Welcome to 17hats
Standard Package
Organize your business with these time-saving features: Lead Management, Online Payments, Templates, Online Quotes, Contracts, Invoices, Questionnaires, plus more!
Let's Untangle the Chaos of Business
Each new client bring new to-dos, email responses, and deliverables Without a system to keep your organized, it all becomes a tangled mess quickly which drive you crazy.
17hats untangles the chaos of business by allowing you to create templates, utilize automation, and organize details, to dos, and communications.
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1. Tackle Leads
17hats Lead Capture Forms and Online Scheduling allows you to manage your leads directly inside 17hats.
By keeping your leads process in one place you will be able to quickly and easily respond via email, record notes, reschedule appointments, track money, and so much more.
- Three Lead Capture Forms
- Ability to set up an Auto Responder for each new lead
- Ability to trigger a To-Do Workflow with each new lead
- Create unlimited Online Scheduling services
2. Declutter Documents
17hats makes Quotes, Contracts, Invoices, and Questionnaires easy to store, send, complete, and access.
Create templates you can easily fire off. Use tokens to personalize each email ensuring you never misspell a client's name or add a wrong service date.
Email Templates - Create an unlimited amount of email templates so you no longer need to retype the same email. And, add tokens to automatically personalize your emails.
Dashboard Alerts - 17hats Dashboard will be your go to place for upcoming to dos. There you will see emails that you need to reply to.
Schedule Email Send - Write an email one day and automatically send it the next. It's a lifesaver.
- Customize your colors, fonts, and button text
- Email reminders to be sent for past due documents
- 35 documents per month
3. Simplify Money
Sending email reminders on past due invoices and exporting spreadsheets is not the way to spend your time as a busy business owner. 17hats makes invoicing, tracking expenses, payment plans, and sending past due reminders simple and fast. What will you do with the extra hours in your day?
Profit & Loss Report
Sales Tax Report
Client Sales Report
Upcoming Receivables Report
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Aged Receivables Report
Reporting
Keep track of your income and more.
17hats Reports allow you to keep track of your income. All income is automatically added into the reporting allowing you to keep tracker easier.
Client Sales Report: See your best clients and the value they have brought to your business over the years.
Product Report: See exactly how much revenue each product and/or service has made to quickly identify your most popular or profitable services.
17hats Online Payment
17hats Saved Card Data
Saved Card Data
Safely save your clients credit card information for easy payments.
Have recurring clients?
Saved Card Data allows your clients to save their credit card information for quick invoice payments.
Clients need payment plans?
Clients can choose to have payments in the payment plan paid automatically, so they never miss a payment.
Custom Payment Schedules
Payments Schedule on an Invoice
See All Payment Details
Automatic Billing
Payment Plans
Custom and equal payment plans available for your clients.
Custom payment plans can be included on Invoices and Quotes. Simply add the payment plan to an invoice.
Set a due date and specific amounts to be paid at specific times to make getting paid easy-peasy.
Set up invoice reminder emails and past due reminder emails to be sent automatically to ensure you get every invoice paid.
Manually Record Expenses
17hats Bookkeepping
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Review Transactions in the Project page
Upload Receipt For Expenses
Bookkeeping
Keep track of your finances inside 17hats.
When an invoice is paid through online payment or manual payment, the amount will automatically be added to our bookkeeping module.
In 17hats Bookkeeping, you can manually add expenses or signup for Bank Connect ($5/month) for your expenses to automatically be added for you.
- Access to 4 different financial reports
- Enable tipping on Invoices, payment schedules, and saved card data
- 17hats Bookkeeping included
4. Uncomplicate Communication
Keep all your emails organized and in one place, by connecting your incoming and outgoing email servers to 17hats. All sent and received emails will be filter directly into the clients project page.
Read Receipts
Know if a client has read your email by checking the status directly in your project page.
Email Templates
No more retyping the same email over and over and over and over again. Such a waste of time. Create an unlimited amount of email templates personalized with tokens and send emails within seconds.
Dashboard Alerts
Forget who you are suppose to email back. Now, just check your 17hats Dashboard. Non-responded to emails will be sort and ready for your response. And, you can reply to directly from your 17hats Dashboard. Less steps, more time saving.
Schedule Email Send
Sending emails at midnight sets the wrong tone for your business. Compose your email in 17hats and schedule to send in the morning.
- Connect incoming email server
- Schedule emails to be sent
- Read receipts when someone reads your email
5. Create More Time
To Do lists, time management apps, and your business and personal calendar keep you stressing 24/7. Do away with it all with 17hats. Workflows, Online Scheduling, To Do Lists, and Calendars insure important tasks are prioritized and no overbooking or double booking occur.
17hats To Do Workflow
Activate A Workflow
To Do Workflows
Prioritize & Systemize
What's a Workflow?
A Workflow is a sequence or list of steps that need to be accomplished. For example: Step one, a lead submits a Lead Capture Form. Step two, a to-do is set to call the lead.
How does it work?
Create a Workflow based on your process. You'll be alerted on your calendar and 17hats Dashboard when your items are due.
How is it helpful?
Workflows help you prioritize your day by automating your to-do list.
17hats Online Scheduling
Account Settings For Online Scheduling
Managing Bookings
Online Scheduling
Allow contacts to select an available date and time to book with you.
How members use it?
Members use Online Scheduling for booking consultations, in-person meetings, and services.
How is it different from other online scheduling tools?
17hats Online Scheduling cross references your personal calendar, ensuring you don't book over important dates. Connect 17hats OS to other 17hats features such as, CRM, Bookkeeping, and Calendars.
To Do Lists
To Do Management
Manage Your Day Easier.
To Dos can be added to your calendar from your Workflow, or you can manually add them in Projects or the To Do Manager.
All to-dos will appear on your calendar and you will alerted on the 17hats Dashboard for what is due today.
17hats Calendars
Calendar Event Inside 17hats
Calendars
Keep your life organized.
Don't Double Book
Have multiple, color-coded calendars inside your 17hats account.
Outside Calendars
View your 17hats Calendar on Apple and Microsoft products. And, if you are a Google Calendar aficionado, you can import your calendars directly into 17hats.
- To Do Workflows - Game Changer!
- Unlimited Services for Online Scheduling
Packed with Features
that Work Together
Just a few of the many features that put you in control.
See all features
Integrated with the
tools you know and love
Advance the power of automation with these great tools.
See all integrations
Eliminate the
CRAZY
from your day.
“The quoting, invoicing, and contracting features make onboarding and gaining new clients so easy! I can’t imagine running my business without 17hats.”
– Samantha Strazanac, Marketing Consultant