Enter your passcode

{{ passcodeError }}

Unlock

Today at Otti

{{ todayLabel }}

{{ k.label }}

{{ k.value }}

{{ k.sub }}

Money owed to you

All invoices →

Nothing outstanding. Every invoice you've sent has been paid.

{{ o.client }}

{{ o.number }} · {{ o.dueLabel }}

{{ o.total }}

{{ o.statusLabel }}

What needs doing

All tasks →

Nothing due. Add a task to keep a follow-up from slipping.

{{ t.title }}

{{ t.meta }}

Pipeline

Open board →

{{ p.stage }}

{{ p.amount }}

Minutes this month

Call log →

No calls recorded yet this month.

{{ u.client }} {{ u.label }}

Pipeline

{{ pipelineHeadline }}

{{ leadCheckLabel }}

Refresh pipeline Add opportunity

{{ col.stage }}

{{ col.count }}

{{ d.title }}

{{ d.subtitle }}

{{ d.value }} {{ d.closeLabel }}

← →

No deals

← Back to pipeline

Stage {{ s }}

{{ f.label }}

{{ dealSaveLabel }} Create client from this Delete

Clients

Add client

{{ sp.label }}

No clients here yet. Add one, or win a deal on the pipeline board.

Business

Industry

Stage

Plan

Monthly

Minutes used

{{ c.business_name }}

{{ c.industry }}

{{ c.stage }}

{{ c.plan }}

{{ c.monthly }}

{{ c.usageLabel }}

← All clients

{{ saveError }}

Business name

{{ s }} {{ p }}

{{ st.label }}

{{ f.label }}

This month

{{ s.value }}

{{ s.label }}

{{ clientSaveLabel }} New invoice Delete

{{ f.label }}

{{ t.label }}

{{ clientSaveLabel }}

No calls recorded for this client yet.

{{ c.callerNumber }}

{{ c.meta }}

{{ c.toggleLabel }}

Summary: {{ c.summary }}

{{ c.transcript }}

Add note

No notes yet.

{{ n.note }}

{{ n.dateDisplay }}

{{ loginMessage }}

Create a portal login so this client can see their own calls, leads and bookings. Requires the service role key in Tweaks.

Login email

Temporary password

Generate {{ createLoginLabel }}

Invoices

{{ invoiceHeadline }}

{{ billingRunLabel }} New invoice

{{ f.label }}

No invoices here. Create one, or run monthly billing to draft this month's subscriptions.

Number

Client

Issued

Due

Total

Status

Mark paid

{{ i.number }}

{{ i.client }}

{{ i.issued }}

{{ i.due }}

{{ i.total }}

{{ i.statusLabel }}

Mark paid

← All invoices

{{ saveError }}

{{ invoiceDraft.invoice_number }}

{{ invStatusLabel }}

Bill to {{ c.name }}

Add from plans {{ p.label }}

+ Plan + Setup {{ setupFeeLabel }}

{{ f.label }}

Description

Qty

Rate

Amount

{{ li.amount }}

×

Add line

{{ tt.label }}{{ tt.value }}

Notes on the invoice

{{ invoiceSaveLabel }} Preview & send Mark as paid Delete

Calls & usage

{{ callsHeadline }}

Client

Calls

Minutes

Included

Overage

{{ u.client }}

{{ u.calls }}

{{ u.minutes }}

{{ u.included }}

{{ u.overage }}

No usage this month yet.

Recent calls

{{ c.client }} · {{ c.callerNumber }}

{{ c.meta }}

{{ c.toggleLabel }}

Summary: {{ c.summary }}

{{ c.transcript }}

Tasks

Task

Due

Client {{ c.name }}

Priority {{ p }}

Add task

{{ f.label }}

Nothing here.

{{ t.title }}

{{ t.meta }}

×

Settings

These details appear on every invoice you send.

{{ g.title }}

{{ f.label }}

Plan pricing (excl GST)

{{ p.name }}

Monthly

Setup fee

Minutes incl.

SMS incl.

Default invoice notes

{{ settingsSaveLabel }}