Simpro Features

Uses the calendar tool to determine field workers who are free for the job.

Notifies field service workers of their upcoming assignments.

Allows users to see tasks according to permissions and roles.

Allows clients to book jobs through the desktop page or within the app.

Tracks employee location to ensure timeliness.

Enables communication within the app from manager to field service employee.

Notifies clients, should any delays or mishaps occur.

Includes some ability to serve as a sales and ordering application.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Notifications that are delivered to users as soon as an event occurs

Customize data fields to support various needs and use cases

Manage and support multiple locations

Swipe a credit card or manually process payments while with the customer in the field

Creates reports that reflect field performance either as a team or individually, to review productivity.

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.

Create, manage, and send invoices or bills to customers

Integrates with CRM software to monitor all aspects of the customer relationship.

Integrate with a third-party accounting system

Integrates with QuickBooks

Set up connections to third-party platforms to improve business processes

Alter the layout and content of reports

Integrates with home inspection software to streamline the job costing and job coordination process.

Tracks restoration jobs, bids, and both job and contractor schedules.

Monitors and reports on equipment and resource allocation for restoration jobs.

Manage and track all job information and associated tasks

Provides a mobile application for contractors to utilize in the field.

Streamlines the building and sending of contracts and proposals to and from clients.

Provides an industry-specific CRM to keep track of contact information.

Built-in security to protect payment information in order to prevent fraud and hacking.

The ability to process credit card payments and receive approval or denial of funds from the customer's bank.

The ability to process mobile payments from a mobile wallet or other mobile phone payment app.

The ability to process payments from a digital wallet service or other digital payment method.

Accept and process credit/debit card transactions

Accept and process online payment transactions

Allow customers to make a partial payment on an invoice and track remaining debt

Transactions that typically involve face-to-face interactions between the payer and the payee

Allows customers to check out with wallet payment methods that digitally store credit and debit cards

Reports and analytics created from payment data.

The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience.

Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.

The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.

Process payments from multiple channels such as ACH, mobile, or e-commerce.

Supports levels 1 and 2 for credit card payment processing.

Supports level 3 credit card processing which requires additional data for qualification.

Integration with payment gateways to facilitate online transactions

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Accept and process cryptocurrency transactions such as Bitcoin

Supports the integration of the project management solution with a third-party accounting management solution to streamline the construction project lifecycle.

Supports the integration of the project management solution with a third-party estimating and bid management solution to streamline the construction project lifecycle.

Supports the integration of the project management solution with a third-party workforce management solution to streamline the construction project lifecycle.

In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis.

Records, centralizes, and provides access and sharing settings to project information into a centralized depository.

Enables and/or facilitates communication on the jobsite and between the field and office admin.

Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs

Enables and simplifies communication on the site and between the office and field.

Provides a mobile-ready application of the tool that does not require internet connection.

Captures data from the site and generates reports on project progress.

Tracks timesheets and attendance of site crew memberes

Enables the capturing and/or uploading of photographs or videos to document project progress

Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.

Adds onto the creation and management of bids and tenders via takeoff and cost management functionalities.

Supports the interfacing of the solution to construction project management and construction accounting solutions.

Set up connections to third-party platforms to improve business processes

Integrates with QuickBooks

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Provides users access to a database of historical job costs of past construction projects.

Provides users the ability to monitor and update project costs, and track all utilized resources

Provides users with templates that break down individual construction cost requirements into tasks.

Access software remotely via mobile devices

Plan and coordinate all the resources, costs and time needed to execute assignments

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Allows users to process payments in multiple currencies.

Online portal through which end users can access the system, manage tasks, or obtain information

Support cardholder verification methods for POS transactions.

Provide integration with accounting software and ERP systems.

Provide integration with B2B and B2C e-commerce platforms

Provides formulas and tools to facilitate the calculation of industry-specific costs and/or associated labor.

Leverages optical character recognition (OCR) technology to enable the search of text within blueprints.

Supports the uploading and input of blueprints using a variety of file types (SVG, DXF, DWG, PDF, JPEG, etc.) and sources of input (CDs, email, portable drives, etc.).

Enables multiple users to perform takeoff on a single project.

Automates calculates and generates Bill of Quantities (BoQs) and/or Bill of Materials (BoMs).

Allows annotations and adjustments to original takeoff estimates after the initial takeoff calculations have been completed.

Integrates with third-party construction estimating software to supplement the overall cost management process.

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Forecast the cost and resources required to complete a project

Allows users to create forms with branching logic without any code.

Provides a built-in API builder for developers.

Integrates with back office systems, content management systems, and other types of office software.

Web form that allows users to enter data that is sent and processed for different reasons

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Provides built-in optical character recognition (OCR) functionality.

Records GPS and time data points in reports.

Allows users to attach barcode and/or signature data within a report.

Provides built-in image and video recording capabilities.

Allows users to access and finalize forms without an internet connect.

Allows users to access built-in work instructions.

Digitally sign online documents

Allow users to access multiple services after entering their login credentials once

Automatically identify and save contact information of potential customers

Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).

Define and manage roles and access rights for the entire system.

Provides performance analytics dashboards.

View and track pertinent metrics to find patterns and gain insights from data

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Use AI to generate content in the form of text, images, videos, etc.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Ability to handle several projects simultaneously

Pre-designed layouts that can be customized to match preferences and requirements

Track information, qualifications, and contact details of subcontractors

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

3D design and modeling tool enabling a virtual information model

Receive system updates as soon as any changes are made

Measure digital plans to calculate labor and materials needed

Generate quotes or estimates for customers

Regulate who can view information within the system

Plan, manage, and track the financial activities of an individual or organization

Collection of data related to the costs associated with various items, products, services, or activities

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Process of planning, procuring and controlling material flows along with supplier evaluation and shipping

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Monitor the progress of projects from start to finish

Process of gathering, measuring, and analyzing accurate data

A record of all activities within the system, including user access, changes made, etc.

Estimating software designed for HVAC businesses

Create, send, and track purchase orders and their statuses

Displays a graphical view of a build assembly to visualize which portion of the project you're estimating

Computer aided design to create precision drawings or technical illustrations

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Track, store, and access client contracts or licenses

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Specialized for organizations who focus on residential projects

View and track pertinent metrics to find patterns and gain insights from data

Estimating software designed for electrical businesses

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

For commercial and industrial purposes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Provides varying estimates based on different scenarios

Import and export data to and from software applications

Estimating software designed for plumbing companies

Log and record hours worked and costs spent to assist in billing and invoicing

Track and manage schedules and meetings via an integrated calendar

Primarily serving architecture, engineering, and construction industry professionals

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share media files, communicate, and work together

Forecast the cost and resources required to complete a project

Schedule predetermined or ad hoc maintenance services and labor requests

Data is backed up automatically to prevent data loss

Store and organize information about customers and previous interactions

Track the amount of time spent on a job or task

Alter the layout and content of reports

Manage and track all job information and associated tasks

Plan availability and assign specific time slots for tasks and resources

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Electronically collect payments for goods or services

Add customized logos and colors to align with company branding

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and manage the scheduling of tasks

Identify the physical location of an individual, asset, device, etc.

Track and document all activities across devices, networks, and other systems

Track the status over time for a request, process, asset, or transaction

Create, manage, and send invoices or bills to customers

Digitally sign online documents

Calculate total itemized costs, including initial costs and any changes

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Creating, assign, and track jobs and/or tasks for work orders

Manage sending personnel and resources to a site as needed

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Reporting on how each user, task or process has advanced since its initiation

Manage and track all internal and external communication conducted via calls, email, text, or chat

For subcontractors to manage remodeling projects, including estimating, job costing, and client communication

Notifications via mobile devices

Customize data fields to support various needs and use cases

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Designs generated in either 2D or 3D format

Estimate or forecast of a future scenario based on the study of present trends

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Manage and track financials on a project-to-project basis

Creating, assign, and track jobs and/or tasks for work orders

An itemized to do list that can be edited as tasks are completed

Schedule predetermined or ad hoc maintenance services and labor requests

Track parts inventory levels and manage re-stocking

Track work performed and resources used for past customers, sites, or assets

For residential properties

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Customize contracts and forms to collect specific information

Create, send, and track purchase orders and their statuses

Access software remotely via mobile devices

Manage sending personnel and resources to a site as needed

Track and manage the scheduling of tasks

Track and manage schedules and meetings via an integrated calendar

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Oversee technicians and track their assigned work orders

Track the status over time for a request, process, asset, or transaction

Application programming interface that allows for integration with other systems/databases

Store, manage, and track all electronic documents in a centralized location

Manage and track all job information and associated tasks

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Active reporting of data and metrics

Designed to serve commercial properties

Receive data and information in real time

Information, data and reports that are being tracked over time

Track, store, and access client contracts or licenses

A collection of customer information such as contact details, demographics, previous interactions, etc.

Scan barcodes to ensure accurate pricing and label tracking

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Create, design and manage workflows for repetitive tasks

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track and manage inventory levels to maintain proper supply

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Plan daily routes to optimize employee scheduling and provide directions

Store, manage and track all forms in a centralized location

AI-based platform which conducts a conversation via auditory or textual methods

Manage product specific documents in a categorized order

Store and access documents, forms, and photos in one centralized place

Digitally sign online documents

Online portal through which end users can access the system, manage tasks, or obtain information

Set and monitor service level agreements to ensure timely response and resolution

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Assign available resources to various projects and tasks

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Assemble applications and processes by dragging over and arranging pre-built components

Generate quotes or estimates for customers

Plan availability and assign specific time slots for tasks and resources

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Track/log the amount of time employees worked per job using a timer

A set of processes to optimize the productivity of its employees

Track and document all activities across devices, networks, and other systems

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Calculate rule-based prices for a product/service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track the location of specific equipment at all times

Import, collect, and capture data from multiple sources

Measure and track time including hours worked and paid time off (PTO)

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Securely stores data to prevent data loss or breaches

Identify the physical location of an individual, asset, device, etc.

Finding the most optimal routes for drivers based on various factors and constraints

Ability of websites, web applications, or mobile applications to function without an active internet connection

Receive system updates as soon as any changes are made

Provides a channel for team members to share media files, communicate, and work together

Communicate using direct chat or messages within the system

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Electronically collect payments for goods or services

Access previous interactions or concerns to maintain customer relationships

Monitor product stock levels

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Plan and coordinate all the resources, costs and time needed to execute assignments

Private online space that lets businesses securely share documents and provide information access to clients

Generate estimated arrival times for drivers to keep back office or customers informed

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Automatically create schedules based on business needs or employee availability and qualifications

Store and organize information about customers and previous interactions

Timed notification for any upcoming task, deadline, appointment, or activity

Create a new work order

Manage procedures that ensure organizational equipment remains in working condition

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Schedule repeating appointments based on a duration of time

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Define levels of authorization for access to specific files or systems

Streamlining repetitive tasks and activities through automated and predefined workflows

Automatically populating fields or sections within a form

Create, save, and re-purpose templates for emails, forms, etc.

Store, manage, and track all electronic documents in a centralized location

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Search for specific words or phrases within a document or database

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage the process of evaluating documents or requests submitted for approval

Verifies and confirms the accuracy of an address

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Use AI to generate content in the form of text, images, videos, etc.

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Manage the process of attracting and converting business prospects into leads

Add customized logos and colors to align with company branding

Access software remotely via mobile devices

Create, manage and track all task activities and progression

Customize data fields to support various needs and use cases

Application programming interface that allows for integration with other systems/databases

Ensure the answer provided fits set parameters (numerical, positive number, etc.)

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Capability of a software or system to make decisions and perform actions based on specified conditions

Store, manage and track all forms in a centralized location

Gauge satisfaction and receive information for improvement and success

Assemble applications and processes by dragging over and arranging pre-built components

Collection of images, videos and other digital content that can be used

Import and export data to and from software applications

Receive data and information in real time

Protect sensitive data for digital privacy

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track revisions and updates made to files and navigate between different versions

Provides a channel for team members to share media files, communicate, and work together

Create, design and manage workflows for repetitive tasks

Import, collect, and capture data from multiple sources

Pre-designed layouts that can be customized to match preferences and requirements

Streamlining repetitive tasks and activities through automated and predefined workflows

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Monitor or audit historical and current transactions to analyze customer account activities

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Near-field communication method to share data and process contactless payments

Ability of websites, web applications, or mobile applications to function without an active internet connection

Digitally sign online documents

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Identify and prevent suspicious activity

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Access software remotely via mobile devices

Use AI to generate content in the form of text, images, videos, etc.

Track and facilitate returns of products sold

Track products that are for sale at a reduced price or part of coupon promotions

Timed notification for any upcoming task, deadline, appointment, or activity

Scan barcodes to ensure accurate pricing and label tracking

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Track and manage adherence to policies for any service, product, process, or supplier

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Hardware device connected to smartphones for processing payments

Calculation of consumption tax imposed on the sale of goods/services

A collection of customer information such as contact details, demographics, previous interactions, etc.

Upload, track, and submit receipts in a central database

Add customized logos and colors to align with company branding

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Access work applications remotely, for when working away from the office and/or traveling

Manage and support multiple locations

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Reports specific to sales analysis for trends and strategies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process payments via multiple modes directly through the application

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Track the status over time for a request, process, asset, or transaction

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Monitor and record expenses such as purchases or charges incurred

Protect sensitive data for digital privacy

Send clickable links via text or email to collect payments from customers

Application programming interface that allows for integration with other systems/databases

Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc.

Reconcile payments with corresponding invoices or orders for accounting purposes

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Receive data and information in real time

Create, manage, and send invoices or bills to customers

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Track revisions and updates made to files and navigate between different versions

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Pre-designed layouts that can be customized to match preferences and requirements

Pre-designed project plans that can be customized

Track and manage schedules and meetings via an integrated calendar

Manage and track all job information and associated tasks

Active reporting of data and metrics

Plan and coordinate all the resources, costs and time needed to execute assignments

Create and store all design plans electronically

Track and document all activities across devices, networks, and other systems

Estimate expected cost based on various factors before a project begins

Generate quotes or estimates for customers

Drawing and modeling designs within 2D flat dimensions

Monitor the progress of projects from start to finish

Access to a library of manufacturing parts, models, and specs

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Identify and respond to unexpected problems or failures (ie. "negative events")

Notifications that are delivered to users as soon as an event occurs

Create proposals based on costs of labor and materials

Create, save, and re-purpose templates for emails, forms, etc.

Application programming interface that allows for integration with other systems/databases

Receive data and information in real time

Report on the allocation and distribution of labor costs across projects

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Highlight content and/or make notations about parts of content

Primarily serving architecture, engineering, and construction industry professionals

Store and organize documents in a centralized system

Organize and schedule projects

Estimate or forecast of a future scenario based on the study of present trends

Analyze and gain insights into data in real-time

Representation of any object in 3D

Provides a channel for team members to share media files, communicate, and work together

Use AI to generate content in the form of text, images, videos, etc.

A system that allows access to a database structure without relying on an external program

Create, manage, or update project workflows.

Create, design and manage workflows for repetitive tasks

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Track and manage the scheduling of tasks

Estimate project costs based on groups of items and procedures

Alter the layout and content of reports

Track the status over time for a request, process, asset, or transaction

Calculate total itemized costs, including initial costs and any changes

Track information, qualifications, and contact details of subcontractors

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track employee schedules, availability, and performance across projects and tasks

Create, design and manage workflows for repetitive tasks

Book meetings and appointments through a website or digital platform

Manage sending personnel and resources to a site as needed

Customize contracts and forms to collect specific information

Manage and support multiple locations

Access previous interactions or concerns to maintain customer relationships

Electronically collect payments for goods or services

Track the location of specific equipment at all times

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Digitally sign online documents

Integrate with a third-party accounting system

Create, manage, and send invoices or bills to customers

Track and manage inventory levels to maintain proper supply

Plan daily routes to optimize employee scheduling and provide directions

Creating, assign, and track jobs and/or tasks for work orders

Track and document all activities across devices, networks, and other systems

Designed to be used by carpet cleaning businesses

Track the amount of time spent on a job or task

Generate quotes or estimates for customers

Customize data fields to support various needs and use cases

Manage, store and organize emails within the system or via third-party apps

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

A collection of customer information such as contact details, demographics, previous interactions, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Send messages via SMS

Alter the layout and content of reports

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Plan availability and assign specific time slots for tasks and resources

Timed notification for any upcoming task, deadline, appointment, or activity

Use AI to generate content in the form of text, images, videos, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Set up connections to third-party platforms to improve business processes

Private online space that lets businesses securely share documents and provide information access to clients

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Receive data and information in real time

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Pre-designed layouts that can be customized to match preferences and requirements

Manage and track all job information and associated tasks

Intended to be used by field service companies

Store and organize information about customers and previous interactions

Notifications via mobile devices

Track work performed and resources used for past customers, sites, or assets

Application programming interface that allows for integration with other systems/databases

Schedule repeating appointments based on a duration of time

Add customized logos and colors to align with company branding

Accept and process credit card transactions

Measure and track time including hours worked and paid time off (PTO)

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Manage and track all internal and external communication conducted via calls, email, text, or chat

Notifications that are delivered to users as soon as an event occurs

Automated reminders and confirmations for booked appointments and events via text or email

Automatically create schedules based on business needs or employee availability and qualifications

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Monitor the progress of projects from start to finish

Track all company interactions with current clients

Track and manage schedules and meetings via an integrated calendar

Generate quotes or estimates for customers

Notifications/alerts for upcoming events or tasks

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Plan and coordinate all the resources, costs and time needed to execute assignments

Track and manage inventory levels to maintain proper supply

Create and send email blasts/campaigns

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a channel for team members to share media files, communicate, and work together

Manage and track all internal and external communication conducted via calls, email, text, or chat

Pre-designed layouts that can be customized to match preferences and requirements

Application programming interface that allows for integration with other systems/databases

Track all information required to develop and sell lots in housing projects

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Measure time to completion or hours worked for projects

View and track pertinent metrics to find patterns and gain insights from data

Track, store, and access client contracts or licenses

Import and export data to and from software applications

Track the duration and expiration of warranty as well as any obligations under that warranty

Estimate expected cost based on various factors before a project begins

Customize data fields to support various needs and use cases

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Form predictions based on past and present data/trends

Ensure that quotes/invoices are correct before sending to customers

Track information, qualifications, and contact details of subcontractors

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Plan availability and assign specific time slots for tasks and resources

Primarily serving architecture, engineering, and construction industry professionals

Organize and manage all processes/procedures involved in purchasing goods and/or services

Calculate total itemized costs, including initial costs and any changes

Pipeline view and tracking lead status

Use AI to generate content in the form of text, images, videos, etc.

Manage, organize, and store contact information

Log and record hours worked and costs spent to assist in billing and invoicing

Oversee technicians and track their assigned work orders

Create, manage, and send invoices or bills to customers

Set up connections to third-party platforms to improve business processes

Plan availability and assign specific time slots for tasks and resources

Generate quotes or estimates for customers

Calculate total itemized costs, including initial costs and any changes

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Create, design and manage workflows for repetitive tasks

Track the amount of time spent on a job or task

Store and organize documents in a centralized system

Use AI to generate content in the form of text, images, videos, etc.

Identify the physical location of an individual, asset, device, etc.

Manage and track all internal and external communication conducted via calls, email, text, or chat

Creating, assign, and track jobs and/or tasks for work orders

Track work performed and resources used for past customers, sites, or assets

Track and manage schedules and meetings via an integrated calendar

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Organize, monitor, and remotely manage IoT devices

A website or login for customers to access information

Access software remotely via mobile devices

Digitally sign online documents

Notifications that are delivered to users as soon as an event occurs

Plan daily routes to optimize employee scheduling and provide directions

Track the location of specific equipment at all times

Electronically collect payments for goods or services

Predict future data based on historical data sets

Manage sending personnel and resources to a site as needed

Schedule predetermined or ad hoc maintenance services and labor requests

Import and export data to and from software applications

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Timed notification for any upcoming task, deadline, appointment, or activity

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customize contracts and forms to collect specific information

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage inventory levels to maintain proper supply

Integrate with a third-party accounting system

Collection of data related to the costs associated with various items, products, services, or activities

For commercial and industrial purposes

Manage and track all job information and associated tasks

Add customized logos and colors to align with company branding

Track, manage, and standardize customer rates for services performed by technicians

Receive data and information in real time

Computer aided design to create precision drawings or technical illustrations

View and track pertinent metrics to find patterns and gain insights from data

Pre-designed layouts that can be customized to match preferences and requirements

Search and filter data across systems to locate required information by entering keywords or certain criteria

Displays a graphical view of a build assembly to visualize which portion of the project you're estimating

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Measure digital plans to calculate labor and materials needed

Alter the layout and content of reports

Forecast the cost and resources required to complete a project

Software designed specifically for HVAC companies

Provides a channel for team members to share media files, communicate, and work together

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

A collection of customer information such as contact details, demographics, previous interactions, etc.

Alter the layout and content of reports

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Track and manage inventory levels to maintain proper supply

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Electronically collect payments for goods or services

Pre-designed layouts that can be customized to match preferences and requirements

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Digitally sign online documents

Plan availability and assign specific time slots for tasks and resources

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Timed notification for any upcoming task, deadline, appointment, or activity

Assemble applications and processes by dragging over and arranging pre-built components

Access software remotely via mobile devices

Access previous interactions or concerns to maintain customer relationships

Active reporting of data and metrics

Track employee schedules, availability, and performance across projects and tasks

Private online space that lets businesses securely share documents and provide information access to clients

Send messages via SMS

Generate quotes or estimates for customers

Create, manage, and send invoices or bills to customers

Creating, assign, and track jobs and/or tasks for work orders

Manage, store and organize emails within the system or via third-party apps

Management of commercial motor vehicles for work-related purposes

Manage and support multiple locations

Manage sending personnel and resources to a site as needed

Integrate with a third-party accounting system

Oversee technicians and track their assigned work orders

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Analyze floor plans to generate workflow

Capture signatures via mobile devices

Manage inventory based on different requirements of individual work orders

Track the amount of pesticide inventory used on jobs

Plan daily routes to optimize employee scheduling and provide directions

Intended to be used by pest control companies