Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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