Hi, looks like a great program. My use case is for a contractor. I have the following questions:\u000a\u000a1) I understand that V2 is on its way. I need to know, very clearly, if the upgrades in V2 will be included. I\u0027d like to get the software but am unsure if I should wait ir buy it, now. I\u0027d get it now if I\u0027ll be grandfathered into the new system. I\u0027ll wait if not.\u000a\u000a2) Your website has changed and you no longer offer a business plan. With what current plan is this offer most closely associated?\u000a\u000a3. Is there an ability to save notes in a customer file with this software? \u000a\u000a4. Is there a way to get or send customer emails with this software? If not, is there an integration that allows it to happen?\u000a\u000a5. If the customer pays through the app, will they be automatically given a receipt? If they made a partial payment, will they be given a re empty that reflects a balance after the payment was made?\u000a\u000a6. Does the client have a file, such that pictures, invoices, documents, quotes, etc are kept in one place?\u000a\u000a7. Does this software support form automation? It would be nice for dealing with insurance companies, large contractors, or repeat customers!\u000a\u000a8. Does this software support online booking? If not, is there an integration for that?\u000a\u000a9. We plan to use an answering service, and wondered if the seats could be increased to accommodate a few more people? \u000a\u000a10. Are there any white label options available or coming with this deal?\u000a\u000aThx.

Question

Hi, looks like a great program.   My use case is for a contractor.  I have the following questions:\u000a\u000a1)  I understand that V2 is on its way.  I need to know, very clearly, if the upgrades in V2 will be included.  I\u0027d like to get the software but am unsure if I should wait ir buy it, now.  I\u0027d get it now if I\u0027ll be grandfathered into the new system. I\u0027ll wait if not.\u000a\u000a2)  Your website has changed and you no longer offer a business plan.  With what current plan is this offer most closely associated?\u000a\u000a3.  Is there an ability to save notes in a customer file with this software?  \u000a\u000a4.  Is there a way to get or send customer emails with this software?  If not, is there an integration that allows it to happen?\u000a\u000a5.  If the customer pays through the app, will they be automatically given a receipt?  If they made a partial payment, will they be given a re empty that reflects a balance after the payment was made?\u000a\u000a6.  Does the client have a file, such that pictures, invoices, documents, quotes, etc are kept in one place?\u000a\u000a7.  Does this software support form automation?  It would be nice for dealing with insurance companies,  large contractors, or repeat customers!\u000a\u000a8.  Does this software support online booking?  If not, is there an integration for that?\u000a\u000a9.  We plan to use an answering service, and wondered if the seats could be increased to accommodate a few more people?  \u000a\u000a10.  Are there any white label options available or coming with this deal?\u000a\u000aThx.

rod_desa · Answer

Hello,\u000aI appreciate your many questions\u003B it makes it clear that you are looking for something really specific for your industry. I will try to be concise:\u000a\u000a1) I understand that V2 is on its way. I need to know, very clearly, if the upgrades in V2 will be included. I\u0027d like to get the software but am unsure if I should wait ir buy it, now. I\u0027d get it now if I\u0027ll be grandfathered into the new system. I\u0027ll wait if not.\u000a\u000aWe do not know what will be included, so I will suggest waiting for V2 if this is not urgent for you.  \u000a\u000a2) Your website has changed and you no longer offer a business plan. With what current plan is this offer most closely associated?\u000a\u000aSimilar to \u0022Essential\u0022 plan\u000a\u000a3. Is there an ability to save notes in a customer file with this software?\u000aWithin the CRM\u000a\u000a4. Is there a way to get or send customer emails with this software? If not, is there an integration that allows it to happen?\u000aYes, uisng SMTP and adding your DNS\u000a\u000a5. If the customer pays through the app, will they be automatically given a receipt? If they made a partial payment, will they be given a re empty that reflects a balance after the payment was made?\u000aIntegration with Stripe\u000a\u000a6. Does the client have a file, such that pictures, invoices, documents, quotes, etc are kept in one place?\u000aThere is not file, there is a contact and quotes. \u000a\u000a7. Does this software support form automation? It would be nice for dealing with insurance companies, large contractors, or repeat customers!\u000aWe have a eQuote, like an ecommerce but for quotes.\u000a\u000a8. Does this software support online booking? If not, is there an integration for that?\u000aeQuote\u000a\u000a9. We plan to use an answering service, and wondered if the seats could be increased to accommodate a few more people?\u000aYou can purchase more seats\u000a\u000a10. Are there any white label options available or coming with this deal?\u000aNo whitelabel

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