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In-Depth Look at Each Level
Use our comparison grid to help select the best level for you.
Organization
Dashboard
Your Dashboard lets you check the pulse of your business, at a glance.
Contacts
Unlimited
Unlimited
Unlimited
Keep track of clients and their projects, with key info at your fingertips.
Projects
Unlimited
Unlimited
Unlimited
Projects gives you a single place for documents, phone logs, and more.
Tag Management
Easily find what you’re looking for – associate related Contacts and Projects.
Related Contacts
Store the details of your Contact’s friends and family.
Documents
Invoices
Create professional-looking Invoices and get paid online. Cha-ching!
Quotes
Save time with professional Quote templates, complete with your logo.
Contracts
Customize and email Contracts – clients can sign with an e-signature.
Questionnaires
Automated Questionnaires let you evaluate leads without lifting a finger.
If/Then Logic
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—
Get to information quicker with intuitive Questionnaires.
Document Confirmation
Clients receive an email confirmation when they complete a Document.
Document Reminders
—
Automated reminders nudge clients when important Documents are due.
Document Templates
Create Document Templates – no more reinventing the wheel each time.
Money
Invoices
Create professional-looking Invoices and get paid online. Cha-ching!
Invoice Templates
Reusable templates make creating and sending Invoices a snap.
Quotes
Save time with professional Quote templates, complete with your logo.
Quote Templates
Create Document Templates – no more reinventing the wheel each time.
Online Payments
See your money faster. Get paid online via 17hats Payments powered by Stripe.
Payment Schedules
—
Create different due dates for distinct portions of your total invoice.
Tipping/Gratuity
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You can enable Tipping for Quotes, Invoices, and Online Payments.
Saved Card Data
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Clients can save their credit card data for easy payment of future invoices.
Recurring Invoices
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Included in Recurring
Billing Module
Send an invoice on a recurring schedule: weekly, monthly, or custom.
Recurring Billing
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Module Available
Charge a client’s credit card, automatically, on a recurring schedule.
Branding
Remove 17hats Branding
—
With Level Two and Three, 17hats logo is removed from documents.
Customize Logo
Add your brand’s logo to Documents, such as Quotes and Invoices.
Custom Fonts & Colors
—
Customize the font and accent color for your 17hats Documents and more.
Customizable Text
—
Change the wording as you see fit for most buttons on your Documents.
Email
Email Templates
Create templates to send consistent, professional-looking emails.
Outgoing Email
Send emails quickly from inside your Contact’s Project page.
Incoming Email
—
Sync your regular and 17hats email to track client correspondence.
Email Read Receipts
—
Know when your clients have read an email you sent through 17hats.
Save As Draft Emails
Create and save a client email as a draft within a project. Send it later.
Time Management
Mobile App
Download our free app and run your business from the palm of your hand.
To-Do Management
With To-Do Manager, due and upcoming tasks are prioritized.
To-Dos
Add To-Dos directly to your Contact’s Project.
Calendar
Share your calendar, and sync with Google and link with Apple Calendars.
Client Portal
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—
Client Portal – a secure place for documents.
To-Do Workflows
—
Automate recurring to-dos and emails for every client, and never miss a step.
Online Scheduling
Online Scheduling (Basic)
One Service
Improves your client experience and saves you (both) valuable time.
Your client chooses a service, date, and time.
Online Scheduling (Advanced)
—
Add-On
Available
Advanced features include pay upon booking, creating a Zoom link, and more.
Online Scheduling Payments
—
—
Get paid at the time of booking with Advanced Online Scheduling.
Lead
Management
Lead Management
Stay on top of your leads. No more missing out on great prospects!
Lead Capture Forms
1
3
20
Generate business with an embedded (or linked to) Lead Capture Form.
Auto-Responder
17hats automatically responds to leads for you, even when you’re asleep.
Workflow Trigger
—
Each completed Lead Capture Form triggers a step-by-step workflow.
Reporting
Sales Tax Report
Know exactly how much you need to pay based on your total sales.
Client Sales Report
Quickly view your average sale for each client.
Product Sales Report
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Stay informed on the popularity of each product or service you sell.
Profit/Loss Report
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See the money you have coming in, and going out.
Upcoming Receivables
—
Quickly see the amount of money coming in for future time periods.
Modules
Online Scheduling (Basic)
$5/Month
Improves your client experience and saves you (both) valuable time.
Your client chooses a service, date, and time – then you confirm.
Online Scheduling (Advanced)
—
$10/Month
Advanced features include pay upon booking, creating a Zoom link, and more.
Users
—
$5/Month
3 included
Additional - $5/Month
Add additional users – assign tasks, while limiting their permissions.
Brands
—
—
2 included
Additional - $10/Month
Add brands – even share Document and email templates across brands.
Time Tracking
$5/Month
$5/Month
$5/Month
Track billable and non-billable time, and adjust hourly rates by project.
Integrations
17hats Payments
Accept Online Payments and access advanced payment features.
Bank Connection
—
$5/Month
$5/Month
Connect your bank account so that expenses can automatically populate.
Quickbooks® Online
$5/Month
$5/Month
17hats integrates with Quickbooks® Online, so your financial data is all in one place.
Payments received in 17hats appear in Quickbooks®.
Zapier
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—
Zapier lets you connect with Mailchimp, Constant Contact, and other apps.
Zoom
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Add-On with
Online Scheduling Advance
Our Zoom integration automatically creates Zoom links for meetings booked through Online Scheduling.
Customer
Support
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