Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Enhance your operational efficiency with service management software designed to provide a competitive edge. Equip your team with essential tools that enable them to work productively from any location and device, fostering a more competitive environment. With a wealth of advanced features and smart data insights, you can distinguish yourself in the marketplace. Cut down on expenses by eliminating the need for expensive hardware installations and outdated software maintenance. Accelerate task completion, increase productivity, and minimize unnecessary administrative burdens and paperwork. Enjoy the flexibility of a scalable, all-in-one cloud solution that adapts and grows alongside your business. By utilizing this powerful software, you can ensure your business remains at the forefront of the industry, fostering seamless connections between your engineers, administrative staff, and clients. This comprehensive approach not only streamlines operations but also positions your company for long-term success and innovation.
API Access
Has API
No
API Access
Has API
No
Integrations
Xero
Yes
Google Calendar
Yes
Infor CRM
No
Infor CloudSuite ERP
No
Infor M3
No
KashFlow
No
MYOB
Yes
Microsoft Dynamics 365
No
Oracle CRM On Demand
No
Oracle Fusion Cloud ERP
No
Integrations
Xero
Yes
Google Calendar
No
Infor CRM
Yes
Infor CloudSuite ERP
Yes
Infor M3
Yes
KashFlow
Yes
MYOB
No
Microsoft Dynamics 365
Yes
Oracle CRM On Demand
Yes
Oracle Fusion Cloud ERP
Yes
Pricing Details
$49 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
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
No
iPad App
No
Android App
Yes
Windows
Yes
Mac
No
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
No
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
Yes
Vendor Details
Company Name
Adfile
Founded
2015
Country
New Zealand
Website
www.adfile.co.nz/
Vendor Details
Company Name
Key Computer Applications
Founded
1986
Country
United Kingdom
Website
servicegeeni.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
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Calibration Management
Calibration Instructions
No
Calibration Schedules
No
Compliance Management
No
Device History
No
Due Date Tracking
No
Gage Management
No
Label Printing
No
Measurement Readings
No
Multi-Station Management
No
Out-of-Tolerance Notification
No
Statistical Data Reporting
No
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
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
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