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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Designed to adapt to real-world scenarios, Perfectware offers a comprehensive suite of software tools tailored specifically for users within the Mechanical Contractor Service Industry. By leveraging cutting-edge and reliable technologies, we have developed a robust software solution that facilitates seamless communication between service operations, customers, and field personnel. A vital aspect of our ongoing development relies on the valuable feedback we gather from our users and contractors. Regular meetings among our user groups foster an environment where current contractor requirements are highlighted and discussed, paving the way for future enhancements in Perfectware's design and functionality. In today's fast-paced service industry, effectively managing thousands of daily processes is crucial to ensure that every client's service expectations are met in a cost-efficient manner. From the initial phone inquiry to the final interaction, we strive to deliver the highest quality service possible, ensuring customer satisfaction at every step. Ultimately, our commitment to continuous improvement and user collaboration will drive the future success of Perfectware.

Description

Shark Byte was a concept created by industry consultants and service contractors, Perfectware. This group has more than 50 years of combined experience in the Mechanical Service Industry, both in sales and managerial positions. We recognized the need for a specialized tool to sell to Mechanical Service Contractors. We learned that there is no one solution that will meet all contractors' needs. There are many options, including single tools, add-ons for service management software or customizing commercial CRM packages. We designed a solution that includes a customer and sales tracking CRM as well as a mobile surveying tool, contract and job estimating tools, and electronic proposal generation. We surveyed contractors throughout the design and programming process to validate Shark Byte tools and methodology, and to create the best Sales Relations Manager in the industry.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Cosential No 
Salesforce No 
XOi No 

Integrations

Cosential Yes 
Salesforce Yes 
XOi Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Perfectware Solutions

Website

perfect-ware.com

Vendor Details

Company Name

SharkByte

Founded

2010

Country

United States

Website

shark-byte.com

Product Features

Field Service Management

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

HVAC

Billing & Invoicing Yes 
Customer Database No 
Dispatch Management No 
Inventory Control Yes 
Job Management No 
Maintenance Scheduling No 
Mobile Access Yes 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking Yes 
Technician Management No 
Work Order Management 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 

Product Features

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management No 

Field Service Management

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

HVAC

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access No 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management No 
Work Order Management No 

HVAC Estimating

Billing & Invoicing Yes 
Commercial/Industrial Yes 
Cost Database Yes 
Data Import / Export Yes 
Equipment Maintenance Yes 
Financing Management No 
Labor Rates Yes 
Quotes/Proposals Yes 
Scheduling Yes 
Takeoff 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 

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