Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Track today's appointments and keep booking changes clear.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Archive incoming office files under their original names.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Keep client bookings within office hours and clear of conflicts.
Your clients get confirmed appointments and meeting links, or available times when their requests conflict with your schedule.
Keep office meeting changes visible in the shared sheet.
Your shared spreadsheet shows current meeting details and cancellations from the calendar you choose, without reentering updates.