• Create and email quotes easily
• View instantly outstanding quotes to follow up
• Measure conversion rates
• Send attachments (like supporting documents) with quotes
• Store and view all supporting documents online with quotes
• No double entry - with a click of a button you can turn your quote into a work order and then an invoice

• Create and email invoices easily (GST exclusive and inclusive)
• Invoices can be product, time based or fixed price
• Email and text alerts to your customers for overdue invoices
• Set up recurring invoices for your regular customers
• Customise all invoices with your logo
• Send attachments (like supporting documents) with invoices
• View invoice details & history
• Track your invoicing collection & history. See who's paid you

Easy Invoicing- Suppliers

• Track Suppliers Invoices
• Pay Suppliers as single or bulk invoices
• View invoice details & history
• Track your invoicing Payment & history.

• Track income and expenditure for your accountant and for tax time
• Automatic bank data feeds from over 100 financial institutions supplied by BankLink (www.banklink.co.nz)
• Automatic bank coding which "remembers" your transactions
• Create profit and loss, trial balance, balance sheet and GST reports
• Import details easily from your bank and export to your accountant

• See in one easy glance what's happening in your business

• Give your accountant permission to access your 1place account online
• Export transactions to your accountant's accounting system (APS or MYOB AO)
• Save accounting fees by keeping your accountant in touch with your business

• Designed for small service based businesses eg electricians, plumbers
• Dispatch and follow up quotes and leads by your call centre
• Dispatch work bytext and email to employees or contractors
• Track pipeline of sales deals
• Customer and Property centric- ie. See history by customer and by property
• All Property geocoded by Geosmart
• Can be used by Service Franchises (cleaning, lawnmowing) or business with contractors
• CRM to manage customers
• Text in and out by Contractors and Franchisees