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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Give your customers and partners the visibility they require to empower them. Your customers and partners can interact with you 24/7 via online portals. This will result in higher customer satisfaction, lower service delivery costs, and increased sales. All account information can be stored in the form Prospects, Customers, and Vendors. The 360-degree page gives you a complete view of your Account's Contacts and Quotes, Work Orders. It also shows Installed Products, Sites, Contract specific documents, and Work Orders. Additional account information, such as billing addresses and shipping addresses, tax information, and contact information, should be kept. Set up approval processes for your quotes and contracts. For potential sales or service orders, provide quotations to your customers. With the most current sales tax tables, automatically calculate your Sales Taxes.

Description

Our Enterprise Condition Management solution, commonly referred to as Rate Management, simplifies the process of establishing dependable quote and contract frameworks through the use of clear and comprehensive rate management techniques. At the heart of this application lies the standardization of the frequently intricate logistics service costs, coupled with a straightforward display of all pertinent information. Utilizing CargoSoft ECM allows for a more efficient comparison of rates and corridors, enabling swift and trustworthy quotation preparations. It facilitates the transparent comparison of costs, cost trends, and the foundational elements for calculations across various corridors. Furthermore, it streamlines the selection process for preferred service providers, enhances calculation support, and fortifies your bargaining power with these providers. By assigning specific user permissions concerning rates and contracts, all participants in the process can gain global access to the data that is pertinent to their roles, ensuring everyone is on the same page. This collaborative approach not only improves efficiency but also fosters a more coordinated effort among all stakeholders involved.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
Sage 500
Salesforce

Integrations

Docusign
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
Sage 500
Salesforce

Pricing Details

$75 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

BiznusSoft

Founded

2013

Country

United States

Website

www.biznussoft.com/field-service

Vendor Details

Company Name

DAKOSY

Founded

1982

Country

Germany

Website

www.dakosy.de/en/solutions/logistics/forwarding-software/enterprise-condition-management

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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