Auto Glass Quote Software

Moderately confusing is the ability to refer a friend for commission rewards. I opted in to this, yet it isn't a fixed to my Xero account, thus I had to create two separate accounts. Moreover, the scheme seems to be available through external providers such as 'Partnerstack' too, which complicates the service further. Review collected by and hosted on G2.com.

Accountancy tools should be simple to use. The drive should be to make a likely mundane task for most seem less daunting. I don't think a multitude of features drives the market. One could use fintech invest apps for comparison. The target audience is the average member of the public which is where sps like QuickBooks which I used briefly some tears ago, fail. Their interface is too much geared towards the professional sphere which is off putting for consumers such as myself. If it seems too complex I'm not incentivised to undertake tasks and will look elsewhere for an alternative, hence Xero. Review collected by and hosted on G2.com.

As a startup, if you add multiple modules that you do not end up using in the future, there's no way to remove them. If you remove them, you cannot lower the contract value. So I would start with what you actually need and then add on as you go. Don't buy into the bundle because if you don't need something in the future, you will be stuck with it forever, and the value of the contract will never go down. The initial setup was very difficult. We hired a consulting firm to do it for us, and they were terrible, which made the experience unpleasant. We paid for a whole year before we even went live. It's a very expensive product to go an entire year without using it. Review collected by and hosted on G2.com.

NetSuite tracks all our transactions and products sold. I've learned to create scripts for dashboards and data, which is helpful for seeing what is happening. Review collected by and hosted on G2.com.

I find it time-consuming that AutoLeap only allows me to upload one picture at a time. It would be nice to have the ability to upload more than one picture at once. Right now, I have to upload each picture individually, and it takes up more time than necessary when I want to upload multiple images like four tire pictures at once. Review collected by and hosted on G2.com.

AutoLeap helps keep my customers organized, integrates shop supplies and parts easily, and improves communication with customers. Review collected by and hosted on G2.com.

Since we’re a transmission shop, we use the canned jobs and sell the transmission as a complete unit. For inventory purposes, it would be helpful to track the cost and the specific parts we used to build it, without generating a huge parts list for the customer. Ideally, the customer-facing view would still show only the transmission itself. Review collected by and hosted on G2.com.

We can now more easily track tech productivity.

It has easy use of reporting and quicker contacting of our customers more efficiently with tek messaging for approvals and pick ups. Also now helps with reminders and appointments. Review collected by and hosted on G2.com.

The thing i dislike is the initial setup and onboarding process that is complex. Achieving ROI can become very hard and take time to see that and the AI features only provide better value after data and processes are well established. Review collected by and hosted on G2.com.

This solves the challenges around quoting, and revenue processes that are difficult to handle manually or across disconnected systems. It brings control to revenue workflow by centralizing approval and revenue data. Review collected by and hosted on G2.com.

The only thing I wish is that it offered a bit more customization when it comes to the color scheme. Other than that, I have nothing negative to say about Stampli! Review collected by and hosted on G2.com.

Stampli addresses the problem of excessive paper use and provides a centralized location for storing all physical invoice copies. Having everything organized online is extremely convenient and efficient. The ability to quickly search for invoices online saves both significant time and money. Review collected by and hosted on G2.com.

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PROS makes contracting easy, integrates fully with Salesforce CRM, and simplifies sales management. It speeds up our process, and we can modify quotes and extract data seamlessly. Review collected by and hosted on G2.com.

I’ve run into periodic challenges when trying to add authorized users to bank accounts. On top of that, the sync between BILL and QuickBooks Online sometimes has issues, which can be frustrating at times. Review collected by and hosted on G2.com.

It helps us pay bills on behalf of clients in a timely and accurate manner. It also supports multiple approval levels for bills, syncs financial data to our accounting platform quickly and easily, and enables vendors to be paid on time through the built-in inbox. Review collected by and hosted on G2.com.

The only thing I’m not a huge fan of is the default email reminders, and the fact that I can’t personalize them. Review collected by and hosted on G2.com.

Anchor is solving the problem of messy, time-consuming billing and payment collection by making the entire process simple and streamlined — for both me and my clients. It keeps everything organized in one place, makes it easy for clients to view and pay, and reduces back-and-forth or confusion. For me, that means I’m spending less time chasing payments or managing invoicing details and more time focusing on my actual client work. It’s helped me run my business more efficiently, feel more confident in my process, and it creates a smoother, more professional experience for the clients I serve. Review collected by and hosted on G2.com.

At Tech Daddy Global Solutions, while Refrens works well overall, there are a few areas for improvement.

Some advanced features and integrations can be expanded further, especially for scaling businesses. Occasionally, minor performance lags or UI refinements could be improved for a smoother experience.

The AI features are useful but still evolving, and there is scope to make them more powerful and insightful. Also, adding more depth in reports and customization options would make it even better.

That said, none of these are major issues, and the platform continues to improve over time. Review collected by and hosted on G2.com.

At Tech Daddy Global Solutions, Refrens helps solve the problem of managing invoicing, quotations, payments, and basic accounting in one place. Earlier, handling these tasks across different tools was time-consuming and prone to errors.

With Refrens, everything is streamlined — creating professional invoices, tracking payments, and managing client data becomes quick and organized. This reduces manual work and improves accuracy.

It also helps in maintaining a professional image with clients through well-designed documents and smooth workflows. Overall, it saves time, increases efficiency, and allows us to focus more on business growth instead of operational hassles. Review collected by and hosted on G2.com.

The setup took some time to get right and it would be good to be able to specify competitors show their pricing ex VAT or including VAT. It would be good if the setup process was managed more by Prisync rather than me finding issues and reporting them. Review collected by and hosted on G2.com.

Prisync saves me time by eliminating the need to manually look up competitors' pricing. It automatically includes Google Shopping results, helping discover more competitors and showing prices as seen by customers. Review collected by and hosted on G2.com.

Freshbooks seach works really well for me and I havn’t had any issues with it. The payment fees feel a bit high and payment integrations like strip and PayPal make it simple for clienta to pay in the way that works best for them. Review collected by and hosted on G2.com.

It keeps my invoices, expenses and payments all in one place, so I don’t lose track of billable work anymore. Moth end is a lot less stressful now, and I have much better visibility into who has paid and who still hasn’t thanks from my side, Freshbook. Review collected by and hosted on G2.com.

I believe the product-based configuration is one area where Pricefx needs to evolve. Especially when building a new-to-the-world solution, it should build up its capabilities and be equally performant. Additionally, we faced challenges with the skill set available in the market. It was a bit challenging to find Pricefx skill sets that can support us, which means we are mostly dependent on one or two specific vendors. Review collected by and hosted on G2.com.

Pricefx helps streamline our processes and provides real-time data during negotiations, showcasing the right price bands and target prices. It fits our pricing engine needs, integrating flawlessly with other tools like Salesforce and SAP for a cohesive commercial experience. Review collected by and hosted on G2.com.

The calendar is buggy and it doesn't offer me the option of seeing all the calendars of the whole office at the same time. I coordinate the schedule and I need to see everyone's availability. In addition, we need to color-code our appointments and B4T doesn't do that. We use Google instead. Review collected by and hosted on G2.com.

We keep practice info at our fingertips and use it to track time. I also like the task tracking and the ability to set up task flows that trigger the next step on completion of the previous. It helps me stay on top of my cases and bill all of my time. That helps my productivity and keeps the clients happy. Review collected by and hosted on G2.com.

What I dislike about Tabs is less about major flaws and more about the typical friction that comes with implementing a powerful billing system.

On the UI/UX side, while it’s clean overall, there are moments where more advanced workflows (like complex contract configurations or edge-case billing rules) aren’t as intuitive and require a bit of trial and error. There’s definitely a learning curve once you move beyond the basics.

Integrations have been solid, but getting everything mapped correctly during the initial setup took time. Aligning data between systems—especially if your CRM or accounting setup isn’t perfectly structured—can require extra effort and validation upfront.

From a performance standpoint, it’s generally reliable, but large data operations (like bulk updates or historical adjustments) can occasionally feel a bit heavy.

Pricing-wise, like most billing platforms, it’s an investment. The ROI is there, but it becomes clearer over time as you scale and fully utilize the platform. Early on, it can feel like you’re paying for more capability than you immediately need.

Onboarding and support are helpful, but implementation still requires internal alignment.

For AI and intelligence features, while useful, they still feel like they’re evolving. Overall, most of the downsides are tied to the complexity of billing itself rather than Tabs specifically, but it does mean there’s some upfront effort required to get everything running smoothly. Review collected by and hosted on G2.com.

Tabs is solving the biggest pain point we had with billing—too many manual processes stitched together across different tools. Before, we were juggling spreadsheets, our CRM, and our accounting system just to get invoices out the door and make sure everything tied correctly. Now it’s all centralized, which has made a huge difference in both speed and accuracy.

For me personally, the biggest benefit is how much time it’s saved during each billing cycle. What used to take hours of double-checking formulas and reconciling data now happens in a much more streamlined way. The UI makes it easy to see exactly what’s going on with each customer, and I don’t have to dig through multiple systems to get answers.

The integrations have also been a big part of that improvement. Data flows more cleanly between systems, so we’re not constantly fixing mismatches or chasing down discrepancies. That alone has reduced a lot of back-and-forth internally.

Performance-wise, it’s reliable enough that I don’t have to think about it—it just works when we need it to, especially during critical billing runs. And from a ROI standpoint, it’s been worth it just based on time savings and fewer errors, which ultimately impacts revenue accuracy.

Support and onboarding helped us get to that point faster than expected, especially on the scheduling side of things. There’s still effort required on our side, but having guidance on how to structure things properly made a difference.

One thing I didn’t expect to rely on as much is the AI layer—it saves us a lot of time. And having our contracts easily accessible is a nice benefit.

Overall, Tabs has taken something that used to feel pretty fragmented and made it much more controlled and predictable, which has been a big win for our workflow. Review collected by and hosted on G2.com.

Nothing major, we've implemented a good feedback loop with the Sequence team and they've been very receptive so far. It’s been a smooth experience, and we’re excited to see the team keep improving the product. Review collected by and hosted on G2.com.

We needed a billing setup that could handle a range of pricing models without adding complexity. Sequence gave us that flexibility and reduced the amount of manual intervention needed from the team. Review collected by and hosted on G2.com.

They were fine for a number of years but things dramatically changed this year. With one day notice they changed their processing timelines from 1 day to 3 days. They then had a series of errors that extended the 3 day fund hold to 6 days. They have done a terrible job of communicating, have been combative, and have turned into an awful partner. They are also, with no notice, instituting burdensome rules that I have not seen from other processors and offering no justification for those rules. My guess is that they had a major fraud incident. Something definitely changed on their end. Review collected by and hosted on G2.com.

We use Checkbook to process payments and issue paper checks for our end users. Review collected by and hosted on G2.com.

I’m sure it’s there but I haven’t messed with it too much so take this as user error - I don’t like that I cannot see a place where I can display my services more easily vs the client having to dig for them. Review collected by and hosted on G2.com.

When I launched my business, the first thing I thought was “How am I going to keep track with our business clients?” Billing, scheduling etc. I had no idea a company like assembly existed. Of course, like other A.I users I did my lazy research and A.I vouched that assembly was top choice for my business so I went with assembly and A.I was not wrong. So currently, assembly helps with ALL of my client management and makes it feel more premium and luxurious and exclusive. Circle feel for sure. Review collected by and hosted on G2.com.

At times, configuring certain settings can be complex. However, whenever you encounter an issue or need clarification, the support team is responsive and provides clear, effective assistance. Review collected by and hosted on G2.com.

I use Price2Spy to automatically link our pricing to competitors, match their prices, and strategically position ourselves below them—while ensuring we never drop below our cost price. It allows us to stay consistently competitive in the market and offers the option for full automation. Review collected by and hosted on G2.com.

Mercury may not be a good fit for founders who do any meaningful work internationally. My account was closed despite the company being a legitimate U.S. LLC with an EIN and a U.S. mailing address. The only unusual factor appeared to be that part of my work involves one international business address.

The closure happened quickly and without any opportunity to resolve the issue. For founders building global companies, that kind of uncertainty without opportunity for manual review makes financial planning extremely difficult.

Many startups today operate with distributed teams or founders who spend time abroad. Based on my experience, founders with any international operations should review Mercury’s policies carefully before relying on it as their primary banking platform. Review collected by and hosted on G2.com.

For founders operating primarily in the United States, Mercury simplifies tasks like opening a business account, managing payments, and connecting financial tools without needing to visit a bank branch. The platform is clearly designed with startups in mind, and the user experience is much easier than traditional banking portals. Review collected by and hosted on G2.com.