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What is Process Server's Toolbox?

PST provides a user-friendly solution tailored for small process servers, yet it is powerful enough to cater to the needs of larger firms, boasting features like job trading, in-depth analytics, and automated communication with clients. With our effective Windows desktop application and a contemporary web version accessible on any device, you can manage your process serving operations from virtually any location. Billing and payment procedures are made efficient, enabling you to invoice clients quickly with options for generating client statements, batch invoices, and monitoring receivables and payments, including the convenience of online payment methods. The role of your process servers is crucial to your business, and PST includes one of the most advanced document management systems in the industry, featuring document classification, trading capabilities, visibility controls, and sophisticated barcoding for seamless automation of attachments. Keep your clients updated effortlessly with automated emails that inform them of job statuses and confirm completions, fostering engagement and satisfaction with your services. By utilizing these features, you can significantly streamline your processes and strengthen client relationships like never before, making your operation more efficient and responsive to client needs. Ultimately, PST equips you with the tools necessary to thrive in the competitive landscape of process serving.

What is Invoice Maker?

Invoice Maker simplifies the invoicing and payment collection workflow, allowing you to efficiently oversee your financial operations while maintaining a polished appearance for clients. Enjoy the ease of crafting and sending invoices quickly, with the option to choose your preferred delivery method, whether through email or messaging platforms. Monitor your received payments and consolidate all client information in one easily accessible space. Additionally, you can create downloadable reports for all completed invoices, while the app takes care of sending automatic email reminders to clients regarding their overdue payments. You have the flexibility to shift processing fees to your clients, which can help you enhance your profits. Customize your invoices by including your logo, name, and contact information, ensuring these details are automatically integrated into all your communications. Supporting over 150 currencies, the app allows for effortless conversions with just a tap. Designed specifically for individual users, it proves to be an excellent resource for freelancers and small business operators, offering them a reliable tool for their invoicing needs. This user-friendly application not only boosts productivity but also enhances the overall financial management experience.

Media

Media

Integrations Supported

ACH Payments
Android
Apple iOS
CaseAware
Cogent
Docusign
HelloWorks
MapQuest
NAPPS
Perfect Practice
Time Matters

Integrations Supported

ACH Payments
Android
Apple iOS
CaseAware
Cogent
Docusign
HelloWorks
MapQuest
NAPPS
Perfect Practice
Time Matters

API Availability

Has API

API Availability

Has API

Pricing Information

$40 per month
Free Trial Offered?
Free Version

Pricing Information

$9.99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DreamBuilt Software

Date Founded

1988

Company Location

United States

Company Website

www.dbsinfo.com

Company Facts

Organization Name

Invoice Maker

Company Location

United States

Company Website

tofu.com

Categories and Features

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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