Backoffice Toolkit

Backoffice Toolkit helps small businesses keep customer context, work, and follow-ups connected. Choose Small business, Contractor, or Roofing when setting up your workspace. Small-business owners and office teams can view companies, opportunities, projects, and follow-ups from Home, Customers, and Work. Open the BOT web workspace to manage individual contacts, create work, administer your team, and use Money and Checkbook. Some follow-up actions are available according to your access; notes submitted on mobile are recorded in the mobile action log. Contractor and Roofing workspaces retain their field capture, time, assigned work, requests, team messages, and review workflows. BOT offers one complete annual plan for one business at $99 per year. Free Checkbook is available through the responsive web experience. Human review is required for payroll, accounting, purchases, customer commitments, change orders, contracts, and legal decisions. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ BOT Terms: https://www.backofficetoolkit.com/terms Privacy: https://www.backofficetoolkit.com/privacy