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Description
Engager.app is a cloud-based platform specifically designed for accountants and bookkeepers in the UK, developed by professionals in the field to streamline firm operations, enhance task management, and boost profitability. The software integrates various features, including workflow management, client communication, engagement letters, proposals, pricing options, e-signature capabilities, checklists, forms, time tracking, dashboards, document templates, and a personalized client portal, all within a single cohesive system. By utilizing Engager, firms can eliminate disorganization through advanced tools and improved workflows, allowing teams to meet deadlines effectively, assign tasks rapidly, visualize projects using Kanban boards, and let automated reminders manage follow-ups to ensure nothing is overlooked. Its continuous automated administrative features work around the clock, handling record requests, client reminders, and follow-ups autonomously, which minimizes unnecessary emails and saves valuable time. Additionally, firms can effortlessly create professional and compliant Letters of Engagement within minutes by leveraging customizable templates and automation. This innovative approach not only enhances efficiency but also empowers firms to focus more on delivering quality services to their clients.
Description
Begin your journey with our comprehensive platform that combines scheduling, record-keeping, certifications, reminders, and job management all in one. Your administrative team will find it effortless to schedule new jobs during phone calls, while you can monitor your engineers' locations and assign tasks to the appropriate team members efficiently, ultimately minimizing travel times and maximizing productive tool usage. Say goodbye to the hassle of tracking down engineers for missing job sheets, certificates, and records, as our system provides a professional and efficient experience without causing delays for your customers. Whether you're online or offline, you can easily capture signatures using your smartphone or tablet, making it convenient for your engineers to generate professional records, estimates, quotes, and invoices. This intuitive, robust, and adaptable job management platform simplifies your operations significantly. Additionally, when you require assistance, you can connect with a real person via phone, in-app chat, or email, ensuring that our knowledgeable support team is always ready to contribute to your business's success. Access our services through a web portal or dedicated iOS and Android apps, available for both online and offline use, allowing you to manage your tasks seamlessly no matter where you are.
API Access
Has API
API Access
Has API
Integrations
Adfin
QuickBooks Online
Xero
Pricing Details
$12.17 per month
Free Trial
Free Version
Pricing Details
$19.74/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
Engager.app
Founded
2018
Country
United Kingdom
Website
engager.app/
Vendor Details
Company Name
Software Works for You
Country
United Kingdom
Website
gasengineersoftware.co.uk
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
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
