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features
design
support

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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

Software to manage your job opportunities. You can assign jobs to your engineers and schedule your customers' work. Automatically generate job-sheets. Engineers can update jobs using our iPhone or Android app.

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

£29.00/month
£29 per user per month
Free Trial Yes 
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 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) Yes 
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 No 
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

WebFletch

Founded

2017

Country

United Kingdom

Website

crm.webfletch.co.uk

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

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management 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 No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock 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 

Alternatives

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The Service Program

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