Future delivery plan
Prepare one, two, or three weeks of recurring customer stops. Each stop can be changed without changing the broader plan.
Plan deliveriesDaily work and future planning—kept separate from financial and fiscal submission.
Prepare one, two, or three weeks of recurring customer stops. Each stop can be changed without changing the broader plan.
Plan deliveriesSave only actual deliveries, returns, collections, and signed copies after the customer visit.
Open visitsUpload and review historical files as private, non-fiscal source evidence.
Open legacy importsQuickBooks managed separately
JoFotara submission disabled
No future plan sends anything externally.