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Description
Craft design proposals that resonate with the typical prospective client by structuring your document into well-defined sections and categories, creating a narrative that aligns with their project vision. Many clients often require guidance when selecting fixtures, so incorporating Allowance Items can help present a comprehensive estimate. It's important to remember that not every proposal is accepted on the first attempt; therefore, utilizing the addendum feature allows you to amend estimates and clearly delineate any revisions from the original proposal. When a project is confirmed, the likelihood of needing adjustments increases, and that's where Change Orders come in, enabling you to document additional work and formalize agreements in writing for both you and your client. A structured payment plan is typically essential for most projects; by leveraging the payment terms form, you can effortlessly create, modify, and save payment structures tailored to each project. If you frequently find yourself working on similar jobs, utilizing templates can significantly streamline the estimate writing process, saving you time and effort. With such a variety of tools at your disposal, the possibilities for enhancing your proposals are truly limitless!
Description
The Hearth mobile application allows you to effortlessly present your clients with estimated monthly payment plans, pre-qualify them in just a few minutes, and monitor the status of their loans. You can dispatch quotes, contracts, and invoices that include financing options directly from your mobile device, streamlining your sales process. With digital quotes, contracts, invoices, and payment tools, you won't have to worry about the hassle of tracking down checks and signatures anymore. Clients will receive automated reminders, relieving you of that responsibility. You can also easily monitor when clients receive, access, and sign important documents. By providing flexible payment solutions and a polished digital experience, Hearth enhances customer satisfaction significantly. The automation and tracking features mean no more back-and-forth phone calls or misunderstandings. Presenting monthly payment options instills confidence in your customers, encouraging them to proceed with their projects. Furthermore, Hearth enables you to integrate monthly payment solutions into every quote, contract, and invoice, facilitating smoother transactions and increasing your chances of closing more deals. This innovative approach not only benefits your clients but also boosts your business efficiency and success.
API Access
Has API
No
API Access
Has API
No
Integrations
PayPal
No
Pricing Details
$19.99 per month
Free Trial
No
Free Version
No
Pricing Details
$1,499 per year
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
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
Customer Support
Business Hours
No
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
EZcontractPRO.com
Founded
2018
Country
United States
Website
www.ezcontractpro.com
Vendor Details
Company Name
Hearth
Country
United States
Website
www.gethearth.com
Product Features
Construction Estimating
Accounting Integration
No
Audit Trail
No
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
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
No
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
No
Quote Management
No
Reporting/Analytics
No
Scheduling
No
Subcontractor Management
No
Takeoff
No
What-if Analysis
No
Contractor Management
Contractor Database
No
Insurance Tracking
No
License Tracking
No
Permit Tracking
No
Skills & Competencies
No
Task Management
No
Work Hour Tracking
No
Electrical Estimating
Billing & Invoicing
No
Change Orders
No
Cost Database
No
Project Management
No
Quotes / Proposals
No
Takeoff
No
HVAC Estimating
Billing & Invoicing
No
Commercial/Industrial
No
Cost Database
No
Data Import / Export
No
Equipment Maintenance
No
Financing Management
No
Labor Rates
No
Quotes/Proposals
No
Scheduling
No
Takeoff
No
Plumbing Estimating
Change Orders
No
Commercial / Industrial
No
Cost Database
No
Data Import / Export
No
Fitting Management
No
For General Contractor
No
Overhead Costs Estimating
No
Prebuilt Assembly
No
Quotes / Proposals
No
Takeoff
No
Remodeling Estimating
Cost Database
No
Quote Management
No
Residential Construction Estimating
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Change Orders
No
Customer Management
No
Project Management
No
Quote Management
No
Scheduling
No
Takeoff
No
Product Features
Residential Construction Estimating
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Change Orders
No
Customer Management
No
Project Management
No
Quote Management
No
Scheduling
No
Takeoff
No
