Atlas Solo Description
Atlas Solo is a unique Excel-based business tool specifically crafted for individual and small-scale pressure washing and exterior cleaning businesses. This system seamlessly integrates customer information, services, quotes, jobs, invoices, and payments into a cohesive workflow, eliminating the need for a monthly CRM subscription. Tailored for Windows desktop users, Atlas Solo offers a more organized solution compared to disorganized notes or fragmented spreadsheets while ensuring that the setup process remains straightforward and ownership is retained locally. The software features customizable service pricing, customer management capabilities, quote generation, job tracking, invoicing, payment monitoring, and a dashboard showcasing key performance indicators and recent activities. It serves as a practical intermediary solution for those transitioning from basic spreadsheets to a comprehensive CRM system, allowing users to streamline their operations effectively. Users can enjoy the benefits of enhanced business management without the complexities often associated with larger software packages.
Atlas Solo Alternatives
FormAssembly allows organizations to take control over the data collection process. Our web-based platform allows companies to streamline old processes and drive business initiatives in any industry. Our platform seamlessly integrates with Salesforce and other business platforms, increasing efficiency across the organization. Furthermore, our advanced security and compliance standards instill confidence.
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WEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.
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Service365
Service365, built on Microsoft's world-class Dynamics 365 Business Central platform is an end-to-end field service management platform. It manages customers, quotes, jobs and purchases all from one place. Scope out a quote for customer approval. Create a quote worksheet. Your field service teams will be scheduled. Reduce project and cost management. Purchase materials and link them to timesheets. Confirm all costs associated with purchase orders before the job begins. Get customer approval and generate invoices. All this in one platform. All the benefits of Customer Relationship Management (CRM), all in one platform. Service365 provides a seamless way for customers to keep track of their contact data, transactions and communications, as well as invoices. It is easy to use and powerful. With confidence and commitment to the success of your client, plan your resources and client time today and tomorrow.
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QuoteIQ
Utilizing QuoteIQ to send quotes allows potential clients to immediately recognize the exceptional quality of your business's services. These quotes are designed to be straightforward, enabling customers to effortlessly add additional services and confirm their acceptance of the quote. Moreover, the quicker you provide a quote to your customer, the higher your chances of securing the job become. Managing work schedules and ensuring that everyone, from your crew to your clients, stays informed is simple with QuoteIQ. Our calendar system is specifically designed for home service companies, making it easy to track all your appointments effectively. With QuoteIQ, online payment processing is smoothly incorporated into your account without any additional monthly or setup fees; you only pay transaction fees when you receive payments. This means you can access your funds four times quicker than if you were using checks. Additionally, Instaquote streamlines your quoting process by allowing customers to generate their own quotes for any of your services, enhancing their experience and engagement. This capability not only speeds up your workflow but also boosts customer satisfaction by offering them greater control over their service selections.
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Pricing
Pricing Starts At:
$29.99
Pricing Information:
One-time purchase. No monthly subscription.
Integrations
No Integrations at this time
Company Details
Company:
MARUPA
Year Founded:
2026
Headquarters:
United States
Website:
marupahq.com/atlas
Media
Atlas Solo dashboard with KPIs and recent activity
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Product Details
Platforms
Windows
Types of Training
Training Docs
Customer Support
Online Support
Atlas Solo Features and Options
Field Service Management Software
Billing & Invoicing
Customer Database
Quotes / Estimates
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