Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
uPlan will dramatically reduce the time it takes to plan and consult.
Get auto-generated documentation for your projects, including a wiring diagram, electrical cabinet layout, and bill of material.
Discuss the project with your client and provide a personalized quote for the various solutions you could offer.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
pulseM
Yes
Integrations
QuickBooks Online
No
QuickBooks Online Advanced
No
pulseM
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
First project is free
29 €/ month
159 €/ 6 month
319 €/ 12 month
159 €/ 6 month
319 €/ 12 month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FieldWorx
Country
United States
Website
www.fieldworx.software/
Vendor Details
Company Name
uPlan
Founded
2018
Country
Hungary
Website
uplan.io
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
Product Features
Electrical Contractor
Billing & Invoicing
No
Commercial / Industrial
No
Contract Management
No
Customer Database
No
Electronic Signature
No
Mobile Access
No
Quotes / Estimates
Yes
Scheduling
No
Time Tracking
No
Work Order Management
Yes
Electrical Estimating
Billing & Invoicing
No
Change Orders
No
Cost Database
Yes
Project Management
Yes
Quotes / Proposals
Yes
Takeoff
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
Yes
Routing
Yes
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
HVAC Estimating
Billing & Invoicing
No
Commercial/Industrial
No
Cost Database
Yes
Data Import / Export
Yes
Equipment Maintenance
No
Financing Management
Yes
Labor Rates
No
Quotes/Proposals
No
Scheduling
No
Takeoff
No