The app for owners and the office
Run the business from your phone: quotes signed on the spot, customers, invoices and payments, your team and catalog.
Owners and office staff get the whole business in the app, not just the day's visits. What you see depends on your role; see Roles and permissions.
Your day
- Today shows your clock, today's visits (Mine or Everyone) and the money tiles: Owed to you, New requests, Quotes out and Paid this month. See Today and the time clock.
- Schedule shows the whole team's week, and the route map can find a shorter order. See Your schedule in the app and See your route on a map.
Selling
- Write a quote on site, add choices with photos, and have your customer sign on your phone. See Quotes in the app.
- Answer new requests and turn them into quotes. See Requests in the app.
- Watch every open request and quote by stage (Growth). See The sales pipeline in the app.
Doing the work
- Add visits, mark jobs complete and create the invoice. See Jobs in the app.
- Keep customers' details up to date. See Customers in the app.
Getting paid
Send invoices, record checks and cash, and confirm Zelle, Venmo and PayPal payments when they land. See Invoices and payments in the app.
Your team
Add people, change roles, approve timesheets and keep your catalog current. See Team, roles and the catalog in the app and Timesheets and expenses in the app.
Stay in the loop
- Get notified when a quote is signed, a payment comes in or a request arrives. See Push notifications.
- Put your next visit and this month's collections on your Home Screen. See Add the Today widget.
Still on the web
Plans and billing, your website, payment setup, custom fields, time types, automations and other settings are managed on the web at app.hellotopaid.com. Tap More → Open Hello to Paid on the web to get there.