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Accessible for all staff
Account security
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Apply credit notes
Assign several people
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Choose your language
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Custom access per person
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Documents in one place
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Estimates and quotes
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Filter by date
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Instant loading
Invoice and quote PDFs
Invoice numbering
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Let clients accept quotes
Limit to own work
Menu and invoice settings
Multiple taxes per item
Notification bell
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Online enquiry forms
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Portal work requests
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Priority and pinning
Private notes
Progress boards
Proposals
Quote builder
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Rename any section
Roles and access
Run several companies
Sales stages
Saved text for quotes
Search names and numbers
See team edits live
See what customers see
Setup for your trade
Share tasks by link
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Show documents to clients
Sign out other devices
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Step-by-step setup
Stop password guessing
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Team chat per customer
Team messages and groups
Team tasks
Track customer refunds
Track document expiry
Track every enquiry
Track invoice payments
Turn leads into customers
Turn quotes into invoices
Two accounts, one browser
User IDs for staff
Your logo on bills
Your name and photo
Your own web address
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Features
Track customer refunds
Track customer refunds