Scheduler Calendar & Invoicing

March 6, 2024

Scheduler Update for iOS 17.

March 3, 2024

Enhancements to performance and user experience.

April 5, 2023

Performance enhancements.

March 22, 2023

New User Guides to help initial training and installation process. Enhancements to Cloud Sync and Spreadsheet Export.

August 21, 2022

Performance & user experience enhancements.

June 13, 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.

January 14, 2022

Mac Version. Numerous usability, performance and stability 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 17, 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 19, 2020

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

Spreadsheet Export

Download your info In a Spreadsheet format. Select a range of dates and download both summary and detail invoice transactions. Attached to an email these CSV, comma separated values, can then be viewed with a spreadsheet program on your desktop.

Document Manager

Document Design & Delivery. Design and format all elements of Invoice and Estimate Documents including graphics, info fields and body format. Schedule both email and print delivery of Invoices saving time and effort.

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.

Estimates, Bids & Quotes

Easily enter estimate bid & quote info enabling you to email or print documents. Track Draft, Sent and Accepted quotes. Format your terms and conditions and capture signatures. Copy estimates to new estimates or invoices and manage your workflow.

Profits Expenses & PDF Reports

Receipts & Expenses, PDF Reports & Much More!

Cloud Sync

Securely Share App Data on all Apple Devices.

All Productivity In-Apps

All Productivity In-Apps Including: Messages & Reminders, Document Manager, Estimates and Spreadsheet Export.

Mac Full User License

Use All Standard App Update Features on Mac