EASY ACCOUNT CREATION Have your clients, staff or contractors create their own accounts and you approve them before they become active. Customize the data fields that they’re required to enter. Staff and contractors can upload up to ten files (license, insurance, headshot, sample report, etc.).
SERVICE LOCATIONS You set up the locations that can be serviced by your staff or contractors. These can be states and counties, zip codes, regions, cities, whatever you like. Users can then indicate what areas they service. You can then offer orders based on the service location.
PROTECTED CLIENT AREA Clients get a member’s area where they can see their orders, invoices, and downloadable files. They can also submit new orders and save time not having to re-enter their contact info.
- ValuedBASIC
- More Info
- Website
- Order Form
- Payments
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- –
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- ValuedPRO
- More Info
- Website
- Order Form
- Invoicing / Payments
- Staff / Contractor Area
- Client Area
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- ValuedCOMPLETE
- More Info
- Website
- Order Form
- Invoicing / Payments
- Staff / Contractor Area
- Client Area
- Work Groups / Teams
- Offer Orders
NOTE: base prices shown. You may want optional items. View complete features list here.