Average Ratings 2 Ratings

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ease
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design
support

Average Ratings 0 Ratings

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ease
features
design
support

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Description

eDocs, ESign - Paperwork 2.0 For Every Business. Legal eSign - Smarter Sales Contracts. eDocs With Payments. Winning Proposals. Complex Forms. Online Applications. We will create an account for your client when they e-sign a document, pay an invoice, purchase a product or schedule an appointment. If necessary, we will store the signed doc, receipts and other uploads in your social online workroom. As an option, your account will include a social CRM (Client Relations Manager + contacts addressbook) built in. We specialize in small service-based businesses. SwiftCloud can help you sign documents, automate small businesses, schedule appointments and get paid. Our number one goal is to be the best paperless software.

Description

WrkGenie is a job management solution tailored for sole traders and small service teams in the UK that helps streamline customer work from initial inquiry to final payment. This platform integrates various features, including customer records, quotes with electronic signatures, scheduling, invoicing, and payment tracking, all accessible through a web application complemented by native apps for both iPhone and Android devices. Users have the ability to link quotes, bookings, invoices, and customer histories, manage key records even without internet access, and synchronize any updates upon reconnection, in addition to sending payment links for invoices via a connected Stripe account. The Pro version enhances functionality by offering expense tracking, profit analytics, staff scheduling, and the ability to send booking invitations and reminders to customers. Specifically designed for tradespeople such as cleaners, plumbers, electricians, gardeners, and mobile hairdressers, WrkGenie caters to businesses ranging from solo operators to small teams. Users can try the software free for 14 days, although features like online payments, e-signing, and AI writing assistance necessitate an internet connection to function effectively. Additionally, this tool not only simplifies job management but also aids in fostering better customer relationships and enhancing overall business efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar No 
Microsoft Outlook No 
NetDrive Yes 
Stripe No 
SwiftCRM Yes 

Integrations

Google Calendar Yes 
Microsoft Outlook Yes 
NetDrive No 
Stripe Yes 
SwiftCRM No 

Pricing Details

$15 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

£19.99/month
Core is £19.99/month with 1 user; Pro is £39.99/month with 3 users; White Label is £99.99/month with 5 users and is available by sales enquiry. Plans renew monthly and can be cancelled anytime. The 14-day trial requires no card and does not auto-charge; access pauses unless you add payment details and choose a plan. Online card payments use a connected Stripe account and Stripe processing fees apply. Prices are in GBP; the company states it is not currently VAT registered, so displayed prices are the full amount charged.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

SwiftCloud

Founded

2015

Country

United States

Website

swiftcloud.ai/

Vendor Details

Company Name

WrkGenie

Country

United Kingdom

Website

wrkgenie.com

Product Features

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking No 

Waiver

Customizable Templates Yes 
Data Export Yes 
Online Signing Yes 
QR Codes Yes 
Searchable Database Yes 
Status Tracking Yes 
Waiver Kiosk Yes 

Product Features

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 

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