My-Workflow Team

Director Of Growth 

• My-Concierge
• My-Designer
• My-Lead Generator
• My-Underwriter
• My-Accountant
• My-Quotes
• My-Stopwatch
• My-Nav Tracker

Public Business Operations Site Customize The Following Options Director Of Growth Business Connections Optional Engagement Accounts Appointment Booking System Customize Your Revenue Solutions Revenue & Expense Accounting Custom Site Pages

• 3-5 Click Custom Web Page Set up
• Custom Menu Feature Activated In Seconds With Switch
• Auto Quotes For Past Current Or New Leads
• Auto Responders & Lead Notifications

Business Connections Optional Engagement Accounts

• No-Limit Accounts For Optional Selected Roles
• Client Account
• Team/Crew Account
• Lead Account (before client)
• Client Engagement Automations
• Use Your Own Domain
• Personalized Quote Page & No-Fee Lead Accounts
• Client Review System
• Client Experience & Reference Menu
• Before & After/Recent Job/Project Display Presentation
• Personalized No Fee Client account customizations
• Personalized Estimating tools & No Fee Client Lead accounts
• Custom pubilc webpage -Use your own domain!
• Services Page Displaying Business Experience
• Service & Project Timeline Page With Client Reveiw Options
• Appointment & Reservation System

Business Growth
Contract Generating Features
Auto 1 Click Mileage Tracking & Trip logs
Simple Rate Time-Tracking
Relating File / Client Expenses
Automatic Expense Receipt Capture
Automatic Recurring Bills Capture
Business health reports
Business health reports

Create Legal Proposals

Appointment Booking System

Customize Your Revenue Solutions

Revenue Solutions
Quote customizer, self directed only use prefered feautres
Unlimited quotes
Quote integration with workflow connecting accounting & bookkeeping
Unlimited + Customized Invoices
Schedule Late Fees
Automated Late Payment Reminders
Accept & integrate client Deposits
1 Click Client Deposit Retainers
Tax Season Reports
Real-Time Balances
At-a-glance Categorized Performance Statistics
Double-entry accounting reports
Accountant Access

Project Profitability
Accounts Payable
Business Health Reporting
Dedicated Account Professional Options
Customized Onboarding Options
Data migration services
Automated Bank Import
At-a-glance performance dashboards
Double-entry accounting reports
Accountant Access
Accountant review included
Project Profitability
Budget Customizer
Crew / Team Member accounts
No-Limit team member accounts included
Dedicated account manager
Dedicated account manager
Data migration services
No limited invoices to up to No Limit On clients
Track & Store expenses
Send unlimited estimates
Get paid with credit cards & bank transfers
Track sales tax & see reports
Access My-Wealth business Account 24/7

Client Engagement Automations

Invoice Clients
Client account profile
Customized invoice templates
Client self-service account
Client Integration with accounting & bookkeeping
Client Credits
Customized emails
Email templates & signatures
Automated client emails with integrating fields

Revenue & Expense Accounting

Custom Site Pages

Client Engagement Automations

Revenue & Expense Accounting

Customize Your Revenue Solutions