Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
PocomosSave hours per day in double data entry and thousands per month on fuel costs because of our automations and routing optimization tools powered by Google Easily keep track of your one-time and recurring jobs with our job pool and drag-and-drop scheduling tools. Sign up new customers, see your schedule, complete appointments, track chemical usage, and much more from the convenience of your phone or tablet. Automate pre-service notifications, follow-up messages, collection notices, review requests, and other daily tasks. Post payments, resend emails, upload and send attachments, text, and much more from an easy-to-use customer account. Use our Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards to manage your Door-to-Door efforts.
-
ArboStarARBOSTAR stands at the forefront of business management solutions for the tree care and landscaping industry, offering a revolutionary, all-in-one platform. This cloud-based system is designed for businesses of any size, integrating essential tools to streamline operations. From Client Relationship Management (CRM) and Field & Equipment Management to Business Analytics, Accounting, Finance, Payment Processing, IP Telephony & SMS, Human Capital Management, and Quality Assurance with an ERP system, ARBOSTAR brings every necessary module under one roof for efficient and effective management. The interactive Map View feature further simplifies scheduling and marketing by showing real-time locations of leads, crews, and equipment, optimizing your business operations with ease.
-
Total ETOTotal ETO is a Totally Better ERP / MRP for Custom Machine Builders, providing better efficiency, accuracy, and profitability. Our system was designed by engineers to match the unique workflow of Engineer To Order manufacturers, including Integrators, Panel Shops & OEMs. Our solution will: -Increase efficiency in engineering by integrating with your CAD. -Allow designers to cost out the BOM before purchases are made. -Track changes to the BOM at any stage of the project and ensure the information is shared across departments. -Save time & money in procurement with your newly Dynamic BOMs. -Capture change order information, including labor, material, and sales price changes so they aren't omitted or forgotten. -Improve accuracy through out your organization, including sales estimates. -Route parts between various tasks, tracking both internal and external processes. -Help ensure parts are inspected and know who completed the inspection. You'll be able to record and follow up on quality issues on the shop floor, from engineering, or for purchased parts with embedded Non-Conformance Reports.
-
BidtracerBidtracer was developed by two highly engineers, combining expertise in mechanical, electrical, and computer engineering. This innovative tool serves as a specialized sales operations and channel partner solution specifically designed for the commercial construction sector. The tool simplifies the process of initiating sale opportunities, creating bid tracking plans, and specs, while also inviting subcontractors for assistance. This allows users to swiftly utilize the estimate tool to draft and send out proposals to customers. It assists sales professionals in automating their follow-up process with bids, enabling them to track and determine the winning contractor. This ultimately maximizes their chance of successful closing sale projects. Efficient project management is crucial to optimize time and maximize profits in construction projects. By automating various project management tasks, we can streamline operations and simplify all aspects of the project’s operational side.
-
STACKSoftware that integrates takeoff and estimation for all trades and projects. You've come to right place if you want to save time, eliminate costly mistakes in estimating, and say goodbye to paper plans. STACK enables you to collaborate more efficiently and estimate more accurately, so that you can concentrate on what's important - your bottom line. Register for a free account now!
-
WERXWerx delivers powerful construction management tools at a price contractors love—starting at just $49/month. Built for small to midsized businesses, Werx simplifies your workflow with features like flexible estimating, AIA-Style billing, QuickBooks syncing, and labor tracking. Speed up payments with Stripe-powered online billing. Try Werx free for 30 days and see the difference! Tailored for contractors of all trades, Werx helps you save time, reduce stress, and boost profits. From managing schedules to tracking time in the field and creating polished invoices, Werx brings everything together in one easy-to-use platform. Affordable, reliable, and built to help your business grow—Werx is the smart choice for contractors.
-
WEX Field Service ManagementWEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.
-
Shape SoftwareShape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.
-
ConnecteamConnecteam is an all in one employee app that was specifically designed for non-desk employees. It provides all the necessary capabilities to manage and operate field employees, including communication features, workflows and scheduling, as well as time clock. Just a few clicks and you can bring together your deskless workforce. Your desktop Launchpad allows you to collaborate, manage operations, develop professional skills, and monitor employee engagement. In minutes, you can create a fully-branded mobile app for your company. You can add safety checklists, orientation courses, product catalogues, and shift management to your mobile app. Or, you can customize the features to suit your needs. You can also gain insight into how your team interacts with company assets and take steps to improve efficiency. Connecteam allows managers and employees to automate their processes and allow them to focus on growth. Integrations include Google Calendar, Gusto, QuickBooks Payroll, Xero and others.
-
PipedrivePipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.
Description
BidClips enables home service teams to enhance their customer interactions. Our user-friendly quote builder and automated follow-up system simplify the process of impressing clients and expanding your business. Utilize our customizable form builder to gather essential details for each service you provide, incorporating visuals and measurements. Keep your clients engaged with timely email and text follow-ups that demonstrate your commitment, ultimately leading to increased business opportunities. Allow customers to accept, schedule, and make down payments on their estimates conveniently from their devices. Gain insights into your business's performance with real-time visualizations showcasing daily total jobs sold and average ticket prices. Enhance your sales-to-service pipeline by analyzing metrics such as bid-to-job closing ratios and the percentage of requests that receive estimates. Evaluate the effectiveness of your sales team and make strategic decisions regarding staffing and training to drive further growth. Additionally, with these tools, you can foster stronger relationships with your clients, ensuring they feel valued throughout their experience.
Description
PSQuote effectively bridges the gap in Configure, Price, Quote (CPQ) processes specifically for services. This solution offers a cohesive approach to quoting professional services, allowing you to focus more on service delivery rather than the quoting process. If your current method relies on spreadsheets for estimates rather than utilizing Salesforce, it can lead to a disjointed experience that separates sales from delivery. Such disconnects often result in revenue leakage, meaning potential profits are lost along the way. Additionally, it complicates the ability to track the alignment between what was sold and what was actually delivered. Recognizing these challenges, we are committed to providing a better solution for your needs. With PSQuote, you can automate and streamline your quoting processes, ensuring accurate estimates and quotes for services. The platform facilitates a smooth transition from sales to delivery, offering a holistic perspective on service operations from the estimation phase all the way through execution. Moreover, it enhances forecasting accuracy and provides valuable inputs for demand planning. By empowering your sales team to quote services in alignment with your delivery methods, PSQuote represents the culmination of extensive experience in developing quoting tools tailored for a variety of clients. Experience the difference with PSQuote and transform how you manage your service quotations.
API Access
Has API
No
API Access
Has API
No
Integrations
Authorize.Net
Yes
Conga CLM
No
IntelliPay
Yes
QuickBooks Online
Yes
Salesforce
No
Twilio
Yes
Workday Services CPQ
No
Integrations
Authorize.Net
No
Conga CLM
Yes
IntelliPay
No
QuickBooks Online
No
Salesforce
Yes
Twilio
No
Workday Services CPQ
Yes
Pricing Details
$74 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
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
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BidClips
Country
United States
Website
bidclips.com
Vendor Details
Company Name
CLD Partners
Country
United States
Website
www.cldpartners.com/solutions/cpq-for-services/
Product Features
Handyman
Billing & Invoicing
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Payments
No
Payment Processing
No
Quotes / Estimates
No
Time Tracking
No
Work Order Management
No
Job Costing
Bills of Material
No
Budgeting & Forecasting
No
Change Orders
No
Cost-to-Completion Tracking
No
Invoice Management
No
Overrun Reporting
No
Percent-Complete Tracking
No
Production Cost Tracking
No
Purchase Order Management
No
Quotes / Estimates
No
Time Tracking
No
Work Order Management
No
Landscape Management
Billing & Invoicing
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Groundskeeping
No
Inventory Control
No
Irrigation Tracking
No
Job Management
No
Landscape Design
No
Mobile Access
No
Payroll Management
No
Plant Database
No
Quotes / Estimates
No
Routing
No
Scheduling & Appointments
No
Work Order Management
No
Lawn Care
Billing & Invoicing
No
Contract Management
No
Customer Management
No
Employee Management
No
Equipment Management
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service Dispatch
No
Pest Control
Billing & Invoicing
No
Customer Service History
No
Dispatch Management
No
Fleet Management
No
Inventory Control
No
Mobile Access
No
Pest Activity Tracking
No
Pesticide Usage Tracking
No
Property Layouts
No
Quotes / Estimates
No
Scheduling
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Work Order
Contract Management
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Preventive Maintenance
No
Quotes / Estimates
No
Recurring Appointments
No
Routing
No
Scheduling
No
Task Management
No
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
No
eCommerce
No
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
Yes
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
Yes
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
RFP
Bid Management
No
Collaboration
No
Content Management
No
Data Import / Export
No
Due Date Tracking
No
Knowledge Library
No
Progress Tracking
No
RFP Creation
No
RFP Responding
No
Requirements Management
No
Task Management
No
Templates
No
Vendor Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
