Joist is a comprehensive mobile and web application designed specifically for contractors to streamline their business operations. It enables professionals to create detailed estimates and invoices, accept payments, and manage projects efficiently from any location. By integrating essential tools into a single platform, Joist helps contractors save time, enhance professionalism, and accelerate payment processes.
Key Features and Functionality:
- Estimates: Quickly generate professional estimates, allowing contractors to win more clients on-the-spot.
- Invoices: Customize and send professional invoices with ease, featuring company logos and personalized messages.
- Payments: Accept online payments via credit card, debit card, or eCheck, facilitating faster transactions and reducing the need for in-person collections.
- Client Management: Securely store and access client information from any device, ensuring efficient communication and record-keeping.
- QuickBooks Sync: Automate bookkeeping by syncing jobs and clients with QuickBooks Online accounts.
- Homeowner Financing: Offer financing options to clients, increasing the likelihood of winning jobs and upselling services.
Primary Value and Solutions Provided:
Joist addresses common challenges faced by contractors, such as time-consuming paperwork, delayed payments, and client management inefficiencies. By offering a unified platform for estimating, invoicing, and payment processing, Joist empowers contractors to:
- Save Time: Complete administrative tasks on-site or on-the-go, reducing the need for after-hours paperwork.
- Win More Jobs: Deliver prompt and professional estimates, increasing the chances of securing projects.
- Get Paid Faster: Simplify the payment process for clients, leading to quicker payments and improved cash flow.
With over 1.3 million contractors utilizing the platform and processing transactions exceeding $85 billion, Joist has established itself as a trusted solution in the contracting industry.
Peakflo is a collections and payables SaaS built for startups. With its simple API and one-click accounting software integration, it allows startups to streamline their entire finance-ops. 187 finance team users (from early stage startups to unicorns) use peakflo each week to:
✅Get paid faster on their invoices by 10-20 days 📈
✅Cut down bill payment fees by 50-90% 💰
✅Save 100 hours/month on finance ops ⏳
HaloPSA is a comprehensive, cloud-based Professional Services Automation (PSA) software tailored for Managed Service Providers (MSPs) and IT service providers. It integrates essential business functions such as service desk management, project planning, billing, and customer relationship management into a unified platform. This consolidation streamlines operations, enhances productivity, and improves service delivery, making it an ideal solution for service-oriented businesses.
Key Features and Functionality:
- Service Desk: Flexible, automation-driven ticketing system designed specifically for MSPs.
- Contracts: Configurable agreements to fit various billing structures and client needs.
- Billing & Invoices: Automated invoicing processes to simplify financial operations.
- Sales & CRM: Tools to enhance pipeline visibility and manage customer relationships effectively.
- Stock Management: Centralized tracking of stock levels to streamline procurement and inventory control.
- Project Management: Comprehensive oversight of projects from initiation to completion.
- Time Tracking: Accurate logging of billable hours to ensure precise client billing.
- Reporting & Analytics: Customizable reports and real-time analytics to monitor performance and inform decision-making.
Primary Value and Solutions Provided:
HaloPSA addresses the complexities MSPs face by offering an all-in-one platform that reduces the need for multiple disparate tools. Its automation capabilities free up resources by handling repetitive tasks, allowing teams to focus on strategic initiatives. The software's scalability ensures it grows alongside the business, accommodating increasing demands without compromising efficiency. By centralizing various business functions, HaloPSA enhances collaboration, improves service delivery, and drives overall business growth.
Drive Connect provides Google Drive File Management & Document Generation for Salesforce users. It is the simplest way to link Google Drive files to Salesforce records & generate Google Docs from Salesforce data. Create & track proposals, quotes, account plans, contracts, invoices, opportunity notes, QBRs & more with just clicks.
Invoice Crowd is a comprehensive cloud-based platform designed to streamline invoicing, estimating, and accounting processes for small businesses and freelancers. With its user-friendly interface and robust automation features, Invoice Crowd simplifies financial management, allowing users to focus more on growing their business.
Key Features and Functionality:
- Invoicing: Create and send professional invoices with customizable templates that reflect your brand identity. Features include automated reminders, partial payment options, late fee charges, and the ability to generate PDF invoices for easy sharing and printing.
- Estimates and Proposals: Quickly generate and send professional estimates and proposals using customizable templates. Optional line items and easy conversion of estimates into invoices streamline the sales process, helping close deals faster.
- Recurring Billing: Set up recurring invoices and record recurring expenses to automate billing cycles, ensuring timely payments and efficient financial tracking.
- Multiple Business Profiles: Manage multiple businesses from a single account, allowing entrepreneurs and freelancers to handle various ventures seamlessly.
- Customer Management: Add and manage multiple customers with ease, keeping all client information organized and accessible for efficient estimation, invoicing, and reporting.
- Accounting Tools: Track expenses, monitor income, and generate profit and loss statements and balance sheets effortlessly, providing a clear overview of financial health.
- Payment Gateways: Supports multiple payment gateways, including PayPal, Stripe, Payoneer, Razorpay, Square, and more, facilitating secure and convenient payment processing.
- Team Collaboration: Add team members to simplify collaboration, allowing them to log expenses, recurring expenses, and income, enhancing financial management.
Primary Value and Solutions Provided:
Invoice Crowd addresses the common challenges faced by small businesses and freelancers in managing their financial operations. By offering an all-in-one platform for invoicing, estimating, and accounting, it eliminates the need for multiple disparate tools, reducing complexity and saving time. The automation of recurring invoices and expenses ensures timely billing and accurate financial tracking, while customizable templates and multiple payment gateways enhance professionalism and client convenience. Overall, Invoice Crowd empowers users to streamline their financial processes, improve cash flow management, and focus on growing their business.
Book Keeper is a comprehensive accounting and inventory management application designed for small and medium-sized businesses. It simplifies financial management by offering an intuitive interface that requires no prior accounting knowledge. The app is compatible across Android, iOS, and Windows devices, ensuring seamless data synchronization and accessibility.
Key Features and Functionality:
- Invoicing and Estimates: Create and send professional, customizable invoices and estimates directly from the app. Invoices can be printed or shared via WhatsApp and SMS, and include options to add company logos and signatures.
- Inventory Management: Efficiently manage inventory across multiple warehouses, track stock levels, and generate barcodes. The app supports recording stock issues, wastage, and manufacturing journals.
- Tax Compliance: Generate GST-compliant invoices and reports, including GSTR1, GSTR2, GSTR3B, and GSTR4. The app facilitates e-Way bill generation and filing directly from the platform.
- Financial Reporting: Access over 30 financial reports, such as Balance Sheets, Profit & Loss statements, and Cash Flow analyses, providing in-depth insights into business performance.
- Multi-User Collaboration: Assign different permissions to multiple users, enabling collaboration among team members while maintaining data security.
- Cross-Device Synchronization: Sync data across various devices, allowing users to manage accounts on the go and access the same information on different platforms.
Primary Value and Solutions Provided:
Book Keeper addresses the complexities of business accounting by offering a user-friendly solution that automates and simplifies financial tasks. It enables businesses to maintain accurate financial records, comply with tax regulations, and manage inventory efficiently. By providing real-time insights through comprehensive reports, the app empowers business owners to make informed decisions, ultimately enhancing productivity and financial health.
Sage 50cloud Accounting is a comprehensive accounting solution designed for small to medium-sized businesses, combining the reliability of desktop software with the flexibility of cloud connectivity. It offers a range of features to streamline financial management, enhance productivity, and facilitate remote collaboration.
Key Features and Functionality:
- Cloud Integration: Access your financial data securely from any location, enabling real-time collaboration with team members and accountants.
- Comprehensive Accounting Tools: Manage income, expenses, invoices, and payments efficiently.
- Inventory Management: Track inventory levels, manage stock, and handle purchase orders seamlessly.
- Automated Bank Reconciliation: Simplify the reconciliation process by automatically matching transactions with bank statements.
- Advanced Reporting: Generate detailed financial reports to gain insights into business performance.
- Payroll Integration: Option to integrate payroll services, ensuring accurate and compliant employee compensation.
- Security Features: Protect your business with fraud prevention tools like Sage Security Shield.
Primary Value and Solutions Provided:
Sage 50cloud Accounting addresses the critical needs of small to medium-sized businesses by offering a robust and user-friendly platform for financial management. Its cloud connectivity ensures that users can access and manage their financial data anytime, anywhere, promoting flexibility and collaboration. The integration with Microsoft 365 enhances productivity by allowing seamless data sharing and communication. By automating routine tasks such as bank reconciliation and data entry, the software reduces manual errors and saves valuable time. Additionally, its comprehensive reporting capabilities provide businesses with the insights needed to make informed decisions, ultimately supporting growth and financial health.
Portant is a no-code document automation platform designed to streamline the creation and management of business documents such as contracts, invoices, reports, and certificates. By integrating seamlessly with tools like Google Docs, Sheets, Slides, Forms, and HubSpot, Portant enables users to automate repetitive tasks, reducing manual data entry and minimizing errors. This efficiency allows professionals to focus on higher-value activities, enhancing productivity across various departments including sales, finance, HR, and legal.
Key Features and Functionality:
- Document Generation: Automatically create multiple documents from data sources like Google Sheets or Trello boards, ensuring consistency and accuracy.
- eSignatures: Simplify the contract signing process by adding eSignature placeholders to Google Docs templates, enabling automated and secure electronic signatures.
- Batch Processing: Generate large volumes of documents, such as invoices or reports, simultaneously, saving significant time and effort.
- Customizable Workflows: Design and implement tailored workflows to meet specific operational needs, enhancing collaboration and efficiency.
- Third-Party Integrations: Connect with popular applications like HubSpot and Zapier to centralize and automate document workflows within existing toolsets.
- Access Control: Define user permissions and roles to ensure sensitive information is accessible only to authorized personnel, maintaining data security and compliance.
Primary Value and User Solutions:
Portant addresses the common challenge of time-consuming and error-prone manual document creation by automating these processes. This automation leads to significant time savings, with users reclaiming up to 125 hours each month. By reducing manual data entry and ensuring document accuracy, Portant enhances operational efficiency, allowing businesses to scale more effectively and focus on strategic initiatives. Its user-friendly interface and seamless integrations make it accessible for teams of all sizes, from small startups to large enterprises, across various industries.
AdSuite's Converged Billing is a comprehensive solution tailored for media publishers, designed to streamline and enhance billing operations across various platforms. This advanced system ensures precision in every transaction, accommodating diverse billing models such as impression-based and spot-based billing. By automating complex processes, it eliminates errors, reduces manual efforts, and enhances financial accuracy, providing a solid foundation for financial excellence in the media industry.
Key Features and Functionality:
- Billing Engine: A sophisticated engine that handles diverse billing models with precision, ensuring accurate and efficient transaction processing.
- PDF & EDI Generator: Efficiently creates converged, cross-platform invoices, summaries, statements, and other financial documents tailored to specific needs, enhancing document generation speed and accuracy.
- Reports & Insights: Provides actionable insights through comprehensive reporting, enabling informed decision-making and strategic planning by offering a clear view of financial and campaign delivery landscapes.
- Client & Order Management: Simplifies complex operations by offering a centralized hub for managing clients and orders, streamlining workflows from order creation to delivery, and reducing manual efforts.
Primary Value and User Solutions:
AdSuite's Converged Billing addresses the unique challenges faced by media publishers by automating and integrating billing processes across multiple platforms. It eliminates manual errors, enhances financial accuracy, and provides comprehensive insights into financial and operational performance. By streamlining client and order management, it reduces operational complexity, allowing media companies to focus on strategic growth and delivering value to their clients. This solution empowers media organizations to navigate the complexities of the industry with confidence and efficiency.
PayTraQer is a Powerful Automation Tool that Syncs your Online Payments from Paypal, Stripe and Square with QuickBooks.
Product Features:
• Robust PayPal, Stripe & Square Integration with QuickBooks
• Itemized PayPal, Stripe, Square sync with QuickBooks
• Instant Rollback of synced data for complete control
• Unlimited Historical Transactions Sync
• Advanced payments Analytics for your business
Product Description:
Robust Integration with Payment Processors - PayPal,Stripe & Square
PayTraQer offers a rich integration of QuickBooks with PayPal, Stripe and Square to sync your Sales, Fees, Expense data more quickly and accurately.
QuickBooks Analytics
Access all the information on one screen, that you need from PayPal, Stripe and Square so you can sell more effectively
Powerful QuickBooks Sync Settings
Get as granular as you like and fine-tune your payment data before importing to QuickBooks.
Sales & Expenses Sync
Sync your Invoices,Payments,Refunds & Expenses from all your Payment Processors to QuickBooks.
Itemized Sync
Sync detailed information like Products,Services , Discounts ,Customers & Vendors from Payment Systems.
Fees, Tax, Multi-Currency Ready
Transfer fees, tax and multi-currency data to QuickBooks easily and accurately.
Supported Transactions and Lists:
Transactions
• Sales
• Fees
• Expense
• Refunds
• Reconcile
History
• Complete Payments History
• Filter & Import
UI Interface
• Simple Interface
• Intuitive Workflow
• Powerful Classification
Analytics
• Sales Report
Sync Results
• Complete Sync Overview
• Audit
Sync Settings
• Sales
• Fees
• Expense
• Pay-outs
• Product / Service
• Tax
Magic Heidi is a comprehensive invoicing and accounting application tailored specifically for Swiss freelancers and self-employed individuals. Designed to simplify financial management, it enables users to create professional invoices, track expenses, and manage VAT compliance effortlessly. With its intuitive interface and robust features, Magic Heidi eliminates the need for complex spreadsheets, allowing users to focus more on their core business activities.
Key Features and Functionality:
- Professional Invoicing: Generate Swiss QR-bill compliant invoices with customizable templates, multiple currencies, and multi-language support (German, French, Italian, English).
- Expense Management: Utilize AI-powered receipt scanning to automatically extract data, categorize expenses, and manage recurring costs.
- VAT Compliance: Handle Swiss VAT rates (8.1%, 2.6%, 0%) with automatic calculations, VAT-inclusive or additive pricing, and compliant layouts.
- Client and Product Management: Maintain an organized client database with revenue tracking, invoice history, and private notes. Manage products and services with a saved article library and support for hourly rate articles.
- Banking Integration: Import bank statements, reconcile transactions, and auto-match payments to invoices for streamlined financial oversight.
- Multi-Platform Accessibility: Access Magic Heidi across web browsers, iOS, Android, macOS, and Windows devices with real-time synchronization.
Primary Value and Solutions Provided:
Magic Heidi addresses the common challenges faced by Swiss freelancers, such as late payments, manual invoice tracking, and VAT calculations. By automating invoicing and expense tracking, it reduces administrative workload and ensures compliance with Swiss financial regulations. The platform's user-friendly design and comprehensive features empower users to manage their finances efficiently, leading to improved cash flow and business growth.
Your invoices are already in Salesforce, however scattered across customers and sales records. So invoicing should simply involve automatically piecing these parts together, without re-keying a thing. This is what Invoices for Salesforce does. Simple !
VAT IT Reclaim is a global leader in Value Added Tax (VAT) recovery services, assisting over 13,000 businesses—including multinationals and Fortune 500 companies—in reclaiming VAT on both foreign and domestic expenses. By leveraging proprietary technology and a comprehensive understanding of international tax regulations, VAT IT Reclaim simplifies the complex VAT recovery process, enabling clients to enhance cash flow and reduce operational costs.
Key Features and Functionality:
- Foreign VAT Recovery: Facilitates the reclaim of VAT paid on international expenses, including supplier invoices and business travel, across various jurisdictions such as Europe, Japan, Canada, Australia, and the Middle East.
- Domestic VAT Recovery: Assists in recovering VAT on local expenditures like travel, entertainment, and supplier invoices through input VAT returns.
- Foreign VAT Registrations: Provides guidance and support for businesses seeking VAT registration in foreign countries, enabling them to claim additional VAT on international expenses.
- VAT Cloud Platform: Offers a cloud-based solution that integrates with existing systems to automate VAT recovery processes, ensuring compliance and real-time tracking of claims.
Primary Value and Solutions Provided:
VAT IT Reclaim addresses the challenges businesses face in navigating the intricate landscape of VAT recovery. By offering an end-to-end outsourced service, the company ensures that clients can reclaim eligible VAT efficiently, thereby improving cash flow and reducing costs. The combination of advanced technology and expert knowledge allows businesses to focus on their core operations while VAT IT Reclaim manages the complexities of VAT compliance and recovery.
ClearTax offers simplified, reliable and technology-driven tax and compliance solutions for businesses and individuals. Our platform helps you file Income Tax Returns quickly, automate GST billing and reconciliation, manage e-Invoicing, and stay compliant with evolving regulations. Designed for CFOs, finance teams, and tax professionals, ClearTax provides smart automation, expert support, powerful dashboards, and real-time insights to optimize financial processes. With secure cloud infrastructure and seamless integrations, ClearTax ensures accuracy, reduces manual effort, and saves time. Join thousands of enterprises and professionals who trust ClearTax to streamline compliance and accelerate growth.
ClearTax brings intelligent, automation-driven tax and compliance solutions built for modern businesses and individuals. Leveraging AI and cloud workflows, ClearTax’s platform streamlines ITR filing, GST return preparation, e-Invoicing, TDS processing, and beyond. For example, its GST software uses AI-powered matching and reconciliation to process tens of thousands of invoices per minute and uncover 100% of eligible input tax credits. Its income-tax module auto-fills Form 26AS entries and suggests savings opportunities in seconds. With unified dashboards, automatic update of changing tax laws, and minimal manual intervention, ClearTax ensures accuracy, speed and peace of mind, freeing you to focus on growth.
AccountsPortal is a cloud-based accounting software designed for contractors, freelancers, small businesses, bookkeepers, and accountants to manage their financial records efficiently from any location. Its intuitive interface simplifies bookkeeping tasks, allowing users to save time, monitor cash flow, and expedite payments. The platform is fully integrated with HMRC's Making Tax Digital (MTD) initiative, enabling seamless VAT return submissions directly to HMRC.
Key Features and Functionality:
- Easy Setup: Quick and straightforward onboarding process, allowing users to get started within minutes.
- Free Support: Access to comprehensive online help documentation and unlimited free support from the AccountsPortal team.
- Invoices and Quotes: Create professional invoices and quotes, with options for recurring invoices to facilitate regular payments.
- Intelligent Banking: Accurate recording and reconciliation of bank transactions to keep financial records up to date.
- Inventory and Stock Management: Efficient tracking of inventory, stock, and service items to monitor performance.
- Categories: Organize financial data by divisions, departments, or other classifications for detailed reporting.
- Taxes and VAT: Comprehensive handling of various VAT scenarios, including Standard, Flat Rate, EU Digital Services, and VAT MOSS.
- Real-time Reporting: Access to a full range of real-time financial reports to assess business performance.
- Accredited Software: Recognized by the Institute of Certified Bookkeepers (ICB) as a robust and reliable accounting platform.
Primary Value and Solutions Provided:
AccountsPortal addresses the needs of small businesses by offering an affordable, user-friendly accounting solution that streamlines financial management. By automating tasks such as invoicing, bank reconciliation, and VAT submissions, it reduces administrative burdens and minimizes errors. The platform's real-time reporting capabilities provide valuable insights into financial health, empowering users to make informed decisions. Additionally, its compliance with HMRC's MTD requirements ensures that businesses meet regulatory obligations efficiently.
QuickFile is a cloud-based accounting software tailored for small to medium-sized businesses, freelancers, and sole traders. It offers a comprehensive suite of tools designed to simplify financial management, including invoicing, expense tracking, bank reconciliation, and VAT compliance. With its user-friendly interface and customizable features, QuickFile enables users to efficiently manage their finances without requiring extensive accounting knowledge.
Key Features and Functionality:
- Professional Invoicing: Create and customize invoices with ease, utilizing templates that reflect your brand identity.
- Expense Tracking: Record and categorize expenses to monitor business costs effectively.
- Bank Reconciliation: Integrate with over 50 UK banking institutions to automatically import transactions, streamlining the reconciliation process.
- VAT Management: Track and file VAT returns directly to HMRC, supporting both Standard and Flat Rate VAT methods on cash or accrual bases.
- Multi-Currency Support: Handle transactions and invoicing in multiple currencies, facilitating international business operations.
- Financial Reporting: Generate detailed reports, including profit and loss statements and balance sheets, to gain insights into business performance.
- Client Management: Maintain a centralized database of clients and suppliers, track communications, and manage contacts efficiently.
- Integrations: Connect with various third-party applications and services such as PayPal, Stripe, GoCardless, and more to enhance functionality.
Primary Value and Solutions Provided:
QuickFile addresses the common challenges faced by small businesses in managing their finances by offering an intuitive and cost-effective solution. Its automation of routine accounting tasks reduces manual effort, minimizes errors, and saves time. The software's compliance with UK tax regulations, including Making Tax Digital (MTD), ensures that businesses meet their legal obligations seamlessly. By providing real-time financial insights and facilitating efficient client interactions through a branded client portal, QuickFile empowers businesses to maintain accurate records, improve cash flow management, and make informed financial decisions.
Clear Books is an online accounting software tailored for small businesses, sole traders, and landlords, offering a comprehensive suite of tools to simplify financial management. Designed with user-friendliness in mind, it enables users to handle invoicing, expense tracking, VAT submissions, and financial reporting without requiring extensive accounting knowledge.
Key Features and Functionality:
- Invoicing and Estimates: Create and customize professional invoices and estimates, send them directly to clients, and set up automated payment reminders to expedite payments.
- Expense Tracking: Record and categorize expenses efficiently, ensuring accurate financial records and facilitating tax preparation.
- VAT Compliance: For VAT-registered businesses, Clear Books supports Making Tax Digital (MTD) VAT reporting, including flat-rate schemes and VAT Domestic Reverse Charge, ensuring compliance with HMRC requirements.
- Bank Feeds: Connect bank accounts to automatically import transactions, reducing manual data entry and improving accuracy.
- Multi-Business Management: Manage multiple businesses under a single account, with the ability to switch between companies seamlessly, each with its own customized settings and data.
- Financial Reporting: Access a full suite of reports, including balance sheets and income statements, to gain real-time insights into financial performance.
- User Permissions: Invite team members or accountants with customizable access levels, ensuring secure collaboration.
Primary Value and User Solutions:
Clear Books addresses the common challenges faced by small business owners and self-employed individuals by providing an intuitive platform that streamlines accounting tasks. By automating processes such as invoicing, expense tracking, and VAT reporting, it reduces the time and effort required for financial management. The software's compliance with HMRC's Making Tax Digital initiative ensures that users meet regulatory requirements effortlessly. Additionally, features like multi-business management and customizable user permissions cater to the diverse needs of growing businesses, making Clear Books a versatile and valuable tool for efficient and compliant financial management.
DocsAI is Intelligent Document Processing & AI-powered Automation Platform by vishwa.ai. From automating Account Payables, Inventory Management to financial closures, DocsAI does it all.
Seamlessly connect your ERP systems and auto-import documents from upstreams sources for accurate extraction.
DocsAI can process any unstructured documents such as Invoices, Purchase Orders, Receipts, Forms, Loan Documents, Vendor Agreements, Insurance claims, Sales Orders, Billing of Lading, Menus and more into desired format.
Automate most complex document workflows in simple steps, eliminate manual data entry and optimize your productivity by 88%.
OctopusPro is a simple and efficient way to run and grow your mobile service business, allowing you to manage your enquiries, quotes, bookings, invoices, payments, as well as your customers and staff all together in one revolutionary software, all safe and secure in the cloud! Enhance customer experience, increase productivity, create superior operational efficiency and ultimately, generate more revenue!
Field Force Tracker (FFT) is an award winning, very feature rich, comprehensive, enterprise-grade yet easy to use Field Service Software with nearly 15 years of development efforts behind it. It is used by thousands of service businesses in 30+ countries to run their day to field service and sales operations. Besides extensive system functionality and many industry specific extensions, it is offers very powerful mobile applications for the field service industry.
Field Force Tracker is Web-based, Cloud hosted Field Service Management Software. It will streamline Job Scheduling, Dispatch, Customer Management, Vendor and Employee Management, Work Orders, Equipment Maintenance, Inventory Management, Employee Tracking, Asset Management, Customer Service Tickets, Service Contracts, Time-sheets, Estimates, Invoices, Payments and Accounting entirely on-line.
With it, you can quickly schedule jobs, dispatch right employees, collect accurate information about job completions, manage parts' inventory, and invoice faster for the services provided. Field Force Tracker makes it easy for you to eliminate waste, get more done in less time and become a more profitable service business. On top of it all, despite having enterprise grade features to support even the largest deployments, it is highly affordable even for the smallest businesses.
With Field Force Tracker, you can Automate Customer Data, Job Scheduling, Inventory, Billing, Contracts, Timesheets and Everything in Between. Field employees can use our feature rich, most advanced yet simple to use Mobile Apps on iPhone and Android Phones to update job location, generate invoices, submit time-sheets or other field reports saving time and money for you!
It supports features for large enterprises with service offices with multiple branches, multiple departments and automatic Intelligent rule based scheduling. The available programming interface makes it easy to link our system with other systems and call center software.
The system is highly scalable and flexible, making it a great choice for any size company whether you have one user or hundreds of users. We support small businesses with just a few users to the companies with hundreds of field employees using our smart scheduling, smart auto-job assignment, and data import capabilities.
Some of the main features are:
- Client Management
- Dispatching & Scheduling of Field Personnel
- Work order Management
- Employee Location Tracking
- Job Timesheets
- Daily Clock in-Clock Out
- Invoices
- Quotes Management
- Inventory Management
- Service Contracts
- Warranty Management
- Installed Client Assets/ Products Management
- Company Asset Management
- Web Service Tickets
- Client Service Portal
- Sales Lead Management
- Customer Feedback
- QuickBooks / Sage Sync
- And many more industry specific modules and features