Customer Care Business Manager

Customer Care Business Manager Summary

Customer Care Business Manager is a with in-app purchases iOS app in Business by JZ Mobile LLC. Released in Apr 2013 (12 years ago). Store metadata: updated Feb 7, 2023.

Store info: Last updated on App Store on Feb 7, 2023 .


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Screenshots

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App Description

Customer Care is a complete invoicing, financial and contact management app designed for service oriented independent businesses. Maintains a client focused schedule of your appointments. Integrated with your client contact info you can quickly send reminders, create invoices and track your important accounts.

Powerful invoicing function is included to create, email and print all types of sales and service invoices. Invoice entry you can visualize the completed invoice as you go. The invoice entry view all of your transactions can be tailored to the unique needs of your business. There is extensive profit & loss analysis.

This comprehensive business app provides complete financial information including inventory control and Profit & Loss Info. All information is maintained on your device and there is no need for connectivity or outside servers as is common with many of the more sophisticated business apps.

Highlights:

Scheduler - Your calendar on steroids. Select client names from your contacts and add the service information to the appointment. Create reminders, complete and invoice the transaction, view contact management info and send appointment confirmations. All right from the scheduled appoinment. View multiple calendars, set alerts, search history.

CRM - Contact Management - Store notes, images and track other communications with your clients and have the in app ability to call, text, email or map without leaving your app.

Labor, Parts & Supplies are maintained in the app with detailed multi-line descriptions, costs, price and units of measure & on hand quantities. These can be added on-the-fly or maintained from your stored items.

Invoices are automatically created from your Estimates and support multiple payment methods. Maintain PAID and OPEN status of your invoices. Multiple sales tax rate setup is included. Your logo, detailed terms and conditions and other messages are automatically displayed.

Estimates - In App Purchase required. Create detailed and professional looking estimates at the client site that may be immediately emailed or printed. Track the status of each Estimate from Draft to Email to Approved.

Signature Capture of approved Estimates with an update of Status. Invoices and Estimates may be copied for editing and reuse with other clients.

Images from both the Camera and Album apps may be used for logo's a