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Description
Plancraft is an innovative cloud software that enhances productivity for tradespeople by digitizing processes from proposal creation to time management. Its user-friendly drag-and-drop interface allows for the rapid generation of professional quotes and invoices within minutes, while effective master data management promotes operational efficiency. A comprehensive planning board offers visibility into all job sites and staff, enabling employees to conveniently track their hours and record tasks using a mobile application. The real-time data synchronization features ensure that all logged hours are instantly available in the project folder, keeping project statuses transparent. Additionally, tools for construction documentation and post-calculation enable users to finalize projects profitably, with a focus on maintaining profit margins through organized invoice listings and automated reminders. The quick invoice generation process enhances client satisfaction, and the ability to easily send invoices to tax advisors through DATEV export simplifies accounting tasks, allowing tradespeople to focus more on their work. Overall, Plancraft serves as a comprehensive solution for managing the intricacies of office work in the trades sector.
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
No
API Access
Has API
No
Integrations
Acculynx
No
CompanyCam
No
EagleView
No
Hover
No
HubSpot CRM
No
HubSpot Customer Platform
No
JobNimbus
No
Jobber
No
Leap
No
QuickBooks Online
No
Integrations
Acculynx
Yes
CompanyCam
Yes
EagleView
Yes
Hover
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
JobNimbus
Yes
Jobber
Yes
Leap
Yes
QuickBooks Online
Yes
Pricing Details
Free
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
Yes
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
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
Plancraft
Founded
2020
Country
Germany
Website
plancraft.com
Vendor Details
Company Name
SumoQuote
Founded
2018
Website
www.sumoquote.com
Product Features
Construction Estimating
Accounting Integration
No
Audit Trail
No
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
No
Customizable Templates
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
No
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
No
Quote Management
No
Reporting/Analytics
No
Scheduling
No
Subcontractor Management
No
Takeoff
No
What-if Analysis
No
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
No
CRM
No
Change Orders
No
Commercial
No
Contract Management
No
Contractors
No
Equipment Tracking
No
Estimating
No
Incident Reporting
No
Mobile Access
No
Offline Access
No
RFI & Submittals
No
Residential
No
Subcontractor Management
No
Timesheets
No
Construction Scheduling
Bid Management
No
Change Orders
No
Gantt Charts
No
Job Scheduling
No
Project Scheduling
No
Rescheduling
No
Staff Calendar
No
Task Management
No
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
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
