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Description
The ADV software streamlines the entire sales workflow on a single interface, facilitating everything from budget creation to order completion and invoice generation. While preparing a quote, you can conveniently email it to the client and monitor all dispatched quotes until they convert into actual sales. To initiate a budget, navigate through Launches \ OS Sales \ OS Sales and select the New Budget option, or alternatively, right-click on the desktop, choose Sales OS, and then click on New Budget. You can identify the customer by entering the beginning of their name or a portion of it, and to search using just the initial, hit enter; for searching by a part of their name, simply click the button beside the input field. If the customer is not already in the system, you can register them by clicking on the underlined customer field. After selecting a customer, you can then click on the button at the top to retrieve related details, including the seller, payment terms, payment type, and carrier information, ensuring a comprehensive overview before finalizing the budget. This integrated approach not only enhances efficiency but also improves communication with clients throughout the sales process.
Description
Stairkey serves as a comprehensive business management solution tailored for small construction, trades, and contracting businesses. This platform integrates various functionalities such as estimating, invoicing, project oversight, accounting, and customer relationship management into a single web application, enabling contractors to manage projects seamlessly from the initial quote through to the final payment without the hassle of using multiple software tools.
Users can create intricate line-item estimates that can be transformed into invoices and detailed project schedules with just a single click, including tasks, subtasks, and lists of materials and tools needed, along with job costing details. It allows for the monitoring of actual expenses compared to the budget, facilitates the issuance of change orders, and enables the coordination of teams and clients through a mobile interface. The platform incorporates a double-entry accounting system, which efficiently manages sales tax, reconciliations, and the generation of financial reports.
Furthermore, Stairkey includes features for scheduling that take into account routing and weather conditions, as well as contact management capabilities, and it offers an optional connection to an AI assistant through the Model Context Protocol for enhanced productivity. This holistic approach ensures that every aspect of project management is streamlined, making it easier for small contractors to focus on their work.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Model Context Protocol (MCP)
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$20/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ADV Tecnologia
Founded
1994
Country
Brazil
Website
www.advtecnologia.com.br/
Vendor Details
Company Name
Stairkey Software Inc
Founded
2026
Country
Canada
Website
stairkey.com
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Product Features
Construction Management
Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets