Alternatives to Squeegee

Service365, built on Microsoft's world-class Dynamics 365 Business Central platform is an end-to-end field service management platform. It manages customers, quotes, jobs and purchases all from one place. Scope out a quote for customer approval. Create a quote worksheet. Your field service teams will be scheduled. Reduce project and cost management. Purchase materials and link them to timesheets. Confirm all costs associated with purchase orders before the job begins. Get customer approval and generate invoices. All this in one platform. All the benefits of Customer Relationship Management (CRM), all in one platform. Service365 provides a seamless way for customers to keep track of their contact data, transactions and communications, as well as invoices. It is easy to use and powerful. With confidence and commitment to the success of your client, plan your resources and client time today and tomorrow.

Jobber offers solutions designed to save users at most six hours per week. Their tools can be used to help with tasks such as staff management, invoice & quote tracking, scheduling, and payment processing. Jobber helps small businesses succeed by providing tools that allow them to manage their operations from anywhere using their mobile cloud-based software.

GeoOp is job management software that small businesses use to streamline their day-today tasks. It's a complete toolkit that helps businesses save 14 hours a week on admin, win more jobs, and get paid faster. GeoOP can assign jobs, create invoices and quotes, fill out timesheets, and integrate with accounting software. GeoOp can replace tedious and time-consuming paper processes that hold back your business. GeoOp is the next-generation app for Trade and Home/Field Service businesses. It allows them to manage quotes, schedule jobs, track job completion, send in invoices, and get paid quicker. GeoOP job management software makes it easier to manage your manual processes online. You can enter client/job information once and manage your jobs from quote through payment, thereby reducing admin/paperwork by up to 14 hours per week

Expanding enterprises encounter difficulties in managing leads, scheduling tasks, monitoring progress, and handling various daily operations. CRM Runner serves as a comprehensive solution for managing both field services and office tasks. Create visually appealing quotes that make a lasting impression, accept payments via email, and automate recurring invoices as necessary. Seamlessly integrate your current business email setup with CRM Runner to consolidate all your operations onto a single platform, simplifying your daily workflow. You can also configure IVR systems, record voicemail messages, purchase local and toll-free numbers globally, and access your call history, while enabling hands-free communication with clients and sending bulk SMS updates. Furthermore, stay organized and maintain current contact information directly through our system. Monitor employee productivity and time tracking effortlessly; staff can clock in using the app, which includes a selfie feature for identity verification. This ensures an efficient and secure work environment while enhancing overall management.

The best tool to manage your Service Business is Synchroteam's scheduling software and mobile application. Synchroteam is a fully customizable, feature-rich and customizable solution that can be used by field service businesses of any size. It includes scheduling and dispatch, mapping, GPS tracking, job management, reporting, inventory management and management, quote, invoice and field service CRM.

Service Autopilot gives service-based companies an all-in-one system designed to streamline operations and unlock rapid growth. From smarter scheduling to optimized routing and automatic invoicing, the platform simplifies daily work so teams can complete jobs faster. Field staff benefit from mobile access that lets them clock in, capture job photos, add notes, track GPS, and take payments on-site. Owners can monitor finances, track leads, store property details, and understand business performance with just a few clicks. Automations eliminates manual follow-ups and repetitive tasks by running workflows that generate revenue behind the scenes. With built-in tools for proposals, estimates, employee tracking, and reporting, Service Autopilot ensures teams stay organized and efficient. Businesses also gain structured processes to help reduce labor costs and improve consistency across their operations. Designed for companies ready to scale, Service Autopilot replaces chaos with clarity and puts growth on autopilot.

Software for managing small businesses. WorkWell manages job tracking, invoicing and reminders, maps, and much more. The WorkWell Command Center runs on your computer and offers a complete suite of tools to help you manage your growing business. The WorkWell Field Service smartPhone app provides all the information you need while on site at customer sites for you and your technicians. You are the owner of a small business and must keep track of everything. All details must be taken into consideration, including pricing, appointments, customer expectations, and schedules. It is not easy to retain customers or find new business. WorkWell makes it easy to manage your business like a pro and saves you time. Get your business to the next level! Schedule appointments, jobs, and employees. Keep track of all communications with customers Send Invoices and Quotes. Job mapping and worker GPS tracking. You can find out more here

Streamline your HVAC and plumbing operations to enhance efficiency, increase profits, and alleviate stress. With features like appointment and dispatch tracking, you can manage your schedule seamlessly. Enjoy the convenience of one-click invoicing and enable online payments that go directly to your bank account. Maintain and access comprehensive customer records effortlessly. Utilize a user-friendly central scheduling and dispatch board that is accessible to your entire team. Collaborate effectively with work order management—upload photos, schedule appointments, and add notes for easy access by all team members. Keep your customer and contact information organized, including tracking their history and the effectiveness of your marketing campaigns. Generate invoices and quotes while on the go, allowing for quick texting and emailing to customers, who can pay online with just a click, ensuring funds are directly deposited into your account. Additionally, integrate with QuickBooks to automate the tracking of invoices and payments, simplifying your accounting process even further. This comprehensive system not only streamlines operations but also empowers your business to thrive in a competitive market.

All-in-one field service software. Automate and grow your business. You can improve customer service, manage projects, close more deals, and track the real-time progress of all your business's day-to-day activities. You can dispatch jobs directly to field workers or technicians via our mobile app, or send a text message to get real-time status updates. In one click, you can generate Microsoft Word quotes using your existing templates. Send related brochures and attach them automatically with quotes. With one click, convert quotes to Work Orders. Based on field worker updates and rules, automatically update the status of Work Orders. When stock levels are low, monitor them and automatically generate purchase orders. You can search for any document, quote or purchase order, by item number, status or job type, technician, or company, and view all related documents, notes, and job history in one place. No more duplicate orders or invoices.

Experience daily, weekly, and monthly calendar layouts that allow you to effortlessly check resource availability and schedule tasks. Easily send or print work orders, ensuring seamless communication. The system offers flexible customization options tailored to meet the unique needs of each business. Enjoy swift and convenient access to comprehensive customer data, including complete job histories, notes, categories, custom fields, and attached images or documents. You can also record customer payments through various methods such as cash, check, or credit card, while keeping track of jobs with pending payments. Additionally, exporting customer and payment information to QuickBooks has never been simpler. This robust cloud-based scheduling solution is specifically crafted for your expanding service-centric enterprise. Equipped with powerful tools, it enhances team productivity by preventing workflow gaps and distributing workloads effectively. Set future and recurring appointments with ease, benefiting from automatic reminders to keep everything on track. Embrace the opportunity to take charge of your business operations more effectively.

Comprehensive appointment scheduling and POS software designed to streamline your entire business operations. This all-in-one platform allows you to handle everything from appointment management and marketing to point of sale transactions and invoicing. You can easily schedule appointments, facilitate online bookings, and simplify your tasks with features like recurring bookings and waitlist management. The online point of sale system is compatible with iPads, Macs, and PCs, and seamlessly connects with the latest hardware to facilitate smooth sales transactions. You can accept credit card payments directly at the point of sale or integrate with Stripe for convenient online payments. Generate professional online invoices incorporating your business branding, which can be printed or emailed to clients. Additionally, you can engage your customers through SMS promotions and minimize no-shows by sending text reminders. Monitor your inventory levels effectively to ensure optimal usage and efficiency. With integrated email marketing tools, you can design impactful campaigns to enhance your business visibility. BetterHQ scheduling software empowers you to efficiently manage all aspects of appointments, online bookings, and marketing strategies, ensuring your business runs smoothly. Overall, this software offers a robust solution to elevate your business management experience.

We assist home service professionals in preventing the loss of leads that often occurs due to inefficient scheduling practices. By automatically factoring in your team's locations and your customers' addresses before presenting available time slots, you can convert leads into confirmed appointments. Your clients can self-schedule their sales or service appointments without needing to wait for phone calls, emails, or texts to verify their situation. With Routezilla, you can confidently stack appointments close together, as it optimally reduces travel distance from one client to the next. Streamline your operations and enhance efficiency by speeding up lead conversions, integrating all of your systems, and minimizing administrative tasks. To get started, simply enter your services, operational hours, and service areas into Routezilla. Customers will then provide their address to receive notifications about when your team will be nearby, allowing them to book according to your team's schedule, complete with automatic appointment reminders. Experience the end of tedious back-and-forth communications when it comes to scheduling appointments with ease! Now, scheduling will not only be more efficient but will also leave you with more time to focus on your core business activities.

ServiceDeck is an advanced field service management software (FSM), ideal for a variety of service providers. It streamlines operations and automates processes. It also enhances customer relationships through dispatching and worker-management tools. The key features include: Smart Scheduling with integrated invoicing Automated proposals and detailed reporting Worker Availability GPS Tracking and Document Management Scheduling and dispatching tools that are efficient AI-Powered Marketplace with a Business Directory and Service Providers Database Customer Portal for managing requests, quotes, bills, and job statuses Mobile App for Live Location Tracking, Work History, and Project Status Updates Custom Integrations for platforms such as Stripe, QuickBooks and WordPress ServiceDeck's FSM software will help you to improve your field service operations. Discover the difference ServiceDeck can make to your business.

We empower you to take charge of your everyday business management tasks while simultaneously enhancing your online visibility, enabling you to stop relying on paid leads and start acquiring them independently. With our smartphone app, you can easily send electronic invoices and estimates that feature your branding. Save valuable time by utilizing reusable line items, and effortlessly convert leads into clients through quotes that can be accepted online. Establish your online presence with a mobile-responsive, search-optimized website. Ensure your information stays current with automatic updates, including job broadcasts, customer testimonials, verified credentials, and additional features. The iTrust PRO app not only allows you to schedule appointments with clients but also facilitates the sending of estimates and invoices, electronic payments, and a wide array of other functionalities, making your business operations smoother and more efficient. With these tools at your disposal, you can focus on what truly matters—growing your business and serving your customers better.

The Tradiecore application is specifically crafted to alleviate the daily administrative challenges faced by trade businesses. Each tool for quoting, invoicing, and job management serves as a powerful asset in its own right, but we have consolidated them into a single platform to streamline the management of your trade operations. Say goodbye to rummaging through paper documents or endlessly searching through emails. Whether you’re dealing with a new client, an established customer, or even someone from hipages, you can effortlessly generate quotes and invoices right when you need them. You have the convenience of sending these documents directly from your smartphone. With the Tradiecore app, you gain enhanced insight into your job status and customer interactions. Simplifying the management of your projects and clientele is now possible with everything housed in one convenient location. You also have the ability to reach out to your customers instantly through calls, SMS, or emails directly from the app. Schedule appointments for your jobs and easily export them to your calendar, helping you manage your time more effectively. Additionally, Tradiecore seamlessly integrates with popular accounting software like Xero, Quickbooks, and MYOB, ensuring your business remains organized and efficient. This comprehensive approach not only saves you time but also boosts productivity across your trade business.

Call of Service makes it easy to eliminate paper clutter and streamline service scheduling for your field services business. Call of Service is a modern field service management program that makes it easier to track and schedule service jobs, dispatch field service workers, and improve customer service. Call of Service is affordable and offers many features, including appointment scheduling, dashboard statistics and customer details, invoicing and cross verification.

Elevate your trade or service enterprise with a cutting-edge software and mobile application that ensures your tasks remain organized and your team stays connected. Our field service management platform eliminates the clutter of paperwork, providing you with easy online access to all job-related information whenever you need it. Streamline your back office operations and reduce administrative expenses efficiently. With our job management software and mobile app, you can foster business growth without excessive costs. This cloud-based solution enhances your operational efficiency, focusing on both job management and scheduling seamlessly. Handle jobs, quotes, invoices, customer data, and schedules all within one cost-effective application. Achieve more with less effort and witness how field engineers appreciate our software! Enhance service delivery and optimize overall business organization. Easily create jobs, quotes, invoices, purchase orders, and forms digitally. Capture essential data from your team, monitor job progress with precision, and keep everything in check with features that include photos, notes, customer signatures, and timesheets, ensuring you stay instantly informed about your operations at all times. This integrated approach not only boosts productivity but also helps build stronger client relationships.

FieldInsight, formerly known as Scheduleflow, serves as an all-in-one scheduling and job management software tailored for field service companies. This platform enables small to mid-sized HVAC businesses to efficiently monitor ongoing jobs, service calls, and repeat tasks via its real-time calendar and runsheet features. Additionally, FieldInsight provides an easy-to-navigate invoicing and quoting system that streamlines payment processes, allowing field service companies to receive their payments more swiftly and effectively. By integrating these functionalities, FieldInsight enhances operational efficiency for its users.

MarketBox software makes it easy to simplify your service business and allows you to grow. MarketBox software was created to address the unique challenges faced by businesses with mobile workforces. Our suite of tools allows you to manage worker's schedules and travel zones easily. Your customers can book and schedule appointments online with you. No more back and forth -- just closed sales. Did You Know? 40% of bookings are made outside of normal business hours. 77% of customers agree that it is important to be able to cancel or change appointments online. Customers can book online and see a 50% increase in booking frequency. Easily manage mobile and virtual service providers. To optimize logistics and maximize revenue, manage each worker's travel zones. Do not waste time or money on workers stuck in traffic or on the road. To automate your sales, you can sell more by working less.

Discover a range of job management tools designed to optimize your business operations effectively. iTrade job management software, crafted by seasoned tradesmen, is tailored to be the most user-friendly option available for those in the trade industry. This software alleviates the complexities associated with job booking, scheduling, and dispatching, streamlining your workflow significantly. With an integrated quoting application that features attractive templates, your quotes are sure to capture attention. By simplifying processes and organizing systems, you can easily generate concise reports that reflect your operations. Invoicing becomes a breeze with iTrade's invoicing software, allowing for quicker transactions and less administrative hassle. Plus, you can rely on fast, friendly, and free unlimited email support whenever needed. Whether you’re at your desk or on the road, you’ll be amazed at the time and monetary savings you can achieve. Effortlessly rearrange jobs to minimize travel time and speed up the invoicing process to reduce admin workload. Automate your timesheets to eliminate cumbersome paperwork. Once you experience iTrade, you might find it hard to believe your business ever functioned without it, as it truly transforms the way you manage your tasks.

Begin utilizing our mobile application today to oversee all your field operations effortlessly with just a few clicks! Experience features like Intelligent Auto-scheduling, customizable dashboards and reports, and seamless integration with platforms such as QuickBooks, Salesforce, Zoho, and others. Benefit from a dedicated customer portal, receive instant updates through multiple channels (SMS, Email, PDF), and handle invoicing and signature collection directly from your mobile device. Our native applications for Android and iOS come with offline capabilities, allowing you to create custom forms and fields while receiving intelligent notifications. Effortlessly generate quotes, invoice clients, and monitor payments right from your smartphone. Enjoy real-time mapping and automatic scheduling, selfie attendance, and leave management, all accessible on your mobile device. Secure chat options and knowledge sharing with colleagues and managers enhance collaboration, while real-time location tracking ensures faster response times. The user interface and experience are optimized for both Android and iOS platforms, allowing you to capture, approve, and monitor expenses right from the field. FieldEZ offers a flexible and highly customizable solution that caters to multiple industries for a range of applications including repair and maintenance, installation, lead management, asset tracking, data collection, and surveys, making it an invaluable tool for streamlining operations. Take advantage of these features to improve efficiency and productivity across your business.

The Eworks Manager Job Management System lets you manage, track, and control all information related to your staff, jobs and customers. Eworks Manager's Job Management Software will give you complete control over your business. Our system helps you track and manage all aspects of your business, including your employees and jobs. Our field service management, vehicle tracking, and GPS planning will be perfect for your company if you are in the technical field. Other benefits include: - Lead Management Asset Management - Invoicing and Quoting Solution - CRM System - ERP System Time Planner - Project Management - Task Management Help Desk - Report Suite Inventory Management

Your central hub for everything, from job sheets to invoices, quotations, and CRM. Clik Service makes it easy to manage and streamline every aspect of every job. Clik Service is your all-in-one platform for job management, scheduling, planned maintenance, inventory management, Invoicing, quoting and more. Track jobs from start to finish and schedule them. When engineers are out on the field, send jobs to them and receive updates when work is complete or a quote has been accepted. You can assign the right jobs to the right engineers at the right time. You can create bespoke reports that provide you with the most recent stats on jobs or financials. Find trends and gain valuable insights into every area of your business.

This advanced Field Service Management Software is tailored for businesses that need to oversee a fleet of vehicles. Its integrated dispatching feature facilitates the efficient scheduling and distribution of trucks and personnel while also monitoring the inventory on each vehicle, tracking delivered items, and managing restocking from the warehouse. Beyond dispatching, scheduling, and inventory management, Trakker can produce precise invoices based on both labor and materials utilized for each job. These invoices can either be sent immediately and automatically to customers via email or printed and mailed out by the office. Moreover, Trakker offers a diverse range of hardware options for field staff, including smart cell phones, rugged PDAs, affordable netbooks, and robust Panasonic Toughbooks, ensuring that all users can find a solution that meets their durability and budget requirements. This flexibility makes it easier for businesses to adapt to the specific needs of their workforce.

ToolTime is a job management software that allows tradespeople to manage their paperwork and processes with ease. ToolTime's mobile app and cloud-based software are easy to use and empower tradespeople to improve communication and streamline workflows whether they are on-site or at the office. Users can save money and time by generating quotes and bills in seconds, scheduling appointment, documenting tasks, tracking time, and accessing job details from any device. ToolTime users enjoy a fast and reliable customer support service, as well as regular updates and new features.

Each field service enterprise has its own specific requirements. Different businesses utilize various approaches for creating estimates, sending invoices, receiving payments, scheduling tasks, and communicating with both clients and staff. Therefore, it's crucial that the software you select for managing your operations aligns with your business practices. Contractor+ serves as an ideal solution for this purpose. When your operations are streamlined, you’ll be able to swiftly accept more projects and recruit additional team members to support your expansion. Contractor+ positions your business for the growth you envision. You can access all client information through a single, user-friendly dashboard. This includes their billing details, properties, associated contracts, estimates, invoices, payments, as well as any photos, videos, or notes. Essentially, everything you need to know about each client is consolidated in one location. Once a client approves an estimate, you can easily create an invoice directly from the estimate details, enhancing efficiency and accuracy in your billing process. This seamless integration not only saves time but also fosters better client relationships by ensuring clarity and promptness in financial transactions.

By decreasing the time that field workers spend on paperwork management by around two hours weekly, a company with ten field workers can save an impressive total of 20 hours in administrative tasks each week. This efficiency allows the invoicing process to initiate right after job completion, as administrative personnel receive the finalized work order—complete with client signatures and images—immediately when the field worker submits it. Consequently, invoices can be dispatched on the same day that the work is finished. Additionally, the standardization of form inputs, including part numbers and pricing, has led to a significant drop in write-downs from 18% to 6%, thereby enhancing the client's profitability. This streamlined approach also boosts the company's capacity to take on more business, potentially increasing it by up to 40%, whether through higher volume or expanding service coverage without raising administrative costs. Furthermore, payroll expenses can be reduced by as much as 20% due to the precise documentation of actual fieldwork efforts. Overall, these improvements not only streamline operations but also foster a more profitable and efficient business model.

GeoNext is an easy-to-use job management software that makes running a field service company easier. All your job management needs are covered with GeoNext. You can migrate your manual paperwork and processes to software that allows you to manage all aspects of your jobs: schedule, quote, assign jobs, schedule, and invoice. All you need to manage your job: Add jobs and job details, see who is available to take the job on time and assign to your team. Take photos and keep notes. Invoice when the job is complete. You can quickly and easily track what's going on with your team using GPS tracking. You can also assign jobs based upon who's nearest to you, and maximize efficiency.

Streamline your staffing process by allowing employees to choose from available positions, minimizing the hassle of scheduling back and forth. Set up your invoicing and payment collection timelines, allowing the system to handle it seamlessly. Foster effortless connections with your clients, enabling rich communication through not just text, but also images, videos, emojis, and more. Enhance the customer experience by giving them the ability to self-serve and access information whenever they need it. Clients can conveniently request appointments directly through the app, eliminating the need to track phone calls, emails, and texts. DoTimely is tailored for business owners seeking organization, timely payments, and comprehensive management of their operations. You can effortlessly monitor various business metrics like schedules, financial status, and customer data. DoTimely is designed to be user-friendly and straightforward, ensuring that managing your business remains a pleasant experience. Furthermore, should you require assistance, our dedicated support team is readily available to help. Overall, this platform not only simplifies your workflow but also empowers you to focus on what truly matters: growing your business.

We provide a streamlined management system designed to enhance the organization and profitability of your business. This user-friendly application stands out as the most cost-effective solution available, equipping you with all the essentials to build a successful cleaning company. Our unique estimating tool, the Clean Calculator, is tailor-made for cleaning businesses and comes with pre-set national pricing to simplify your quoting process. It offers complete customization, allowing you to input your own pricing and develop Quote Templates for various cleaning services. You can effortlessly access quotes, job histories, and invoices, while also monitoring employee hours and essential information such as training records, driver’s licenses, and insurance details. The app facilitates the scheduling of texts for marketing purposes, appointment confirmations, and payment reminders for both clients and employees, all without incurring extra fees. Additionally, the built-in scheduling calendar ensures that you remain organized and helps prevent any instances of double booking, seamlessly integrating with Google Calendar for added convenience. With these comprehensive features, managing your cleaning business has never been easier or more efficient.

Access the K8 Field Service and K8 Manufacturing applications through your device by connecting to either Wi-Fi or mobile data. You can work without an internet connection, as your modifications will be temporarily saved and automatically synchronized once you regain connectivity. This application allows you to view job details, historical data, customer information, and necessary parts. Frequent updates on job statuses are communicated to ensure that your device remains synchronized with K8 Field Service, allowing the service desk to stay informed about job advancements. Additionally, scans are transmitted to K8 Manufacturing to ensure they align with shipping, delivery notes, and invoicing. The K8 Field Service app is designed to connect directly to your system, granting you complete authority over which users and devices are permitted access, and it ensures that no data is retained on a centralized server. Ultimately, this enhances security and gives users peace of mind regarding their information.

Designed to enhance workflow efficiencies, boost visibility, foster collaboration, and elevate profitability, this solution ensures high-quality service with an emphasis on agility and technical performance. It features impeccable field service software that achieves a superior first-time-fix rate while optimizing service delivery, increasing revenues, and promoting business growth. You can expedite quoting, scheduling, invoicing, and payment settlement with ease. Urban-Hawks provides a comprehensive end-to-end field service solution that seamlessly integrates your entire operation, from the office and warehouse to technicians and customers. By prioritizing improved service with agility and technical excellence, it enhances operational support significantly. It guarantees the best routes to customer locations while ensuring the right parts are available on-site, ultimately accelerating service delivery for greater productivity. Additionally, you can easily update schedules, job details, and quality assurance checklists, while monitoring job progress and location in real time for enhanced oversight. This holistic approach not only streamlines operations but also ensures customer satisfaction through timely and efficient service.

ServiceLine is a comprehensive software solution tailored for home service professionals, overseeing all elements of your business that influence profitability, including marketing expenditures and labor analytics. While in the field, you can access customer notes, check installed materials, suggest alternative options, generate invoices, accept payments, and monitor material usage. During customer calls, the platform allows for swift job scheduling, access to customer histories, total revenue, and details about installed equipment, as well as tracking the relationship between marketing investments and revenue outcomes. In the office, you can evaluate the profitability of each job, efficiently generate payroll reports, and manage accounts for customers needing maintenance. Additionally, you can oversee inventory, craft tailored reports on various aspects like jobs, invoices, and clients, and seamlessly synchronize financial data with QuickBooks for streamlined operations. This all-in-one approach not only boosts productivity but also enhances decision-making for better business outcomes.

Coordinate service appointments and allocate opportunities efficiently. Monitor field technicians using GPS technology for accurate tracking. Analyze technician sales performance and establish sales targets through a dynamic, real-time dashboard. Utilize GPS navigation to determine the quickest routes to your scheduled appointments. With just one click, offer premium, mid-range, and budget-friendly options that have been shown to enhance sales performance. The app facilitates credit card scanning, signature capturing, and invoice generation, eliminating the need for physical paperwork. Seamlessly import and export data to QuickBooks to ensure all financial transactions are synchronized. Obtain a personalized homeowners app, branded with your company logo, to enhance customer engagement. Clients can conveniently access information about service plans, warranties, and their service history directly from their mobile devices. Foster strong relationships and guarantee customer satisfaction through consistent communication. Effortlessly analyze purchasing patterns using the live results dashboard. As a contractor, the Jobi homeowners app is tailored specifically for your business, helping maintain contact with your clientele while providing them with essential tools for managing their services and maintenance schedules effectively. This innovative app not only streamlines your operations but also elevates the customer experience to new heights.

SmartTrade can serve as a comprehensive job management system or allow you to utilize only the features you require, such as costing, quoting, invoicing, timesheets, and forms, with a pay-as-you-go model. Designed for efficiency and user-friendliness, it boasts an intuitive interface and leverages insights gained from SmartTrade's extensive experience over 20 years. You can enjoy a free trial for 30 days, during which SmartTrade manages essential front-end operations including logging customer inquiries, job costing, quoting, estimating, scheduling and dispatch, job tracking, material ordering, invoicing, and timesheets. Whether you need an office solution or a combined office and field solution, SmartTrade provides customizable options through its range of products and add-ons. It’s crucial that SmartTrade aligns with your business’s needs and meets your essential requirements without any hidden surprises. Keep in mind that, like many cost-effective off-the-shelf solutions, SmartTrade may not offer every feature you desire, so be sure to assess whether it is the right fit for your business. Ultimately, finding a tool that resonates with your company's operations can significantly enhance productivity and streamline processes.

Trade & Service based businesses - Electricians, Plumbers, HVAC, Painting, Building & Contraction, Service Technicians, IT, Installers, Appliance Repair, Property Maintenance, Solar, Landscaping

Review all pertinent information and maintain a comprehensive history with your clients. Monitor the Equipment or Asset undergoing service and access a complete record of every service visit. Effortlessly view a detailed list of all tasks scheduled for today, tomorrow, this week, or next week. Capture images using your tablet and upload them directly to the Job or Quote. Access all Job information input by the Office along with any relevant documents or manuals. Generate a follow-up Quote from an existing Job or create a new Quote swiftly and conveniently. Receive updates from the office through push notifications or SMS about any changes to Jobs. With just one tap, transform your Job into an Invoice while you’re out in the field. Allocate parts from your existing price list or easily include special write-ins when necessary. Gather your Customer's signatures directly on your iPad, which will be recorded against the Job. Log your check-in and check-out times for jobs, and Ascora will monitor the actual time spent on each task. Additionally, this streamlined process enhances efficiency and ensures accurate record-keeping for every Job handled.

Reliable and accessible from virtually anywhere, this tool allows you to monitor payment histories and outstanding items for each client effortlessly. It is compatible with any PC, Mac, or mobile device, and you can set up appointments in as little as three seconds. You can manage all your appointments, with the option to filter by staff or client. Additionally, data can be downloaded in Excel or PDF formats using tailored filters and reports. With Google Maps integration, finding staff and clients becomes a seamless experience. You can modify appointment details on the spot to cater to the needs of your staff or clients. This system also connects with Quickbooks, Freshbooks, and various billing software, ensuring that you never miss a scheduled appointment thanks to Google Calendar integration. Create to-do lists for technicians that can be modified or transformed into appointments. The Slack API integration enables technicians to provide updates on their status and location. Real Scheduler stands out by offering a wide range of flexible options tailored to your business's evolving requirements. What truly differentiates Real Scheduler is its commitment to delivering affordable custom features designed specifically according to your needs, ensuring you have a personalized experience that grows with your business.

TasQ is an exceptional field service management solution tailored for modern mobile service teams. This cloud-based software can be accessed on any device, providing flexibility and convenience for users at any time and from any location, compatible with both Android and iOS platforms. It optimizes your entire workflow ranging from job costing to dispatching and enables on-site invoicing. Among its impressive features, TasQ includes comprehensive service and project management tools that allow for seamless oversight of projects wherever you are. Real-time location tracking ensures that the most suitable staff is dispatched to the appropriate jobs efficiently. The inventory management system guarantees that your team has the necessary resources available at the right moment and at competitive prices. Additionally, with the ability to generate precise quotes, estimates, or invoices on-site, the invoicing process becomes much more streamlined. The Digital Signature Capture feature allows for job completion confirmation immediately upon finishing a task, enhancing accountability. Lastly, job scheduling is made incredibly efficient, as tasks can be assigned and organized in mere seconds through a simple drag-and-drop interface, with instant notifications sent to the relevant team members. This combination of features makes TasQ an indispensable tool for businesses aiming to enhance their field service operations.

Key resources for contractors managing their own independent or small to medium-sized enterprises include a mobile contractor management application that allows them to receive leads while on-site. They can conveniently send estimates to customers using just a phone number, ensuring quick communication and response times. Invoicing clients from anywhere across the globe is seamless with various payment options available, including card payments, Venmo, Cash App, Zelle, PayPal, ACH, wire transfers, and checks. This setup not only promotes organization but also enhances customer interaction. Additionally, contractors can monitor their working hours and bill clients accordingly, while also assigning tasks to team members in real-time. The integration of GPS location services provides visibility into the whereabouts of workers in the field, ensuring better management and coordination. This comprehensive toolset empowers contractors to enhance their operational efficiency and client satisfaction.

TeamPoint is a cloud-based job management software designed for British contractors, focusing on improving productivity and simplifying business processes. Offering robust features such as quoting, job tracking, service contracts, and finance integration, TeamPoint helps businesses stay organized and profitable. The software ensures efficient management of sales, job scheduling, and inventory control, allowing for faster, more accurate invoicing and improved customer service. TeamPoint’s mobile app further streamlines operations by allowing field workers to complete jobs, document risk assessments, and collect customer signatures on-site. Designed for scalability, TeamPoint is an essential tool for contractors looking to streamline their workflow and increase profitability.

NextMinute is job and project management software designed for tradespeople in Australia and New Zealand. Built with construction crews in mind — from builders and landscapers to roofers, carpenters, and renovation teams — it simplifies admin and keeps your business on track. Easily create professional quotes using supplier pricing, assign tasks, track site hours, manage variations, and stay across job costs in real time. NextMinute connects directly with Xero, MYOB, and QuickBooks, helping you avoid double-handling and streamline payroll and invoicing. Your team can use it on phones, tablets, or desktops, wherever they’re working. Backed by top-rated support and local expertise, it’s job software built for tradies, not spreadsheets. Try it free for 10 days.

Unicom stands out as a premier field management software designed specifically for mobile service providers. Starting at just $5.99 each month, this platform equips mobile services companies with an extensive array of features aimed at enhancing both productivity and profitability. With capabilities that range from scheduling and customer relationship management to generating quotes, invoicing, inventory oversight, and team coordination, Unicom empowers businesses to excel in their respective fields. Its user-friendly interface ensures that teams can easily navigate the software, making daily operations smoother and more efficient.

Managing a workforce that doesn't operate from a desk can present challenges, but your clients and employees need not be aware of those complexities. Skedulo's Deskless Productivity Cloud empowers organizations across various sectors to efficiently schedule, oversee, engage, and analyze their field teams. Say goodbye to the hassles of manual scheduling, whether it involves coordinating field operations, appointments, or shifts at designated sites. With Skedulo’s robust scheduling software, ensuring that the right individual arrives at the right location promptly becomes a streamlined process. The platform can be tailored effortlessly to align with your operational style, and our specialized solutions are designed to expand alongside your business, regardless of workforce size, while seamlessly integrating with your preferred tools. Empower your deskless workforce, no matter where their tasks take them, and ensure that schedulers and mobile teams remain aligned. It's straightforward to monitor work specifics, schedule adjustments, and updates on status. In essence, it provides everything your deskless employees require to accomplish their tasks efficiently, fostering a cohesive work environment. This ensures that every team member is equipped with the resources necessary for success.

LeadDuo ServiceHub is an innovative platform that utilizes artificial intelligence to streamline field service management for businesses, enabling them to efficiently convert leads into scheduled tasks and processed invoices without the use of spreadsheets or the risk of overlooked follow-ups. The system allows for the collection of service requests directly from your site, sends out quotes, facilitates online booking by customers, assigns and schedules technicians, monitors the status of jobs, and issues invoices with integrated payment options. With automated reminders and follow-ups, it minimizes no-show occurrences, accelerates the approval process, and keeps customers updated throughout their service journey. Additionally, ServiceHub features a comprehensive pricing engine that provides precise estimates based on the services offered, various options, and set rules, ensuring teams can deliver consistent quotes while safeguarding their profit margins. It is designed to follow a logical workflow from lead generation to quoting, booking, scheduling, tracking jobs, invoicing, and processing payments, all while maintaining a centralized history of customer interactions and enhancing team visibility across all stages of service delivery. This holistic approach not only improves operational efficiency but also enhances customer satisfaction by ensuring timely and accurate service.