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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Introducing a customizable FileMaker template designed to serve as a foundational tool for your unique application. This versatile software solution excels in organizing your contacts, managing projects, processing job orders, generating estimates, handling project discrepancies, and overseeing leads, proposals, contracts, products, warehouses, income, expenses, payments, documents, as well as tasks and events through an integrated calendar and timesheet feature. It represents a smart approach to efficient business management! The application is particularly suited for enhancing business process management, allowing you to prepare sets of activities (whether events or tasks) and easily assign them to specific contacts, projects, or sales leads. The project management module enables you to define projects, outline tasks and roles, monitor project activities, allocate tasks to individuals or teams, generate purchase orders and estimates, swiftly create invoices, and keep tabs on project-related expenses. Additionally, you can efficiently track your leads and prospects, generate quotes or proposals promptly, and dispatch them to clients with ease. Once a lead is successfully converted, you can seamlessly create a project with a single click and continue to monitor its progress as needed.

Description

Works Connect is a comprehensive business management solution meticulously crafted by professionals in the trade and service sectors, specifically tailored to meet the unique needs of these industries. Understanding the operational dynamics of trade service companies, we have addressed every facet of business management, encompassing everything from estimating and project oversight to service execution. This tool is particularly well-suited for contracting and service-oriented enterprises, enabling immediate recognition of cost savings and efficiency improvements. Users can quickly generate precise quotes or estimates using catalogs from well-known suppliers. Additionally, the platform allows for effective staff scheduling while directly linking labor costs to specific jobs. Purchase orders can be created directly from supplier catalogs, ensuring costs are allocated to individual projects seamlessly. The purchasing system is designed to suggest the most economical supplier options and verify supplier invoices for any inconsistencies. Furthermore, you can access all relevant data regarding quotes, jobs, purchase orders, progress claims, and invoices from virtually any location, streamlining operations and enhancing accessibility for users. This adaptability makes Works Connect a powerful ally for businesses looking to thrive in a competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
QuickBooks Online No 
Xero No 

Integrations

Google Calendar No 
QuickBooks Online Yes 
Xero Yes 

Pricing Details

$999 per year
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

YZY SOFT

Founded

2011

Country

Lithuania

Website

www.yzysoft.com/product/benroy-business-app/

Vendor Details

Company Name

Housing Support Pro

Founded

2016

Country

United Kingdom

Website

www.housingsupportpro.co.uk/repairs/

Product Features

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Product Features

Maintenance Management

Asset Tracking No 
Billing & Invoicing No 
Calibration Management No 
Dispatch Management No 
Inventory Control No 
Inventory Management No 
Key & Lock Management No 
Mobile Access No 
Planning Calendar No 
Predictive Maintenance No 
Preventive Maintenance No 
Purchasing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

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