Auto Glass Quote Software

Consolidation Feature is not available and also Charity Accounts not available Review collected by and hosted on G2.com.

Easy Reconciliations and Cash flow analysis Review collected by and hosted on G2.com.

While NetSuite is a powerful and flexible platform, there are some limitations that can impact day-to-day usability.

One of the main challenges is with Saved Searches, particularly around complex criteria and advanced filtering. As requirements become more sophisticated, it can be difficult to build or maintain searches without workarounds, and performance can sometimes be impacted.

From a supply chain perspective, there are also limitations in inventory management and demand forecasting capabilities. Forecasting often requires additional customization or external tools to achieve higher accuracy and deeper predictive insights.

Overall, while NetSuite provides a strong foundation, some areas require enhancement or supplementary solutions to fully support advanced analytics and planning needs. Review collected by and hosted on G2.com.

What problems is it solving?

Before NetSuite, our data was trapped in different systems that didn’t talk to each other. We were wasting hours manually moving information between spreadsheets, which led to human errors and outdated numbers.

How is it benefiting you?

It puts everything—finance, sales, and operations—into one place. For me, the biggest benefit is having a single, reliable source of truth. I can see real-time performance dashboards without waiting days for manual reports, which means we can make faster, smarter business decisions. Review collected by and hosted on G2.com.

I do feel the parts ordering aspect can get confusing sometimes and not always work the way I would hope. Sometimes when trying to order parts through AutoLeap, the portal to the supplier's website doesn't always work properly. Another thing I would like to see is the ability to save and print tax reports and other statements as a PDF. For the info we give to the accountants, it only lets us export to Excel. This makes it difficult as we do not use Excel for anything and just makes us have to jump through some hoops to get the info printed out when we need it. Review collected by and hosted on G2.com.

I use AutoLeap to keep my business organized and up to date. It simplifies work orders, parts ordering, and service information access. It's all in one place, reducing the need for multiple tabs. The live help chat is great when I need assistance. 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.

nothing to add this time from my side everything seems fine Review collected by and hosted on G2.com.

The Stampli software controls the process of accounts payable, invoice generation, and approvals through automation and management techniques. Some of the key advantages that are obtained by users through Stampli include reduced manual work in data input, fast approvals of invoices, visibility into finances, error-free processing, and increased efficiency of employees. Review collected by and hosted on G2.com.

The interface continues to be a huge challenge for me. I have it synced with QuickBooks Online but overall do not find the user experience easy or enjoyable. I think because of this I have not dug deeper into the features or how else I could be using it. I do not feel that it's really clear what it's doing or how it's set up. I would want a simpler interface, better instructions and guidance as I use it. The initial setup was not very easy, it took me a while to figure out. I do remember feeling overwhelmed by the setup and interface. Review collected by and hosted on G2.com.

BILL AP/AR saves time by eliminating the need to print, mail, and deposit checks. It speeds up our A/R process when clients pay electronically, helping cash flow. 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.

There are many steps to verifying your business and setting up payment processing. If you have to change a bank account, you have to go through verification again. Review collected by and hosted on G2.com.

I just started a business and was spinning in circles setting up a process to write customer agreements and collect payments. Anchor has both electronic agreements and payment processing integrated so I could put the services right in the proposal, and set how they should be billed. The customer can add their payment method right to the agreement and pay the invoice immediately. I love that in just a few minutes I had monthly invoices set up and I don't have to manage invoices moving forward. Review collected by and hosted on G2.com.

While Refrens Accounting is excellent for day-to-day operations, there is still room for improvement regarding deep third-party integrations. It would be highly beneficial to have more native sync capabilities with advanced project management tools or external CRM systems to automate workflows even further.

Additionally, as the platform continues to add features, the reporting and analytics tools could be expanded to provide deeper financial insights and automated forecasting for long-term planning. However, these are minor feature gaps, and the core functionalities for invoicing, quotations, and client management remain incredibly strong and reliable. Review collected by and hosted on G2.com.

Before using Refrens Accounting, my business operations were heavily fragmented. I was constantly juggling multiple disjointed platforms—using separate tools or spreadsheets to create quotations, handle client records, and send invoices. This scattered workflow made it time-consuming to stay organized and led to delays in getting paid.

Refrens completely solves this issue by serving as a centralized, all-in-one hub for my client management and billing ecosystem. Review collected by and hosted on G2.com.

One area where Fynite could improve is by offering deeper integrations with creative production, media review, and asset management tools commonly used in trailer and entertainment marketing workflows. During fast-paced campaign cycles with multiple rounds of client feedback and revisions, switching between external review platforms and collaboration spaces can occasionally slow down the creative process. Review collected by and hosted on G2.com.

Fynite has been an incredibly useful collaboration platform for our creative workflow at Jump Cut. As a trailer and print agency working across film campaigns, creative reviews, client feedback, and fast-moving production timelines, keeping ideas, revisions, and decisions organized is essential. Fynite helped our team centralize communication, creative discussions, and project updates in one workspace, making collaboration across editors, designers, producers, and creative leads far more efficient. 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.

Sales team can be aggressive when pushing new solutions. Review collected by and hosted on G2.com.

Take the time to ask questions and help them understand your business and business needs with pricing. The time spent setting up the solution with the solutions architect is well worth the time. Attend training and get a few super users up to speed. Data cleanliness prior to starting work helps as the loading schema for data is fairly rigid (that's a good thing though). Review collected by and hosted on G2.com.

Price consistency and real time price availability. Decreased time for speed to quote. Having the ability to have multiple pricing types as the business needs dictate has been helpful compared to the legacy pricing systems used. Review collected by and hosted on G2.com.

Nothing major. When we've raised things the team has been quick to respond and usually has a fix or workaround the same day. Review collected by and hosted on G2.com.

Before, we were doing all our commercial agreements with word docs and docusign. It put a huge burden on the team, and the experience for our customers was still terrible. With Sequence, our Sales team can create great-looking quotes, send them to prospects, make changes on the fly based on negotiations, and then, once the Quote is signed, my job is easy. Invoicing is basically automatic, I just have to review and say "start." Nowadays, we're getting way less scrutiny on our docs (since we redesigned the whole process and docs around Sequence) and our AR is better than ever. Sequence makes me look like I'm great at my job, even though finance is only like a quarter of my job. Can't imagine my job without Sequence. 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.

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.

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.

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.

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.

sellsy has many different features, I have not yet explored all the uses Review collected by and hosted on G2.com.

the creation of invoices and their management Review collected by and hosted on G2.com.