One Step Software

What do you like best?

Customer support response time, professionalism, and feeling like the little guy matters. The UI is top-notch and is becoming more so all the time through updates that are completed through customer feedback, which makes for a pretty streamlined workflow. A very professional and impressive looking platform. All of the interactions I have had with every staff member, all the way to the ownership has been very pleasant and professional. The fees are reasonable.

What do you dislike?

No content customization/branding options for invoices emailed to residents via the payment module. Because of this limitation I still use Boomerang to email recurring notifications of rent due and invoices.

There seem to be minor occurrences/bugs in the payment module, i.e.:

* When you create a recurring invoice where the first payment is due that same day, the "first due date" will show the next day, instead of the current day.

* The "available funds" are not represented in the "balance owed" column on the payment module screen. This may be a lag time of my UI - to - One Step's server issue, and I haven't paid %100 attention to it, but it does exist.

It would be nice if upon entering the "other" tab within the client module, if the clients were auto-sorted starting with the most recent "created date" first, instead of what seems to happen is they are auto-sorted mostly by the category they are labeled with. It adds a step to the workflow of trying to locate the brand new applicants.

I want to be able to attach .pdf's, .doc's, etc. to client profiles and also be able to load .pdf's/.doc's into "Forms", not just One Step forms. We have .doc's/.pdf's that our management uses. As of now, managers have to continue to access Google Drive to pull operational docs to print and post; things like chore lists that residents sign-off on, community or informational postings, etc. It would also be nice to be able to sort "Forms" in a static manner/group them into the order I want for workflow/intake efficiency, maybe even into their own sub-categories, we have "move-in documents", "housing operational documents" etc.

I want to be able to use One Step as a sort of CRM database for networking and contacts where I can create company/organization profiles and attach employees to them, attach notes of communication, etc. Integration with Gmail would be amazing as well. I currently use Insightly for this.

I have been told that One Step will one day be looking at the possibility of a complete in-house accounting platform and/or integration with something like QuickBooks, and I am really excited about that.

Recommendations to others considering the product:

It's a great platform for sober living.

What problems are you solving with the product? What benefits have you realized?

Problems solved:

Workflow efficiency.

A professional database designed for sober living and an impressive and sleek UI adds value to our brand.

Consolidation and streamlining, i.e. payments, intakes, profiles, etc. all under one roof.

Auto-populated profiles upon application.

You guys are awesome!! Keep crushing it!!