Welcome to 17hats
Essentials Package
Leads, clients, invoices, payments, calendars, documents, templates, and emails – all created, completed, and accessed in one place for as low as $15/month.
Organized. Efficient. Effortless.
Client Project Organization
Start by organizing Contact & Project details.
All saved, stored, and accessible in 17hats.
First, eliminate the searching, filing, and multiple apps by upgrading your rolodex to our online system. Neatly organize names, numbers, email addresses, and more for leads, clients, and other contacts associated with your business.
Next, give your file folder system an online upgrade as well. Your services will be organized into 17hats Projects. All service details (dates, times, locations, notes, to-dos, invoices, payments, documents, and emails) will be housed neatly together making everything easy to find and easy to manage.
Invoices & Documents
Upgrade your Invoice and Document system.
Less headache for you, and faster completion for your clients.
By upgrading your Invoice system you are sure to get paid faster and save time in your day. With just a click of a button, leads and clients can pay an Invoice or accept a Quote. 17hats Quotes, Contracts, Invoices, and Questionnaires will elevate your client experience to make your business look extra professional.
Create templates for Invoices, Contracts, Quotes, and Questionnaires making sending a breeze. 17hats is mobile friendly so, clients will be able to complete these documents on-the-go.
And, with our automatic Document Confirmation emails, a personalized thank you email and link to the completed document is sent upon completion.
Communication
Seamlessly integrate your email.
Everything all-in-one place for better management.
Jumping from app to app trying to connect your client experience can leave holes in your process and missed communications.
By managing everything in one place, you are sure to stay on top of all the happenings ... and that even includes emails.
Connect your email account to 17hats to send emails and documents to your clients in just a few clicks. Create templates and send messages through your Contact's Project page.
Add personalization to your Email Templates with Tokens. Your Contact and Project data will automatically populate, and your clients will never know it only took you 2 seconds to send.
Time Management
Keep your calendar organized and up to date.
Business, personal, and to-dos all laid out for easy viewing.
Knowing what to do and when to do it is huge when it comes to business as you never want to drop the ball, double-book yourself, or forget an important call.
First you can can create and color code unlimited 17hats Calendars and/or connect your Google Calendar. All Project and Event dates as well as To-Dos will automatically be placed on your calendar to help you prioritize tasks in your day.
You will be able to see a quick look 5-day calendar on your Dashboard and easily be able to add and remove events.
17hats Advanced Workflow
17hats Project Page
Workflow
Advance Workflows keep your business moving.
- Emails and Documents automatically sent.
- To do automatically placed on your calendar.
- Booking automatically confirmed.
- Tags automatically added to contacts and projects.
Workflows can be triggered from Lead Capture Forms, Online Scheduling, and a paid Invoice.
17hats Online Scheduling
Select Service
Pay at the time of booking
Confirm All Bookings
Online Scheduling
Automate the scheduling of meetings.
With Advance Online Scheduling you will be able to:
- automatically create unique Zoom Links.
- take payments upon booking.
- trigger workflows so you don't miss the next step.
No more double bookings!
With 17hats Online Scheduling you will be able to cross reference your personal calendar, so you never book over family events again.
17hats Recurring Invoice
Saved Credit Card Data
Billing
Less work, more money.
17hats Recurring Billing ensures you are paid each quickly with each billing cycle.
Recurring invoices will be sent out based on your billing cycle and clients can opt into having their card automatically charged.
Also, set up reminder and past due emails to automatically be sent. While sent automatically, emails can still contain all their personal information such as name, amount due, due date, and so much more.
17hats Client Portal
17hats Client Portal Settings
Client Portal
"Hi, I can't seem to find the contract I signed in my inbox, can you resend it?"
Those emails. Yep, the ones that client send asking you for something you have already sent them! Those emails eat up your time and mental energy. Which is why 17hats Client Portal was created.
Clients will have access to all documents sent to them and completed by them as well as all important project dates, times, and locations.
17hats is the #1 Platform trusted by small business owners worldwide. Bookkeepers, coaches, photographers, and designers manage their businesses with 17hats.
It felt like the busier my business got, the messier my office became.
I was operating on a paper system of file folders and sticky notes. I never felt like I could keep track of which client needed what. This created unnecessary stress and left me feeling like I could get ahead until I took control of the situation, ditched my paper system, and got organized.
It is never too early to get organized so that when things do get busy you stay cool as a cucumber while providing a seamless process to your clients.
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There is no good reason to be pulling your hair out over repetitive admin tasks that could easily be taken care of with a few hours of thoughtful setup in 17hats.
Once you've got it set up and running, you're going to feel a huge weight lifted from your "I have too much to do" scrambled brain.
You'll also be looking a lot more professional to your current and potential customers!
In-Depth & Fully Integrated
Features built to work together allows for flexibility and connectivity ensuring that 17hats is the best management system for small businesses.
Discover the time-saving magic!
“17hats cut my administrative time by more than half. I am working fewer hours, while serving more clients, because the templates and workflows allow me to offer consistent and efficient services.”
– Jessica Fox, Bookkeeper