Client Planner vs ProfessionalManager

Client Planner keeps appointments, clients, services, and reminders organized in one calm workspace. PLAN YOUR WORKDAY • Create and manage appointments in seconds • Switch between day and week views • Reschedule appointments without losing important details • Track confirmed, pending, completed, and cancelled appointments • See your personal and team calendars together when you need the full picture KNOW EVERY CLIENT • Keep contact details, notes, tags, and custom information together • Find clients quickly with search and practical filters • See scheduled and completed visits at a glance KEEP SERVICES READY • Store service duration, price, and color • Reuse your service catalog when creating appointments • Keep team services available to the people who need them WORK AS A TEAM • Create a shared team workspace with a Teams subscription • Invite members and manage their access • Give each person a separate calendar without mixing records • Share team clients, services, templates, and schedules • Keep read access when a team becomes read-only, while changes remain protected SYNC WITH CONFIDENCE Create an account to keep the latest valid version of your personal and team data synchronized with Client Planner's secure backend. You can also use the app without registration; local-only users can protect their data with iCloud backup and restore. SELL WITH AN OPTIONAL CATALOG • Add products and organize a public catalog • Share a storefront by link or QR code without requiring customers to install the app • Receive order requests and notifications, then manage them in Sales • Keep Sales hidden when you only need appointments REMINDERS THAT REDUCE MENTAL LOAD • Receive a summary of tomorrow's schedule • Get separate reminders for appointments that still need confirmation • Control notification preferences for the calendars you use Client Planner is free to start. Optional Pro and Teams subscriptions unlock additional capabilities and higher limits. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Professional Manager is a powerful tool designed to help professionals organize their daily work with clarity and speed. Manage customers, schedule visits, track projects, create offers, perform site surveys, and generate detailed reports — all in one place. Whether you work alone or with a team, Professional Manager keeps everything organized and accessible, so you can focus on delivering great results. Key Features • Customers: Store customer details, notes, history, and related files. • Calendar Visits: Schedule and track visits with reminders and full visit history. • Projects: Organize work by project, monitor progress, and keep everything in one place. • Offers & Estimates: Create and manage offers with clear structure and professional formatting. • Site Surveys: Capture photos, notes, and measurements directly on‑site. • Reports: Generate complete reports with all relevant information, ready to share. • Photos & Files: Attach images and documents to customers, visits, and projects. • Materials & Costs: Track materials used and maintain accurate records. Professional Manager is built for electricians, technicians, contractors, installers, inspectors, and any professional who needs a reliable way to manage daily operations. Stay organized. Work smarter. Keep everything under control. Professional Manager PRO includes: • Customers History • Create and Send Offers as pdf • Create and Send Technician Report as pdf • Unlimited team creation and team management • User management and role permissions • Branding tools (custom logo for reports and offers) • Advanced statistics and reporting • Shared customer data across team members • Priority access to new features Term of Use : https://msarantis-com.webnode.gr/terms/