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Description
Onsite 7 job management software is crafted to oversee every aspect of your work, from the job site to the office, encompassing everything from sales and surveys to administrative tasks, installation phases, and ongoing service, allowing you to enhance control while saving valuable time and resources for your business. Our founders, who have managed retail and commercial installation companies similar to yours for many years, bring extensive expertise across all facets of the supply chain, including sales, surveying, material procurement, installation, and maintenance, which has been instrumental in shaping Onsite 7 into the robust job management solution it is today. With its strong presence in the UK market, Onsite 7 has established itself as a premier choice for trade job management software among businesses in sectors like fenestration, electrical, plumbing, and retail/commercial, thanks to its comprehensive 'out of the box features,' rapid deployment, and user-friendly interface. By choosing Onsite 7, you can ensure that our exceptional job management software supports you at every phase of your workflow, empowering tradesmen to operate more efficiently and effectively. Experience the difference that tailored job management can make in streamlining your operations and driving your business growth.
Description
Efficiently manage your leads by keeping track of phone conversations, meetings, notes, and tasks to swiftly evaluate their potential. For every opportunity, it's crucial to understand its current phase, the individuals involved, the progress made, and the probability of closing successfully. Accurately forecast what your sales figures will represent in the coming week, month, and quarter. Tailor your Sales Pipeline to suit your needs by adjusting the number of stages in the sales cycle and determining the likelihood of closure for each stage. Instantly access comprehensive reports detailing the collective activity levels of each sales representative, including their meetings, notes, phone calls, and any specialized forms utilized. Set up notifications for deals that haven't been updated within a specified timeframe to ensure nothing falls through the cracks. Inspire your sales team by displaying their real-time commissions on each deal, fostering a competitive yet collaborative environment. The robust dashboard offers a quick glance at upcoming activities and essential performance indicators for your team, ensuring you stay informed about their progress and effectiveness. This comprehensive approach not only optimizes sales processes but also empowers your team to achieve their targets efficiently.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$12.00/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
Onsite 7
Country
Wales
Website
onsite7.co.uk
Vendor Details
Company Name
Upvise
Founded
2008
Country
Singapore
Website
www.upvise.com
Product Features
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
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
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
