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Description
Chalmsy offers AI-driven business management software tailored for small service-oriented enterprises such as florists, event coordinators, venues, interior designers, consultancies, and various trades. The platform streamlines the process from initial inquiry to finalized payment, allowing users to describe a job in simple terms while Chalmsy automatically generates a customized, branded proposal using the user's own materials, labor rates, and multipliers. Clients can conveniently review, comment, and accept proposals online, transforming accepted work into a project, followed by invoicing and bookkeeping entries, ensuring that no information is redundantly entered across different tools. The software encompasses features like quoting and estimating, proposal revisions and change orders, online approvals, deposit management, payment schedules, automated follow-ups for quotes, a client relationship management system, project oversight, invoicing capabilities, receipt capture, ledger management, profit-and-loss analysis, and integration with QuickBooks. Additionally, it seamlessly connects with Gmail, Google Calendar, and Google Drive with just one click, enhancing overall efficiency. Notably, all documents reflect your brand identity rather than Chalmsy's, with pricing structured per business rather than per user, starting at just $15 a month, making it accessible for small businesses. This comprehensive solution empowers entrepreneurs to manage their operations effectively without the hassle of multiple software platforms.
Description
Maximize efficiency, increase job acquisitions, and receive payments more quickly by utilizing the Joist mobile and web application for swift estimates, polished invoices, and payment management. Secure more clients immediately with comprehensive and professional estimates that leave a lasting impression. Tailor your invoices to reflect your brand by incorporating your logo and sending them out with just a few clicks. Facilitate online payment acceptance to streamline your process, accelerate payment receipt, and eliminate unnecessary visits to job sites. Enhance your chances of winning more contracts and upselling by providing financing alternatives. Simplify your accounting tasks by integrating Joist with your Quickbooks Online accounts, allowing for seamless bookkeeping. Safeguard all your client data in a single, secure location that can be accessed conveniently from both mobile and web platforms, ensuring you have the information you need at your fingertips. This comprehensive approach helps to build a more efficient workflow.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
RemoteInterview.io
No
Pricing Details
$15/month, seats included
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
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
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Chalmsy LLC
Founded
2026
Country
United States
Website
www.chalmsy.com
Vendor Details
Company Name
EverCommerce
Founded
2016
Country
United States
Website
www.joist.com
Product Features
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Product Features
Construction Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
No
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
No
Plumbing Estimating
Yes
Price Data / Price Books
No
Project Management
No
Quote Management
No
Reporting/Analytics
Yes
Scheduling
No
Subcontractor Management
No
Takeoff
No
What-if Analysis
Yes
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
Yes
CRM
Yes
Change Orders
No
Commercial
No
Contract Management
No
Contractors
No
Equipment Tracking
Yes
Estimating
No
Incident Reporting
No
Mobile Access
Yes
Offline Access
Yes
RFI & Submittals
No
Residential
No
Subcontractor Management
No
Timesheets
No
