Alternatives to Casa

JobNimbus, the #1 all-in one roofing app (4.8 on app stores), has been making contractors heroes since 2013. JobNimbus is used by thousands of contractors to manage their entire business, including marketing, sales and production. "This is f$&%ing amazing!" "This is f$&%ing awesome!" ** MARKETING • SEO • Paid Ads Google Business Profile Website ** SALES ** • Scheduling Lead tracking • Boards • Customized sales workflows • Sales automation ** PRODUCTION ** • Production boards Customized job workflows • Production automation • Notes • Tasks • Ordering directly from Beacon Pro+ and Roof Hub SRS. Work Orders Subcontractors Reports BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way synchronization ** COMMUNICATION** Engage texting Email • Caller ID • @mentions Job sharing • Notification center All of this will equip your entire team with the best all-in one roofing app.

Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since our start in 2006, we’ve given contractors the tools to control their projects while bringing efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more with one convenient software – allowing time to take on more jobs without the added headaches. Today, more than a million users spanning 100 countries have chosen Buildertrend for real-time collaboration on their construction jobs. Our platform empowers builders to accomplish more projects while decreasing delays, minimizing costly mistakes and ensuring client satisfaction. Buildertrend also provides each customer with the opportunity to have unlimited training with the ability to integrate with other software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky.

aACE is a powerful business management software with over 20 years of development built-in. Designed for small-to-midsized businesses to efficiently manage their operations in one comprehensive solution, we’ve worked closely with our customers to refine the features that are the most important to daily users. aACE includes comprehensive tools for sales, operations, and accounting, offering deep visibility into your organization. The robust user permissions allow you to manage which data any of your employees can access. Consequently, customers have told us that aACE reduces the amount of time they've spent looking for information or on inter-office communication by as much as fifty percent (50%). aACE is available either as an on-premise solution or a cloud-based business management software. aACE also offers affordable customization in order to fit each company's special workflows, supporting what sets you apart from your competitors. Looking to automate more of your business processes? aACE provides extensive automation capabilities to improve CRM, accounting, and operational efficiencies, eliminating duplication and, in most cases, the need for additional labor to accomplish your company's performance goals.

Initially developed for electrical contractors, 360e serves as a comprehensive software solution for quoting, scheduling, tracking, and billing, crafted specifically by contractors to meet their needs. This innovative platform enhances efficiency and profitability while removing the everyday operational challenges that can erode profit margins. With its robust, adaptable, and user-friendly interface, 360e oversees everything from service requests to more extensive bidding projects all within a unified system, effectively linking both office and field operations. It is particularly tailored for small to medium-sized businesses, ensuring they have the tools necessary to thrive in a competitive market. By integrating various functions into one platform, 360e not only simplifies processes but also empowers contractors to focus on their core work.

SAP Business ByDesign is an affordable, easy-to-use enterprise resource planning system (ERP) specifically designed for fast-growing small to mid-market businesses and subsidiaries of larger companies. From financials and inventory to customer relationship management and human resources, SAP Business ByDesign integrates all major aspects of your business for end-to-end visibility, added efficiency, and improved operational control. By serving as the nerve-center for your business, with all data flowing into a single, centralized system, SAP Business ByDesign enables real-time data access for faster, complete, more nimble decision-making. SAP Business ByDesign comes with workflows and best practices that help your business run operations more efficiently from Day 1. It also scales with your business, so you don’t have to change systems as you grow. Some of the key features of SAP Business ByDesign: Integrated system architecture that manages all your company dataSAP Business ByDesign Complete operational visibility and control End-to-end business process automation Precise real-time reporting and analytics Customization for business and industry-specific requirements Secure data access anytime, anywhere

A platform for managing restoration jobs that is built for the future by restoration contractors. We know that contractors spend most their time on the move! Albi places a lot of emphasis on Mobile! • Unlimited photos can be taken simultaneously (without having to click the annoying next button). • Upload unlimited photos to your phone • Tag photos • Quickly search and organize photos • Create PDF photo reports • Sketch Drying Chambers • Plot Equipment and Moisture points • Take photos in Chambers • Capture Moisture Readings Over Time • Create PDF reports showing drying progressions • Create equipment, vehicle, and location lists • Assign equipment to projects, vehicles, and locations • Quickly see where all of your equipment is

Job-Dox believes simplicity is key to great results. With industry professionals and developers, we have spent years perfecting our software to create a flexible and intuitive project management tool that can be used in the office as well as out in the field. We offer personalized support to each customer to streamline their operations and share the results with them in real-time. Our team can help you and your business harness automation to increase productivity and reduce the risk of overlooking or forgetting details. You can spend more time providing excellent service if you spend less time worrying over daily tasks and minutiae. Get your free trial of Job-Dox today!

MarketSharp offers an intuitive, online customer relationship management (CRM) platform tailored for contractors, remodelers, and professionals in the home improvement sector. Featuring mobile access and advanced functionalities such as scheduling tasks, estimating projects, managing leads, and overseeing projects, MarketSharp is designed to enhance customer satisfaction, drive qualified lead generation, improve sales closures, and boost production efficiency. By utilizing this software, businesses can streamline their operations and foster a loyal customer base that actively refers others.

Easily oversee relationships with customers and prospects, evaluate your performance, and enhance your operations with a comprehensive view of your remodeling and home improvement enterprise that is accessible from anywhere at any time. Get immediate access to your leads and efficiently guide them toward making a purchase. Improveit 360's features, ranging from automated messaging to block scheduling, are designed to eliminate time-consuming tasks, allowing you to accelerate your path to closing sales. Connect with homeowners and maximize the potential of every lead and customer interaction. Whether your goal is to increase the number of deals closed or to refine your follow-up processes, you can generate more sales opportunities for your home improvement business. By utilizing improveit 360’s project management capabilities, you can ensure your cash flow remains steady, enhance team collaboration, and oversee all projects from a single platform, leading to overall business efficiency. This holistic approach empowers you to focus on growth while maintaining a streamlined workflow.

You can manage your jobs in real-time, schedules, costs, and communicate with trade partners and technicians. With informative Dashboards, you can gain complete visibility into your restoration contractor business. In a glance, you can see all your work in production, outstanding projects, and top referrals. Track each job easily. You can easily track the date and progress of each job so your team can see what happened and where it is at. All of your photos and documents related to restoration can be stored in one place, making it easier for you to find all the information. Upload your documents to have them automatically filled out with customer information. You want your team to be on top of everything. Your team will be reminded of the tasks they need to complete and when they should be done. You can schedule tasks to be emailed to clients, which will save you time and effort.

CompanyCam is a photo-based solution created specifically for contractors. Users can take unlimited photos—which are location and time stamped, sent to the cloud, and stored securely. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere.

PSA software was specifically designed for the property restoration industry. Our software provides accounting, job management and CRM as well as data analytics in one package. This is a great option for restoration contractors who want to improve their efficiency and maximize profits. PSA continues to offer innovative solutions to eliminate duplication, provide real-time updates and integrate across the insurance industry. Today, more than 1,500 contractors across North America, including many franchise groups, are using PSA solutions for their business growth. PSA offers a range of web-based options for businesses from medium to large. We provide everything they need to scale their business and grow. We want to provide a unique customer experience. Our users have the power to influence the direction of PSA and make it more relevant to their business.

One of the fastest growing CRMs in the roofing and restoration industry. RestorationX offers all the tools that the industry needs at an affordable price. www.restorationx.app

We are your all-in one tool. Our reporting features are quick and easy to use from any device. Additionally, our robust CRM (Customer Relations Management) system will help you build relationships and grow your company.

The Restoration CRM by Cotality is a powerful tool designed specifically for property restoration companies to enhance their customer management processes. It allows users to track client interactions, manage leads, and handle project details seamlessly from one platform. With built-in automation, the CRM streamlines workflows and improves communication between team members and customers, ensuring quicker response times and better customer service. Customizable features and robust reporting tools make it easy for businesses to monitor progress and stay on top of their projects and client relationships.

EZ Inspections, processing over 8 million orders annually, stands as the foremost provider of a cloud and mobile-based platform for automating inspections, property preservation, and various field services. With this innovative system, users can conveniently oversee their tasks through any browser or device without the need for additional software or hardware solutions. Our property preservation software emphasizes user-friendliness, enabling quick setup within just a few days. Transition from traditional paper and spreadsheets to EZ's modern mobile and cloud platform to enhance the management of your insurance loss control inspections, leading to significant productivity gains. The software is specifically designed to handle the high volume and rapid turnaround demands of mortgage inspections, ensuring unparalleled efficiency. Furthermore, EZ's mobile and cloud applications are fine-tuned to maximize both efficiency and automation, making them an invaluable tool for field service management.

Restoration ERP serves as a comprehensive disaster planning and restoration management solution aimed at assisting businesses in safeguarding their commercial properties while optimizing the restoration workflow. This innovative tool features a custom-branded application, a document expiry tracking system with timely alerts, utility shut-off monitoring, and seamless integration with 3D scanning technologies like Matterport and Docusketch. Additionally, it simplifies report generation through one-click PDF ERP reports, manages vendors and staff efficiently, and sends push notifications to ensure real-time communication. Furthermore, Restoration ERP provides a robust sales knowledge base filled with scripts, templates, and guides, along with automation features designed to enhance the efficiency of closing leads. Launching our groundbreaking ERP SMARTLaunch initiative, which is carefully crafted to educate, train, and facilitate the implementation of closing ERPs over a concise six-month period, ensures that clients receive immediate value while maintaining professionalism, thereby creating a compelling reason for follow-up. This initiative not only enhances team capabilities but also fosters stronger client relationships through an upfront demonstration of value.

Meet Xcelerate, the cutting-edge software designed specifically for managing restoration jobs. Developed with insights gathered from real-world applications, Xcelerate is tailored to enhance your operational efficiency, boost profitability, and streamline both job and team management processes. This comprehensive solution empowers you to reclaim your competitive edge, all consolidated within a single, intuitive platform. While it may not be rocket science, it certainly comes close! Navigating through multi-column and multi-page documents is effortless, featuring automatic text flow onto new pages, seamless page numbering, and precise control over headers and footers, whether for individual pages or across multiple documents. With a diverse array of styles and customizable fonts, the platform delivers an engaging user experience while adhering to specific brand guidelines. Additionally, the software automatically generates a Table of Contents that can be inserted at any point in your document, serving as a significant time-saver for those working on lengthy texts. Furthermore, users can benefit from built-in support for tab leaders to enhance document formatting.

Assured JobCheck streamlines job management by automating various file types, enabling seamless sharing of photos, notes, documentation, tasks, team communications, and contents lists from PackOut, ensuring that everyone involved stays informed about the project's status. This user-friendly and economical cloud solution caters to restoration companies of all sizes, facilitating the automation of task assignments and information sharing to enhance the efficiency of property loss job processing. With real-time visibility into vital information related to insurance, adjusters, and claims, users receive instant updates from their teams through the Job Feed. Furthermore, the platform allows access to job and contact details from any location, while its custom workflow engine ensures that restoration and contents jobs remain organized and on schedule. JobCheck consolidates all essential job information, including insurance, adjuster, loss, and claim details, along with contents lists and CRM functionalities for contents-related jobs, making it an indispensable tool for restoration professionals. By centralizing all aspects of job management, Assured JobCheck ultimately elevates the operational capabilities of restoration teams.

Neetrix® business software simplifies the process of expanding your enterprise. The Neetrix Contacts CRM system enables efficient organization of all your contacts, including prospects, leads, customers, and suppliers. It aggregates data from all Neetrix applications, ensuring everything is centralized for easy access. Neetrix Accounting offers a fully integrated and user-friendly accounting solution, delivering not only periodic reports and VAT returns akin to a comprehensive accounting package, but it also seamlessly connects with Neetrix Contacts, BackOffice, and StoreFront for total automation of customer billing, job costing, invoicing, product ordering, and sales transactions. Meanwhile, Neetrix BackOffice serves as the command center for your business operations, providing an exhaustive overview of all scheduled tasks, jobs, events, and actions undertaken by your entire team, including any external contractors. This interconnected approach allows for greater efficiency and clarity in managing your business processes.

Our innovative loan management software seamlessly connects standalone administration systems, payment gateways, and credit bureaus, encompassing the entire financial cycle for any business that extends credit, products, or services on credit terms. By leveraging our software, both your business and its clients can enjoy the advantages of tailored, completely integrated, automated business solutions. We simplify the process of sending professional, customized invoices to your clients and facilitate payment collection through our distinctive and secure payment options. Additionally, we offer the flexibility to integrate your management software with our payment gateway to meet your specific requirements. With the solution you’ve been seeking just a conversation away, reach out to us and let us assist you in discovering the perfect fit for your distinct business and market. Furthermore, our Theme Studio provides you with access to user-friendly, designer-crafted templates, enabling you to design your own personalized website with ease. This combination of tools and resources empowers you to elevate your business operations to new heights.

MICA stands out as the premier water mitigation suite within the restoration sector. It serves as an effective, user-friendly, and all-encompassing solution that brings advantages to insurance carriers, adjusters, and contractors alike. Insurance providers enjoy streamlined processes through real-time exception audits and faster turnaround times, minimizing the need for rework. Adjusters gain the flexibility to access job data from anywhere at any time, along with comprehensive reports upon project completion. Meanwhile, contractors experience enhanced efficiency by automating equipment calculations and reducing paperwork. MICA represents a significant advancement in mitigation programs, paving the way for improved productivity. By adopting MICA today, you can save both time and money while elevating your operational efficiency. Don't miss out on the opportunity to transform your mitigation efforts with this innovative tool.

Grow In Cloud provides a complimentary and user-friendly customizable client site that enables visitors to schedule appointments, exchange documents, process online payments, and much more. For those with an existing website, our live web widget can be easily integrated, facilitating appointment bookings and lead capture. This live web widget serves as an excellent tool for gathering information on prospective leads, thereby boosting the likelihood of converting them into loyal customers through timely responses. Our instant notification feature keeps you updated with real-time alerts whenever new contact forms are submitted via the live web widget. Additionally, Grow In Cloud's online invoicing allows you to create and dispatch invoices from virtually any location, greatly improving your efficiency and client interaction. With our straightforward invoicing tool, you can save valuable time while enhancing communication with your clients. Furthermore, Grow In Cloud simplifies the payment process, enabling you to receive funds instantly through our online payments solution. We ensure seamless compatibility with payment gateways like PayPal and Stripe, allowing for multi-currency payment processing with minimal fees, making it a practical choice for businesses of all sizes. This comprehensive approach ultimately streamlines your operations and enhances customer satisfaction.

Clean Claims is an innovative software solution focused on field documentation and remote monitoring, aimed at optimizing restoration workflows while guaranteeing complete accuracy in job records. By minimizing the potential for human error, it ultimately helps businesses conserve both time and financial resources. The software integrates remote sensors that deliver real-time data around the clock, eliminating the necessity for physical inspections to verify temperature and humidity levels. Its process enforcement capabilities lead technicians through a structured documentation process, ensuring that tasks are executed in the correct sequence and adherence to compliance standards is maintained. With centralized management of field services, tracking the progress of various projects and their phases becomes effortless. Insurance adjusters frequently rely on Clean Claims, which accelerates the approval process for claims. Additionally, the platform's intuitive interface allows technicians to become proficient in using the software in under a week, significantly cutting down on training periods. Every operation performed on a job is logged with a timestamp and linked to an individual user, which bolsters accountability across the board. Furthermore, thorough documentation provides immediate evidence that can facilitate faster payment processing, enhancing financial operations for businesses. This seamless integration of technology into restoration processes not only improves efficiency but also fosters trust among stakeholders involved.

Xactimate stands out as the leading and most comprehensive solution for estimating property claims, making it the top pick among restoration experts due to its precision and adaptability throughout the entire repair process. Accessible via desktop, web browser, or mobile device, it allows insurers, loss adjusters, restoration contractors, reconstruction professionals, and specialized service providers to enhance the speed and accuracy of claims management. With a quick download and a smooth installation process, users can get started without delay. The platform boasts all essential features and functionalities tailored for adjusters, insurers, and contractors alike. It operates seamlessly both online and offline, synchronizing with the cloud to ensure everything remains up-to-date. This ensures that contractors and field adjusters can manage claims efficiently and effectively right at the job site, ultimately streamlining the entire claims process. Additionally, its user-friendly interface contributes to a smoother experience for all stakeholders involved.

DASH by Cotality is an advanced job management software tailored for property restoration companies. The platform offers real-time project management tools, allowing businesses to track and manage restoration tasks, monitor job progress, and streamline communication between teams. With features like equipment tracking, job scheduling, and automated notifications, DASH helps companies improve operational efficiency and response times. The software provides an integrated solution for managing complex restoration projects, reducing manual work and increasing overall productivity.

Accelerate your scoping, estimating, and overall cycle times significantly. Produce intricate 3D, 360° photo tours in less than 20 seconds for each room, and create precise floor plans in as little as five hours. Obtain scope of work reports effortlessly with just a few taps on your mobile device. Enhance your financial performance with estimates that comply with insurance standards. Everything you require and even more is at your fingertips to effectively document, sketch, scope, and estimate. Experience low initial costs while enjoying substantial time savings and enhanced profitability. You can get started in no time, as there is no complicated onboarding or extensive training required; simply pick it up and dive right in. A dedicated team of professionals is readily available by phone, including a 24-hour emergency hotline for immediate assistance. Our camera captures data with greater accuracy and a reduced margin of error compared to smartphone usage. Backed by years of industry experience, our products are designed to propel your business to new heights. DocuSketch revolutionizes restoration companies with innovative solutions, dramatically shortening cycle times, increasing profitability, and streamlining claims to foster growth and support. Additionally, the seamless integration of our technology into your workflow will ensure you stay ahead of the competition.

Create your own website effortlessly online by visually building and editing every aspect. Select from a vast array of professional templates and seamlessly combine various elements, sections, layouts, and booking widgets with just a single click. Customizing your services becomes a breeze with Workadu, making it incredibly simple to edit and personalize your offerings! You can accept both credit and debit card payments online through a multitude of integrated payment gateways. The platform provides an online database to manage your customers' information, track order history, and keep records of invoices generated. Implement flexible pricing strategies that can be tailored for specific time frames, services, or limited reservations—any pricing structure you envision can be accommodated! After each successful transaction, automated invoices are generated, or you have the option to create new invoices manually as needed. Gain insights into your business with detailed daily, monthly, and yearly reports covering bookings, revenue, and resource usage. Accept reservations from all devices, including desktops and mobile phones, as well as through Facebook Messenger, all while ensuring easy cancellation and modification options. Additionally, Workadu equips you with a booking widget that can be integrated into any website, along with an API and a dedicated WordPress plugin tailored specifically for your needs! With such comprehensive tools at your disposal, managing your online presence has never been more straightforward.

Assured PackOut™ provides a comprehensive solution for managing and listing contents within the restoration sector. This innovative application, designed specifically for the iPad, streamlines the contents management process by allowing crews to follow a standardized protocol for documentation. With its user-friendly interface, items are efficiently categorized alongside photographs and their respective conditions. Additionally, PackOut is integrated with Assured JobCheck, leveraging the Salesforce® Cloud Platform, recognized globally as the leader in Customer Relationship Management. There’s no need for any software installation; users can simply access JobCheck from any internet-enabled device. This allows for easy retrieval and tracking of items, the ability to send tailored reports, and efficient contact and crew management. Starting from just $35 per user monthly, users can enjoy unlimited jobs, iPads, and uploads. The PackOut screens enhance the consistency of listings, with items automatically sorted by room and dropdown menus facilitating quick entries without errors. The app can also scan barcode tags on items and boxes, providing valuable information about who packed each item. Users can continuously update the list with new information as needed, and large jobs can be managed using multiple iPads or Android devices simultaneously, ensuring efficiency and accuracy throughout the restoration process. This system not only saves time but also enhances the overall management of restoration projects.

Dendreo provides a comprehensive SaaS platform designed to assist French Training Centers in efficiently managing and enhancing their operations across crucial areas such as CRM, administration, sales, finance, document management, e-signature, quality assurance, legal compliance, reporting, scheduling, enrollment, task management, training, email communications, and assessments. Built for the web, Dendreo features an open design with API accessibility, ensuring a dependable service that has been refined over time, alongside numerous customization options to tailor the system to individual business needs. With its focus on user-friendly interfaces, Dendreo streamlines everyday tasks such as managing catalogs, agendas, file tracking, conflict notifications, signatures, and financing, making it easy to overlook the complexities involved. Additionally, the platform includes a ready-to-use Public Catalog solution that integrates seamlessly with your website, enabling you to effortlessly track your sales pipeline and analyze performance metrics for individual sales representatives, ensuring you never overlook a potential opportunity. Users can also benefit from the creation of pre-filled documents from personalized templates, the flexibility to configure settings independently, and features like integrated electronic signatures and QR code optical recognition for enhanced efficiency.

All-in-one home services management software. You can instantly convert online shoppers into paying customers by creating fully customizable Live Pricing and Real-Time Booking pages. Increase your customer base and increase revenue per customer. You can process "Call-in" orders in seconds and never let your customer down. Instantly Transform social media (Facebook, Instagram, etc.) into new selling channels. To increase your sales, you can add online selling channels. Instantly build consumer trust and confidence. You can manage your entire business using our SMART Calendar. It is easy to use. Send professional booking confirmations and service reminders instantly by SMS or Email. Send staff members an instant message to inform them about any changes in their schedules. View customer profiles and book online in seconds. Easy Edit & Update any Customer Profile or Booking. You can process and capture payments from anywhere, any time!

Streamline the management of your center, elevate your brand, and attract new customers and revenue, all within a single platform! We support you in managing, digitizing, and expanding your fitness business effortlessly. Assisting can be quicker and simpler than you ever imagined. Simplify the process of purchasing and booking classes for both existing students and potential clients. You can effectively oversee memberships and collections with ease. Enhancing your brand's visibility across various media channels truly sets you apart. Enjoy complete oversight of attendance, classes, clients, and staff. Access all your information in real-time from any location, allowing you to allocate your time more efficiently. Empower your students with increased flexibility through online classes, whether through on-demand recordings or live sessions. Tailor your services to meet the unique needs of your clients. With your customized website and app, you can showcase your brand, retain your students, and provide them with enhanced flexibility, ensuring they have a seamless experience every time they engage with your offerings. This comprehensive approach not only boosts your operational efficiency but also fosters a stronger connection with your clientele.

AllProWebTools consolidates all your clients' contact details and interactions, encompassing emails, Facebook messages, text messages, and phone call logs, into a single application. You will receive alerts when potential leads submit your website forms, when invoices are settled, and when customers reach out to your business. The staff chat feature enables seamless communication with your team, whether you or they are on the move. Additionally, the Timecard system allows employees to clock in and out via their mobile devices, complete with GPS tracking for each entry. You can easily access customer records and view a comprehensive history of all communications your team has had, including emails, texts, phone calls, and Facebook messages. Notes can be added to client profiles, and you can monitor the tasks your staff are handling, along with their clock-in and clock-out times. Furthermore, AllProWebTools provides unmatched visibility into the effectiveness of your emails as well as the engagement levels of each contact with your outreach efforts, ensuring you're always informed about your communication dynamics. This comprehensive approach not only enhances operational efficiency but also strengthens your client relationships through better understanding and responsiveness.

Insyte offers a comprehensive software solution that caters to all facets of your business, including Marketing, Sales, Finance, Purchasing, Manufacturing, and Installation. Its integrated customer relationship management (CRM) system ensures that your customers receive the personalized service they desire, giving your business a competitive edge. With Insyte, you can make quicker and more informed decisions regarding every aspect of your operations, all while accessing the latest data from any location. The platform enables you to track every interaction with prospects and customers, which enhances your ability to engage more effectively during the sales process. Additionally, Insyte consolidates crucial information, eliminating the hassle of searching for lost paperwork, phone messages, orders, or contact information, thus preventing the risk of losing customers and undermining their trust. Ultimately, this streamlined approach not only boosts efficiency but also fosters stronger relationships with your clientele.

All-in-one software for business management. Sage 300 is trusted by over 40,000 customers in 150 countries, across a wide range of industries. Sage 300 manages finances, operations, and inventory at a fraction of the price of traditional ERP software. Manage multiple locations in multiple languages, currencies, and regions. Connect, analyze and report on the multiple business units, companies, subsidiaries and countries in your organization. Reduce the complexity of managing multiple entities. Centralize your processes, manage your accounting, operations, inventory, distribution, and much more, from a single app. Cloud-based financial tools that are best in class for companies with multiple locations and entities. It has a multi-currency and multi-lingual interface. Manage transactions through the entire sales cycle and automate your order procedures directly within Sage 300. Manage contractor and subcontractor expenses and time, and add stakeholders.

Oversee your entire sales process seamlessly with Sellsy, an all-in-one online customer relationship management (CRM) and sales management platform. Sellsy empowers sales teams of any size and sector to efficiently handle and monitor leads, generate quotes and invoices, and connect with customers effortlessly. Its modular design caters to the unique requirements of each team, offering a range of tools including business management, CRM/opportunity management, subscription management, point of sale, website blogging and e-commerce features, as well as tools for managing purchases, margins, and expenses. With its comprehensive functionality, Sellsy ensures that teams can streamline their operations and enhance customer engagement effectively.

Completely branded to guarantee a uniform customer experience, online orders are printed directly from the receipt printer as if they had been placed in-store, which is truly impressive. Our clients experience, on average, an increase of $1.00 in ticket sizes for online orders. Built-in loyalty and rewards systems allow you to set points and determine redemption methods. You can easily create coupon codes for your marketing materials, and our flexible discount/coupons engine enables you to meet any marketing goals. Additionally, you have the ability to edit your menu in real time. If there's bad weather, you can deactivate delivery services or display a message on your website for your loyal patrons. For a more detailed overview of our features, please reach out to our sales team. Your brand's logo, Facebook page, Twitter account, and a personalized note are included, fostering social interactions. Our rewards codes can be redeemed online, and further details are available under "Loyalty and Rewards." All the options mentioned can be adjusted or modified from any internet-enabled device, ensuring convenience and accessibility for all users. This adaptability allows you to stay responsive to customer needs at any time.

Provide your clients with an exceptional experience from the very beginning to the end of your services. Easily generate professional invoices and receive payments promptly through platforms like Stripe, Square, PayPal, Cash App, Venmo, or Zelle. You can also offer flexible payment plans and manage contract signing all from a single payment page. Leverage Bloom's groundbreaking task-tracking system to keep track of each project's next steps on one centralized dashboard, allowing you to create multiple workflows to suit your expanding business needs. Safeguard your interests by utilizing legally binding contract signatures, enabling you to send contracts with a single click or attach them to invoices and instant booking packages. Showcase your completed work in exquisite galleries with comprehensive options for layout, proofing, client feedback, download permissions, and activity tracking. Experience the simplest method to book clients with customizable package options, add-ons, scheduling, contract signing, and payment collection—all through a shareable link or an embedded option on your website. Bloom sets a new benchmark for service professionals, and you have the opportunity to upgrade to the complete suite of tools whenever you feel prepared to enhance your business capabilities. With each feature designed for efficiency, you will find that managing client relationships becomes seamless and rewarding.

Enhance your brand visibility, cultivate potential customers, pinpoint ideal leads at opportune moments, and transform them into sales through our comprehensive technology solution. Discover fresh revenue opportunities and effortlessly launch fully functional e-commerce applications without the need for an IT department. Market products, services, events, seminars, and memberships at your convenience while scaling up without exceeding your budget. We provide essential features that significantly lower your operational expenses, including a self-service "My Account" portal and automated billing and payment processes. Our fully cloud-based technology eliminates the need for downloads or development work. Depending on your unique business model and requirements, we can set up your customized branded system in just a day or so. After that, you can initiate your enhanced customer experience within a matter of days, provided you have your strategy, offerings, content, and a merchant account ready. This seamless integration allows you to focus on what truly matters: growing your business efficiently and effectively.

JiNii is designed to help you achieve profitability, stability, and affordability through a comprehensive cloud-based solution tailored to meet all your business requirements. As a venture of Nexus International Business Services Private Limited, JiNii-Retail has been honored with a “certificate of recognition” from the Government of India under the startup initiative for our product, previously known as “BSPLUS Retail.” Our mission at JiNii is to unite local brands, businesses, and specialties under one platform, providing customers across India with access to the distinct flavors and offerings of local retailers through our user-friendly Android app, JiNii - Get Everything Here, available on the Google Play Store. With Smart dashboard features, you can effortlessly monitor every aspect of your business at your fingertips. Additionally, you can manage your client interactions with professionalism by inputting all upcoming appointments into the system, ensuring that no meeting is overlooked, while your personal assistant provides timely reminders about your schedule well in advance to keep you organized. This holistic approach not only streamlines your operations but also enhances customer engagement and satisfaction.

We provide software and solutions designed to ensure your success within the promotional products sector. Our offerings empower you to manage your business efficiently, allowing you to dedicate your focus and resources to what truly matters: your clients. We identify the most impactful advertising and tradeshow opportunities to enhance your brand visibility and connect with a broader network of industry distributors. Since our inception in 1992, our mission has been to revolutionize the promotional products landscape by introducing advanced technology, competitive pricing, and outstanding customer service. With a robust community of over 45,000 distributor users logging more than 11 million hours in SAGE and executing upwards of 90 million product searches annually, it's evident that we are well on our way to leaving a significant footprint in the industry. By integrating innovative, effective, and cost-efficient business solutions with our award-winning customer support, we aim to guide you toward success. Think of us as an integral part of your marketing team, committed to your growth and achievement. Together, we can navigate the challenges of the industry and seize new opportunities.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

Are you frustrated with quoting software that fails to evolve alongside your business? Clarity Software is here to help you work more efficiently. From the very first day, you can expect consistency, transparency, and assurance of profits. With automatic invoice generation from the confirmed quotes sent to your customers, you can trust that each invoice is accurate and professionally branded thanks to our customizable templates. Eliminate the hassle of following up on payments, as you can create intricate quotes in mere seconds and monitor progress until the job is completed. No more guessing—gain access to real-time pricing through comprehensive price lists. These lists allow you to categorize products from various suppliers as well as those that you manufacture in-house. Effectively manage your bill of materials and evaluate your cost versus profit margins. Keep track of all customer interactions seamlessly, from initial leads to finalized sales. Dive into your data to uncover insights on your successes and areas for improvement, ensuring you stay competitive in the market. With Clarity Software, you can streamline your operations and focus on driving growth.

Encircle simplifies the process of field documentation for property insurance claims professionals and restoration contractors. Our mobile app can be used in any situation, at the site of a loss. It is easy to use and requires minimal clicks. Every claim is subject to interpretation and debate, which is frustrating for all parties involved. Encircle is the solution. Take photos, videos, notes and floor plans. You can also record moisture readings and drying logs. You can also create contents inventories and e-signatures. Total transparency about a loss of property can only be achieved by capturing the facts at the source - the loss itself. Encircle's platform for field documentation sits at front-end of the restorer's business.

Since its inception in 1994, WinWeb has been at the forefront of cloud computing solutions, dedicated to assisting small and medium-sized enterprises in navigating the complexities of online business securely and effectively amidst the evolving landscape of digital commerce, social networking, and global integration. Our software evolves alongside our clients' needs, ensuring that going 'live' with WinWeb marks the beginning of a continuous collaboration aimed at enhancing business operations for optimal efficiency. With our innovative customization approach, we facilitate seamless growth across all departments of your organization. Centralizing your data empowers you to make quick and informed decisions consistently, eliminating the constraints of rigid software systems and providing only the tools necessary for your business's advancement. You can have peace of mind knowing that your business data is safe and that you are no longer reliant on obsolete software. Transitioning to WinWeb is streamlined and hassle-free, minimizing any disruptions to your operations. Additionally, our WinWeb Launch Services are designed to ensure you are up and running from the very first day, setting the stage for future success and sustained growth. As we work together, your business will continuously adapt and thrive in an ever-changing digital landscape.

JobSight serves as a comprehensive software solution aimed at enhancing profit margins for restoration companies by offering a unified platform to efficiently navigate, manage, and prioritize tasks. Developed by professionals with extensive industry experience, it provides real-time job costing features that deliver immediate and precise insights into the financial status of each project, empowering teams to make informed decisions that boost profitability, proactively tackle potential issues, and foster greater transparency and accountability among team members. The robust mobile application ensures that your team remains connected and productive in the dynamic environment of restoration work; users can access job information, update statuses, upload images, track time, and perform various tasks on the go, thereby facilitating better team collaboration and minimizing communication lags. With a focus on user-friendliness, JobSight integrates all essential tools needed for executing successful projects into one intuitive platform, making it an enjoyable experience for the entire team. Additionally, the software’s ability to streamline processes encourages a more organized workflow, further enhancing overall productivity.

West Palm Beach employs Housing Developer Pro from the onset of rehabilitation planning to the final stages of project execution. In Brevard County, various housing initiatives see scopes of work developed using Housing Developer Pro. Meanwhile, Pinellas County relies on this software for creating cost estimates, drafting scopes of work, and assembling bid documents. For Select Milwaukee, the HDP software plays a crucial role in managing their energy-efficient home renovation projects. The Southwestern Regional Housing & Community Development Corporation also turns to Housing Developer Pro to gauge costs associated with their owner-occupied rehabilitation efforts. Similarly, Southside Community Development & Housing Corporation utilizes Housing Developer Pro specifically for its NSP housing rehabilitation initiatives. Each of these organizations benefits from the comprehensive features of Housing Developer Pro to streamline their respective projects.

Markate is the leading choice for residential and commercial service professionals, small business owners, field technicians needing an easy-to-use business management solution. Start, manage, and help grow your entire business with one intuitive app. We power service businesses to create a unique experience for customers and employees with CRM, field service management, sales and marketing automation tools. Markate connector and add-on options provide business productivity solutions for photo and video project documentation, bookkeeping, employees access, online bookings, lead contact forms, branded customer portals, a virtual phone number, a customizable proposal kit, Ask for Review (via email or text), virtual video estimates, and residential consumer-friendly financing, multiple payment processing options as well as integrations with Google Contacts, and Google Calendar.

Identishot is a comprehensive job management software tailored for restoration businesses, blending affordability with user-friendliness while offering all the essential tools needed for efficient operations. Developed by individuals who have experienced the challenges firsthand, it stands out as a premier solution for restoration companies aiming to streamline their processes and enhance productivity.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.