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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

DepositFix is a comprehensive B2B payment and billing solution that streamlines the entire lead-to-cash journey by integrating payments, CRM, and QuickBooks into one cohesive platform. It accommodates various B2B payment needs, including ACH and eCheck, card-not-present transactions, virtual terminals, surcharging, and dual pricing, facilitated through multi-gateway routing and embedded checkout forms. Additionally, it manages hosted payment pages, product catalogs, discount codes, and one-click upsells. The billing features encompass recurring and progressive billing options, automatic sales tax calculations, client self-service portals, and quote-to-cash workflows. Its invoicing capabilities include customizable invoices, bulk batch creation, pay-by-link options, Excel-based invoicing, and automated invoice presentment and reconciliation. Moreover, with seamless integrations for platforms like HubSpot, ServiceTitan, Jobber, Zapier, and PayPal, DepositFix provides a consolidated view of payment data, significantly reducing the need for manual data entry and reconciliation processes. This all-in-one solution not only enhances efficiency but also improves overall financial management for businesses.

Description

Ply is a cutting-edge inventory and purchasing solution designed exclusively for trade businesses, leveraging artificial intelligence to optimize operations. By reducing urgent supply runs, it empowers contractors and service teams to enhance their billable hours through automated procurement processes, smart reorder notifications, and vendor comparisons, while also providing real-time insights into inventory across trucks, warehouses, and job sites. The platform features essential tools such as usage-based minimum and maximum thresholds, barcode printing, mobile scanning, and the ability to generate and reconcile purchase orders, all while seamlessly integrating with field service and accounting software like ServiceTitan, Jobber, Housecall Pro, and QuickBooks Online. It effectively consolidates material catalogs, monitors both in-use and consumed items, and identifies instances of over-ordering or excess stock to help maintain healthy cash flow. Users have reported a recovery of 5 to 10 additional hours each week by streamlining operations and eliminating the chaos associated with spreadsheets, all while ensuring complete visibility of material locations and timely replenishment needs. This comprehensive approach not only boosts efficiency but also supports better decision-making across trade businesses.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Jobber
ServiceTitan
Acculynx
Authorize.Net
Bill & Pay
CardConnect
ConnectBooster
Facebook
Facebook Ads
Google Analytics
Google Sheets
Housecall Pro
HubSpot CRM
Meta Ads
Microsoft Excel
PowerHouseWMS
QuickBooks Online
Sage Intacct
Zapier
monday work management

Integrations

Jobber
ServiceTitan
Acculynx
Authorize.Net
Bill & Pay
CardConnect
ConnectBooster
Facebook
Facebook Ads
Google Analytics
Google Sheets
Housecall Pro
HubSpot CRM
Meta Ads
Microsoft Excel
PowerHouseWMS
QuickBooks Online
Sage Intacct
Zapier
monday work management

Pricing Details

$190 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

DepositFix

Founded

2014

Country

United States

Website

www.depositfix.com

Vendor Details

Company Name

Ply

Founded

2022

Country

United States

Website

getply.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Product Features

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Alternatives

Alternatives