Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Tailored specifically for the Commercial HVAC Service sector, Connect Software has demonstrated its ability to boost service contractors' annual growth by an average of 20%. It offers an all-encompassing solution for asset and equipment management, customer management, and pricing for various service agreements, including project contracts and "Quick Quotes." Additionally, Connect generates 28 customized, professionally branded documents and features a powerful CRM, along with comprehensive field and contract management functions. With Connect Sales, you'll never miss a proposal or lead again, as it ensures complete transparency for all opportunities generated, resulting in a continually expanding list of "warm leads." You can manage what information is presented to customers, including polished presentations and updated Terms & Conditions. Moreover, user-friendly access to customer data, proposals, sales dashboards, and more is available from any device with Internet connectivity, enhancing overall efficiency, communication, and professionalism in a unified solution. This integration not only streamlines operations but also empowers contractors to focus more on growth and client relationships.
Description
Experience rapid growth and elevate your team’s performance, ensuring every customer departs satisfied. This comprehensive system caters to plumbing, HVAC, electrical, and various other contractors serving homes and businesses. Its user-friendly design is embraced by both technicians and clients alike. Boost your average sales per transaction while guaranteeing a positive customer experience. The available package options are straightforward and tailored for your technicians' needs. Key performance indicators keep you updated and aligned with your goals. With distinct dashboards, you can easily discuss relevant information with both technicians and management. Additionally, monitor your marketing expenditures, sales generated from repairs, year-over-year revenue trends, average ticket values, service agreement sales, and other critical metrics to ensure ongoing success in your operations. This system not only facilitates growth but fosters a culture of accountability and clarity within your team.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
No
QuickBooks Online Advanced
No
pulseM
No
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
pulseM
Yes
Pricing Details
$99
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
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
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Connect Software
Founded
2016
Country
United States
Website
www.connectsoftware.com
Vendor Details
Company Name
FieldWorx
Country
United States
Website
www.fieldworx.software/
Product Features
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
No
Compliance Tracking
No
Contract Lifecycle Management
No
Electronic Signature
No
Full Text Search
No
Government Contracts
No
Pre-built Templates
No
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
No
Workflow Management
No
Product Features
Electrical Contractor
Billing & Invoicing
No
Commercial / Industrial
No
Contract Management
No
Customer Database
No
Electronic Signature
No
Mobile Access
No
Quotes / Estimates
No
Scheduling
No
Time Tracking
No
Work Order Management
No
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
HVAC
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Maintenance Scheduling
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
HVAC Estimating
Billing & Invoicing
No
Commercial/Industrial
No
Cost Database
No
Data Import / Export
No
Equipment Maintenance
No
Financing Management
No
Labor Rates
No
Quotes/Proposals
No
Scheduling
No
Takeoff
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