The product

Features

From request to invoice, explore the tools for client work.

Shared inbox and ticketing

Manage shared mailboxes, ticket assignments, service deadlines and customer feedback in one queue.

Let authorized clients open tickets, review documents and act on quotes, contracts and invoices.

Prepare quotes, invoices and credit notes, with approval policies, payment collection and overdue follow-up.

Record time and expenses, apply rates, review submissions and create invoices from eligible time.

Manage client contracts, approvals, renewal dates and the SLA policies behind service delivery.

Organize client projects with tasks, milestones, templates, schedules and completion approvals.

Write help articles for staff and clients, link them to work and publish selected articles to the portal.

Configure rules that assign work, update records, create tasks and follow up when conditions are met.

Review service, time and finance reports, build custom views and schedule report delivery.

Keep asset details, client ownership, locations and warranty dates linked to support conversations.

Explore client work in one workspace.