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17hats
Essentials
Package

$13

/month

Paid Annually

$150 Annual Plan
$15 Monthly Plan

Get Started
Is this for you?
Looking to move your business from pen and paper to an online platform?
Perfect for anyone just starting out or wanting to ease into change.
‍
Essentials Package Includes: 
  • Unlimited Contacts & Projects
  • 20 Documents* / Month
  • Basic Invoicing & Online Payments
  • Quotes, Contracts, Questionnaires & Invoices
  • Basic Online Scheduling
    (Create One Service)
  • Basic Lead Capture Form
    (Create One Form)
17hats
Most Popular
Standard Package

$25

/month

Paid Annually

$300 Annual Plan
$30 Monthly Plan

Try Free
Is this for you?
Needing to streamline your business to save time? 
The right fit for anyone needing to start saving time right away.
‍
Standard Package Includes: 
  • Unlimited Contacts & Projects
  • 35 Documents* / Month
  • Payment Plans
  • Automatic Emails for Past Due Documents
  • Basic Online Scheduling
    (Create Unlimited Services)
  • Lead Capture Forms
    (Create up to three Forms)
  • Bookkeeping & Reporting
  • Basic Workflows
  • Lead Source Reporting
  • Remove Powered by 17hats
17hats
Premier
Package

$50

/month

Paid Annually

$600 Annual Plan
$60 Monthly Plan

Let's Roll
Is this for you?
Searching for an integrated solution to automate your business?
Our Premier Plan is the right fit for anyone who understands their process and is ready to automate.
‍
Premier Package Includes: 
  • Unlimited Contacts & Projects
  • Unlimited Documents* / Month
  • Automatic Payments & Recurring Billing
  • If/Then Logic for Questionnaires
  • Advanced Online Scheduling
    (Create Unlimited Services)
  • Lead Capture Forms
    (Create up to 20 Forms)
  • Pipelines
  • Advanced Workflows
  • Client Portal
  • Zoom Integration
  • Zapier Integration
  • 1 Additional Brand
  • 2 Additional Users
17hats Free CRM For Small BusinessJoin Now
‍Your simple solution for Invoicing and business organization.
‍New to business? Get started the right way, so when you’re ready to grow your business, we will grow with you. Our Free CRM is the first step to business success.
  • Unlimited Contacts and Projects
  • Four Invoices per Quarter
  • Sales Tax Report
  • Email Templates

Click here for plan comparison chart.

*Documents consist of Quotes, Contracts, Invoices, and Questionnaires. A Quote/Contract/Invoice nested as a single attachment counts as one document.

Try any/all packages for 7 days free. Explore all features.
No credit card required upon sign-up.  All prices are in USD.

Discover the best 17hats Package for you.
TAKE SURVEY

Frequently Asked Questions

Free Trial
Upgrading
Selecting a Package
Switching

Is there a Free Trial?

Yes, we currently have a 7-Day Free Trial. During the trial period you will have access to all the packages features, so that you can see the full value 17hats provides.

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Can I try all the packages during the trial?

Yes, you can switch between all the packages during the 7-days. This will allow you to see which is best for you.

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Once I purchase, can I upgrade packages? 

Of course. We suggest to start with the package you’re most comfortable with. Once you’re feeling confident, you can upgrade to the next package. We will automatically apply credit for the unused time toward your new plan choice.

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Which package should I select?

If you can't decide, the middle is always the best option. :)

Our plans were meticulously designed to meet you where you are in business. If you are just starting out, Essentials will be best.
If you have a growing business but are not ready to automate, try Standard. And finally, if you are ready for automation - Premier is the best choice.

Remember, you can always upgrade plans when you feel comfortable.

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Where can I learn more about the plans?

We highly recommend joining our team on a 17hats demo. There you can hear about all 17hats has to offer and ask questions.
‍

Join a Demo
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I am switching from Dubsado, can I get help?

Yes, currently we have competitive upgrade bundles if you are coming to us from Dubsado.

See More Info
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I am coming from a different platform, are there any bundles to help in the transition.

Currently not at this moment. However, our Live Getting Started Workshops are a great way to get moving with 17hats quickly.

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Frequently Asked Questions

Need more details?

Is there a free trial?

You can try any 17hats package for free for up to 7 days. During this time, you can explore each package to see which one is a good fit.

Can I upgrade at any time?

Of course. We suggest to start with the plan you’re most comfortable with. Once you’re feeling confident, you can upgrade to the next plan. We will automatically apply credit for the unused time toward your new plan choice.

Can I purchase additional documents?

Yes, each plan comes with a specific amount of documents. If you reach your document limit you will be able to purchase more.

What if I need help?

Our 17hats support team is entirely in house and provides quick support including access to live chat and our extensive collection of help articles and tutorials.

Which plan should I choose?

Our plans were meticulously designed to meet you where you are in business. If you are just starting out, Essentials will be best. If you have a growing business but are not ready to automate, try Standard. And finally, if you are ready for automation - Premier is the best choice. Remember, you can always upgrade plans when you feel comfortable.

Making the right choice

How does 17hats compare?

Every platform will offer a variety of features. Many look the same on the outside, when on the inside they are wildly different. Because we build our core features in house (unlike others who use watered-down third parties), 17hats is built with interconnectivity in mind. Because of this, one feature can trigger another and can kick off a chain effect. No other software has the ability to fully automate your client experience from beginning to end like 17hats.

At the end of the day, there is no real comparison to 17hats. We have even been told that 17hats is Coke and all the others are Pepsi. How’s that for a comparison? ;) We like it!

In-Depth Look at Each Level

Use our comparison grid to help select the best level for you.

Organization
Dashboard
17hats Dashboard View
Your Dashboard lets you check the pulse of your business, at a glance.
Contacts
Unlimited
Unlimited
Unlimited
17hats Project Page Details
Keep track of clients and their projects, with key info at your fingertips.
Projects
Unlimited
Unlimited
Unlimited
Projects gives you a single place for documents, phone logs, and more.
Tag Management
17hats Tag Management With Contacts
Easily find what you’re looking for – associate related Contacts and Projects.
Related Contacts
17hats Related Contacts In Email
Store the details of your Contact’s friends and family.
Custom Fields
17hats Custom Fields In An Email
Store and reuse important client information, through the use of tokens.
Documents
Invoices
17hats Live Look At An Invoice
Create professional-looking Invoices and get paid online. Cha-ching!
Quotes
17hats Invoice Live Look
Save time with professional Quote templates, complete with your logo.
Contracts
17hats Signed Contracts
Customize and email Contracts – clients can sign with an e-signature.
Questionnaires
17hats Questionnaire
Automated Questionnaires let you evaluate leads without lifting a finger.
If/Then Logic
—
—
17hats Questionnaire
Get to information quicker with intuitive Questionnaires.
Document Confirmation
17hats Notification Email
Clients receive an email confirmation when they complete a Document.
Document Reminders
—
17hats Email Remainders
Automated reminders nudge clients when important Documents are due.
Document Templates
17hats Email Template Options
Create Document Templates – no more reinventing the wheel each time.
Docs/Month
20
35
(Add 25 for $10)
Unlimited
Documents consist of Quotes, Contracts, Invoices, and Questionnaires.
A Quote/Contract/Invoice nested as a single attachment counts as one document.
Money
Invoices
17hats Live Look At An Invoice
Create professional-looking Invoices and get paid online. Cha-ching!
Invoice Templates
17hats Live Look At An Invoice
Reusable templates make creating and sending Invoices a snap.
Quotes
17hats Invoice Live Look
Save time with professional Quote templates, complete with your logo.
Quote Templates
17hats Email Template Options
Create Document Templates – no more reinventing the wheel each time.
Payment Processing
Stripe & Square
Stripe & Square
Stripe & Square
17hats Online Payments With Credit Card
See your money faster. Get paid online via Stripe or Square.
Payment Schedules
—
17hats Payment Schedules For Invoices
Create different due dates for distinct portions of your total invoice.
Tipping/Gratuity
—
17hats Tipping Feature On Invoices
You can enable Tipping for Quotes, Invoices, and Online Payments.
Only available with Stripe and Square payment processors.
Saved Card Data
—
17hats Saves Credit Card Data
Clients can save their credit card data for easy payment of future invoices.
Only available with Stripe and Square payment processors.
Recurring Invoices
—
Included in Recurring
Billing Module
17hats Recurring Invoices
Send an invoice on a recurring schedule: weekly, monthly, or custom.
Only available with Stripe and Square payment processors.
Recurring Billing
—
Module Available
17hats Recurring Billing Module
Charge a client’s credit card, automatically, on a recurring schedule.
Only available with Stripe and Square payment processors.
Bookkeeping
—
Easily categorize transactions, and find specific business transactions fast.
Branding
Remove 17hats Branding
—
17hats Account Settings
With Level Two and Three, 17hats logo is removed from documents.
Customize Logo
Adding your custom logo and branding into 17hats
Add your brand’s logo to Documents, such as Quotes and Invoices.
Custom Fonts & Colors
—
17hats Branding Settings
Customize the font and accent color for your 17hats Documents and more.
Customizable Text
—
Change the wording as you see fit for most buttons on your Documents.
Custom Subdomain
17hats members custom subdomain names for personalization
Update the subdomain that your clients see to represent your business.

Email
Email Templates
Create templates to send consistent, professional-looking emails.
Outgoing Email
Sending an email in 17hats
Send emails quickly from inside your Contact’s Project page.
Incoming Email
—
17hats incoming emails from clients
Sync your regular and 17hats email to track client correspondence.
Email Read Receipts
—
Know when your clients have read an email you sent through 17hats.
Save As Draft Emails
17hats Save as draft email
Create and save a client email as a draft within a project. Send it later.
Scheduled Emails
—
Schedule client emails in 17hats
Create your email, then select a date and time for scheduled delivery.

Time Management
Mobile App
17hats mobile and tablet application for Apple and Android.
Download our free app and run your business from the palm of your hand.
To-Do Management
Manage your To-Do List in 17hats
With To-Do Manager, due and upcoming tasks are prioritized.
To-Dos
Manage your To-Do List in 17hats
Add To-Dos directly to your Contact’s Project.
Calendar
17hats Calendar
Share your calendar, and sync with Google and link with Apple Calendars.
Client Portal
—
—
17hats Client Portal
Client Portal – a secure place for documents.
To-Do Workflows
—
17hats To-Do Workflow
Automate recurring to-dos and emails for every client, and never miss a step.
Advanced Workflow
—
—
17hats Advanced Automation with Workflows
Create steps for your process, and that gets applied to each Project.
Online Scheduling
Online Scheduling (Basic)
One Service
17hats Online Scheduling
Improves your client experience and saves you (both) valuable time.
Your client chooses a service, date, and time.
Online Scheduling (Advanced)
—
Add-On
Available
17hats Online Scheduling For Multiple Services
Advanced features include pay upon booking, creating a Zoom link, and more.
Online Scheduling Payments
—
—
Taking Payments At Booking with 17hats Online Scheduling
Get paid at the time of booking with Advanced Online Scheduling.
Zoom Integration
—
—
Automatically create a unique Zoom URL with each booking.
Lead
Management
Lead Management
17hats Overview Leads Page
Stay on top of your leads. No more missing out on great prospects! 
Lead Capture Forms
1
3
20
17hats Lead Capture Form
Generate business with an embedded (or linked to) Lead Capture Form.
Auto-Responder
17hats Auto Response to Lead Capture Forms
17hats automatically responds to leads for you, even when you’re asleep.
Workflow Trigger
—
17hats Workflow Trigger
Each completed Lead Capture Form triggers a step-by-step workflow.
The Knot/WeddingWire
—
Are you in the wedding business? Then 17hats is your perfect match.
Leads originating from The Knot or WeddingWire get special attention.
Reporting
Sales Tax Report
17hats Sales Tax Report
Know exactly how much you need to pay based on your total sales.
Client Sales Report
17hats Report For Client Sales
Quickly view your average sale for each client.
Product Sales Report
—
17hats Product Sales Report
Stay informed on the popularity of each product or service you sell.
Profit/Loss Report
—
17hats Profit/Loss Report
See the money you have coming in, and going out.
Upcoming Receivables
—
17hats Report Upcoming Receiveables
Quickly see the amount of money coming in for future time periods.
Aged Receivables
—
Quickly see how much money you are owed that is considered past due.
Modules
Zapier lets you connect with Mailchimp, Constant Contact, and other apps.
Online Scheduling (Basic)
$5/Month
17hats Online Scheduling
Improves your client experience and saves you (both) valuable time.
Your client chooses a service, date, and time – then you confirm.

Online Scheduling (Advanced)
—
$10/Month
17hats Online Scheduling For Multiple Services
Advanced features include pay upon booking, creating a Zoom link, and more.
Users
—
$5/Month
3 included
Additional - $5/Month
Add additional users – assign tasks, while limiting their permissions.
Brands
—
—
2 included
Additional - $10/Month
Add brands – even share Document and email templates across brands.
Time Tracking
$5/Month
$5/Month
$5/Month
Track billable and non-billable time, and adjust hourly rates by project.
Recurring Billing
—
$10/Month
17hats Recurring Billing Module
Create Recurring Invoices and charge a client’s credit card,
automatically, on a recurring schedule.
Integrations
Square
Accept Online Payments and access advanced payment features.
Stripe
Accept Online Payments and access advanced payment features.

Bank Connection
—
$5/Month
$5/Month
Connect your bank account so that expenses can automatically populate.
Quickbooks® Online
$5/Month
$5/Month
17hats integrates with Quickbooks® Online, so your financial data is all in one place.
Payments received in 17hats appear in Quickbooks®.
Track billable and non-billable time, and adjust hourly rates by project.
Zapier
—
—
Zapier lets you connect with Mailchimp, Constant Contact, and other apps.
Zoom
—
Add-On with
Online Scheduling Advance
Our Zoom integration automatically creates Zoom links for meetings booked through Online Scheduling.
The Knot/WeddingWire
—
Are you in the wedding business? Then 17hats is your perfect match.
Leads originating from The Knot or WeddingWire get special attention.
Customer
Support
Support Level
Basic (1 day)
Priority (4 hours)
VIP (1 hour)
Our top-notch, in-house support team has your back when you need help.