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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
VortechPro is a software solution designed specifically for field service dispatch in various trades such as locksmithing, HVAC, plumbing, and garage door services. It enables office personnel to allocate jobs to technicians based on configurable priority levels, allowing for both urgent and scheduled assignments, as well as tasks designated for specialists only. Field technicians can receive notifications about job opportunities and confirm their acceptance via mobile applications. The provider also highlights features like credit card processing through the business owner’s Stripe account, calculations for splitting technician pay, real-time tracking of crew locations, communication between office and field staff, job reassignment capabilities, weekly earnings summaries, and the ability to export accounting data. This product caters primarily to small businesses in the trades and field service sectors, facilitating effective coordination between office dispatch and mobile workforce operations. Additionally, it aims to streamline workflows and enhance productivity for teams managing diverse service tasks.
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
$99/month
$99 per month covers up to 5 technicians; each additional technician is $20 per month. The vendor states there is no setup fee or contract and offers a 30-day free trial.
Free Trial
Yes
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
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
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Beyond Wealth
Country
United States
Website
beyondyourwealth.com/suite/
Vendor Details
Company Name
Vortech Technologies, Inc.
Country
United States
Website
vortechpro.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
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
