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This week in Platy: invoice the day, your own business number, referrals

Platy teamPublished

A short video on what is new in Platy this week: invoicing a whole day of visits from your phone, your own business number for texting clients, and the referral program. It ends with a look at the updates board.

In this video

Invoice a whole day of visits
Your own business number
The referral program
The updates board

What changed

  • Invoice a whole day of visits from the phone app, then text or email each client
  • Every company gets its own business number for texting clients after the 14-day free trial
  • Refer a company and get a free month when they become a paying customer
  • Partners get 20% of what each company they send pays every month
  • The updates board shows what shipped and what we are building next

Shipped this month

Coming next

  • Books upgrades

Plans, not promises. Things move as we learn.

Common questions

What is new in Platy OS this week?

You can invoice a whole day of visits from your phone, every company gets its own business number for texting clients, and the referral program is open.

How do I invoice a whole day of visits from my phone?

On Today in the Platy phone app, tap Invoice this day, tick the visits and tap Create. Then pick text or email for each client and send.

When do I get my own business number?

Your number is assigned after your 14-day free trial. Clients text that number and every reply lands in Messages, next to their jobs.

How does the referral program work?

Refer another company and get a free month of Platy when they become a paying customer. Or join the free Partner Program and get 20% of what each company you send pays every month.

Try it yourself. 14 days free, then $297 a month.Start free trial