Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
For companies that handle hourly billing, Cartwheel simplifies the entire process. You can grow your enterprise, receive payments with minimal effort, and easily prequalify all your invoices. It handles outgoing payroll, monitors client balances, and reduces the time spent on collecting overdue payments. With Cartwheel, you can establish straightforward automation rules to create and dispatch reports effortlessly. It seamlessly integrates with platforms like Veem, QuickBooks, FreshBooks, and Xero to automatically craft and send invoices. Additionally, you can connect with your clients' time tracking systems, allowing for swift submission of time data to supported applications, which accelerates your payment process. By providing a comprehensive overview of your business's performance, Cartwheel allows you to set specific rules for each client to ensure timely payments while also keeping track of employee hours. This means you can focus on expanding your business rather than wasting time chasing down information. With Cartwheel, managing your billing and payroll becomes a streamlined experience, giving you more time to focus on what truly matters.
Description
Generate and dispatch professional invoices and estimates while receiving timely update notifications. Accelerate your payment process with options including cash, checks, ACH, credit and debit cards, as well as PayPal, ensuring you get paid promptly. Maintain oversight of your inventory to enhance your purchasing and sales strategies. The client portal enables your customers to monitor all their transaction history effortlessly. Empower your team to advance projects with straightforward planning and seamless communication. All files related to your tasks reside in one secure location, guaranteeing your team can access them whenever needed. Instantly locate clients, contacts, notes, and outstanding balances all in a single view. Monitor expenses related to your clients and easily incorporate them into invoices with just a few clicks. Accept payments in over 160 currencies, with exchange rates refreshed hourly. Analyze and distribute interactive reports while budgeting in real-time, eliminating the need to wait until the end of the month. Effortlessly search through all transactions and client information to quickly retrieve the data you need, enhancing overall efficiency. This comprehensive system optimizes your financial management and client interactions, streamlining your workflow significantly.
API Access
Has API
No
API Access
Has API
No
Integrations
FreshBooks
Yes
Olo
Yes
QuickBooks Online
Yes
Veem
Yes
Xero
Yes
Integrations
FreshBooks
No
Olo
No
QuickBooks Online
No
Veem
No
Xero
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Cartwheel
Founded
2017
Country
United States
Website
Cartwheel.io
Vendor Details
Company Name
Servicejoy
Founded
2011
Country
United States
Website
servicejoy.com
Product Features
Remote Work
Collaboration
No
Credential Management
No
Electronic Signature
No
Employee Monitoring
No
Live Chat
No
Meeting Management
No
Project Management
No
Remote Access
No
Remote Support
No
Screen Sharing
No
Softphone
No
Task Management
No
Time Zone Tracking
No
Video Chat
No
Web Conferencing
No
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
No
Billing & Invoicing
No
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
No
Multiple Billing Rates
No
Offline Time Tracking
No
Online Time Tracking
No
Overtime Calculation
No
Time per Project Reporting
No
Timesheet Management
No
Vacation / Leave Tracking
No
Product Features
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
No
Project Management
Yes
Proposal Generation
Yes
Quote Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes