In-Depth Look at Each Level

Use our comparison grid to help select the best level for you.

Organization
Dashboard
17hats Dashboard View
Your Dashboard lets you check the pulse of your business, at a glance.
Contacts
Unlimited
Unlimited
Unlimited
17hats Project Page Details
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
17hats Tag Management With Contacts
Easily find what you’re looking for – associate related Contacts and Projects.
Related Contacts
17hats Related Contacts In Email
Store the details of your Contact’s friends and family.
Custom Fields
17hats Custom Fields In An Email
Store and reuse important client information, through the use of tokens.
Documents
Invoices
17hats Live Look At An Invoice
Create professional-looking Invoices and get paid online. Cha-ching!
Quotes
17hats Invoice Live Look
Save time with professional Quote templates, complete with your logo.
Contracts
17hats Signed Contracts
Customize and email Contracts – clients can sign with an e-signature.
Questionnaires
17hats Questionnaire
Automated Questionnaires let you evaluate leads without lifting a finger.
If/Then Logic
17hats Questionnaire
Get to information quicker with intuitive Questionnaires.
Document Confirmation
17hats Notification Email
Clients receive an email confirmation when they complete a Document.
Document Reminders
17hats Email Remainders
Automated reminders nudge clients when important Documents are due.
Document Templates
17hats Email Template Options
Create Document Templates – no more reinventing the wheel each time.
Docs/Month
20
35
(Add 25 for $10)
Unlimited
Documents consist of Quotes, Contracts, Invoices, and Questionnaires.
A Quote/Contract/Invoice nested as a single attachment counts as one document.
Money
Invoices
17hats Live Look At An Invoice
Create professional-looking Invoices and get paid online. Cha-ching!
Invoice Templates
17hats Live Look At An Invoice
Reusable templates make creating and sending Invoices a snap.
Quotes
17hats Invoice Live Look
Save time with professional Quote templates, complete with your logo.
Quote Templates
17hats Email Template Options
Create Document Templates – no more reinventing the wheel each time.
Online Payments
17hats Online Payments With Credit Card
See your money faster. Get paid online via 17hats Payments powered by Stripe.
Payment Schedules
17hats Payment Schedules For Invoices
Create different due dates for distinct portions of your total invoice.
Tipping/Gratuity
17hats Tipping Feature On Invoices
You can enable Tipping for Quotes, Invoices, and Online Payments.
Saved Card Data
17hats Saves Credit Card Data
Clients can save their credit card data for easy payment of future invoices.
Recurring Invoices
Included in Recurring
Billing Module
17hats Recurring Invoices
Send an invoice on a recurring schedule: weekly, monthly, or custom.
Recurring Billing
Module Available
17hats Recurring Billing Module
Charge a client’s credit card, automatically, on a recurring schedule.
Bookkeeping
Easily categorize transactions, and find specific business transactions fast.
Branding
Remove 17hats Branding
17hats Account Settings
With Level Two and Three, 17hats logo is removed from documents.
Customize Logo
Adding your custom logo and branding into 17hats
Add your brand’s logo to Documents, such as Quotes and Invoices.
Custom Fonts & Colors
17hats Branding Settings
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.
Custom Subdomain
17hats members custom subdomain names for personalization
Update the subdomain that your clients see to represent your business.

Email
Email Templates
Create templates to send consistent, professional-looking emails.
Outgoing Email
Sending an email in 17hats
Send emails quickly from inside your Contact’s Project page.
Incoming Email
17hats incoming emails from clients
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
17hats Save as draft email
Create and save a client email as a draft within a project. Send it later.
Scheduled Emails
Schedule client emails in 17hats
Create your email, then select a date and time for scheduled delivery.

Time Management
Mobile App
17hats mobile and tablet application for Apple and Android.
Download our free app and run your business from the palm of your hand.
To-Do Management
Manage your To-Do List in 17hats
With To-Do Manager, due and upcoming tasks are prioritized.
To-Dos
Manage your To-Do List in 17hats
Add To-Dos directly to your Contact’s Project.
Calendar
17hats Calendar
Share your calendar, and sync with Google and link with Apple Calendars.
Client Portal
17hats Client Portal
Client Portal – a secure place for documents.
To-Do Workflows
17hats To-Do Workflow
Automate recurring to-dos and emails for every client, and never miss a step.
Advanced Workflow
17hats Advanced Automation with Workflows
Create steps for your process, and that gets applied to each Project.
Online Scheduling
Online Scheduling (Basic)
One Service
17hats Online Scheduling
Improves your client experience and saves you (both) valuable time.
Your client chooses a service, date, and time.
Online Scheduling (Advanced)
Add-On
Available
17hats Online Scheduling For Multiple Services
Advanced features include pay upon booking, creating a Zoom link, and more.
Online Scheduling Payments
Taking Payments At Booking with 17hats Online Scheduling
Get paid at the time of booking with Advanced Online Scheduling.
Zoom Integration
Automatically create a unique Zoom URL with each booking.
Lead
Management
Lead Management
17hats Overview Leads Page
Stay on top of your leads. No more missing out on great prospects! 
Lead Capture Forms
1
3
20
17hats Lead Capture Form
Generate business with an embedded (or linked to) Lead Capture Form.
Auto-Responder
17hats Auto Response to Lead Capture Forms
17hats automatically responds to leads for you, even when you’re asleep.
Workflow Trigger
17hats Workflow Trigger
Each completed Lead Capture Form triggers a step-by-step workflow.
The Knot/WeddingWire
Are you in the wedding business? Then 17hats is your perfect match.
Leads originating from The Knot or WeddingWire get special attention.
Reporting
Sales Tax Report
17hats Sales Tax Report
Know exactly how much you need to pay based on your total sales.
Client Sales Report
17hats Report For Client Sales
Quickly view your average sale for each client.
Product Sales Report
17hats Product Sales Report
Stay informed on the popularity of each product or service you sell.
Profit/Loss Report
17hats Profit/Loss Report
See the money you have coming in, and going out.
Upcoming Receivables
17hats Report Upcoming Receiveables
Quickly see the amount of money coming in for future time periods.
Aged Receivables
Quickly see how much money you are owed that is considered past due.
Modules
Online Scheduling (Basic)
$5/Month
17hats Online Scheduling
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
17hats Online Scheduling For Multiple Services
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.
Recurring Billing
$10/Month
17hats Recurring Billing Module
Create Recurring Invoices and charge a client’s credit card,
automatically, on a recurring schedule.
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
Zapier lets you connect with Mailchimp, Constant Contact, and other apps.
Zoom

Add-On with
Online Scheduling Advance
Our Zoom integration automatically creates Zoom links for meetings booked through Online Scheduling.
The Knot/WeddingWire
Are you in the wedding business? Then 17hats is your perfect match.
Leads originating from The Knot or WeddingWire get special attention.
Customer
Support
Support Level
Basic (1 day)
Priority (4 hours)
VIP (1 hour)
Our top-notch, in-house support team has your back when you need help.

What are you waiting for?

Succeed More. Do Less.

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