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Simplify your business workflow, save time, and manage your customer's projects with My Business Assistant.
Take MBA to your next customer appointment. 
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The Perfect Assistant for your Business
Save time. Simplify customer management and project flow. Keep track of payments. Send customers professional looking estimates, proposals, contracts, invoices and receipts easily, right from the app.
My Info: Adaptability
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Adaptable to your business needs: Enter your information, add a logo, select a professional document template to wow your customers. Speed up project start up: Create templates for your standard work items and taxes and fees to simplify and speed up project quoting and editing. Payment information: Tell your customers, right in your documents, how to pay you. |
Customize customer communications: Create email messages to send documents to your customers that are specific to the project phase. Notes and legal disclaimers: Got business specific legal verbiage? My Business Assistant will include it in your project documents. View Jobs in a Spreadsheet: Get a summary of all the projects you've created in an Excel compatible file. |
Jobs: Workflow management
Preview before sending: What you see on the document is what your client will see. There are no surprises. |
Manage customer projects:
Easily import customer information from your contacts or enter it and manage through My Business Assistant. Quickly create a customer project:
My Business Assistant saves a history of work items and taxes and fees from project to project. You can easily tap into this historical data to create new projects or edit existing ones. Easily manage your workflow:
Convert an estimate to a proposal, a contract, or an invoice simply by selecting it and changing it to the appropriate job phase then saving it. 
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Automatic calculations:
Just add your work items and taxes and fees to the project and My Business Assistant will take care of the math. 
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Payments: Recording simplicity
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View amount due summary: Easily view total amount due from each customer right from the payment summary screen. Preview before sending: View the same receipt the customer will receive before you send it. 
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Record payments and deposits: My Business Assistant makes it simple to record payments and deposits and provide your customers a receipt. Project payments and balances will appear in all project documents shared with the customer. 
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Save time! Get back to what you love doing faster!
My Business Assistant saves you time every time you use it. Get it today!
