Welcome to 17hats
Standard Package
Easiest way to start.
Everything you need to start your business management off right.
Leads, clients, payments, calendars, documents, templates, and emails – all created, completed, and accessed in one place for as low as $30/month.
Let's Untangle the Chaos of Business
Each new client bring new to-dos, email responses, and deliverables Without a system to keep your organized, it all becomes a tangled mess quickly which drive you crazy.
17hats untangles the chaos of business by allowing you to create templates, utilize automation, and organize details, to dos, and communications.
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1. Tackle Leads
17hats Lead Capture Forms and Online Scheduling allows you to manage your leads directly inside 17hats.
By keeping your leads process in one place you will be able to quickly and easily respond via email, record notes, reschedule appointments, track money, and so much more.
- Three Lead Capture Forms
- Ability to set up an Auto Responder for each new lead
- Ability to trigger a To-Do Workflow with each new lead
- Create unlimited Online Scheduling services
2. Declutter Documents
17hats makes Quotes, Contracts, Invoices, and Questionnaires easy to store, send, complete, and access.
Create templates you can easily fire off. Use tokens to personalize each email ensuring you never misspell a client's name or add a wrong service date.
Email Templates - Create an unlimited amount of email templates so you no longer need to retype the same email. And, add tokens to automatically personalize your emails.
Dashboard Alerts - 17hats Dashboard will be your go to place for upcoming to dos. There you will see emails that you need to reply to.
Schedule Email Send - Write an email one day and automatically send it the next. It's a lifesaver.
- Customize your colors, fonts, and button text
- Email reminders to be sent for past due documents
- 35 documents per month
3. Simplify Money
Sending email reminders on past due invoices and exporting spreadsheets is not the way to spend your time as a busy business owner.
17hats makes invoicing, tracking expenses, payment plans, and sending past due reminders simple and fast.
What will you do with the extra hours in your day?
Profit & Loss Report
Sales Tax Report
Client Sales Report
Upcoming Receivables Report
Aged Receivables Report
Reporting
Keep track of your income and more.
17hats Reports allow you to keep track of your income. All income is automatically added into the reporting allowing you to keep tracker easier.
Client Sales Report: See your best clients and the value they have brought to your business over the years.
Product Report: See exactly how much revenue each product and/or service has made to quickly identify your most popular or profitable services.
17hats Online Payment
17hats Saved Card Data
Saved Card Data
Safely save your clients credit card information for easy payments.
Have recurring clients?
Saved Card Data allows your clients to save their credit card information for quick invoice payments.
Clients need payment plans?
Clients can choose to have payments in the payment plan paid automatically, so they never miss a payment.
Custom Payment Schedules
Payments Schedule on an Invoice
See All Payment Details
Automatic Billing
Payment Plans
Custom and equal payment plans available for your clients.
Custom payment plans can be included on Invoices and Quotes. Simply add the payment plan to an invoice.
Set a due date and specific amounts to be paid at specific times to make getting paid easy-peasy.
Set up invoice reminder emails and past due reminder emails to be sent automatically to ensure you get every invoice paid.
Manually Record Expenses
17hats Bookkeepping
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Review Transactions in the Project page
Upload Receipt For Expenses
Bookkeeping
Keep track of your finances inside 17hats.
When an invoice is paid through online payment or manual payment, the amount will automatically be added to our bookkeeping module.
In 17hats Bookkeeping, you can manually add expenses or signup for Bank Connect ($5/month) for your expenses to automatically be added for you.
- Access to 4 different financial reports
- Enable tipping on Invoices, payment schedules, and saved card data
- 17hats Bookkeeping included
4. Uncomplicate Communication
Keep all your emails organized and in one place, by connecting your incoming and outgoing email servers to 17hats. All sent and received emails will be filter directly into the clients project page.
Read Receipts
Know if a client has read your email by checking the status directly in your project page.
Email Templates
No more retyping the same email over and over and over and over again. Such a waste of time. Create an unlimited amount of email templates personalized with tokens and send emails within seconds.
Dashboard Alerts
Forget who you are suppose to email back. Now, just check your 17hats Dashboard. Non-responded to emails will be sort and ready for your response. And, you can reply to directly from your 17hats Dashboard. Less steps, more time saving.
Schedule Email Send
Sending emails at midnight sets the wrong tone for your business. Compose your email in 17hats and schedule to send in the morning.
- Connect incoming email server
- Schedule emails to be sent
- Read receipts when someone reads your email
5. Create
More Time
To Do lists, time management apps, and your business and personal calendar keep you stressing 24/7. Do away with it all with 17hats. Workflows, Online Scheduling, To Do Lists, and Calendars insure important tasks are prioritized and no overbooking or double booking occur.
17hats To Do Workflow
Activate A Workflow
To Do Workflows
Prioritize & Systemize
What's a Workflow?
A Workflow is a sequence or list of steps that need to be accomplished. For example: Step one, a lead submits a Lead Capture Form. Step two, a to-do is set to call the lead.
How does it work?
Create a Workflow based on your process. You'll be alerted on your calendar and 17hats Dashboard when your items are due.
How is it helpful?
Workflows help you prioritize your day by automating your to-do list.
17hats Online Scheduling
Account Settings For Online Scheduling
Managing Bookings
Online Scheduling
Allow contacts to select an available date and time to book with you.
How members use it?
Members use Online Scheduling for booking consultations, in-person meetings, and services.
How is it different from other online scheduling tools?
17hats Online Scheduling cross references your personal calendar, ensuring you don't book over important dates. Connect 17hats OS to other 17hats features such as, CRM, Bookkeeping, and Calendars.
To Do Lists
To Do Management
Manage Your Day Easier.
To Dos can be added to your calendar from your Workflow, or you can manually add them in Projects or the To Do Manager.
All to-dos will appear on your calendar and you will alerted on the 17hats Dashboard for what is due today.
17hats Calendars
Calendar Event Inside 17hats
Calendars
Keep your life organized.
Don't Double Book
Have multiple, color-coded calendars inside your 17hats account.
Outside Calendars
View your 17hats Calendar on Apple and Microsoft products. And, if you are a Google Calendar aficionado, you can import your calendars directly into 17hats.
- To Do Workflows - Game Changer!
- Unlimited Services for Online Scheduling
17hats is the #1 Platform trusted by small business owners worldwide. Bookkeepers, coaches, photographers, and designers manage their businesses with 17hats.
Build Your Personalized, Yet Automated, Client Experience
With a platform designed with features built to work together, you can build a rave-worthy process for each section of your client experience.
Lead Experience
The only way to book clients is to respond to leads. How many leads have you let fall through the cracks? 17hats Lead Capture Forms will capture info and automatically respond for you.
Ahhhhh, you never have to answer a lead again.
Booking Experience
The easier you make paying you, the more people will pay you. With Online Payments, Online Scheduling, and Recurring Billing, you make it easy for them – and you never have to lift a finger.
Doesn’t that sound fantastic?
Onboarding Experience
Once a lead books, trigger a To-Do Workflow to ensure that each necessary step is placed on your calendar. Never again will you have to think, “What do I need to do today?”
Automation at its finest.
Fulfillment Experience
Have hopes of delivering on time, but it doesn’t happen? Ending on a high note is key to client referrals. With 17hats To-Do Workflows, you are sure to never miss a beat and deliver on time.
Let’s turn every client into a raving fan.
Let’s automate your business.
#1 Automation Platform for Businesses of One.
Coaches. Bookkeepers. Photographers. Designers.
See how 17hats works, with no obligation.
Book Your Demo
Packed with Features
that Work Together
Just a few of the many features that put you in control.
See all features
Integrated with the
tools you know and love
Advance the power of automation with these great tools.
See all integrations
Eliminate the
CRAZY
from your day.
“The quoting, invoicing, and contracting features make onboarding and gaining new clients so easy! I can’t imagine running my business without 17hats.”
– Samantha Strazanac, Marketing Consultant
They love us, you will too
Real business owners, real 17hats members
“17hats makes small business viable. How could one person deals with 100+ leads a month, send follow up emails, track contracts and billing. It doesn't take a team, it takes 17hats."
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Four Steps to an Automated Business
These four areas of focus to kickstart your journey
Online and In One Place
Say good-bye to multiple apps and pen and paper.
First steps is to bring your Contact details, Project details and Documents Online and in one place.
Now information is accessible and in-sync on your desktop and mobile device.
Capture Your Leads
Leads the life line to your business. So they must be responded to each and every time and in a timely manner.
Install 17hats Lead Capture Form or Online Scheduling so every new lead is automatically brought into the platform. Plus, these two will kickstart your automation journey.
Get the Cash Flowing
With the use of templates, quickly create your Quote, Contract and Invoice three-in-one document to be ready for future clients.
With Automated Document Confirmation Emails and Reminders, your new clients are sure to be impressed.
Organize Your Time
Create your Calendars in 17hats (or Connect your Google Cal) and square away your time.
Life gets organized fast with recurring events and to-do and color coded calendars. Oh, and add your family life right into 17hats as well.
Lead Experience
From first contact until lead is ready to book
Capture your leads with a 17hats Lead Capture Forms and:
- Contact and Project details are automatically stored for you.
- Leads are automatically responded to.
- To-Do Workflow is triggered with to-dos placed on your calendar ensuring you stay on track.
Booking Experience
Completing the Quote, Contract, and Invoice
When your leads are ready to book:
- Send your soon-to-be client our three-in-one document – Quote, Contract, and Invoice.
- Lead can complete the document online within just minutes.
- A confirmation email is automatically sent to your new clients with the completed document.
Onboarding Experience
Confirmation, Reminders, and Questionnaires
Use templates to keep the communication flowing between the time of booking and the service.
- Utilize Tokens in templates for a personalized email.
- Send a Questionnaire to learn more about your new client.
- Your To-Do Workflow will remind you to send your reminder emails and questionnaires.
Fulfillment Experience
Your Calendar populates for you
You've heard the saying, “Underpromise and overdeliver”? With the assistance of your 17hats To-Do Workflow, now you can do just that.
- Create a Workflow Template for the service you are delivering.
- Designate a time frame needed for the completion of each step.
- Trigger your Workflow Template and each step and due date are populated to your calendar.
