Biju 3.6

As a comprehensive solution tailored for sole proprietors and micro businesses, this platform consolidates essential tools into a single interface, streamlining operations and allowing entrepreneurs to dedicate more time to their core passions.

Schedule Management

• Efficiently view, create, and update client appointments
• Facilitate appointment requests through the Client Portal for seamless coordination
• Automate reminders to ensure clients stay informed of upcoming engagements
• Enrich appointment records with notes, products, services, and generate invoices directly from bookings

Client Communication

• Provide clients with individual login credentials to enhance engagement
• Maintain private correspondence through secure messaging features
• Share and upload project-related images and notes for collaboration
• Enable clients to request new appointments or reschedule existing ones
• Present estimates within the app for client review and approval
• Send invoices through the platform for easy settlement

Invoicing and Quotations

• Create detailed estimates and distribute them to clients efficiently
• Transform approved quotes into invoices seamlessly
• Monitor overdue invoices with automated reminders to ensure timely payments
• Follow up on estimates awaiting approval to facilitate the sales process

Payment Processing

• Accept payments both in person and remotely from any location
• Record various payment types including cash, checks, and third-party services
• Securely process credit card payments using integrated Stripe capabilities, including Tap To Pay—no additional hardware required
• Allow clients to make direct credit card payments via the Client Portal for added convenience

Financial Tracking and Reporting

• Generate comprehensive reports on invoices, payments, clients, and more for informed decision-making
• Visualize financial data through intuitive charts and graphs
• Record business expenses temporarily or permanently, uploading receipts as needed
• Prepare year-end tax reports to streamline the filing process and ensure compliance