Update to ensure iOS 26 and Artificial Intelligence compatibility.

Enhancements to performance and user experience.

Bug Fix.

Performance enhancements and corrections.

New User Guides to help initial training and installation process.  Enhancements to Cloud Sync and Spreadsheet Export.

Minor error Correction.

Error corrections.

Version 15 Enhancements:

New Mac Version enhancements.

Help Update for text and image sizes.  UI Improvement.

Scheduler Update for date format and repeat events

Date Entry views have been simplified and enhanced.

Equipment and Tree Updates (for specific apps) GPS Coordinates.

Reminder Update for entry format.

Expenses Update for Image capture.
Expenses added to Data Export Spreadsheet.

Enhancements to Dark Mode views.

Cloud Sync Admin and Help Updates to simplify install.

Show & Pay Unpaid Invoices in Home View

Return to Line in Home View

Cloud Sync Dropbox 2.1 Enhancements

YouTube Channel

Ease of use and reliability enhancements.

Updates & Enhancements to Help support,

Mac Desktop Version NOW available.  Also stability & performance enhancements.

New Cloud Sync Technology

The Cloud Sync Technology has been replaced with a new technology called Ensembles.   This is a proven technology that  dramatically enhances the reliability of our Sync.  In addition, it provides the means to sync your information between different iCloud Accounts.  Ultimately, you will be able to sync data from Mac, Web and other platforms.  This will be available in future releases.

Sync Data in Cloud AND on the Device

Business information is saved both on your device and in the Cloud.  If there is a problem with the Cloud your data is always maintained and backed up on your device.  This is a huge advantage over the prior technology that could only view the Cloud data after the device was synced.

Sync Devices on Different iCloud/Apple Accounts

Now it is possible to use Cloud Services that can sync information on devices using different iCloud/Apple accounts. This is another major advantage over the previous sync technology which would only sync devices using the same iCloud account.

Dropbox and CloudKit Sync Services

Both of these services are available to sync information between devices using different iCloud accounts.  A Dropbox free Dropbox account must be setup prior to using this service.  If the devices are using different Apple accounts then the app may need to purchased by the other users.  However, the one-time fee is a much better value than the monthly fees other apps charge.

Privileges

Privileges are used to establish different types of access to your business data when you have employees or others using your app.  Privilege types range from full access for owners, partners and financial managers, to limited access for those employees that are making service calls and completing work.
For example employees can be restricted to only their transactions and you can allow only the viewing to changing of invoices and estimates.

Dark Mode Support

Color schemes and icons have been redesigned in iPhone and iPad views to now support dark mode .  Check it out!

Expanded spreadsheet and auto backup capabilities.  Enhancements to sales tax setup and processing.

Enhancements for iOS 13.

Update Sales Tax Edit in Client Edit, Statement Updates and additional enhancements.

Enhancements & update to More function on iPad, FAQ & Sales Tax Help.

Enhancements & improvements.  Save receipt image with expenses.  Frequently asked questions and more!

What’s New in Version 12

Profits and Expenses - InApp  previously Profits & Reports

Expenses & Receipts
Management of all of your business expenses and purchases.  All business expenses from rent to salaries and all of your material and product
purchases. Payment Method and Expense/Asset type is tracked for all transactions.

Accounts
Accounts is part of the Profits & Expenses, General Ledger Accounts for your app. Your app comes with a chart of
general ledger accounts

View & Send Documents
New Estimates, Invoices and Cost Reports - Three different client formats at viewing time showing varying levels of detail.  Show with or without descriptions.  Three new cost reports.  Cost overview, labor report  and material report.  Access Document manger from show view.  Also, text message invoices and estimates.  Separate Terms & Conditions page for legal verbiage.  15,000 characters with signature blocks.

Doc Images
Multiple images from the camera or photo library can be saved with the project and presented with documents including descriptions.  Images may be either printed or saved and the images can be resequenced.

Expandable Cells for Admin and Item Entry
Slide open cells are used to simplify data entry while offering more options Entry is faster
and easy!

Transaction Entry Enhancements:
Show entry with or without header and footer information.  Provides for more space to enter and view transactions. Discount by fixed amount or percentage.  Specify cost markup by transaction.  Sequence items using drag and drop.

Additional Enhancements Highlights:

Service and Product Enhancements - In addition to the ability to add appointment times and calendars to service times.Copy Items - You can copy service, product or supply items to a new item, then make change the Name and other unique info in the copied item.

Sequence Items - The list of services & products may now be viewed in either alphabetical order or a custom order that makes it easier for you to find.  An easy to use drag and drop feature is used to sequence.

Text invoices and estimates.
Discount by fixed amount or percentage.
Unique view layouts for the larger 12” iPad devices.
Swipe guides, tutorial movie library.

Scheduler Enhancements:

Service Entry for Labor Items - Multiple services may be selected from your services list for each appointment.  No limit to the number of service available or added to individual appointments.

Services added and priced automatically at checkout.  No need to reenter and price services that are entered with the appointment.

Ending Time Calculation from selected Services based on minutes entered for each item in services list.

Manual Notes in Schedule Entries.  In addition to multiple services you can now enter any amount of descriptive text with your appointments.  The notes display in the Scheduler day and week view depending on the size of your device.

Calendar Maintenance in Scheduler - Full ability to add, edit and delete your Calendars within the app.  Conflicts between like named local/iCloud Calendars resolved automatically.

Calendars/Colors for Primary Service Appointment.  Services can be assigned a Calendar so the calendar and corresponding color is automatically shown in the Scheduler letting you see at a glance what type of service is scheduled.

Overlapping Appointment Display - Multiple appointments with overlapping times are displayed in daily and weekly views.

Repeating Appointments - Full support for Weekly, Monthly & Daily repeating appointments.  can specify ending date or never.  Completing completing appointments does not alter future appointment.

Simplified & Improved Navigation -  Scheduler, reminders and invoice views more easily accessible from new navigation bar buttons.  App starts in Calendar view and remember which view you were last using.  The Admin view has a new interface to make it easy to access items you use frequently and hide those rarely used, including the In App Purchases.

Stability & performance enhancements.

iPhone X native support with full landscape implementation.
Many Enhancements & Improvements.

Improvements & Enhancements

Appointment Scheduler
Scheduler is a new InApp purchase where you maintain all of your services appointments.  Although the underlying function and look is similar to the Calendar App there is a great deal of additional functionality offered with Schedule.  In addition the operation has been streamline to make entry faster and easier. The monthly view on the iPhone shows how many appointment are scheduled each day at a glance.

Calendar Interface - The Scheduler uses the standard Calendar app to store your appointments so you will immediately see all of the events in your devices Calendar.

Services  - Up to five general service descriptions my be maintained with the schedule so that you can easily indicate the main service that you are planning.

Next Action - These hot buttons provide a quick way to access client information and update the status of your visits,  For example: Complete Visit displays the view where the service and products are entered as well as the your payment methods.  Contact Management view.  Confirm Appointments where a message with the details of the recently added appointment is sent.

Job Locations and Phases - New functionality for service providers that Bill a parent account for multiple job/work locations or job Phases.  Either may  be linked to a single account. They print separately on invoices and estimates and also display in client lookup and contact history display.

Document Manager Enhancements - New Invoice/Estimate format for job/locations phase address printing.  Formatted to fit in common window envelopes.  Multiple font support. Color picker for unique themes. Rectangular 2:1 logo format available.  New header section for Work description, staff and PO.

Auto Service Enhancements - Addition of Bi-Weekly and Monthly frequencies.  New scheduling process that shows the next service call on home page and updates as orders are created. Alert for services to be released today. Drag and drop re-order function to assign and update stops.

Messages and Reminders  Overview
Reminders are included with the Messages & Reminders In-App Purchase.  Reminders are used to automate the process of sending messages to clients and reminding you when to you need to follow-up on various business situations.

Client Connect In-App Users - If you had purchased Client Connect In-App the Messages & Reminders In App is activated for your use at no extra charge.

Reminder Options - Each reminder has multiple options that are used to indicate the date and type of reminder, in addition the delivery method, message for text or emails and Notes may be added.

Create Appointment Reminders
Reminders can automatically create reminders for the next days appointments.

Image Storage By Client - You can now store an unlimited number of images for each client, from the photo library to from the camera.  Images are a new option in the Contact View.

Context Help & Guides  Help  Help information is now displayed by the context you are in when you press the Help tab bar Icon.  In other words it shows the help for a page in the app that you're on.  The  complete contents is available from the upper right bar button.

Profits & Reports - PDF formats for all reports are available as to view to the screen, attach to emails or print directly to Airprint compatible printers attached to your network.  This is an new In-App enhancements that may have been available in the last of version of your app, but is New for other apps.  The reports have subtotals and total sections for the time period specified in the Profits view Range.  There is also the ability to change the color of the reports.

Help Movies  - Many tab and entry views and movies focussed on specific topics, just tab the green film icon at the top of these views.

Navigation Enhancements  - Entry of appointment, invoice, estimate, reminder and other transactions has been streamlined by simply going to the client view when new transactions are entered.