Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

The premier all-in-one software solution for HVAC, plumbing, electrical, and various field service industries, catering to both commercial and residential needs. Implement best practices within the industry to enhance service quality and drive better results. Receive alerts for significant events, such as large sales closures or appointment cancellations, to stay informed. Access customer details, including service history and equipment specifics, whenever they reach out. Monitor all interactions, including recorded calls and text messages, tied to each opportunity. Ensure customer satisfaction following each appointment to build long-lasting relationships. Keep track of your business performance from anywhere, at any time, with real-time insights readily available. This comprehensive software not only streamlines your operations but also fosters a culture of excellence in service delivery.

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

$49 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 No 
iPad App No 
Android App No 
Windows No 
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 Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Adfile

Founded

2015

Country

New Zealand

Website

www.adfile.co.nz/

Vendor Details

Company Name

WorkCEO

Country

United States

Website

workceo.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

Cleaning Services

Billing & Invoicing Yes 
Client Management No 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Payroll Management No 
Quotes / Estimates Yes 
Recurring Appointments No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Work Order Management No 

Electrical Contractor

Billing & Invoicing Yes 
Commercial / Industrial No 
Contract Management Yes 
Customer Database Yes 
Electronic Signature Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Time Tracking No 
Work Order Management Yes 

Employee Scheduling

Appointment Management No 
Automated Scheduling No 
Calendar Management No 
Employee Database No 
Group Scheduling No 
Messaging No 
Mobile Access Yes 
Payroll Management No 
Reporting/Analytics No 
Resource Management No 
Schedule Distribution No 
Scheduling Yes 
Shift Scheduling No 
Shift Swapping No 
Time Clock No 
Time Tracking No 
Vacation / Leave Tracking No 

Field Service Management

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

GPS Tracking

Alerts/Notifications No 
Asset Tracking No 
Driver Management No 
Historical Reporting No 
Mobile Tracking No 
People Tracking No 
Real Time Tracking No 
Routing Yes 
Status Tracking Yes 
Territory Management No 
Vehicle Tracking No 

HVAC

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

Janitorial

Bid Management No 
Billing & Invoicing Yes 
Client Management No 
Employee Scheduling No 
Inventory Management No 
Mobile Access Yes 
Payroll Management No 
Quality Control No 
Surveys & Feedback No 
Time Tracking No 
Work Order Management Yes 

Locksmith

Billing & Invoicing Yes 
CRM Yes 
Dispatch Management Yes 
GPS Tracking Yes 
Inventory Management No 
Mobile Access Yes 
Payment Processing No 
Scheduling Yes 
Work Order Management Yes 

Pest Control

Billing & Invoicing Yes 
Customer Service History No 
Dispatch Management Yes 
Fleet Management No 
Inventory Control No 
Mobile Access Yes 
Pest Activity Tracking No 
Pesticide Usage Tracking No 
Property Layouts No 
Quotes / Estimates Yes 
Scheduling Yes 

Plumbing

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

The Service Program Reviews

The Service Program

Westrom Software

Alternatives

ServiceWorks Reviews

ServiceWorks

Service Works