Discover the best 17hats Package for you.

Start Your 7-Day Free Trial.

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)

$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

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

Join 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.

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

Frequently Asked Questions

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.

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.

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.

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.

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

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

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.

In-Depth Look at Each Level

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

Organization

Dashboard

Your Dashboard lets you check the pulse of your business, at a glance.

Contacts

Unlimited

Keep track of clients and their projects, with key info at your fingertips.

Projects

Unlimited

Projects gives you a single place for documents, phone logs, and more.

Tag Management

Easily find what you’re looking for – associate related Contacts and Projects.

Related Contacts

Store the details of your Contact’s friends and family.

Custom Fields

Store and reuse important client information, through the use of tokens.

Documents

Invoices

Create professional-looking Invoices and get paid online. Cha-ching!

Quotes

Save time with professional Quote templates, complete with your logo.

Contracts

Customize and email Contracts – clients can sign with an e-signature.

Questionnaires

Automated Questionnaires let you evaluate leads without lifting a finger.

If/Then Logic

—

Get to information quicker with intuitive Questionnaires.

Document Confirmation

Clients receive an email confirmation when they complete a Document.

Document Reminders

—

Automated reminders nudge clients when important Documents are due.

Document Templates

Create Document Templates – no more reinventing the wheel each time.

Docs/Month

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

Create professional-looking Invoices and get paid online. Cha-ching!

Invoice Templates

Reusable templates make creating and sending Invoices a snap.

Quotes

Save time with professional Quote templates, complete with your logo.

Quote Templates

Create Document Templates – no more reinventing the wheel each time.

Payment Processing

Stripe & Square

See your money faster. Get paid online via Stripe or Square.

Payment Schedules

—

Create different due dates for distinct portions of your total invoice.

Tipping/Gratuity

—

You can enable Tipping for Quotes, Invoices, and Online Payments.
Only available with Stripe and Square payment processors.

Saved 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

Send an invoice on a recurring schedule: weekly, monthly, or custom.
Only available with Stripe and Square payment processors.

Recurring Billing

—

Module Available

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

—

With Level Two and Three, 17hats logo is removed from documents.

Customize Logo

Add your brand’s logo to Documents, such as Quotes and Invoices.

Custom Fonts & Colors

—

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 Templates

Create templates to send consistent, professional-looking emails.

Outgoing Email

Send emails quickly from inside your Contact’s Project page.

Incoming Email

—

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

Create and save a client email as a draft within a project. Send it later.

Scheduled Emails

—

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

With To-Do Manager, due and upcoming tasks are prioritized.

To-Dos

Add To-Dos directly to your Contact’s Project.

Calendar

Share your calendar, and sync with Google and link with Apple Calendars.

Client Portal

—

Client Portal – a secure place for documents.

To-Do Workflows

—

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

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

Stay on top of your leads. No more missing out on great prospects!

Lead Capture Forms

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

—

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

Know exactly how much you need to pay based on your total sales.

Client Sales Report

Quickly view your average sale for each client.

Product Sales Report

—

Stay informed on the popularity of each product or service you sell.

Profit/Loss Report

—

See the money you have coming in, and going out.

Upcoming Receivables

—

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

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

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

Track billable and non-billable time, and adjust hourly rates by project.

Recurring Billing

—

$10/Month

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

Connect your bank account so that expenses can automatically populate.

Quickbooks® Online

$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.

Black Friday Sale Happening Now

Now Is The Time To

Start Saving Time

$13

/month

$25

/month

$50

/month

Frequently Asked Questions

Is there a Free Trial?

Can I try all the packages during the trial?

Once I purchase, can I upgrade packages?

Which package should I select?

Where can I learn more about the plans?

I am switching from Dubsado, can I get help?

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

Need more details?

Is there a free trial?

Can I upgrade at any time?

Can I purchase additional documents?

What if I need help?

Which plan should I choose?

How does 17hats compare?

In-Depth Look at Each Level