Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
PST offers an intuitive solution that meets the needs of small process servers while being robust enough to support the largest firms, featuring capabilities such as job trading, comprehensive analytics, and automated client communications. You can oversee your process serving operations from virtually anywhere, thanks to our efficient Windows desktop application and a modern web version that is accessible on any computer or mobile device. Invoicing and payment processes are streamlined, allowing you to bill clients swiftly with tools for generating client statements, batch invoices, and tracking receivables and payments, including online payment options. Your process servers are essential to your operation, and PST boasts one of the industry's most sophisticated document management systems, complete with document classification, trading, permission controls for visibility, and advanced barcoding for seamless attachment automation. Keep your clients informed effortlessly through automated emails that provide updates on job statuses and confirm job completions, ensuring they remain engaged and satisfied with your services. With these features, you can optimize your processes and enhance client relationships more effectively than ever before.
Description
Simple Invoice offers a comprehensive solution for crafting professional invoices and estimates tailored to your business needs. You can personalize invoices, estimates, and statements by incorporating essential information that reflects your brand. The software allows for the generation of detailed reports that help you monitor customer payments and overall sales revenue effectively. By simplifying the process of creating recurring invoices, it aids in optimizing your workflow and conserving valuable time. Additionally, you can export invoices and reports in PDF format for convenient emailing to clients, making your operations more efficient. The adaptable design ensures that you can also produce various other documents to fulfill your business requirements seamlessly. Enhanced functionality includes support for products, tax rates, and database backups, alongside payment tracking features that keep your records accurate. You can easily create tailored invoices, quotes, estimates, receipts, statements, and reports to suit any situation. This tool enables you to oversee payments for each individual invoice and keep tabs on outstanding amounts owed by customers, which is crucial for effective business management. Furthermore, the integrated database upgrades facilitate a smooth transition between software versions, ensuring that you always have access to the latest features.
API Access
Has API
Yes
API Access
Has API
No
Integrations
ACH Payments
Yes
Android
Yes
Apple iOS
Yes
CaseAware
Yes
Cogent
Yes
Docusign
Yes
HelloWorks
Yes
MapQuest
Yes
Microsoft 365
No
NAPPS
Yes
Integrations
ACH Payments
No
Android
No
Apple iOS
No
CaseAware
No
Cogent
No
Docusign
No
HelloWorks
No
MapQuest
No
Microsoft 365
Yes
NAPPS
No
Pricing Details
$40 per month
Free Trial
Yes
Free Version
No
Pricing Details
$9.99 one-time payment
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
DreamBuilt Software
Founded
1988
Country
United States
Website
www.dbsinfo.com
Vendor Details
Company Name
Individual Software
Founded
1981
Country
United States
Website
www.individualsoftware.com/
Product Features
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No