Shark Byte Sales and Estimating CRM Description
Shark Byte was a concept created by industry consultants and service contractors, Perfectware. This group has more than 50 years of combined experience in the Mechanical Service Industry, both in sales and managerial positions. We recognized the need for a specialized tool to sell to Mechanical Service Contractors. We learned that there is no one solution that will meet all contractors' needs. There are many options, including single tools, add-ons for service management software or customizing commercial CRM packages.
We designed a solution that includes a customer and sales tracking CRM as well as a mobile surveying tool, contract and job estimating tools, and electronic proposal generation. We surveyed contractors throughout the design and programming process to validate Shark Byte tools and methodology, and to create the best Sales Relations Manager in the industry.
Shark Byte Sales and Estimating CRM Alternatives
WERX
Werx delivers powerful construction management tools at a price contractors love—starting at just $49/month. Built for small to midsized businesses, Werx simplifies your workflow with features like flexible estimating, AIA-Style billing, QuickBooks syncing, and labor tracking. Speed up payments with Stripe-powered online billing. Try Werx free for 30 days and see the difference!
Tailored for contractors of all trades, Werx helps you save time, reduce stress, and boost profits. From managing schedules to tracking time in the field and creating polished invoices, Werx brings everything together in one easy-to-use platform. Affordable, reliable, and built to help your business grow—Werx is the smart choice for contractors.
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Bidtracer
Bidtracer was developed by two highly engineers, combining expertise in mechanical, electrical, and computer engineering. This innovative tool serves as a specialized sales operations and channel partner solution specifically designed for the commercial construction sector. The tool simplifies the process of initiating sale opportunities, creating bid tracking plans, and specs, while also inviting subcontractors for assistance. This allows users to swiftly utilize the estimate tool to draft and send out proposals to customers. It assists sales professionals in automating their follow-up process with bids, enabling them to track and determine the winning contractor. This ultimately maximizes their chance of successful closing sale projects. Efficient project management is crucial to optimize time and maximize profits in construction projects. By automating various project management tasks, we can streamline operations and simplify all aspects of the project’s operational side.
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BuildOps
All-in-one operational software built by and built for commercial contractors - from service to projects and everything in between!
Make Data-Driven Decisions
With automated real-time reporting, your data works for you. Managers can identify trends, monitor technician progress, and discover revenue opportunities.
Give Customers an Amazing Experience
Speed up the customer approval process with full job history. Attach photos, videos, PDFs, and custom forms directly to the work order so there’s no question on the work that’s been completed.
Seamlessly Connect Your Office and Technicians
Increase productivity and reduce errors. BuildOps automates work orders, customer data, invoices and more — from office, to field, and back again.
Whether you're looking for commercial HVAC software, electrical software, or plumbing software, BuildOps can scale your operations with better communication and coordination. BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
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ThermoGrid
Upgrade your HVAC-R business with ThermoGrid! Our contractor management software is built specifically for field service operations and designed to meet the unique needs of HVAC-R, plumbing, and electrical companies. With powerful features like a mobile offline app, scheduling, dispatching, client history tracking, inventory management, service agreements, load calculation, marketing tools, payroll management, invoicing, and estimates, ThermoGrid helps you streamline your workflow and boost your bottom line. Don't wait, transform your business today! Trial it FREE or Request a demo of ThermoGrid.
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Company Details
Company:
SharkByte
Year Founded:
2010
Headquarters:
United States
Website:
shark-byte.com
Media
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Product Details
Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Online Support
Shark Byte Sales and Estimating CRM Features and Options
Construction CRM Software
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
HVAC Estimating Software
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
Field Service Management Software
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
HVAC Software
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
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