Upgrade to the Full Service Plan today to get instant access to these 9 new additions.
Quotes
Create and send your clients detailed quotes to provide a full project breakdown.
- Submit quotes directly to your client and get faster approvals.
- Have complete control over what product information is visible to your clients.
- Instantly convert any quote into an invoice or purchase order.
Invoices + Retainers
Send invoices, accept online payments, and get paid faster.
- Submit retainers and invoices directly to clients and accept online credit card or ACH payments.
- Easily track what has been submitted, what's been paid and what's outstanding.
- Sync directly to QuickBooks and have all documentation in one place for your bookkeepers and accountants.
Purchase Orders
Create vendor purchase orders with just a couple of clicks.
- Quickly create all purchase orders directly from invoices and quotes.
- Add product details automatically.
- Submit POs directly to a vendor from your DF account.
PROJECT CALENDAR
Having a more productive week just got easier. Keep up with all events and orders and get notified ahead of time.
- See the status of all your orders so you'll know which ones need your attention.
- Schedule and add event tasks for you and your team.
- Set reminders for custom events so you won't miss anything again.
Spec Sheets
Give contractors the info they need to get the job done right the first time with detailed spec sheets.
- Include product-specific details, links to installation guides and indicate the location where the items are going to be installed.
- Configure spec sheets so contractors and clients will only see the information you want them to see.
Product Tracking
Easily track all orders and know exactly where items are in the ordering process.
- Easily pull up all project purchase orders and track the status of every item you've ordered, shipped, delivered, and installed.
Time Tracking
Know exactly how much time you spend on a project and get paid for every hour you work.
- Select the project you're working on, add a task and start your timer.
- Track every minute and easily pull all billable hours to your invoices.
Financial Reporting
Review your finances and create custom financial reports.
- Get an instant snapshot of what you've billed out, what's been collected, what's outstanding and how much you made on mark-up and service revenue.
- See where your company stands and quickly pull up any quote, invoice, retainer, package purchase or PO with a click.
- Run custom reports based on client, specific time ranges or the status of payments.
Quickbooks Integration
Save your bookkeeper / accountant hours of manual work and pay less in accounting bills by syncing to QuickBooks.
- Sync over all retainers, invoices, purchase orders and design package sales.
- Easily map product income to specific categories in your QuickBooks Online account so you can see how much revenue you're bringing in for each category.