Project Page

Projects neatly organize and store your documents, communication, events, notes, and to-dos for your Contacts.

Dashboard

Never miss a beat as your Dashboard will automatically populate important dates, tasks, and activities which need your attention.

Contact Card

Since Contacts are the foundation of business, keeping your data stored, organized, and accessible is a top priority.

Related Contacts

Know the details of your Contact’s friends and family for a professional and personal client experience.

Tags

Add Contact and Project Tags for easy filtering and bulk actions. Identify similar Contacts or Projects with ease.

Invoices

Create and send professional Invoices quickly and easily to your Contacts. Add your logo and even a personal message to each Invoice.

Quotes

Create a stellar client experience with electronic Quotes. Choices your clients make on Quotes are automatically reflected on Invoices.

Questionnaires

Gather the contact information you need (without the time-consuming phone call) with electronic Questionnaires.

3-in-1 Document

Quote, Contract, and Invoice wrapped up in one professional-looking package. Now leads can select, sign, and pay with just one document.

Document Templates

Stop reinventing the wheel with each client. Reusable templates make creating and sending documents a snap.

Contracts

Electronically send and sign Contracts, to ease the process and lessen the paperwork burden on you. No more faxing!

Document Confirmation

Once a contact completes a document, automatically thank them and send them an electronic copy for their records.

If/Then Logic

Get to information quicker with intuitive Questionnaires. Answers to certain “base” questions prompt “branch” follow-up questions.

Document Reminders

17hats automatically reminds your clients about past due documents with an automated yet personalized email from you.

3-in-1 Document

Quote, Contract, and Invoice wrapped up in one professional-looking package. Now leads can select, sign, and pay with just one document.

Invoices

Create and send professional Invoices quickly and easily to your Contacts. Add your logo and even a personal message to each Invoice.

Online Payments

Connect to 17hats Payments to allow clients to pay invoices online. Clients will be willing to pay more with a credit card.

Payment Schedules

Add custom payment schedules to your invoices to allow clients to space out payments over time. You get paid, and your clients get flexibility.

Recurring Invoices

One less thing to worry about: Automatically send your clients an invoice weekly, monthly, or annually for recurring services.

Recurring Billing

Allow clients to be charged automatically for Recurring Invoices, using a card on file – seamless for them, and consistent income for you.

Tipping

Tipping is customary, even expected, in some fields. Allow clients to leave you a few extra dollars when paying your invoices.

Saved Card Data

Allow clients to save their credit card details for easy payment next time. This facilitates Automatic Payments and Recurring Billing.

Subdomain

Customize the URL of Contact-facing items like Invoices and Contracts with your business name.

Customizable Text

Customize to fit your document needs. Change important words or button text on Quotes, Contracts, and Invoices.

Fonts and Colors

Put your brand in the best light. Match your brand colors and choose from a list of fonts to represent your business.

Custom Logo

Get recognized at a glance. Upload your logo for a professional touch on Client Portals, Documents, and Online Scheduling.

Email Templates

Save time by never retyping the same email again – all while adding a personalized touch with Tokens.

Outgoing Email

Connect your email provider to 17hats for easy email sending and organization, with correspondence still coming from your email address.

Incoming Emails

Connect your Incoming Email to filter all Contact emails into 17hats, to be stored directly in their Project.

Scheduled Emails

Schedule your emails down to the minute. Schedule sends for the next morning – no more unprofessional midnight sends.

Save as Draft

Save as a draft when life interrupts your email writing. Return to the Contact’s Project whenever you want, and pick up where you left off.

Custom Fields

Create your own fields to store Contact and Project details that you need to know and are specific to your business.

Email Read Receipts

Know the status of each email sent to (and received from) your Contacts. Labels tell you at a glance when a client has read your email.

Document Reminders

17hats automatically reminds your clients about past due documents with an automated yet personalized email from you.

Document Confirmation

Once a contact completes a document, automatically thank them and send them an electronic copy for their records.

Mobile App

Download our free app to keep your business moving even on the go. Run your business from the palm of your hand.

To-Do Workflows

Add important to-dos to your Calendar and To-Do List. Automate recurring to-dos for every client, and never miss a step.

To-Do Management

End the endless sticky note to-do list, and automate a process that helps you stay on task. Get organized and stay that way.

Calendar

It’s all at your fingertips now: Project Dates, Events, Bookings, and To-Dos automatically populate to your 17hats Calendar.

Advanced Workflows

Automate the send of documents and emails to Contacts, so you never miss sending an important piece of communication.

Client Portal

Cut down on time-stealing phone calls. Create a secure place for clients to access key information and complete important documents.

Online Scheduling

Free yourself from the phone. Allow your leads and clients to see, at a glance, when you’re available to meet and reserve a date and time.

Advanced Online Scheduling

Advanced Online Scheduling can trigger workflows, create a Zoom link, and allow your clients to pay at the time of booking.

Workflow Trigger

Create a more consistent experience by automatically starting your process with each new lead submission.

Lead Capture Form

Capture new lead details by installing a 17hats Lead Capture Form on your website and social media accounts.

Auto-Responder

Respond automatically to each Lead Capture Form submission, even when you’re asleep. Personalize your reply using tokens.

Lead Management

Stay on top of your leads and never let communication slip through the cracks. No more missing out on great prospects!

Sales Tax Report

The Sales Tax Report is created automatically, so you know exactly how much you need to pay based on your total sales.

Client Sales Report

The Client Sales Report is automatically generated so you know the total amount that each client has paid for a specified period.

Product Sales Report

The Product Sales Report is created automatically to keep you informed on the popularity of each product or service you sell.

Profit/Loss Report

The Profit/Loss Report gives you a snapshot on how well your business is doing. See the money you have coming in, and going out.