CRMb: CRM & Project Scheduler

READY FOR iPhone Duo - CRMb fills the inner display of iPhone Duo, open or partly folded, and runs on the outer display just as it does on iPhone. - Open, a task, job, or invoice takes the whole inner display, one pane on each side of the fold. - Partly folded, CRMb lays each screen out around the fold. In landscape, card lists go two to a row and each section's main actions sit in the side toolbar. In portrait, the section the fold would cut moves below it, and a table the fold crosses splits in two. GET PAID ONLINE WITH STRIPE - Clients can pay your invoices online through Stripe, by card, or by bank transfer in the US. The owner connects the business's Stripe account in Settings, under Invoice & branding. Stripe's fees apply; CRMb adds nothing. - Once Stripe is set up, the Pay Now link in each invoice email and PDF opens the invoice with a Pay button for the balance due. - Each payment records itself on its invoice with the card's last four digits and Stripe's receipt; paid in full marks it Paid. Refunds and disputes show in plain words. Stripe's fee is booked as an expense. - Owners are notified when a client pays online, pays twice, is refunded, or disputes a payment. REPEATING INVOICES - Set an invoice to repeat, weekly to yearly, and choose when it ends. Each new invoice is emailed to your client with the PDF, or saved as a draft if they have no email on file. - Pause, edit, or stop a series any time, and see every invoice it has made. CHOOSE WHAT EACH TEAMMATE CAN OPEN - In Team, under Permissions, choose what each teammate can open and do, tab by tab, or start from a preset like Field crew or Office manager. - Give each teammate a job title and a description of the role, and save it as a template for the next hire. INVOICES AND QUOTES - The editor stays open when you save and shows "Saved" until your next change. - Change client moves an invoice or quote to another client while nothing is paid and no job is attached. NEW REPORTS - Open purchase orders and Inventory valuation summary. For US businesses, Payroll summary (941 prep) and 1099 contractor payments. CAPACITY COUNTS TASKS - Each person's week fills with their shifts and task hours, against your overtime threshold or 40 hours. A task with no estimate counts as an 8 hour day. BILL RATES ON JOB SITES - Give a job site a bill rate and worked hours pulled onto its invoices are priced at it; each worker's real cost comes along, so the margin stays true. ALSO IN THIS RELEASE - Forgot password? on the sign-in screen emails you a link to set a new one. Open it on the same device. - When something can't be saved, sent, or loaded, CRMb says what happened, why, and what to do. - Type to search when picking a task's parent, labels, client, project, or assignee. - On iPhone and iPad, each section's actions sit in the toolbar at the top. - Removing bank transactions shows the count first and keeps anything already filed or paid. - Your whole crew can read and add notes on a shift. - On iPhone and iPad, CRMb no longer freezes when you come back with the keyboard up. - Saving or opening a shift no longer clears its client or job site. - Quote, invoice, and purchase order numbers never repeat. - Receive payment shows what is still owed and applies the rest in one tap. - Client notes on a job or a shift are edited in place. - Owners choose who can log materials on a job and who can staff its crew. - New shift and New appointment show only for people who can schedule. - Only owners and managers can save a shift as a draft. - A job's client menu leaves out archived clients. - Pull down on a client to refresh it. - Overtime is counted by your business's workweek. - On the Mac, each section keeps its filters and sort, and each window is named for its section.