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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

For companies that handle hourly billing, Cartwheel simplifies the entire process. You can grow your enterprise, receive payments with minimal effort, and easily prequalify all your invoices. It handles outgoing payroll, monitors client balances, and reduces the time spent on collecting overdue payments. With Cartwheel, you can establish straightforward automation rules to create and dispatch reports effortlessly. It seamlessly integrates with platforms like Veem, QuickBooks, FreshBooks, and Xero to automatically craft and send invoices. Additionally, you can connect with your clients' time tracking systems, allowing for swift submission of time data to supported applications, which accelerates your payment process. By providing a comprehensive overview of your business's performance, Cartwheel allows you to set specific rules for each client to ensure timely payments while also keeping track of employee hours. This means you can focus on expanding your business rather than wasting time chasing down information. With Cartwheel, managing your billing and payroll becomes a streamlined experience, giving you more time to focus on what truly matters.

Description

Efficiently handle client data through an intuitive interface that allows you to keep a record of all interactions, including phone calls, emails, and actions taken. You can also monitor both incoming and outgoing payments while generating invoices seamlessly. Comprehensive reports are readily accessible, such as Aging in/out, Invoices, and Client History, along with any tailored reports you require, ensuring everything remains well-organized for each client. Furthermore, there is an Insurance Module that enables the tracking of QuickQuotes linked to existing or personalized QuickQuote systems, providing instant access to this information. This system is also designed to integrate smoothly with current TIFA applications or any other platforms you may use. Overall, this solution streamlines your client management process, enhancing both efficiency and accuracy.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

FreshBooks Yes 
Olo Yes 
QuickBooks Online Yes 
Veem Yes 
Xero Yes 

Integrations

FreshBooks No 
Olo No 
QuickBooks Online No 
Veem No 
Xero No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cartwheel

Founded

2017

Country

United States

Website

Cartwheel.io

Vendor Details

Company Name

J&J Technology Consulting

Founded

2007

Country

United States

Website

www.jjtechnologyconsulting.com

Product Features

Remote Work

Collaboration No 
Credential Management No 
Electronic Signature No 
Employee Monitoring No 
Live Chat No 
Meeting Management No 
Project Management No 
Remote Access No 
Remote Support No 
Screen Sharing No 
Softphone No 
Task Management No 
Time Zone Tracking No 
Video Chat No 
Web Conferencing No 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours No 
Billing & Invoicing No 
Employee Database No 
Expense Tracking No 
Mobile Time Tracking No 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting No 
Timesheet Management No 
Vacation / Leave Tracking No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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