17hats-how-to

We are always looking for a ways to proven to the kinks in our organization and improve our efficiency. And so once I saw a message come in eventually talking about the latest service known as 17 Hats that delivers questionnaires, agreements and quotations right from the actual interface we used to be intrigued! Therefore we signed up and using it for a couple months. Now we are very happy by using it.

17hats is a new business management online tool which includes literally improved our lifestyle. Through it’s simple beginnings, in order to it’s huge increase on the business field over the last 12 months – 17hats is constantly increasing and growing in our busy industry. It looks like every week, there is something new and also exciting that they may have added to the application to make our live just that much simpler. We’ve analyzed out a number of different software organizations, and 17hats was actually the best for us.

So, here are some reasons that we definitely love 17hats – despite the fact that, we could most likely list a hundred reasons all of us love it!

17hats-features-chart

Easy to use

It’s fair to say that a management system need to make existence easier, not really harder. 17hats was simple to set up and simple to maintain.

Online invoicing along with payments.

Customization/branding

We paid out a lot for the branding, due to the fact branding concerns. We are fortunate that we can also add our brand and coloring for you to anything that is usually client-facing so that they are always obtaining a consistent expertise.

Templates

We are an individual business, and so while most of our own emails are generally personalized to some high level, a lot of everything we send out has a tendency to include aspects of repeated articles. We utilize templates with regard to emails, questionnaires, quotes/contracts/invoicing, as well as workflows. These are typically vital spine element of the particular workflow all of us talked about previously mentioned and they preserve us several hours of time!

Process

This is where the majority of value arises from! We established a efficiency that we connect with every customer. Once we arranged it throughout motion, 17hats is either delivering emails, questionnaires, invoices, and so on, out quickly OR it is providing us our next “to-do”. It is now our most trusted little assistant, and We probably would not trade the idea for something!

Accounting

We are able to link our organization banking accounts to 17hats, categorize revenue and costs.

Profit and Loss Report

Not just can we identify our expenditures by kind, we can likewise categorize all of them by customer! This is greatly helpful while determining each of our net income.

Business lead management

Handling leads as well as inquiries is surely an equally satisfying and difficult part of our business. It requires a lot of time responding to queries, managing your leads, as well as following up during the various stages in our procedure.

To-do lists

This specific feature assists a lot once we have to-do items that apply at our customer management yet that avoid fit elsewhere. It also assists us keep an eye on items that Will certainly.

Time tracking

All of us don’t use this particular feature frequently but would like to incorporate the idea in the future to find out how much time we have been truly investing per work item. Preferably this will assist us figure out areas of development in our work and to determine our upcoming workload.

Dashboard

Really great possessing an overview of most our exceptional items in a single place. The dashboard is also the area that seems most like We have a little assistant giving me personally my set of “to-dos” during the day!

If you want to use 17hats service please click here.