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Description
AllQuote is an online platform designed for job management and field services, specifically tailored for trade contractors, commercial contractors, maintenance teams, and other businesses operating on-site. It consolidates various functions such as customer inquiries, estimating and quoting, job scheduling and dispatch, crew coordination, job records, labor and materials costing, timesheets, inventory, invoicing, payment collection, and accounting integrations into a unified workflow. Users can manually create quotes, oversee recurring service tasks, document job photos and forms, monitor crew hours, and analyze job costs from start to finish. Advanced subscription plans enhance features with functionalities such as plan takeoffs, purchasing and inventory management, compliance tools, reporting capabilities, and integrations through an API, webhooks, and Zapier. Additionally, a mobile app empowers teams to manage field operations by providing access to job updates, photos, time tracking, forms, and inventory management. The service offers various subscription options, starting with a limited free tier and extending to several paid plans, accommodating different business needs. This versatility ensures that organizations can select a plan that best fits their operational requirements and budget.
Description
Chalk CRM is an online field service customer relationship management system designed specifically for contractors and service-oriented companies that need to estimate and schedule tasks. It effectively manages customer information and leads, generates estimates using a price book, and facilitates the sending of quotes via text or email, while also enabling the collection of signatures and deposits, transforming approved estimates into scheduled tasks. The platform features various scheduling options, including daily, weekly, monthly, and route-map views, and supports crew scheduling, visit reminders, time tracking, and the ability to upload job-related photos. Customers can be invoiced directly, and payments can be processed through Stripe via card or bank transfers, all while monitoring outstanding balances and automating payment reminders. Additionally, Chalk offers functionality such as two-way text messaging, a customer portal, permissions management for teams, comprehensive reporting, and capabilities for importing and exporting data. The advanced AI plan introduces ChalkBot, which assists with customer responses, appointment bookings, and follow-ups on quotes; developers can also access an API under this plan. This versatile tool caters to a variety of service industries, including painting, fence and deck staining, pressure washing, landscaping, cleaning, remodeling, handyman services, and pool maintenance, making it a comprehensive solution for business needs. Ultimately, Chalk CRM aims to streamline operations, enhance customer interactions, and improve overall efficiency for service businesses.
API Access
Has API
Yes
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Apple Calendar
No
Google Calendar
No
MYOB
Yes
Microsoft Outlook
No
QuickBooks Online
Yes
Quo
No
ServiceM8
Yes
Stripe
No
Xero
Yes
Zapier
Yes
Integrations
Apple Calendar
Yes
Google Calendar
Yes
MYOB
No
Microsoft Outlook
Yes
QuickBooks Online
No
Quo
Yes
ServiceM8
No
Stripe
Yes
Xero
No
Zapier
No
Pricing Details
A$29/month
Free plan: A$0 forever. Starter: A$29/month or A$290/year, with up to 3 users and 50 jobs/month. Crew: A$49/month or A$490/year. Takeoff: A$99/month or A$990/year. Team: A$149/month or A$1,490/year. Business: A$349/month or A$3,490/year. Annual plans are priced as 10 months. Prices are in AUD and include applicable GST/VAT; Enterprise pricing is by agreement. Additional Office users on eligible plans are A$30/month.
Free Trial
No
Free Version
Yes
Pricing Details
$49/month
Core is $49 per month or $490 per year; AI is $99 per month or $990 per year, with two months free on annual billing. Additional team seats are $14 per user per month. Customer card payments are processed through Stripe at Stripe's standard rates.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
AllQuote
Country
Australia
Website
allquote.com.au
Vendor Details
Company Name
ChalkCRM
Country
United States
Website
chalkcrm.com
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
