1 Plan... For All Your Needs

FREE 4 LIFE

Users

1st User ^{$20 each additional user}

Clients

Unlimited

Server Space Allocation

500MB

Ticketing Features

• Ticketing Priority Levels
• Client Access to Tickets
• Add Images / Videos to Tickets

Retainers

• Establish unlimited client accounts and retainers
• When employee's work on client tasks, their hours automatically applies to a client's retainer
• Provide client's access to their retainers
• Store important client docs, images or videos in each client’s account

Projects

• Establish unlimited client accounts and projects
• When employee’s work on client tasks, their hours automatically applies to a client’s project
• Provide client’s access to their projects
• Store important client docs, images or videos in each client’s account

Employee / Team Features

• Time Keeping (Log in / Log off)
• Task Based Time Keeping
• Paid Time-off (PTO) request feature for Employees
• Non Paid Time-off (NPTO) request feature for Employees
• Task Organization
• Team Calendar

Management Features

• Track employees weekly hours
• Document & track payment schedules for employees / sun-contractors / consultants
• Approve or Deny Paid Time-off (PTO) requests
• Approve or Deny Non Paid Time-off (NPTO) requests
• Add Employees / Clients / Projects / Retainers
• Add Team Calendar Events / Notifications
• Retainer Management & Tracking
• Project Management & Tracking
• Set User Permissions

Resources & Compensations

• FAQ Videos for your clients, employees and managers
• Team Resource Library … Add videos, articles, audio in Team Library
• Affiliate Compensation … Receive client referral compensation – 10% in perpetuity

Notifications & Messages

• New ticket notifications
• Updated ticket notifications
• Closed ticket notifications
• Employee Paid Time Off (PTO) request notifications
• Employee Non-Paid Time Off (NPTO) request notifications
• Instant message alerts

CRM

• Easily manage your more advanced client database
• Set Meetings / Calls / To-Dos
• View on Calendar or by Task List
• Filter by Priority, Date range or category

Premium

• Instant Messaging (IM) … 1 place for your team to message
• IM with Groups… create groups fo instant messaging
• Reports
• Historical Data

Invoicing & Payments

• Employee Invoicing
• Customer Invoicing & Receipt Generation (Requires VelocityPay)
• Debit/Credit Card & ACH Payments (Requires VelocityPay)
• Payment Tracking
• Local Tax Rate Application

Accounting Overview

• Management of Invoice & Reciept
• Paid Invoice Tracking
• Completed Transactions
• Historical Data
• CSV Export of Accounting Data