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Customer records and document history
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Quotes, approval, revision, and quote-to-invoice conversion
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Invoices, PDFs, public document links, and payment tracking
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Manual and automatic email reminder workflows
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Collections priority, recommended actions, payment promises, and history
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Service scheduling and workforce assignment
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Supported online payments through Stripe Connect
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Reports, imports, and Pro+ Simple Books
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English and Spanish customer presentation with supported Pro+ AI translation