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Description
Chalmsy offers AI-driven business management software tailored for small service-oriented enterprises such as florists, event coordinators, venues, interior designers, consultancies, and various trades. The platform streamlines the process from initial inquiry to finalized payment, allowing users to describe a job in simple terms while Chalmsy automatically generates a customized, branded proposal using the user's own materials, labor rates, and multipliers. Clients can conveniently review, comment, and accept proposals online, transforming accepted work into a project, followed by invoicing and bookkeeping entries, ensuring that no information is redundantly entered across different tools. The software encompasses features like quoting and estimating, proposal revisions and change orders, online approvals, deposit management, payment schedules, automated follow-ups for quotes, a client relationship management system, project oversight, invoicing capabilities, receipt capture, ledger management, profit-and-loss analysis, and integration with QuickBooks. Additionally, it seamlessly connects with Gmail, Google Calendar, and Google Drive with just one click, enhancing overall efficiency. Notably, all documents reflect your brand identity rather than Chalmsy's, with pricing structured per business rather than per user, starting at just $15 a month, making it accessible for small businesses. This comprehensive solution empowers entrepreneurs to manage their operations effectively without the hassle of multiple software platforms.
Description
SoloDesks is a comprehensive job management solution designed specifically for solo tradespeople, such as plumbers, electricians, painters, landscapers, and handymen, allowing them to handle quoting, invoicing, and job scheduling without the complexity of managing a team. You can create detailed itemized quotes directly from your phone while still on-site, and send them as personalized PDFs to your clients. Once the client accepts the quote through a secure link, it seamlessly converts into an invoice with just one tap, maintaining the same details and pricing without any need for re-entering information. To help manage overdue payments, Overdue Autopilot sends automated reminders to clients at intervals of 7, 14, and 21 days, ensuring that the communication appears to come from your business, with replies directed to you, and stopping automatically once payment is confirmed. Each job is organized on a calendar that includes the client’s address, enabling efficient route planning, and all financial aspects like VAT and CIS are accurately managed in pounds. There’s a free plan available that includes 10 quotes, 10 invoices, and 10 emailed PDFs each month, with unlimited clients and jobs, while the Pro plan is affordably priced at 12 GBP per month without any per-user fees, making it an ideal choice for independent professionals. Overall, SoloDesks empowers individual tradespeople to streamline their business operations and improve their cash flow with minimal effort.
API Access
Has API
API Access
Has API
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Integrations
No details available.
Integrations
No details available.
Pricing Details
$15/month, seats included
Free Trial
Free Version
Pricing Details
£12/month flat (not per user)
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
Chalmsy LLC
Founded
2026
Country
United States
Website
www.chalmsy.com
Vendor Details
Company Name
SoloDesks
Founded
2017
Website
solodesks.com
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Product Features
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
Alternatives
Alternatives
No Alternatives
