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features
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Description

Access your business information from anywhere at any time using your smartphone, tablet, or computer! Effortlessly manage a variety of tasks including jobs, projects, purchase orders, timesheets, invoicing, materials, and reporting, among others. Adfile Lead CRM makes it extremely straightforward to oversee your sales leads and prospects. With user-friendly forms and reminder features, you'll never overlook a sales opportunity again. You can easily share leads with your team and set up reminders in just seconds. The Adfile Lead CRM system allows you to add and manage your sales opportunities efficiently. Unlike many other CRM systems, Adfile's intuitive interface enables your team to focus on selling rather than getting bogged down with data entry. You can also upload documents and images to a job from any device. Additionally, Adfile has developed a specific area with limited access, allowing you to grant clients permission to view files. This feature has proven to be an invaluable asset for numerous users, significantly enhancing communication, reducing frustration, and leading to better client retention overall. Whether you are in the office or on the go, Adfile empowers you to stay connected and organized.

Description

Starting with the Pruvan mobile application is an effortless process. You can seamlessly gather data and outcomes from the field using our user-friendly app, which allows you to monitor project advancement in real-time. Ditch the paper forms and embrace Pruvan’s Workflow Builder. With just a few clicks, you can design the forms you require and easily implement them via web or mobile devices. These customized forms guide your workflow, ensuring you capture field results consistently. We empower you to build intuitive and targeted workflows that deliver exactly what you need. Transition from Excel to Pruvan for enhanced efficiency. Maximize productivity and minimize downtime with our project management tools available through the Pruvan Online Portal. You can assign tasks, make necessary changes, and collaborate with your field team in real time. Think of this as your personal command center to efficiently manage your business operations while streamlining your processes for even better performance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
MYOB Yes 
Xero Yes 

Integrations

Google Calendar No 
MYOB No 
Xero No 

Pricing Details

$49 per month
Free Trial No 
Free Version Yes 

Pricing Details

$20 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Adfile

Founded

2015

Country

New Zealand

Website

www.adfile.co.nz/

Vendor Details

Company Name

Pruvan

Founded

2010

Country

United States

Website

pruvan.com

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database No 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking No 
Time Clock Yes 
Work Order Management No 

Maintenance Management

Asset Tracking No 
Billing & Invoicing No 
Calibration Management No 
Dispatch Management No 
Inventory Control No 
Inventory Management Yes 
Key & Lock Management No 
Mobile Access No 
Planning Calendar No 
Predictive Maintenance Yes 
Preventive Maintenance No 
Purchasing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Plumbing

Billing & Invoicing No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Building Maintenance

Asset Tracking No 
Commercial Properties Yes 
Customer Database No 
Dispatch Management Yes 
Inventory Management No 
Job Costing Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Residential Properties Yes 
Routing No 
Scheduling Yes 
Work Order Management Yes 

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management No 
Contractors Yes 
Equipment Tracking Yes 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential Yes 
Subcontractor Management Yes 
Timesheets No 

Equipment Maintenance

Customer Database No 
Dispatch Management Yes 
Equipment Tracking No 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Warranty Tracking No 
Work Order Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

HVAC

Billing & Invoicing Yes 
Customer Database No 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Maintenance Management

Asset Tracking No 
Billing & Invoicing Yes 
Calibration Management No 
Dispatch Management Yes 
Inventory Control No 
Inventory Management Yes 
Key & Lock Management No 
Mobile Access Yes 
Planning Calendar No 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database No 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Real Estate Property Management

Billing & Invoicing Yes 
Commercial Properties Yes 
Contact Management No 
Credit Check No 
Expense Management No 
Insurance Management No 
Landlord Database No 
Late Fee Calculation No 
Lease Management No 
Maintenance Management No 
Owner Portal Yes 
Payment Processing No 
Portfolio Management Yes 
Rent Tracking No 
Residential Properties Yes 
Tax Management No 
Tenant Database No 
Tenant Portal No 
Vacancy Tracking No 
Website Management No 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management No 
Customer Database No 
Inventory Control No 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing No 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management No 
Customer Database No 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing No 
Scheduling Yes 
Task Management Yes 

Alternatives

The Service Program Reviews

The Service Program

Westrom Software

Alternatives