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Average Ratings 15 Ratings
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Description
Stop sifting through your inbox; instead, access up-to-date plans, selections, statuses, and budgets effortlessly from a single tool that consolidates all essential project information. This platform streamlines communication with clients and collaborators for easy sharing. With Materio, you can set client reminders, manage finances, and create progress reports, ensuring your clients feel secure and informed about every detail. Materio aids in clarifying project developments for your clients, allowing you to focus on other tasks. By establishing decisions from the outset and utilizing deadlines and reminders, you can maintain a smooth workflow. Materio simplifies the process of converting inquiries into solutions, catering to those who prefer not to deal with complex software. Clients can grasp even the most extensive projects through our user-friendly interface. Collaborate with your clients to explore various options, and then formalize agreements by securing their approval, all while helping them stay within budget. In addition, Materio empowers you to track project progress without the hassle of manual oversight, ensuring that every aspect is monitored efficiently.
Description
Leading software for the service industry, e.g. HVAC, Electrical, Plumbing and General Contracting.
To run a successful business, you must have all the MUST-HAVE features.
Schedule and dispatch appointments
Use our unique system of work planning to distribute work among your team members.
Time Cards
A special service will protect you from negative reviews
Employees can be tracked by GPS
Optimization of routes
Very low credit card processing charges
API Access
Has API
No
API Access
Has API
Yes
Integrations
CardConnect
No
CardPointe
No
Google
No
Google Maps
No
QuickBooks Accountants
No
QuickBooks Desktop Premier
No
QuickBooks Desktop Pro
No
QuickBooks Enterprise
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Integrations
CardConnect
Yes
CardPointe
Yes
Google
Yes
Google Maps
Yes
QuickBooks Accountants
Yes
QuickBooks Desktop Premier
Yes
QuickBooks Desktop Pro
Yes
QuickBooks Enterprise
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Pricing Details
$95 per month
Free Trial
Yes
Free Version
No
Pricing Details
Free
Monthly user based
Free Trial
Yes
Free Version
Yes
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
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Materio
Country
United States
Website
www.materio.co
Vendor Details
Company Name
Orcatec
Founded
2019
Country
United States
Website
orcatec.com
Product Features
Construction Bid Management
Bidder Management
No
Building Product Database
No
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
No
Subcontractor Management
No
Takeoff
Yes
Version Control
Yes
Construction Estimating
Accounting Integration
No
Audit Trail
No
Bid Management
Yes
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
Yes
Customer Management
Yes
Customizable Templates
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
Yes
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
Yes
Quote Management
No
Reporting/Analytics
No
Scheduling
Yes
Subcontractor Management
No
Takeoff
Yes
What-if Analysis
No
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
Yes
CRM
No
Change Orders
No
Commercial
No
Contract Management
No
Contractors
No
Equipment Tracking
No
Estimating
Yes
Incident Reporting
No
Mobile Access
Yes
Offline Access
No
RFI & Submittals
No
Residential
Yes
Subcontractor Management
No
Timesheets
No
Construction Scheduling
Bid Management
Yes
Change Orders
No
Gantt Charts
No
Job Scheduling
Yes
Project Scheduling
Yes
Rescheduling
Yes
Staff Calendar
Yes
Task Management
No
Home Builder
Accounting Management
No
Bid Management
Yes
CRM
No
Contract Management
No
Job Costing
Yes
Job Scheduling
Yes
Permit Management
No
Quotes / Estimates
Yes
Subcontractor Management
No
Supplier Management
No
Warranty / Service Management
No
Job Costing
Bills of Material
No
Budgeting & Forecasting
Yes
Change Orders
No
Cost-to-Completion Tracking
Yes
Invoice Management
No
Overrun Reporting
No
Percent-Complete Tracking
No
Production Cost Tracking
No
Purchase Order Management
No
Quotes / Estimates
No
Time Tracking
Yes
Work Order Management
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
No
Remodeling Estimating
Cost Database
No
Quote Management
No
Residential Construction Estimating
Bid Management
Yes
Billing & Invoicing
No
Building Product Database
No
Change Orders
No
Customer Management
Yes
Project Management
Yes
Quote Management
No
Scheduling
Yes
Takeoff
Yes
Product Features
Construction Bid Management
Bidder Management
Yes
Building Product Database
Yes
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
Yes
Takeoff
No
Version Control
Yes
Construction Estimating
Accounting Integration
Yes
Audit Trail
No
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Calculators
Yes
Change Orders
Yes
Contract Management
Yes
Cost Database
Yes
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
Yes
Plumbing Estimating
Yes
Price Data / Price Books
Yes
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
Yes
What-if Analysis
Yes
Construction Scheduling
Bid Management
Yes
Change Orders
Yes
Gantt Charts
No
Job Scheduling
Yes
Project Scheduling
Yes
Rescheduling
Yes
Staff Calendar
Yes
Task Management
Yes
Contractor Management
Contractor Database
Yes
Insurance Tracking
No
License Tracking
Yes
Permit Tracking
Yes
Skills & Competencies
Yes
Task Management
Yes
Work Hour Tracking
Yes
Electrical Contractor
Billing & Invoicing
Yes
Commercial / Industrial
Yes
Contract Management
Yes
Customer Database
Yes
Electronic Signature
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Time Tracking
Yes
Work Order Management
Yes
Electrical Estimating
Billing & Invoicing
Yes
Change Orders
Yes
Cost Database
Yes
Project Management
Yes
Quotes / Proposals
Yes
Takeoff
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
HVAC Estimating
Billing & Invoicing
Yes
Commercial/Industrial
Yes
Cost Database
Yes
Data Import / Export
Yes
Equipment Maintenance
Yes
Financing Management
Yes
Labor Rates
Yes
Quotes/Proposals
Yes
Scheduling
Yes
Takeoff
Yes
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Plumbing Estimating
Change Orders
Yes
Commercial / Industrial
Yes
Cost Database
Yes
Data Import / Export
Yes
Fitting Management
No
For General Contractor
Yes
Overhead Costs Estimating
Yes
Prebuilt Assembly
No
Quotes / Proposals
Yes
Takeoff
No
Remodeling Estimating
Cost Database
Yes
Quote Management
Yes
Residential Construction Estimating
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Change Orders
Yes
Customer Management
Yes
Project Management
Yes
Quote Management
Yes
Scheduling
Yes
Takeoff
Yes
Roofing
Aerial Measurement
No
Billing & Invoicing
Yes
Checklists & Inspections
Yes
Commercial / Industrial
Yes
Dispatch Management
Yes
Lead Management
Yes
Photo Capture
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
Yes
Work Order
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Preventive Maintenance
Yes
Quotes / Estimates
Yes
Recurring Appointments
Yes
Routing
Yes
Scheduling
Yes
Task Management
Yes