Quotation: Prepare quotation during or after meeting with the client. App retains the information for later viewing. Each quotation can be sent out with an attachment e.g .jpg or .pdf, this is a unique feature of our app.It helps app user to attach a picture of their previous work as a reference or user can attach the picture of the product they want to supply along with the quotation.
Invoice: Each invoice can be sent out with a picture of the completed task, if necessary. For e.g builder finishes working on a roof, takes a picture and sends it with an attachment along with an invoice.
App keeps the record of all the paid, unpaid and draft invoices. Everything is stored in secure cloud storage.
Expenses: We have built this feature to help small business keep a record of their business expense by managing record of their receipts. The app user can take a picture of the receipt once the business purchase has been made. For. e.g a PC technician buys a router in the PC world to supply his client. He/she would take a picture of the receipt and it automatically gets recorded as business expenses. This receipt can be used later as verification of purchase if the app user (buyer) needs to go back to PCWorld to exchange it. The same receipt is logged in as a business expense automatically.
Cloud, Privacy, and Security
Accountant portal: all the invoices or expenses created by the app can be made available for the accountant to view, download or print by the designated accountant of the app user.
How it works: Within the app, there is a section where the app user can grant access to the accountant by filling the form. The app user will fill in the details of the accountant and the access request will be sent to the accountant. Once the accountant accepts the request, the information will be available to the accountant via a web portal which can be accessed by using the web browser. Only the chosen accountant will be able to view the information. It is private and secure.