17hats

17hats The all-in-one client management software trusted by 20,000+ small business owners to kill the clutter and give you back your time. How cool is that?
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17hats was created out of a passion to help other entrepreneurs streamline their businesses. We are passionate about everything business related, and always looking to find ways to help you become more productive. When we built 17hats, we knew we wanted it be more than a bunch of different features. It’s a system where everything works together to organize your business; so you know what to do, wh

en to do it and can get it all done from one place. The structure 17hats will provide for your business will let you breathe a sigh of relief. No more worrying if things fell through the cracks. You will provide a great customer experience every single time! We know that running a business can be lonely. This is why we have an amazing team of business support experts that are standing by to not only answer questions on how to best use 17hats, but can also provide help on optimizing your business processes. Go ahead and sign-up for a trial today. We look forward to hearing what you think, and work with you on building a better business!

05/29/2026

Every project in 17hats has a built-in Notes tab, so you can keep client details right where you need them.

In this tutorial, we’ll show you how to manually add and format a note inside a project, and how 17hats automatically logs the time and date for each entry.

05/16/2026

Need some quick tips for onboarding your clients? Check out May’s issue of The Journey - page 6.

This month’s issue is packed with business education and 17hats tips. Grab the link in our bio. 💚

05/12/2026

Manually updating project details is one of those small tasks that adds up fast, and it leaves room for error. 🙅‍♂️

In this tutorial, we’ll show you how to add the Project Details question type to any 17hats questionnaire so that when a client fills it out, their answers automatically update the date, time, and location on the project, no extra clicks required.

Watch this video and more at 17hatsUniversity.com

May’s issue of The Journey is LIVE! 🎉This month, we’re talking all about communication that builds trust, sets expectati...
05/10/2026

May’s issue of The Journey is LIVE! 🎉

This month, we’re talking all about communication that builds trust, sets expectations, reduces confusion, and helps clients feel guided from start to finish.

Inside the issue, you’ll find practical tips on:

💬 onboarding with clarity
📄 using contracts to set expectations
🔇 reducing communication “noise”
✉️ handling hard client emails
🚧 setting boundaries that build trust
📞 knowing when to pick up the phone
⚙️ using systems to communicate more consistently

Ready to read it?

Comment MAY and we’ll send the issue straight to your inbox.

04/23/2026

Another April tutorial — How to add images to your products and services in 17hats.

Watch this video and bookmark 17hatsUniversity.com to see new tutorials every month.

Getting great reviews should not feel random or uncomfortable.In the April issue of The Journey, we’re talking about how...
04/22/2026

Getting great reviews should not feel random or uncomfortable.

In the April issue of The Journey, we’re talking about how to create a simple review process that works behind the scenes, helps protect your reputation, and makes it easy for your happiest clients to share the love. Oh yeah, and it’s all built into your 17hats Workflows.

Turn to page 18 for the full article. ✨

04/20/2026

💡Monday Tip: How to test automations & templates before making them live to leads and clients. 🔑 The key is to use a different email address than the one tied to your 17hats account.

Whether you’re a new 17hats member or setting up one of our brand new features, it’s always a good idea to test your client experience.

Watch all our quick tutorials on 17hatsUniversity.com

04/17/2026

Wise words from here on why referral marketing is the top way to grow your small business.

If you didn’t know, marketing is April’s theme for The Journey and there is an article just for you on the blog to show you how you can use automation in 17hats to ask for reviews from your best clients. Every review counts for small business owners!
⭐️⭐️⭐️⭐️⭐️

04/15/2026

Level up your client experience ✨

Want your documents to actually feel like your brand? In this quick tutorial, we’re showing you how to add custom header images in 17hats, so every proposal, contract, and invoice looks polished, professional, and unmistakably YOU.

🎥 Watch the video and start creating a more elevated, cohesive brand experience in minutes.

Because the little details? They make a big impression.

04/14/2026

Ever feel stuck when it comes to your marketing?

Like you’re doing a lot… but not really sure what’s working?

The April issue of The Journey is here to help, with 50+ pages of practical, real-world marketing advice made for small business owners. (No subscription required.)

Inside, you’ll find simple ideas you can actually use, from building your brand to getting more leads and understanding what’s driving results.

No fluff. Just clarity.

And it’s completely free. Read it online or download it for later.

💚 Grab the April issue and get unstuck

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Nashville, TN
37201-37250

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Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm

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