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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Insight is designed to help you not only maintain but also expand your customer database effectively. With all customer transactions and pertinent information readily accessible, you can effortlessly create tailored databases to better understand your clients. You can link documents to both your clients and their transactions, ensuring that all relevant information is organized. This makes Insight an ideal solution for maximizing both new leads and the sales potential of your existing customers. By profiling your clients and having the necessary information at your fingertips in real time, you gain a competitive advantage in your industry. Additionally, Insight features a robust scheduling system that consolidates all company activities, including job details and staff leave, into various calendar and schedule formats. The software is fundamentally centered around task management, allowing you to log all business transactions as tasks so that everyone is clear about their responsibilities at all times. With the integrated use of statuses and task assignments, you can effectively oversee delegation within your team, ensuring that no detail is overlooked. Enhanced communication and organization through Insight will ultimately lead to improved productivity and client satisfaction.

Description

Presenting the latest innovation in Customer Relationship Management (CRM), Job Scheduling, and Customer Marketing software designed for business proprietors, mobile enterprises, and entrepreneurs. At JOBDONE Software, we are dedicated to offering a user-friendly platform that you can conveniently carry with you, no matter where you are. Our knowledgeable team and dedicated support staff possess extensive industry experience, enabling them to recognize and tackle the typical challenges faced by mobile, service-oriented businesses, thereby ensuring you receive not only dependable tools but also an outstanding user experience. JOBDONE Software includes scheduling and task assignment tools that seamlessly integrate with familiar products to help both large and small organizations operate at peak efficiency. Since every moment on the clock is precious, reclaim that time by simplifying your processes, allowing you to focus on priorities such as quality assurance, customer support, marketing, and much more. Ultimately, JOBDONE Software empowers you to enhance productivity and drive growth in your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$25 per user per month
Free Trial No 
Free Version No 

Pricing Details

$39.99 per month
Free Trial Yes 
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 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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Scotia Software

Founded

2005

Country

United Kingdom

Website

www.binarytechnologies.co.uk/index.php/business-management-software/

Vendor Details

Company Name

JOBDONE Software

Founded

2014

Country

Canada

Website

jobdone.co

Product Features

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Field Service Management

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

Task Management

Collaboration No 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking No 
To-Do List View 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 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard Yes 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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