Notary Tracker: Signing Agent

Mobile Notary & Signing Agent Business App Notary Tracker is the all-in-one business app for mobile notaries and loan signing agents (NSA). Track signings, log mileage, send invoices, and stay tax-ready — all from your phone. APPOINTMENT MANAGEMENT • Smart calendar with monthly and yearly views • Calendar sync - live Google Calendar sync, with Apple Calendar and Outlook (.ics) supported • Email auto-import (Pro) - forward assignment emails to your private Notary Tracker address and get ready-to-confirm appointments • Recurring appointments (daily, weekly, bi-weekly, monthly) • Automatic mileage calculation from your location • Payment status tracking: Paid, Pending, Partial • Appointment reminders with notifications • CSV import for bulk appointments • Completion and payment status shown at a glance on every schedule card FINANCIAL TRACKING • Real-time income and expense monitoring • Payment status dashboard with detailed breakdowns • Visual income trend charts with analytics • Quarterly tax estimates with IRS calculations • Mileage deduction reports at the current IRS standard rate • Expense categorization for tax preparation • Export PDF reports for your accountant CLIENT MANAGEMENT • Complete client database with contact information • Track client history and revenue per client • CSV import for bulk client additions AUTOMATIC MILEAGE TRACKING • Google Maps integration for accurate distance calculation • GPS tracking with Track Drive for real-time logging • Manual entry fallback for offline use • Professional mileage reports for tax deductions TAX TOOLS • Quarterly tax estimate calculator • IRS-compliant mileage and expense tracking • Expense categorization by tax-deductible categories • Quarterly due date reminders • Professional PDF reports (Income, Expenses, Mileage, Tax Summaries) • Estimated self-employment tax calculations PROFESSIONAL INVOICING • Generate branded invoices with business information • Customizable invoice numbers and due dates • Email or text invoices directly to clients • Track invoice status with payment monitoring SIGNING ORDER PIPELINE • Track jobs from Offered → Confirmed → Docs Received → Completed → Paid • Visual kanban-style pipeline for signing orders • Never lose track of where a job stands ANALYTICS DASHBOARD • Visual dashboard with key business metrics • Appointment completion tracking • Top client revenue analysis • Period filtering: Today, Week, Month, Year, All Time CLIENT PORTAL • Share appointment status with clients • Generate shareable booking links • Professional client-facing portal view • Booking instructions and service pricing CLIENT REVIEWS & TESTIMONIALS • Automatically invite clients to leave a review after every signing • Showcase top testimonials on your public booking page to win more work • Get notified when a new review arrives — tap to open it right away • See the review inline on the appointment it came from • Hide any individual testimonial with a single tap • Manage everything from a dedicated Client Reviews entry in Settings PRE-VISIT SIGNING AGREEMENTS • Send clients an agreement before the appointment • They review and sign from any device — no install • See ✓ on the card the moment they sign • Customize the template in Settings RECURRING APPOINTMENTS • Create multiple appointments at once • Preview all occurrence dates before saving • Manage series or individual appointments BUILT FOR NOTARIES • Save 5+ hours per week on admin work • Maximize tax deductions with accurate tracking • Never miss commission expiration - alerts 30, 7, and 1 day out • Look professional with branded invoices • Make data-driven business decisions • Track every appointment, payment, and expense PRIVACY Your data is private. We never sell your information. All data stays on your device. Download Notary Tracker and transform your notary business today! Privacy Policy: https://sites.google.com/view/notary-tracker-privacy-policy