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Notary invoice template for Administration

quick sort of a quick sort of uh overview of what notary gadget is and then it won't be really in depth because i want to cruise through it i want to bore you guys here for you know a half an hour showing every little detail nook and cranny of what it can do but to kind of get things started off you know ronnie had said it's it's an accounting software and ironically that's sort of how we originally came up with the idea is because so many notaries i mean it was always difficult tracking when you got paid for signing and which ones you got paid for and when people didn't pay you and then you know trying to follow up with them and do that sort of stuff so that was the original intent behind it but what it really ended up turning into by the time that we even released the first version of it was it became more of a complete business management system than even just an accounting system because as we as more and more users you know started using it they gave us tons and tons of feedback so as much as i would love to take credit for everything that you're going to see here today it's it's honestly largely a result of tons of you know thousands and thousands of users that you know use it every day and said hey wouldn't this be a great addition to it so we just kind of continue to build and build and build on it for i think it's been almost 10 years now um and just kept adding more and more features to sort of you know cover everything that you could possibly sort of need it being a notary so without further ado i'm going to jump in and i'm going to talk a little bit about um what some of the tabs are and then what they do and then i'll kind of go back in and i'll show you some real world examples of how you might use this system and ultimately there's there's really two or three things that it that it's going to do for you and where the real benefits at the first one is it is going to automate a ton of work that you would normally have to you know manually key in or manually try to track and that sort of thing uh the second thing that it does and probably the most important thing is it will save you a ton of money on your taxes and i'm not talking about like it'll save you 50 or 100 a lot of our users especially if you're a full-time notary and you're doing a lot of signings it will save you thousands of dollars on your taxes and i'll explain how it does that and the reports it generates that are going to make sure that your accountant knows and we've run into this many times where accountants they don't even know it until we because we show it on what's called your profit and loss report which is what you would use for your taxes we specifically notated on there because there's a lot of accountants and a lot of especially the views like a general tax preparer that don't know that there are certain irs rules that apply to notaries that can save you you know a ton and ton of money and i'll dive into that a little bit later but sort of to get started um when you first log in you go to the home page and the home page just kind of gives you like your 40 000 foot view of what's going on in your world of being a notary so it's going to give you a quick chart that shows you you know your last in this case your last 10 weeks as you become a longer user it'll automatically default to a year but it'll give you sort of a historical view of of how many signings you've done per month or per week gives you the total number the amount how much profit you've made what's your average profit per signing so just kind of some quick statistics and then it's also going to give you sort of this these boxes over here and what these are is these are like alert boxes so it says hey you know it's a quick way to to understand right away how many invoices do i still need to send how many signings have not entered in my mileage for how many have i not entered in my tutorial acts and then hey how many of them do i have that aren't paid uh zero to 30 days out 31 to 60 60 plus so on and so forth so um the next page is the signings page and that's actually where you're going to spend about 90 of your time because this is where you're going to be managing your signings this is where you're going to be performing all of those tasks um and setting up a lot of your automation on each of your signings uh and i'll come back to that one we're going to spend the most amount of time on the calendar is just a calendar view of your signing so it gives you kind of a quick breakdown of um you know the date and time of your signings it even tells you what the last data sign is of each month and if um if you're fairly new to the industry that's also referred to as like the recision date so this is this is an important date because this is the last day that a borrower can sign their loan documents and still have the loan fund that month so what you'll typically find is around that day is when you're going to get really really busy because all the lenders are trying to close all as many loans as they can before the end of the month so it's a nice thing to know and it's also important too because if there's an error on the docks or something like that they if they sign the next day the loan won't fund until the following month so again it's a it's a really big drop dead date in in the industry you have the expenses page and this is where you can enter in like general expenses like business cards insurance um paper inc that sort of thing uh you have your customers page this is where you're gonna go to manage all of your customers if you notice here i have a few of them that i've entered in already as well as one called general notary work and this is where you would typically log your general in order to work under just the one off um you know that we'll call side notary jobs but you're just simple notary jobs not loan signings and then you have the reports tab which is going to give you a host of different reports the profit and loss report this is probably the most important report in there because that's what you're going to use for your taxes and that's where you know as we always say it that's one of the big aha moments um that you have is when you go to do your taxes that year and you print this off you're like oh my gosh i get it now i understand where the value is at especially when you can just print it off in it to your account and you're like here you go and they're like all right great i got everything i need um and then you have a sales report which is sort of like a it's it's so it's similar to actually the dashboard and we'll i'll show you it later but it's similar to that to the dashboard with but with a lot more detail in it so you can really really start to analyze your business if you're one of those people that really want to see the nitty gritty statistics of of your um of your business and how you're doing and so on and so forth then you've got an unpaid invoices report which is exactly what it sounds like you got a mileage report same thing and then you have a 1099 payments received report this is a great one too when you start to get your 1099s in the beginning of the year um this is a great way to make sure what that what they are giving you is what is matching up with what you have entered in the system so and a lot of times people be like what how did i make five thousand dollars from this this one let me see the detail and then you can compare it with what you have to to make sure everything lines up and then there's the settings page and the settings page is where you go to basically change just about any setting inside of notary gadget and one of the big things that we created notary gadget to be is flexible so that it gives you plenty of opportunity to sort of customize it to the way that you want it to work and that includes everything from automatically adding signings to your google calendar and to your phone um automatically sending you text message reminders before signing appointments even setting them up to set up even setting them up to send to your borrowers before the appointment um you know tons of signing defaults that sort of things you can even set up a new flag for telling you whether or not the appointment has been confirmed or not we'll get into that a little bit later but you can even add up to five custom fields you can add your own logo to your invoice you can change the invoice colors that sort of stuff so and then we have the help icon which is you know you come here to ask questions and the first thing you do is you start typing in a question and if i have a question about invoice or something you'll see it brings up a bunch of videos that have the answers to the most common questions and they actually walk you through how to do stuff step by step inside of the software so the nice part is you're not you know trying to email back and forth um tech support which we do obviously have tech support and that's usually how we handle it is via email but 99 of the time this is where most people find the answer to what they're looking for and like i said it shows you on the screen so you can see exactly how you would do it in your account so um now let's jump in and i'm gonna show you basically exactly how you would how you would get started using the software so the signings page like i said is where you're going to go to manage all of your signings and there's a couple different ways you can get your signings into the system the the first way is just by manually keying it in so you can click the new signing button you can choose your customer excuse me you can choose your enter in your signatures first and last names you can add signers address so on and so forth now the better way is to let notary gadget automatically import them for you so what we do is we support about a hundred different um signing companies title companies uh the major signing platforms like signing order snapdocs notary dash we can import orders from all of those and what you do is you just forward your order confirmation email to uh automation notarygadget.com and it will automatically grab all the data from the order and then dumps it into your account under the import section which is what you see here which means it says import and i have two signings that i haven't um pulled into the system yet that are waiting for me to to add them so if i click this import uh button here it's gonna show the ones that came in that are ready to be pulled into the system and i can simply click import and it automatically pulls in all of the data that was in the signing confirmation into your system so you essentially don't have to do almost you have to do almost zero data entry which is a huge huge time saver especially when you're talking about generating invoices for those customers where you do still have to invoice them and that sort of thing now a couple highlights that i want to point out when you are entering in a signing and you know these are all pretty typical fields signer information where's your signing address at any special instructions um also here you're going to choose the date and time now like i talked about before one of the big things that we have is being able to add signing appointments to a google calendar and the beauty of that is is if you have your google calendar synced with your phone a notary gadget will automatically once i hit save will automatically add that appointment to my calendar and then because my phone is synced with my google calendar account it automatically propagates it to your phone so now you instantly have anything that you enter inside of notarygadget goes directly to your phone there's another option if you're not a google calendar user you can um you can have it where it'll send you what's called a ics file and then you just tap on that and then you can add it to your phone that way but everybody we steer into google calendar even if you're you know even if you're an outlook user or something like that because you can still tie your outlook account to a google calendar and then it will do that same automation loop that i just talked about and then you could set it up to send you an email reminder before the signing appointment or a text message so if i want to send myself a text message an hour before the appointment i can do so another great feature is being able to send schedule an email reminder to your to your um to the signer beforehand just saying hey you know there's a signing coming up and you can customize your template we've got all sorts of fields and customization that you can do in here but generally speaking you just set up a simple reminder email which is what this is and then you know a day before this the scheduled siding date the system is going to automatically send that email to your um to your borrower uh and then you just got the other general typical field signing fee and voice number order number tracking number if you have it and then um well it's like i gotta move our toolbar here and then once i hit save um oh we must look tom long before the signing so if i wanted to add up the reminder in here so let's say i want to put in maybe two hours beforehand so now once you've saved it it's going to bring up the signing summary screen and inside of the signing summary screen it's very similar sort of to the dashboard it's just going to give you all a detailed view of all the information that you have and now what it's doing over here with these boxes is the same concept so when something is orange it means means it means it needs to be done if something is green that means it's been completed if it's gray then that means it's not really applicable or it's optional so in here we can quickly see that i have not sent the invoice i have not entered my mileage i have not entered my tutorial acts and i have not been paid for it yet so the idea is that you're always working to get this to be green and there's a host of different buttons that you can do inside of here so for example if i wanted to send the invoice for this particular signing i can come in here click invoice it's going to automatically pre-fill everything in for you and i simply click email invoice click send invoice oh i don't i didn't set up my email connection so i won't be able to show you in here but normally you have email invoice and the system just automatically sends it directly to your customer from your email address which is important so it's essentially going to appear now inside of your sent items on your email so you're always going to have a record of it there plus you're going to have a record of it inside of notarygadget and it will even include the pdf invoice too and if you wanted to for some reason generate a pdf and print it off or what have you you can instantly do that so this is what like our general invoice template looks like so here i have added my own um you know my own logo to it and um you know just the general fields that it fills out and you can customize the the invoice layout isn't so much customizable it's more the um you can customize what fields you want to show on here and then obviously you can you know edit the line items and and that sort of stuff so i'm going to just mark it as sent now just because i don't have my email connected sorry it's a demo account so i just set it up real quick to do this um so if i mark it as sent now in the notes tab over here it's actually going to show me that hey i marked that particular invoices sent and i can even view the same invoice that was that i had at that moment in time so it's going to give a complete historical record and this is important too because say you want to just take a note that says oh hey you know contacted like this comes in really handy particularly when you're doing collections if somebody hasn't paid you can take a note and it says you know called customer about you know overdue invoice hopefully you guys won't have any of those but trust me sooner or later you will but you can take those kind of notes so now you have a nice log of every signing so when you go in you're like oh what's the status of that signing i can quickly go in here and see exactly what that is um and then we talked about mileage and tutorial extra i'm going to close this for a second because i want to show you something else so when you're in the main signings page when you first log in and you have all of your signings here what these are is we have this alert section we have these little colored icons and the icons are the same concept as these boxes that you have right here so because these are orange you're also going to see those same things over here in a colored icon and what you can do now if i wanted to send an invoice just like i did the last one i just clicked the invoice icon so you have a quick way to go in and like quickly manage signings because what will typically happen is you'll enter in a signing that you have for an upcoming appointment and then you know once that's once you've entered in like you're not going to send the invoice until after the signing has been completed you're not going to obviously enter your mileage until you're done doing it and you certainly aren't going to be able to enter your notorious until you've completed the signing so a lot of time what you're really doing is you're spending more time in this view and these little quick icons allow you to manage a sign and the whole concept of notary gadget is that we're always trying to keep you focused on the things that need to get done and keep your mind off things that don't need to get to get done so one of the things you'll quickly notice is that the screen's pretty simplistic and not really cluttered and what will happen is once the signing has been completed and you've been paid for it by default it'll go away from the view because that's been done you've been paid for it you don't need to see it anymore so and what it is is we use a filter to do that so by default you'll see that any sign that is unpaid or has an alert and if i wanted to come in and look at all my signings then you'll see there's a signing here where i actually was paid for the signing so um in that particular case obviously it doesn't show up on here on the endpainter has alert because that's it doesn't have one of those flags on it so if i want to come in here and i would go through and actually do a signing so let's say that you know i did this one a week ago and i'm like okay i went in and if i wanted to send the invoice i could send it or i'll just mark it as some like i did the other one um now when i go and enter my mileage it'll go in and when you click on the mileage it'll automatically bring up a map of it it'll calculate your one one-way and round-trip um mileage to and from the signing so if you want to use either one of those you can just click the use button and it will use that now if you have a signing previous in that day it will come up and it will say do you want to use the mileage from you know from this signing to the next signing or round trip or from home so it gives you a ton of different options so that you don't have to go through and try to figure out what all of that is and it's edible fields too so say you stopped at fat x and like oh you know stopped at or to fedex and and i was like oh yeah it's three miles out of the way then i can add you know add 23 to it so this just gives you quick links that you can use to to again once again reduce the amount of data entry that you have to do but you know still give you the tools to edit it if you need to if i hit save now if you'll notice that that icon has now gone into a gray status it means i've completed it now entering your notorious act so this is probably one of the most important parts of the software and the one thing that we're we we're always shocked to hear is how many notaries are do not track the number of notorious acts that they are performing on each signing and the amount that they're allowed to apply to that so in notary gadget you type in the number of notorious acts that you perform so let's just say that i did five notorious acts and let's say that in my state that i'm allowed to charge a maximum of ten dollars per act it's a different for every state um you can usually look up or if you go on any facebook groups you can find out um you know what it is for your state and i think a lot of even the training depending where you got your training they'll talk about that as well but what will happen is is it's so important to track this because this little known tax thing about the irs there's a so not a it's not a loophole it's a tax law but what happens is when you're a self-employed person which you are as as being a notary or being an uber driver or you know even amazon drivers all that stuff where you're getting paid via 1099 all of your income is subject to or your net income which is your pri which is your profit basically is subject to federal tax and then also state tax assuming you live in a in a state that has state taxes uh and then it's also subject to and a lot of people don't know this is it's subject to something called self-employment tax as well and self-employment tax is 15.3 so it's huge it's a big percentage and what that is is like it's designed to replace your social security tax and medicare tax that you would normally get taken out of your check and a lot of people don't know this but if when you go to work for as an employee for a company and you get a w-2 and you get your check every week and you see out of the bottom of it that they've taken money out for social security and medicare those taxes which you know equivalent to um 7.65 percent are what gets withdrawn out of your check your company or your employer has to actually actually also match that amount too so for a total of 15.3 percent well the idea being is that when you're self-employed and you're at 1099 the irs still wants to get that money somehow so what they do is they say oh you're subject to self-employment tax because you're sort of the employer and you're the employee at the same time so um now there's this really really great rule in the ir and the tax code that says income derived from the toriel acts is not subject to self-employment tax so this is huge so what this means in this particular case let's say for this signing i don't remember what it was i think it was 125 for this that i charge for the signing if i performed five notorious each at ten dollars that gives me a total notorious fees of fifty dollars that means fifty dollars of the net profit on that particular signing is not subject to self-employment tax so that means you're essentially going to save 15 percent of 50 in taxes just on the signing so if you're not tracking that if you can imagine the numbers add up really fast and this is probably a very low number you know many loan documents you'll perform 1012 notarizations um but if you take those and you add them up over you know hundreds or thousands of signings it'll literally save you hundreds and thousands not hundreds of thousands hundreds or thousands of dollars in taxes every year and it's so important because like i said there's even a lot of accountants that don't know it um because unless you're doing work for a notary it's like a weird obscure um section on your on your tax on your tax form where you report it so and like i said we show you that right on the profit and loss report and make sure it's highlighted so that the uh that the accountant knows about it too so without further ado you go ahead and you save that but the same concept goes again so now let's say that i you know i still obviously did all these signings let's say that i got paid for it so this is the way that you record a payment for a signing so you can either do it from here and you can enter in a bunch all at one time or you can click on an individual signing and do it either way it doesn't matter so let's say that i got paid for this one right here which is ninety dollars and let's say it was an ach or i could put in a check number or whatever you want to put in there the fields you know up for you to put whatever you want in there and i hit save now if you'll notice that signing has gone off my view because it's been completed and now it's unpaid and that right there is essentially the entire concept behind how notary gadget works the idea is that you're always working to get this basically down to a view of nothing because that means that you at all the other signings you've done everything on so if i want to come in here and we could do same thing if like we can like i said there's there's a bunch of different ways to do sort of the same things if one entered my payment now i can do it this way and let's just say it was check h check number five six seven four and i could use twenty four hundred twenty five dollars now that signing as you'll notice is paid everything's green over here so we've completed everything on that signing now if you have expenses that are related particularly to that signing so let's say for example um something i didn't mention earlier because you don't see a lot of this is when you first log in and you first get started on your account there's a ton of these videos that we talk about and this is this is actually a really really important one but it says you know watch this video before you start entering in expenses one of the biggest flaws for example are the mistakes that notaries make is they try to track their paper expenses or their ink expenses on a per signing basis you can't do that the irs doesn't let you do it so when you buy ink or you buy paper you have to write off the entire amount that day that you buy it you can't break it up over a bunch of different signings or try to estimate per page cost or anything like that that's um the irs doesn't do it so uh nonetheless it's actually one of the things that video talks about but if i wanted to let's say for example that i went to um i had to go to fedex and say for example i had to prepay the shipping bill or something whatever it might be or maybe you had to go print print the docs your printer was down or something like that that is a per signing type of expense that's only you know relative to that particular expense so if i went in here and it's a document shipping maybe it cost you you know 12.45 great fedex and put in notes you know head to print docs f5x whatever you want to put there and you can hit save and now it's oh oops let me let me let me do that once 12.45 so now it will have the expenses for that particular signing if if you have that kind of an expense and the nice part about this and the whole concept and you'll see this later on too is one of the big things you can use notary gadget to do is to determine how much money you're actually making on each of your customers after you subtract out your mileage and all of that stuff and that's important too because i'll tell you a really good story of that i've heard from a notary a long time ago and it's a case where you have a customer and they are a complete pain in the butt they're always calling you last minute they're you feel like they're sending you docs at the last minute it's really stressful and you're like man i just want to stop doing signings for these guys they're just not worth it anymore just just not worth it well what notary gadget gives you the ability to do is actually see if they're worth it because there's many many cases and this is the story about the the woman i talked to and she was like you know i wanted to get rid of them so bad i pulled the customer report on them and i was making like 150 per signing on them and i was like nope i'm keeping them they're just fine they're worth all the extra hassle uh and then you have the opposite ones right where you they are giving a bunch of hassle look at them like oh my gosh i'm only making 30 of signing on it why am i even doing this you know and it's easy to sort of fire the the bad customers and then keep the good ones so anyway that but that's what that will do and i'll show you a report later on that that's going to do that and you have some other options here too you can print out a summary of it and uh this is a great thing a lot of people use these we call them like road summaries so what they'll do is they'll log in that day and they'll print off all of their invoices and all of their summaries and they just carry around the car with them if you like to have that hard copy uh view it's it's certainly available you know notary gadget is web-based so you can actually access it from any device as long as you have an internet connection um but again those kind of things you can mark things as canceled uncollectible that's a little bit more advanced stuff you can even send emails and this is a great one too so you can send an email directly from notary gadget and you can set up templates so let's say for example you want to send up set a template up when um ask like a borrower to confirm a signing appointment or something like that like how much how many times you have to keep retyping that same con same email over and over with notary gadget you can instantly create a template for it so i could come in here and i could say um you know i could i could call it um you know appointment confirmed i could say two and i want it to the signer or pick here i could say i wanted to sign her one email and a subject um you know upcoming whatever you want to put in there i can't type just in case you didn't notice that um and then the body you could say you know hi signer first name my name is you gotta get the idea i won't bore you the typing but you can create whatever template that you want to create inside of there and you can use these custom fields to import anything insert anything you want you can create your signature put it in there hit save now anytime i want to come in here if i want to send an email to that person i just go oh hit appointment confirmed boom send email so now i don't have to go through and retype out all the emails that you're going to constantly send over and over and over again you completely template the whole thing so again there's a lot of those little automation things that especially when you become a busy notary like they really start to save you a ton of time um but nonetheless just some extra features like that now i kind of went through and i showed you you know how you work your way through the system that sort of thing so let's talk a little bit about what happens after the system or what happens after you've you know done a bunch of signing so and that's where we come into the report section so let's go and we're going to look at like the profit and loss report going to go ahead and choose 2021. so in here in my profit and loss report it's going to give me the total income and i can click on any of these and see all the detailed or just like headers like anything else uh it's going to tell me what my total expenses were and then it's going to tell me what my net income was and then this is right here this is the gold mine portion of net income from notary public fees it even tells you the portion of net income that's subject to self-employment tax and tells you the amount you saved on your taxes so that's the thing and if i want to print this out and hand it to a accountant i click this and then it's going to break out and give that exact same thing to them too and even highlights in red the the the um you know the portion of it or the explanation and then even um points to the irs publication that that solidifies or that um you know it says what the rules are and all that which is actually really simple but uh but again you'd be surprised on how many uh accountants we've had or how many knows we've come and they've they've signed up for notary gadget in the first year and they're like oh my god the last three years i never even tracked or reported any of the stuff which means they paid a ton of money in self-employment taxes and if any of you have been have been notaries for years and and are just now looking at notary gadget if you haven't been this is really important one because you could actually go back and file an amended um amended uh tax filing and it will uh you'll end up saving literally thousands and thousands of dollars so uh so anyway that's the the profit and loss report then you have the sales report which i talked about which is a little bit uh more in-depth now we don't have a ton of data here because i only entered in a few signings but it gives you like total number of signings completed unpaid what's your profit with uh what your mileage expenses with your total expenses average profit with and without mileage you know a lot of you you know say even though you get to write off your mileage at the federal rate of i forget what it is 54 or 57 cents a mile um you know a lot of people say well you know i actually kind of make money by doing that if you've got an older car or even if your car is you know going to last a long time gives you the data both ways gives you complete breakdown of everything financial about particularly about each of your signings and you can break it down by customer you can do all customers you can do it for one customer gives you a ton of different options there and then you have the unpaid invoices report i mean you can look at it but it's it's um it's you know it looks like just gives you kind of a summary this works really good particularly this works good when you're doing when you're trying to do collections so then you can call a customer and you gotta instantly have a list in front of you of all of the um signings and then if you'll notice uh remember this when i added in a note here so this is also gonna appear here so now i got an instant historical log for that particular customer so that i know when i call them i've you know i know what's i know what's happened there um and then you have a mileage report which uh really isn't a big deal but just kind of breaks down your mileage and then you know your 1099 which your payments received which is going to show you all the payments that you received throughout the year with all the detailed information so that you can compare those to whatever your um with with what your 1099 your your customer sends you so um i think that's that's pretty much the the quick oh i don't maybe isn't that quick but semi quick overview of it because there's so much that the software can do and there's so much power that it has it's kind of hard to give you like a really quick demo but without showing you some of the features that are really going to help out in terms of saving you you know a ton of time because at the end of the day that's that's what it's about saving you time and saving you money so um any questions anybody has i have a question so i currently use it now so my cut will be um when it's importing it's not importing so i actually put the type of signing it is so i can track the type of signings i have yeah so how is that able to be would i have to make that an extra field because currently now i actually type the type of signing it is in there because it doesn't uh transfer it over when i send everything over yeah we don't have a uh a signing type field that's something we've actually been toying around with adding for quite some time and ironically um you don't see this in the back end but we're we're actually tracking what we think is the type of signing but the problem that we've run into is that it's it's difficult because a lot of the and you'll know this you know if you do work for a lot of different companies right the the signing type comes in like so many different ways it is crazy you would think it'd be simple as like refi or heloc or you know first mortgage or closing or what have you but i mean when we did a sample of the data it came up with like 25 different versions i have 30 different yeah i have 30 different uh fields so like a a special mini would be under five pages and then there's another seller that's you know 20 pages so i have different ones but i have like 30 something yeah that doesn't surprise me and that's kind of what we found and we were like and it's hard too because no two call it the same thing right like one might be called you know mini closing the other one called short closing or or you know half closing or what i'm not sure that's the real names of them but but when we found it we were like well and so our idea was like we're tracking it in the back end so that if we decide to add it we'll have the data there and we could take a large enough sample because we just added i don't know how long you've been a user for but we you know we just added the importing feature about four months ago so yeah yeah right so so our day our idea our plan was the first thing we wanted to get as many of the companies as we could which i think we've hit about 95 percent of them and even now we still do a sample like once every two or three weeks we look and see um of the companies that came through which ones were of high demand and and then we'll write the importers for those as they come in um but that was our first goal is to kind of get the good coverage there and then sort of refine it after that and some of that's going to tie into later on when we release our uh because i know this question is going to come up we do not have a mobile app yet but it is coming so we're already it's in development it is coming um so right now it will work on your phone as as you probably know tiffany um but you know it's it's not a it's not like a phone format like we're actually gonna have a real mobile app that you'll download in the app store or google play and it will come out so it's it's in the works it's just um just takes a while to develop that's all got you okay thank you sure okay i'm i'm linda and i'm in texas i have been using notary assist and um i like the fact that like you're saying that it imports all the info from the title companies or whoever whatever but how does that work when when you go in there to put an order does it it just automatically pull it up pull it up yeah so what it does is it we use the order confirmation emails so what you do is you forward when you get an order you forward like usually after you get an order you get some kind of account for once you accept an order you get some kind of a confirmation email that says you know this is your copy you'll usually say this is your confirmation email what you do is you forward that email to automation at notarygadget.com and then when you do it will the system automatically it pulls it up in the background it's a script that runs through and and parses the email and grabs all the data out of it and then dumps it into this on your signings page you'll see it come up under the import button so like this is one that i had forwarded in was from title 365 and then i forward it in and it automatically pulls the data into notary gadget and then i just click the import button and it pulls and fills everything into all the fields or as much of the fields as we could gather some some we can get almost everything and then some have like you know just the name and date it just depends on whatever is included in their order confirmation emails but the big ones like snapdocs and signing order like those we can pretty much get all the data from okay all right i think miss dd has her hand raised for a question as well if she comes off mute we'll uh let her talk but i uh i also want to point something out and i asked you about this uh when we talked one of the things that i see notary is doing is saying oh well you know snapdocs is free you know i can just uh record my signings and snapdocs but i want to be transparent with you guys the reason i like third-party software is for your accounting is not to mention everything that we already talked about today or mr steve's told us is that when you're on uh snapdocs they're actually taking your client information and then turn around and solicit to your client so if you have put any direct clients in snapdogs they're going to get an email from from snap the doc saying hey this notary used you and would like to invite you i get those every day at unlimited inc from notaries who store us in their snapdocs platform even though we're on signing order i know signing order doesn't do it but i get an invitation from snapdocs on behalf of those notaries who are using it as their accounting software um so you're going to lose your direct clients because they're using that to make them their direct clients which means you'll still be working with them but now you'll have competition with the local market and your fee is going to go down because they're going to have to pay a fee part of that fee of snapdocs so be very careful on the software as you choose and just because something's free doesn't make it better um just wanted to put that out there before i move on to miss olivia uh who just raised her hand miss dd did you ever come back to be able to ask your question hi yes thank you so much so i use a gadget right now and i had set this up to have reoccurring charges um and since the beginning of my notary journey but what i had done was put in the 31st as the day of recognizing the charges but oh didi still there miss dd we lost your sound oh i'm sorry no no go ahead yep i i i heard yeah in the 31st and then what you went out after that oh i'm sorry and then i want to go back and since some of those charges are no longer happening can i go back and actually put the correct date of when i started those charges with an end date will it wipe out everything since i've been doing that nope nope so what does she brought up a great feature that i forgot to explain is on the signings page you can set up recurring transactions so let's say that you have a cell phone bill that's 45 every month you can set that up so it automatically system automatically adds it for you so you don't have to so it just like a lot of you you know a lot of your your expenses will be like that right there's just regular stuff subscript notary gadget perfect example subscription right you can you can put the um you know you can set that up as a recurring transaction automatically add it to your expenses now with that being said so if you ever want to edit a particular transaction dd all you have to do is click on it so even though you had a recurring transaction that that inserted it you won't it won't mess up anything that if you you go in and you want to edit some that have already been added all you got to do is click on it and it will bring up wherever in this case let me i'll give you a good example so let's say that we just bought business cards right advertising staples say you paid 98 for them cards sorry next type it on my laptop okay so if i ever want to go back in and edit this all you got to do is click on it so your recurring transactions that have already been added by um the recurring transaction that you set up you just got to click on it and you can edit those individual ones now if you want to change um a recurring transaction like the the actual recurring transaction script so to speak um then you would just come under the recurring transactions it would be listed here and then you can click on it and then you can you can change it from there or if you need to you can delete it and then just recreate it does that make sense yes it does perfect thank you so much i love it i love the reoccurring that feature is great oh good thank you i'm glad it helps you and then miss olivia you had a question as well i wanted to to ask again a little more detail about what you said about the snapdocs are you talking about whenever you uh we can say invite this person to you know that kind of thing is that what you're talking about you have the option to do it but i can guarantee you i've i've gotten them from from uh from notaries who did not send that invite okay when you store in that information you're now putting your direct customers information into snapdocs and snapdocs wants to grow okay so you're saying if i had a certain vendor and i do their stuff that if i've put it in there they're getting all that information is that what you're saying at some point snapdocs is going to reach out to that client if they're not already a snapbox client yes oh and then so you're saying that that's not good because of the fact that then they're not going to be hiring us or what'd you say well if you're putting in information and you know snapdoc sends a welcome email saying hey you know use this uh use this platform and they switch to using that platform you're now just one of notary of many uh so you you might not want to store your direct clients into a platform that's going to market to your direct clients snapbox can do a lot more for a client than you can as an individual so steering them clear or not having any of that information sent to them is probably in your best interest okay when you say that that particular tonight are you talking about say like notary dash or something like that or are you talking about a smartphone i don't mean signing order notary dash or companies that already have a platform i mean if you have a direct client like a escrow officer that uses you and you store that information into there what i did before i actually got larger because i've been with snapdocs a long time i i caught on to this a long time ago what i actually did was i did not store their email addresses or phone numbers and i gave them call letters and snapdocs to kind of prevent them from marketing to my clients only things that i would know who they are um but that was you know really early on at the advent of snapdogs i think you guys should steer clear of using it as accounting software and just just for the record so in case everybody knows we do state it in our terms but we do not share your information that's obviously not how we make money we charge we charge a subscription fee so we never share your client list we don't share your customers nothing like that we don't market to anybody that's not that's not what we do the only thing that we do is we have another products page and this is nothing to do with personal information at all it's like hey here's some cool um you know here's some cool uh software that we found that a lot of our users have raved about and we recommend it but that's it but we don't pass the information back and forth or anything like that we never ever share your customer list with anyone you know it's your gold mine and then dana keller i think we'll make this the last question for uh mr steve today um dana if you want to uh take off me and hi steve um hi so i just have a quick question about your software um is is the design of the software geared for um notarization transactions only or can i use it for other aspects of my business that i'm developing when you say other aspects um can you give me a example okay so like for instance i'm getting ready to launch the e-verify um portion of my company i'm also going to be doing things like uh immigration document processing yep um yeah okay so some other type of notary related work right yeah but there's no notarizations attached to them oh yeah that's still okay so what a lot of times what you'll have is um you what's what we do is we a lot of those i shouldn't say a lot of those there's a couple different ways you could do it but the short answer is yes but there's one customer in particular we use this general notary work to do like the simple type of notarization type of things and you can turn off like for example on on um on the general notary work right so by default we have the invoice alert turned off because if you're doing general minority work you're usually meeting up with somebody and you've already been paid you don't need to give them an invoice it's an individual and if you did you're going to do it right there you don't need a reminder to do it um so so the answer is yes and actually one of the big platforms i think it's n3 if i'm not mistaken that does a lot of the uh immigration stuff um if i remember i might have that wrong i know there's one there's an importer that we have for one of the companies i get them all mixed up because there's like 100 of them so but there's one that does it and that's that's why i think they mostly do employment verification or immigration i can't remember but so so the short answer is yeah it's it's set up to do all everything notary okay and one other question that i have um can i build my own chart of accounts with your uh your software yeah you can it's it's not a really complicated one like you can't do subcategories but yeah you can click the edit categories and you can change as many of these you see a bunch of duplicates because i was messing around setting up a demo account when i was before the thing i think i set it up twice but but yeah these are these are customizable so you can you can do whatever you want with with them there's some that you won't be able to edit like the the personal auto one you can't because it uses the irs as mileage rate and it's tied back to that but yeah if you wanted to change you know uh advertising to um you know i don't know um crazy nights in aruba or something you could you could do limitation to the number of um items that you can list in your chart of accounts nope not at all you can list as many monthly yep no limits or anything like that same goes with your signings and everything else there's no limit to anything um we don't we don't hold you hey if you do more the more you do the better that's that's awesome it's more money you're saving and we're we're glad to see you doing that all right thank you sure uh we uh we've taken a lot of mr steve's time today i see miss candace raise your hand i know i said one last question but we're going in to having him for a full hour miss candice uh if you want to send me your question i can always pop it over to him uh it's in the chat okay thank you oh she let's see what kind of support is available that's a really great question yeah great question yep so we we generally do all support via email um and like i said you obviously have the help icon which 99 of your questions are gonna get answered through there um you know we've it's been a pretty big library that's been answered over a long time but normally it's it's tech support usually between eight and five pm eastern time we do do some of the stuff after that especially during the busy year you know like from sort of december through you know april is probably the busiest time because that's when everybody's trying to get their finances together and and they figure out real fast that not having a system in places um creates a lot of work later on um but generally that that's the case and our response times and our emails are usually within we i think we say two to three hours but in most cases it's usually like an hour hour and a half maybe that answer your question yes thank you very much okay guys um i want you guys to turn on your cameras if you can we've had mr steve for a full hour i'm not to rush it off but um i want to respect his time as well if you could turn on your cameras for our little signature wave i'd like to uh i'd like for you guys to you know show him how we do it here and uh i thank him for being here today so if you've got your clothes on and you're able to turn on your camera make sure to turn them on and give our little wave here mr steve we want to thank you for coming on to our platform uh we have you know close to 10 000 members now um most of the people you're seeing right now are actively training are newer to the platform but uh every quarter we try to do as an in-depth training different material as possible which i've told you all about this um but this today is actually they're dedicating their training time to spend time with you and this has actually been recorded so that we can put it on to the platform for all of those who aren't actively training every day at the moment um so this will be replayed again and again for our members as well well fantastic well thank you guys for having me i really do appreciate it and hopefully you guys will check it out and find some value and and whatnot there i have to tell you um in closing i think this is probably the most in-depth notary accounting software i've actually used notary assist in the past i do promote them as well because i've been been with them but i have to say i'm very very impressed with this software seeing it and i'm glad to have seen inside of it as well i think you gave a great presentation and a great representation of what you have to offer so i just want to thank you for being here and i i hope this will help our notary stars choose the best product that's for them well thanks once and again thank you if you guys have any questions you feel free to email us at support notarygadget.com and we'll do our best to answer them all right thanks everybody and you all have a wonderful thank you bye guys bye-bye thank you