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Description
Cuotaro is an online application tailored for field service and operations, specifically designed for small service-oriented businesses. This platform enables teams to manage customer information, service requests, quotations, job schedules, documents, reminders, and outstanding payment tasks all within a unified workspace.
The application streamlines the workflow from receiving customer inquiries to generating quotes, transitioning from quotes to job execution, and overseeing payment processes post-completion. Users are able to consolidate customer details, service locations, notes, PDF quotes, job specifics, attached documents, and follow-up reminders, all linked to the individual customer context.
Cuotaro's design prioritizes simplicity and focus, distinguishing itself from more intricate enterprise field service solutions, ERP systems, and accounting software. By offering this straightforward approach, it empowers small teams engaged in maintenance, repair, installation, and various services to effectively oversee their tasks without the hassle of disorganized spreadsheets, fragmented notes, or isolated files. In essence, Cuotaro provides a cohesive solution that enhances productivity and organization for small service providers.
Description
Trade & Service based businesses - Electricians, Plumbers, HVAC, Painting, Building & Contraction, Service Technicians, IT, Installers, Appliance Repair, Property Maintenance, Solar, Landscaping
API Access
Has API
API Access
Has API
Integrations
MYOB
QuickBooks Online
QuickBooks Online Advanced
Shift
Xero
Integrations
MYOB
QuickBooks Online
QuickBooks Online Advanced
Shift
Xero
Pricing Details
EUR 19/month or EUR 190/year
Free Trial
Free Version
Pricing Details
$47/month/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
Cuotaro
Founded
1994
Country
Spain
Website
cuotaro.com
Vendor Details
Company Name
Tradify
Founded
2013
Country
New Zealand
Website
www.tradifyhq.com
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Product Features
Electrical Contractor
Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management
Electrical Estimating
Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
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
