Average Ratings 15 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Description

Deliver a refined sales experience that ensures your customers remember their interaction with your business positively. Demonstrate that your company stands out as the best option for their needs. Maintain uniformity throughout your sales team, including those who are newly onboarded. Utilize our ready-made quotes or develop your own, alongside reusable templated content that can enhance efficiency. Ensure that all successful strategies and materials are shared among your team, allowing them to mimic your most effective practices. Maximize revenue from each project without increasing your workload by offering a standard list of optional upgrades consistently. Keep your base pricing attractive while empowering customers to choose additional features. Always strive to capitalize on opportunities for larger projects by incorporating multiple trades or presenting tiered options within a single quote. This approach allows customers to easily approve the quotes they wish to proceed with, leading to a smoother sales process. By offering flexible options, you also enhance customer satisfaction and loyalty.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Acculynx No 
CardConnect Yes 
CardPointe Yes 
CompanyCam No 
EagleView No 
Hover No 
HubSpot CRM No 
HubSpot Customer Platform No 
JobNimbus No 
Jobber No 
Leap No 
QuickBooks Desktop Premier Yes 
QuickBooks Enterprise Yes 
RoofLink No 
RoofScope No 
RoofSnap No 
SalesRabbit No 
Salesforce No 
Zapier No 

Integrations

QuickBooks Online Yes 
Acculynx Yes 
CardConnect No 
CardPointe No 
CompanyCam Yes 
EagleView Yes 
Hover Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
JobNimbus Yes 
Jobber Yes 
Leap Yes 
QuickBooks Desktop Premier No 
QuickBooks Enterprise No 
RoofLink Yes 
RoofScope Yes 
RoofSnap Yes 
SalesRabbit Yes 
Salesforce Yes 
Zapier Yes 

Pricing Details

Free
Monthly user based
Free Trial Yes 
Free Version Yes 

Pricing Details

$209 per month
Free Trial Yes 
Free Version 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 

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) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Orcatec

Founded

2019

Country

United States

Website

orcatec.com

Vendor Details

Company Name

SumoQuote

Founded

2018

Website

www.sumoquote.com

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 

Product Features

Roofing

Aerial Measurement No 
Billing & Invoicing No 
Checklists & Inspections No 
Commercial / Industrial No 
Dispatch Management No 
Lead Management No 
Photo Capture No 
Quotes / Estimates No 
Scheduling No 
Work Order Management No 

Alternatives

RIB Candy Reviews

RIB Candy

RIB Software

Alternatives

STACK Reviews

STACK

Stack Construction Technologies