In this monthly post, it’s my pleasure to introduce you to one of the many apps that we at Schulte and Schulte endorse and recommend to our customers.
As a firm of construction accounting specialists, we love to help companies in the construction industry with their books and finances, part of that help is finding different apps or software that can help our clients out. During this monthly feature, we take a look at several apps that we love at Schulte and Schulte, LLC, and dig a little deeper into our favorites.
This month, we would like to introduce you to 17hats.
As a business owner, there are multiple “hats” that you will wear as you go about running your business. By hats, we are talking about the different roles you will play on any given day, from accounting, marketing, client communication, lead development, etc. 17hats is a brilliant piece of software that is designed to integrate each of these different hats into an easy to use business management tool. We could go into detail talking about each of the different tools that are built into 17hats, but for the sake of time we will highlight a couple of the features that we appreciate the most; specifically the Overview Page, Customer Relationship Management (CRM), and Workflow Management.
This dashboard is what you will see whenever you log into your 17hats account. It has been designed to incorporate a 3-day calendar view of all events and to-do’s that you have set up. Underneath the calendar is a list of all action items from every ongoing project that you have, as well as a list of client email correspondence that is needing your attention. This dashboard is customizable to include this above information, as well as other options available for you. It is a really handy tool to get a bird’s eye view of what needs your attention on any given day.
Customer Relationship Management (CRM)
A lot of effort has been put into developing this CRM tool to make it easy to use. As the above video shows in its example of adding a new lead and the development of that lead into a client, 17hats utilizes its CRM to assist you in keeping your contact information and projects accessible. It also stores all email communication and documents sorted by client. This means no more searching through your email account for that important message from a client’s project you are working on.
The video above gives a snapshot of the process involved within 17hats’ Workflow Management. You are able to create templates for almost everything you will end up passing onto a customer, from engagement/proposal questionnaires and feedback forms, quotes, invoices, and more. It has e-signature technology built into the app to allow anything that needs a signature or feedback from a customer to be sent from the app, and also allows you to track what has been sent. 17hats has a one-way sync that will allow you to sync invoices into QuickBooks Online, which is music to our accounting ears.
We love 17hats, and would like the opportunity to share it with you. If this sounds like an app that you would be interested in checking out, please let us know!