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Average Ratings 15 Ratings
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Description
AccuQuote was designed specifically for HVAC manufacturers' representatives, simplifying the creation of professional and precise quotes. This innovative tool allows your team to dedicate more time to engaging with clients and less to the tedious task of generating quotes on a computer. If your business is currently depending on spreadsheets for quoting, you may be operating with inaccurate data. A study from the International Conference on System Sciences revealed that an alarming 76% of spreadsheets have errors. With AccuQuote, calculations for price, margin, markup, and freight costs are done automatically. Say goodbye to the mistakes associated with spreadsheets and whiteboards. Your entire sales force will benefit from access to a centralized database of templates, ensuring consistency and efficiency in the quote creation and management process. By updating specifications, costs, and markups in one centralized template, your sales team will be able to utilize the most current information for quoting instantly, leading to improved accuracy and professionalism in your proposals. This streamlined approach not only enhances productivity but also fosters stronger client relationships.
Description
Leading software for the service industry, e.g. HVAC, Electrical, Plumbing and General Contracting.
To run a successful business, you must have all the MUST-HAVE features.
Schedule and dispatch appointments
Use our unique system of work planning to distribute work among your team members.
Time Cards
A special service will protect you from negative reviews
Employees can be tracked by GPS
Optimization of routes
Very low credit card processing charges
API Access
Has API
No
API Access
Has API
Yes
Integrations
CardConnect
No
CardPointe
No
Google
No
Google Maps
No
QuickBooks Accountants
No
QuickBooks Desktop Premier
No
QuickBooks Desktop Pro
No
QuickBooks Enterprise
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Integrations
CardConnect
Yes
CardPointe
Yes
Google
Yes
Google Maps
Yes
QuickBooks Accountants
Yes
QuickBooks Desktop Premier
Yes
QuickBooks Desktop Pro
Yes
QuickBooks Enterprise
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Pricing Details
$50 per month
Free Trial
No
Free Version
No
Pricing Details
Free
Monthly user based
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AccuQuote
Founded
2016
Country
United States
Website
accuquote.direct/
Vendor Details
Company Name
Orcatec
Founded
2019
Country
United States
Website
orcatec.com
Product Features
HVAC
Billing & Invoicing
No
Customer Database
Yes
Dispatch Management
No
Inventory Control
No
Job Management
Yes
Maintenance Scheduling
No
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
No
Technician Management
No
Work Order Management
Yes
HVAC Estimating
Billing & Invoicing
No
Commercial/Industrial
Yes
Cost Database
Yes
Data Import / Export
No
Equipment Maintenance
No
Financing Management
Yes
Labor Rates
No
Quotes/Proposals
Yes
Scheduling
Yes
Takeoff
Yes
Product Features
Construction Bid Management
Bidder Management
Yes
Building Product Database
Yes
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
Yes
Takeoff
No
Version Control
Yes
Construction Estimating
Accounting Integration
Yes
Audit Trail
No
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Calculators
Yes
Change Orders
Yes
Contract Management
Yes
Cost Database
Yes
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
Yes
Plumbing Estimating
Yes
Price Data / Price Books
Yes
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
Yes
What-if Analysis
Yes
Construction Scheduling
Bid Management
Yes
Change Orders
Yes
Gantt Charts
No
Job Scheduling
Yes
Project Scheduling
Yes
Rescheduling
Yes
Staff Calendar
Yes
Task Management
Yes
Contractor Management
Contractor Database
Yes
Insurance Tracking
No
License Tracking
Yes
Permit Tracking
Yes
Skills & Competencies
Yes
Task Management
Yes
Work Hour Tracking
Yes
Electrical Contractor
Billing & Invoicing
Yes
Commercial / Industrial
Yes
Contract Management
Yes
Customer Database
Yes
Electronic Signature
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Time Tracking
Yes
Work Order Management
Yes
Electrical Estimating
Billing & Invoicing
Yes
Change Orders
Yes
Cost Database
Yes
Project Management
Yes
Quotes / Proposals
Yes
Takeoff
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
HVAC Estimating
Billing & Invoicing
Yes
Commercial/Industrial
Yes
Cost Database
Yes
Data Import / Export
Yes
Equipment Maintenance
Yes
Financing Management
Yes
Labor Rates
Yes
Quotes/Proposals
Yes
Scheduling
Yes
Takeoff
Yes
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Plumbing Estimating
Change Orders
Yes
Commercial / Industrial
Yes
Cost Database
Yes
Data Import / Export
Yes
Fitting Management
No
For General Contractor
Yes
Overhead Costs Estimating
Yes
Prebuilt Assembly
No
Quotes / Proposals
Yes
Takeoff
No
Remodeling Estimating
Cost Database
Yes
Quote Management
Yes
Residential Construction Estimating
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Change Orders
Yes
Customer Management
Yes
Project Management
Yes
Quote Management
Yes
Scheduling
Yes
Takeoff
Yes
Roofing
Aerial Measurement
No
Billing & Invoicing
Yes
Checklists & Inspections
Yes
Commercial / Industrial
Yes
Dispatch Management
Yes
Lead Management
Yes
Photo Capture
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
Yes
Work Order
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Preventive Maintenance
Yes
Quotes / Estimates
Yes
Recurring Appointments
Yes
Routing
Yes
Scheduling
Yes
Task Management
Yes
