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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Field service software solutions enhance customer relationships, and BlueClerk stands out as the first SaaS platform focused on IoT. This innovative approach connects devices to the cloud, allowing for real-time monitoring of contractor and employee efficiency. BlueClerk enables businesses to log their work, manage inventory, and perform various tasks effortlessly. By simply tapping a phone to a tag, users can access machines and update the work completed. Serving as both a CRM and work management tool, BlueClerk is specifically designed for organizations with field employees. The BlueTags, which can be programmed through the mobile application, require no technical expertise, making them accessible to all users. When scanned, BlueTags facilitate the recording of work and provide insights into historical data. Easily accessing this history not only conserves time but also contributes to a safer working environment for technicians. The concept of BlueClerk was born from its founder, Chris Norton, who initially created the software for his fitness equipment company, allowing technicians to efficiently scan and document their work on customers' exercise machines. This progression highlights the adaptability of technology in catering to the unique needs of various industries.

Description

Steve the Clerk serves as a CPQ software solution that streamlines the information flow within your organization. This innovative tool empowers your sales team to seamlessly generate precise and impeccable quotes, orders, and various documents related to your tailored products and services. With Steve, your sales personnel can swiftly produce detailed and accurate quotes alongside other essential documents. It is important to note that these documents can be created for both internal purposes and client-facing needs. Consequently, the Steve the Clerk CPQ software facilitates an effective and effortless information exchange. Many businesses claim to prioritize customer satisfaction; however, their internal processes often contradict this assertion. By alleviating the burden of quote preparation, order finalization, and information verification from your sales staff, Steve the Clerk allows them to dedicate more time to engaging with customers. This shift not only enhances sales performance but also cultivates happier and more loyal clientele, ultimately driving the success of your business. Additionally, by investing in such technology, companies can align their operations with their customer-centric missions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online

Integrations

QuickBooks Online

Pricing Details

$30 per user 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

BlueClerk

Founded

2018

Country

United States

Website

blueclerk.com

Vendor Details

Company Name

Steve the Clerk

Founded

2017

Country

Finland

Website

stevetheclerk.com

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

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

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