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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Cuotaro is an online application tailored for field service and operations, specifically designed for small service-oriented businesses. This platform enables teams to manage customer information, service requests, quotations, job schedules, documents, reminders, and outstanding payment tasks all within a unified workspace. The application streamlines the workflow from receiving customer inquiries to generating quotes, transitioning from quotes to job execution, and overseeing payment processes post-completion. Users are able to consolidate customer details, service locations, notes, PDF quotes, job specifics, attached documents, and follow-up reminders, all linked to the individual customer context. Cuotaro's design prioritizes simplicity and focus, distinguishing itself from more intricate enterprise field service solutions, ERP systems, and accounting software. By offering this straightforward approach, it empowers small teams engaged in maintenance, repair, installation, and various services to effectively oversee their tasks without the hassle of disorganized spreadsheets, fragmented notes, or isolated files. In essence, Cuotaro provides a cohesive solution that enhances productivity and organization for small service providers.

Description

We assist home service professionals in managing requests, work orders, scheduling, billing, and payments efficiently, ensuring they can enjoy their evenings and weekends. By minimizing the number of daily messages you need to send manually, you can significantly reduce the time spent on scheduling and dispatching jobs. This streamlined approach can save you over 40 hours each month previously spent on administrative tasks and collections. All your job requests can be organized and followed up on in a single platform that consolidates emails, website inquiries, phone calls, text messages, and Facebook messages into one easy-to-use message center. Our innovative job scheduling tools integrate your team calendar, job lists, and routes into a cohesive view, optimizing the planning of your workdays and job dispatching, ultimately saving you valuable time. Customers benefit from a self-service portal that provides them with 24/7 access to their message history and essential documents, including quotes, contracts, bills, and payment records. Plannit is meticulously crafted to enhance the operational efficiency of home service businesses while maintaining a strong emphasis on exceptional customer service. By adopting our solutions, home service pros can focus more on their core tasks and less on administrative burdens.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acomba No 
Facebook No 
Google Cloud Platform No 
QuickBooks Online No 
Sage Accounting No 

Integrations

Acomba Yes 
Facebook Yes 
Google Cloud Platform Yes 
QuickBooks Online Yes 
Sage Accounting Yes 

Pricing Details

EUR 19/month or EUR 190/year
Cuotaro offers a 21-day free trial with no payment details required.

Paid plans start at EUR 19/month for the Solo plan. Team and Ops plans are available for small teams that need more users and storage. Annual billing is available and gives two months free compared with monthly billing.

Prices exclude VAT or other applicable taxes.
Free Trial Yes 
Free Version No 

Pricing Details

$59 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 Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Cuotaro

Founded

1994

Country

Spain

Website

cuotaro.com

Vendor Details

Company Name

Plannit

Founded

2021

Country

Canada

Website

business.plannit.io

Product Features

Field Service Management

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

Product Features

Cleaning Services

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

Field Service Management

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

Landscape Management

Billing & Invoicing No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Groundskeeping No 
Inventory Control No 
Irrigation Tracking No 
Job Management No 
Landscape Design No 
Mobile Access No 
Payroll Management No 
Plant Database No 
Quotes / Estimates No 
Routing No 
Scheduling & Appointments No 
Work Order Management No 

Lawn Care

Billing & Invoicing No 
Contract Management No 
Customer Management No 
Employee Management No 
Equipment Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service Dispatch No 

Pool Service

Billing & Invoicing No 
Chemical Readings No 
Customer Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Work Order Management No 

Roofing

Aerial Measurement No 
Billing & Invoicing No 
Checklists & Inspections No 
Commercial / Industrial No 
Dispatch Management No 
Lead Management No 
Photo Capture No 
Quotes / Estimates No 
Scheduling No 
Work Order Management No 

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