Client Portal: Allows your clients to login from anywhere and send
messages, make payments, and more.
The client portal bridges the gap between the business and client sides of the
job, from first contact to payment, giving your customers
painless communication and support.
Invoicing: Send easy-to-create professional invoices to your clients.
Invoicing digitally is as
important as ever, especially since the rise of working remotely. With trackable
invoices your business can keep cash flow steady.
Payments: Receive payments simply and securely from you clients, or make
a payment to another business on the platform.
Invoices shouldn't be hard to pay, which is why our goal is to make payments as
frictionless and easy as possible.
Messaging: Keep the job flowing and moving, while keeping everybody on
the same page. Integrated messaging
simplifies the communication of the initial questioning, proposal, job, and
feedback, while also allowing for new potential customers
to find your business and contact you through the PaidToday Marketplace securely
without having to give out your mobile number or
CRM: Manage your prospects, customers, and referrers simply. Service
oriented business relies on the relationship of
between your business and customers, potential or otherwise. Keep track of your
contacts and where they are at in the buying
process clearly and concisely without any unnecessary complexity or confusion.
Contact Manager: If the CRM provides you with the overall sales flow for
your business, the Contact Manager is a more
personalized view of your contacts. Make notes about the contact for your
business (birthdays are a good one!), manage individual opportunities,
and view any invoices that your contact has received. From here you can hop
directly to the related items you're looking for.
Projects: From a bird's eye to granular view, with PaidToday projects you
can scope out the entire job including
specific actions you, your employees, or even the customer needs to accomplish
for a successful transaction. Project Actions
with a due date set are automatically shown on your Calendar and will also shoot
you (or the team member or contact) an
automatic reminder about the upcoming action.
Calendar: Simple calendar with powerful automation. The calendar is where
you can see the many things in
PaidToday that have due dates and when the due date is up, whether it be an
action for a project or an invoice.
And of course, what would a calendar be without the ability to add your own
Activity Feed: View the everyday important changes to any of your jobs or
important information that may have been updated
while you weren't looking. Your activity feed will show you the updated changes
for any action that is assigned to you as well as
any payments or invoices received. View the specifics of any item just by
clicking on it. New activity types are being added regularly!
Marketplace: Offer your customers accessible visibility and easy
communication for your business and services.
The Marketplace is a virtual bazaar where customers can find your business and
get to know about you, your team, and the value that
your services offer. Furthermore, when a potential customer finds you on the
marketplace and messages your business, they are
automatically input into your company Contacts so you can manage their status,
opportunities, and sales. The Marketplace is one
area that we are investing heavily in. You will want to see what we have in
store for this!
Automated Reminders: Never forgot about important events. Automated
reminders help you stay on top of the critical time-sensitive
events that you, your business, and your clients rely on. For example, if your
customer forgets about an invoice whose due date is upcoming,
how would they pay it? A simple automated reminder helps them stay on point with
their payment. Automated reminders are also triggered on upcoming due
actions, new contacts added, and invoices received.
File Sharing: Project-related file sharing and document storage to keep
the project organized. PDFs, images, video,
word processing documents, or any other file type can be uploaded to a project
to keep things synced. You can also use a
single action to upload the final deliverables to your customers when the job is
completed to make things easy and professional.
Note: Files can also be shared through message conversations, allowing you to
make the final deliverables through that channel if
Manage Team: Add and remove team members to a company. Managing your team
members is essential, especially when
you work with contractors for various parts of your business. This is another
area that we will be expanding, allowing for more
specified permissions and restrictions per team member so that everybody can
have access to only and exactly what they need
while everything else stays obscure and secure.
Custom Domain: Use your own domain with on-site portal. If you own a
custom domain for your business (Ex: www.johnnys-landscaping.com),
but do not have a website of your liking deployed, you can easily hook up your
own custom domain with one of your businesses created on the PaidToday
platform, so that your marketplace page has an external view that is shown when
logged out of PaidToday. This is especially useful when
acquiring new prospects or leads through your website, where all they have to do
is register with a free customer account on PaidToday and
can immediately interact with your business. The custom domain feature gives you
the ability to leverage your marketplace view page as
an actual website without having to build it yourself. If you are intrigued by
this, wait until we release or simple website builder.
Confirmation of payment whenever you need it. While receipts
are important to keep, nobody likes storing paper.
Each payment in PaidToday is backed up with a receipt for simple auditing. This
includes payments that are made to you and that you make
(in both cases both parties can view the receipt) as well as any of your
subscription or one-time payments made to PaidToday for your
Multiple businesses, multiple streams of income. One
aspect of PaidToday that is very unique is the ability to
manage multiple businesses from one account. With two clicks of a button, you
can easily swap companies and manage another business.
You do have the option to create multiple businesses each under their own login
credentials if you wish.
Pre-installed Project: *Special Bonus for 30 Minute Agency™
Participants* Receive your deployed business directly
from the checkout page, which comes with one pre-installed project to
start. This project contains the actions necessary to start your
business within the 30 minutes, including adding your contacts, inviting
them to the platform so you can begin to interact with them,
start invoicing (if applicable), and manage your projects. This project
includes a complete administrative overview project on the
initial best uses of PaidToday. We will be adding more, advanced
projects for other areas of your business.
Multi-Channel Support: Our goal from the start was to make a
piece of powerful software that is so easy to use that nobody
will need support ever. While we have made it very easy to get the
answers you need without communicating with us, we won't leave you
hangin'. We offer support through live or asynchronous messaging and
email, as well as full documentation with with screenshots
and video. Most importantly, we have in-app
tips and hints for each feature and important UI elements to make sure
that you are never confused
about what to do on a page, how to get where you want to go, or complete
what you want to complete.
Daily Encouragement: Daily actionable encouragement delivered
directly to you to keep you moving in the right direction. Focus your
passion and work, and keep your moral up to avoid any burnout.
Updates Included: All updates to the PaidToday application are
included and will be rolled out real-time to the application while
your subscription is active