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Description
Pencil Assistant serves as an AI tool specifically designed for tradespeople in the UK, accessible via WhatsApp. This innovative assistant aids users in organizing their schedules, scheduling jobs and site visits, generating quotes and invoices, verifying merchants, and crafting marketing materials while they are on the job. Users have the convenience of sending voice messages or images of handwritten notes, which the assistant can then transform into polished PDF quotes and invoices, allowing for modifications to line items, labor costs, or VAT. Additionally, users can inquire about their schedules, jobs, quotes, and invoices at any time. The assistant can efficiently manage nearby job locations, recommend appointments, and prepare follow-ups and reminders for customers, as well as create engaging marketing posts. The service offers various subscription plans that include monthly message and quote allowances, featuring a complimentary Early Access option alongside paid tiers called Pencil and Pro, ensuring accessibility for all tradespeople. With its comprehensive features, Pencil Assistant is set to revolutionize how tradespeople manage their day-to-day operations.
Description
TradeTab is an invoicing application designed specifically for tradespeople, including plumbers, HVAC technicians, electricians, general contractors, and over 30 additional professions. Unlike most invoicing software that caters to accountants, TradeTab is tailored for individuals who engage in hands-on work.
Typically, tradespeople face a 28-day wait to receive payment after completing a job, but with TradeTab, users can get paid in less than a week by sending invoices before they even leave for their next job, all from their mobile devices.
Key features of TradeTab include:
- AI-driven suggestions for line items, allowing users to simply select the job type and have TradeTab automatically populate the necessary details, eliminating the hassle of typing from a cluttered truck cab; adjustments and additional line items can be easily added.
- Professional PDF invoices can be dispatched via email in under 30 seconds, ensuring quick and efficient communication with clients.
- The app enables online payments through Stripe, eliminating the need for cash or checks and the associated hassles of follow-ups, while still allowing users the option to accept cash or checks if preferred.
- Users can effortlessly create estimates and convert them into invoices with just a single tap, streamlining the billing process.
- The ability to generate change orders adds to the flexibility and functionality of the app, making it an invaluable tool for tradespeople.
By focusing on the unique needs of tradespeople, TradeTab significantly enhances their invoicing experience.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
WhatsApp
No
Pricing Details
£15.99/month
Early Access is free and includes 70 messages and 7 quotes, with no card required. Pencil is £15.99/month and includes 300 messages and 30 quotes. Pro is £29.99/month and includes 1,000 messages and 100 quotes. Paid plan prices exclude VAT. A 7-day free trial is available.
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
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
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Pencil Assistant
Country
United Kingdom
Website
getpencil.co.uk
Vendor Details
Company Name
TradeTab
Founded
2001
Country
United States
Website
tradetab.co
Product Features
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
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
