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Description

Our mission is to empower contractors to achieve greater profitability by equipping them with cutting-edge tools and resources designed for effective business management through technology. We ensure that your customers stay informed throughout the entire process, from the initial scheduling of their visit to the arrival of your technicians and the completion of the job. Our intuitive setup wizard can get you operational in less than an hour! Say goodbye to the confusion and disorganization that often plague daily business operations. Streamline both management and field operations seamlessly. We currently offer support in English, French, and Spanish, and we welcome your suggestions for additional languages to enhance our offerings. Our work order module has continually evolved since its launch, becoming the cornerstone of our system due to its widespread use and comprehensive functionality. It encompasses everything necessary to manage a job from inception to payment, including attachments, various types of notes (for office staff, field technicians, and clients), special flags, assessments, quotes, expenses, worksheets, invoices, payments, custom forms, and eMail capabilities. With this extensive feature set, you can effectively manage your workload and improve communication across all levels of your operations.

Description

Execute every task seamlessly and ensure everything remains organized. Optimize your time, take command, and delight your clients with efficient scheduling, communication, and job documentation. Simplify your work experience with tools designed specifically for trades, encouraging customer loyalty. Arrange appointments quickly and receive confirmations instantly. Enhance your job booking process through online scheduling, client notifications, and straightforward methods to keep everyone informed. Effortlessly manage your teams with transparent calendars, essential notes, and daily responsibilities that make collaboration a breeze. Monitor tasks and projects to maintain clarity on progress. Oversee numerous projects with job sheets and pipelines that allow you to operate smoothly, consistently. Keep every task within easy reach. Access every quote, note, and assignment swiftly with mobile job files that revolutionize work management, making it significantly more efficient. Moreover, these tools empower you to focus on what truly matters—delivering quality service and building strong relationships with your clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Stripe
Braintree
PayPal
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
Xero

Integrations

Stripe
Braintree
PayPal
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
Xero

Pricing Details

$19 per month
Free Trial
Free Version

Pricing Details

$31 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Opermax

Founded

2013

Country

United States

Website

www.opermax.com

Vendor Details

Company Name

Forty Two

Founded

2009

Country

United Kingdom

Website

www.yourtradebase.com

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Product Features

Electrical Estimating

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Plumbing Estimating

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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