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Invoicing

Sync products and services with QuickBooks and Xero

The ability to sync products with a client's accounting software to make it easier to select and create products for invoicing and proposals.

planned

Almost all businesses have checklists. A typical cleaning business has to deal with at least 10-15 different checklists and likewise the other home-services businesses - one of the use case is to have them so staff can complete jobs and mark as done each checklist that's on the end customer's name. It's quite useful to have them as a sub-feature in GHL mapped to the Organisation, or similar to tasks perhaps? Access in mobile app will be immensely useful if this feature can be made available.

planned

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