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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Business Suite is an online platform designed for small service enterprises that have field teams, integrating various features to streamline business operations. It brings together customer management, sales funnels, online booking, estimates, invoicing, and PayPal payment integration. Business owners can easily schedule tasks and allocate crews, while field workers can access their daily work assignments via a mobile-optimized interface. Additionally, the platform facilitates tracking of expenses, receipts, and mileage, along with generating profit reports and tax-related exports. It also offers a variety of tools, such as customizable forms and landing pages, digital contracts, a shared inbox for communication via chat, text, and email, missed-call text responses, automation features, broadcast messaging, review and referral solicitation, and a dedicated customer portal. All subscription plans provide access to the same set of tools, although the capacity for crews and setup support differs depending on the selected plan. To utilize texting features, users must have a Twilio account, and any related usage fees will be charged by Twilio directly. This software caters specifically to local service providers, including those in the lawn care, landscaping, cleaning, and pressure-washing industries, ensuring they have all necessary resources at their fingertips to efficiently manage their operations. Moreover, the platform's user-friendly design makes it easy to adapt and grow with the evolving needs of small businesses.

Description

Experience efficient and impactful digital tools designed for effective management of your team and projects, featuring functionalities such as scheduling, timesheet tracking, safety protocols, equipment handling, document sharing, group messaging, as well as budgeting, quotes, and client progress updates. View all your projects conveniently on one page with our snapshot view, utilize our multi-select or drag-and-drop scheduling capabilities, specify work details, formulate checklists, allocate equipment, and even establish geo-fencing around your job site to monitor who is clocked in at any given moment. The CrewTraka App is not only free but also user-friendly, enhancing your everyday operations seamlessly. Team members can enter timesheets via day cards or utilize our GPS-enabled TimeTraka system for clocking in and out. They can swiftly fill out Safe Work Method Statements (SWMS), Job Safety Analyses (JSA), record expenses, conduct equipment pre-start checks, complete daily job dockets, access important documents, and submit leave requests. Tailor your timesheet experience to your preferences, whether using day cards or dockets, enjoying straightforward 'clock on/off' features on-site, tracking project start, break, and end times, attaching images and videos, or setting reminders for your crew to clock off. Additionally, these comprehensive tools not only facilitate efficient project management but also foster enhanced communication and accountability among team members.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

MYOB No 
PayPal Yes 
Procore No 
Twilio Yes 
Xero No 

Integrations

MYOB Yes 
PayPal No 
Procore Yes 
Twilio No 
Xero Yes 

Pricing Details

$80/month
Starter is $80/month for up to 2 crew members; Growth is $197/month for up to 5; Scale is $341/month for up to 15. All plans include the same tools; crew capacity and setup assistance vary by plan. Plans are billed monthly with no contract. The 3-day trial costs $8 and does not auto-renew. Texting uses your own Twilio number at Twilio’s rates. PayPal’s standard payment fees apply.
Free Trial Yes 
Free Version No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version Yes 

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 Yes 
iPad App No 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Beyond Wealth

Country

United States

Website

beyondyourwealth.com/suite/

Vendor Details

Company Name

CrewTraka

Founded

2018

Country

Australia

Website

www.crewtraka.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 

Product Features

Employee Scheduling

Appointment Management No 
Automated Scheduling No 
Calendar Management No 
Employee Database No 
Group Scheduling No 
Messaging Yes 
Mobile Access Yes 
Payroll Management No 
Reporting/Analytics No 
Resource Management No 
Schedule Distribution No 
Scheduling No 
Shift Scheduling No 
Shift Swapping No 
Time Clock No 
Time Tracking No 
Vacation / Leave Tracking Yes 

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 

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 

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