Our Features
The STEPSTOOL delivery platform rolls everything you need into one easy to use package where your messages, appointments, dates, payments, tasks, and journal are all separated by client project automatically - by design.
Your very own service store front
We'll hook you up with your free, customizable STEPSTOOL store front to field orders and digitally deliver your proposals.
Easy Service Creation
Create your own bespoke service selections using Service Builder, the curated service template library, and our extensive online guidance.
Organized Communications
Life is simpler when your communications are organized by client, project, and topic automatically. From Direct Messaging to Discussion Topics, we have you covered.
Beautiful Digital Proposals
Turn any of your services into a customized per client digital proposal - deliver by private link, create a professional PDF proposal, and protect either with a secure password of your choosing.
Direct Media / Asset Sharing
You and your clients can share deliverable project work, samples, photos, paperwork, and any other type of assets directly through the platform.
Productivity Included
Integrated tools like the STEPSTOOL smart calendar, simple task lists, shared appointments, and project based journaling let you focus on creating.
A home for your projects
Meet the STEPSTOOL Order Workspace - take all of your order actions, deliveries, and communications by project and reach the next level of simplicity
