Case Study: SOAR Co-Working achieves faster invoicing and seamless bookings with Thryv

Turning estimates into invoices has never been easier

Paula Blair, owner of SOAR Co-Working in Tampa, FL, needed a more efficient way to manage clients, staff, estimates and bookings after relying on Excel spreadsheets and an Access database. As a Thryv Power User, she adopted Thryv’s CRM, Estimates & Invoicing, Appointment Booking and Client Portal tools to replace manual processes and provide online booking and client management.

Thryv enabled SOAR Co-Working to offer online appointment booking on its website, give multiple staff logins to access client information and scheduling, and send estimates by email or text that convert quickly into invoices upon approval. The result: eliminated double-bookings, better-organized operations, increased productivity, faster payments, and an improved level of service for her clients.

SOAR Co-Working

Paula Blair

Owner