iPad views to now support dark mode . Check it out!

August 19, 2020

New Cloud Sync Technology The Cloud Sync Technology has been replaced with a new technology called Ensembles. This is a proven technology that dramatically enhances the reliability of our Sync. In addition, it provides the means to sync your information between different iCloud Accounts. Ultimately, you will be able to sync data from Mac, Web and other platforms. This will be available in future releases. Sync Data in Cloud AND on the Device Business information is saved both on your device and in the Cloud. If there is a problem with the Cloud your data is always maintained and backed up on your device. This is a huge advantage over the prior technology that could only view the Cloud data after the device was synced. Sync Devices on Different iCloud/Apple Accounts Now it is possible to use Cloud Services that can sync information on devices using different iCloud/Apple accounts. This is another major advantage over the previous sync technology which would only sync devices using the same iCloud account. Dropbox and CloudKit Sync Services Both of these services are available to sync information between devices using different iCloud accounts. A Dropbox free Dropbox account must be setup prior to using this service. If the devices are using different Apple accounts then the app may need to purchased by the other users. However, the one-time fee is a much better value than the monthly fees other apps charge. Privileges Privileges are used to establish different types of access to your business data when you have employees or others using your app.  Privilege types range from full access for owners, partners and financial managers, to limited access for those employees that are making service calls and completing work. For example employees can be restricted to only their transactions and you can allow only the viewing to changing of invoices and estimates. Dark Mode Support Color schemes and icons have been redesigned in iPhone and iPad views to now support dark mode . Check it out!

February 17, 2020

Expanded spreadsheet and auto backup capabilities. Enhancements to sales tax setup and processing.

June 27, 2019

Update Sales Tax Edit in Client Edit and several additional enhancements.

April 5, 2019

Enhancements & updates to More function on iPad, FAQ & Sales Tax Help.

December 18, 2018

What’s New in Version 12 Profits and Expenses - InApp Purchase (previously Profits & Reports) Expenses & Receipts Management of all of your business expenses and purchases. All business expenses from rent to salaries and all of your material and product purchases. Payment Method and Expense/Asset type is tracked for all transactions. Two credit cards, two checking accounts and cash are the possible payment types. Supplier info has a Contact Management view to easily keep track of transaction, notes, images and more. Text messages or emails can formatted and sent from documents library. Accounts Accounts is part of the Profits & Expenses, General Ledger Accounts for your app. Your app comes with a chart of general ledger accounts. These may be edited with unique account descriptions. Also, the monthly trend of balances in each account my be viewed or shown in a chart. App prompts at monthly-end to update current and balance forward. Profits Dashboard A chart of sales by day is now included in the Profits Dashboard. Depending on device size from 5 to 12 last days with sales are displayed.

August 22, 2018

Enhancements and performance improvements.