Welcome to 17hats

Standard Package

Organize your business with there time-saving features: Lead Management, Online Payments, Templates, Online Quote, Contracts, Invoices, Questionnaires, plus more


Business got you going crazy?

17hats Dashboard and Mobile

Welcome to 17hats
Standard Package
$30/month or $300/year

Missing leads? Chasing past due invoices? Never knowing what's next on the never-ending to-do list.

That's the frustrating reality of a growing business.

Our Standard Package was designed to handle the crazy for you, so you can get back to doing what you love.

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.

17hats Lead Capture Form
17hats Email

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.

What's different from the Essentials Package?
  • 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.


Use 17hats 3-in-1 combined document to send a Quote, Contract, and Invoice from a template is quick and easy.

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.

17hats incoming emails from clients

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 client emails in 17hats

Schedule Email Send - Write an email one day and automatically send it the next. It's a lifesaver.

What's different from the Essentials Package?
  • 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?

Bookkeeping Report for Profit/Loss in 17hats

Profit & Loss Report

17hats Sales Tax Report

Sales Tax Report

Client Sales Report

17hats Report Upcoming Receiveables

Upcoming Receivables Report

Aged Receivables Report


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 Payments With Credit Card

17hats Online Payment

17hats Saves Credit Card Data

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.

17hats Payment Schedules For Invoices

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 Bookkeeping

17hats Bookkeepping

Review Transactions in the Project page

Upload Receipt For Expenses


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.

What's different from the Essentials Package?
  • 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.

17hats incoming emails from clients

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 client emails in 17hats

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.

What's different from the Essentials Package?
  • 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

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 Feature

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.

Manage your To-Do List in 17hats

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 Calendar Organization

17hats Calendars

17hats Calendar Scheduling

Calendar Event Inside 17hats


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.

What's different from the Essentials Package?
  • To Do Workflows - Game Changer!
  • Unlimited Services for Online Scheduling
Businesses around the world excel with 17hats
Trusted by 25,000+ Businesses

17hats is the #1 Platform trusted by small business owners worldwide. Bookkeepers, coaches, photographers, and designers manage their businesses with 17hats.

Why 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.

17hats Level 2 iPhone App

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

Eliminate the
from your day.

Start your 7-Day Free Trial. No credit card required.
Samantha Strazanaz Marketing Consultant and 17hats member

“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."

Ronnie Kingsley
Venue Owner

“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Viverra pellentesque egestas aliquet amet. Fermentum, augue consequat velit et, in tempor. Donec nulla felis, venenatis velit.“

Ronnie Kingsley
Venue Owner

“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Viverra pellentesque egestas aliquet amet. Fermentum, augue consequat velit et, in tempor. Donec nulla felis, venenatis velit.“

Ronnie Kingsley
Venue Owner
Let's start automating

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.

Level 3 Automator

You seem serious about growing your business!
Are you ready to step up to the plate and play some business ball?  We hope so, and we are ready to help.

Thank you for registering.
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17hats Level Two Dashboard Look
Let’s start Automating

4 Steps to an Automated Business

By automating your business, your to-do list will shorten, your business will grow, and you will feel more confident as a business owner.

Less Flipping.
More Access.

Say goodbye to multiple apps and pen and paper. Step One: Consolidate your Contact and Project details, documents, and communication to one place.

Your information will be accessible and in sync on your desktop and mobile device.

Less Headache.
More Leads.

The back and forth of social media messages, phone calls, and emails can take the excitement out of gaining a new lead.

Step Two: Create an easy-for-you, easy-for-them system for lead engagement.

Less Paperwork.
More Bookings.

Printing contracts, creating invoices, and running to the bank is the wrong kind of busy. Your business needs you to do more important things.

Step Three: Move Quotes, Contracts, Invoices, and Questionnaires online. Electronic signatures and online payments make life so much easier.

Less Double Booking.
More Time.

Time is of the utmost importance in business. Nothing worse than double booking yourself or not calendaring off enough time.

Step Four: Create and color-code calendars for booked events, lead events, and even life and marketing events. Time organized!