Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Omni-View is a comprehensive, cloud-based software solution tailored for companies involved in portable storage, roll-off services, and modular space management. This suite simplifies and streamlines essential operations, encompassing inventory management, dispatch scheduling, and the processing of orders and work orders. It also includes billing functionalities for both customers and vendors, alongside customer relationship management tools for sales, quotations, contract handling, and follow-up interactions. To enhance financial management, it offers integrations with prominent accounting systems such as QuickBooks and Sage, while also addressing administrative duties that involve user permissions, dashboard creation, team oversight, and training. The platform is organized into distinct modules like Omni-Sales, focusing on quotes and automated communications; Omni-Operations, dealing with route optimization and reporting; Omni-Finance, which manages invoicing and payment processes; and Omni-Admin, overseeing system management and employee onboarding. This modular approach allows businesses to customize their experience and improve operational efficiency.
Description
VendorMode is a job management platform designed specifically for small B2B teams seeking an efficient solution for handling quotes, contracts, invoices, and customer interactions all in one centralized location. Rather than relying on spreadsheets and various disconnected applications, teams benefit from a streamlined workflow that ensures jobs are managed systematically from inception to completion. The integrated catalog allows for the consistency of products, services, fees, and taxes across the organization. Information seamlessly transitions from quotes to contracts and invoices, minimizing the need for manual data entry and reducing the likelihood of mistakes. Clients can receive quotes and invoices in PDF format, with a comprehensive send history automatically recorded. Additionally, a dashboard provides insights into billing activities, including total billed amounts, payments received, leading customers, and overdue invoices. All customer contacts, vendors, documents, and communication records are maintained in an organized manner, ensuring easy access and retrieval. This holistic approach not only enhances productivity but also fosters better collaboration within the team.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Avalara
Yes
Microsoft 365
Yes
QuickBooks Online
Yes
Sage 100
Yes
Salesforce
Yes
Integrations
Avalara
No
Microsoft 365
No
QuickBooks Online
No
Sage 100
No
Salesforce
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$29/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
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Omni-View
Founded
2003
Country
United States
Website
omni-view.com
Vendor Details
Company Name
VendorMode
Founded
2025
Country
United States
Website
vendormode.com
Product Features
Moving
Billing & Invoicing
No
Claims Management
No
Customer Management
No
Dispatch Management
No
Employee Management
No
Fleet Management
No
International Moves
No
Interstate Moves
No
Job Management
No
LTL / Shared Truckload
No
Lead Management
No
Local Moves
No
Military / GSA Moves
No
Quotes / Estimates
No
Storage Management
No
Work Order Management
No
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No