Best uPlan Alternatives in 2024

Find the top alternatives to uPlan currently available. Compare ratings, reviews, pricing, and features of uPlan alternatives in 2024. Slashdot lists the best uPlan alternatives on the market that offer competing products that are similar to uPlan. Sort through uPlan alternatives below to make the best choice for your needs

  • 1
    IntelliBid Reviews

    IntelliBid

    Conest Software Systems

    26 Ratings
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    Elevate your electrical estimating game with IntelliBid by Conest - the pinnacle of electrical estimating software. Tailored precisely for electrical, low-voltage, and datacom contractors, IntelliBid empowers you to craft precise, consistent estimates swiftly, giving you the edge to win more bids and boost profits. Standout features? It boasts the most expansive industry-tailored database brimming with material items and ready-made assemblies. Plus, with automatic labor adjustments, real-time material pricing updates, and more, your estimates are always on point. Pair it with Conest's SureCount, and you've got the ultimate digital takeoff duo. Transition from manual to digital with SureCount's ability to directly feed data into IntelliBid. Automate symbol counting and slash manual counting time up to a whopping 80%. Design pathways, branch and feeder runs, and more with intuitive point-and-click actions, all in vibrant colors of your choice. Make the switch and redefine efficiency.
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    ConWize Estimating and Bid Management Reviews
    Top Pick
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    ConWize, a cloud-based platform that assists construction companies in estimating projects more accurately and winning more tenders, is ConWize. Estimating construction projects can be time-consuming and complex. Errors that are not corrected can lead to lost tenders or a reduction in budget during the execution phase. ConWize makes it easier to bid and estimate during the tender phase. This protects your company from critical mistakes so you can win more tenders and make them profitable. We offer: ALL-IN-ONE BIDDING & ESTIMATING PLATFORM TO TENDER DEPARTMENTS Tenders pipeline management, subcontractors bid automation, advanced estimating instruments, indirect costs, profit loading tools, Tender KPI Analytics, and many more. MANAGE EXECUTION AND ESTIMATE PROJECTS IN ONE PLATFORM We know that profitability is the most important factor in projects. ConWize's precontract management module seamlessly links the execution and tender phases to maximize control and project monitoring.
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    Bidtracer Reviews
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    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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    Twimm Reviews
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    The GMAO new generation. Twimm improves productivity, organizes your team and optimizes profitability. Twimm connects you to your technicians and helps you manage your maintenance contracts. Twimm helps you to maintain your assets and monitor your contracts. HVAC, Elevator, HVAC and Fire detection. Electricity, Green spaces, Facility Management, Closure/Security, Multitechnics, Cleaning Plumbing, Sanitary Owner. Shopping centers, Territorial communities, Health facilities, Fitness Industries, Property Management, Trustee Universities. Spend less on IT and focus on maintenance. Twimm is a continuously updated solution that is available anywhere. Your CMMS in SAAS Mode. Twimm is designed in saas mode to make it easy to access by a simple connection. Its interoperability and ability to collect data and intelligently reproduce them make it a unique solution.
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    STACK Reviews

    STACK

    Stack Construction Technologies

    1,389 Ratings
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    Software that integrates takeoff and estimation for all trades and projects. You've come to right place if you want to save time, eliminate costly mistakes in estimating, and say goodbye to paper plans. STACK enables you to collaborate more efficiently and estimate more accurately, so that you can concentrate on what's important - your bottom line. Register for a free account now!
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    BuildOps Reviews
    Top Pick
    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 Reviews
    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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    RazorSync Reviews

    RazorSync

    RazorSync

    $39.99/month
    RazorSync allows you to manage your field service software from your mobile phone, tablet, or computer. Schedule, dispatch, invoice, and manage customer records from the field. You can even save time and travel by viewing jobs, technicians, and scheduling on a map. All data is stored in the cloud to ensure easy access, and the customer records update your office QuickBooks automatically. Customers report higher billings, revenue, and satisfaction with RazorSync. Start a free trial today!
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    ServiceTitan Reviews
    ServiceTitan is the best all-in-one software to help homeowners with their home services. ServiceTitan offers a complete suite of tools that allow businesses to generate more leads, close more sales, and offer a wide range of tools. This includes call booking, customer service, dispatching, marketing and integrated financing.
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    Orcatec Reviews
    Top Pick
    Leading software for the service industry, e.g. HVAC, Electrical, Plumbing and General Contracting. To run a successful business, you must have all the MUST-HAVE features. Schedule and dispatch appointments Use our unique system of work planning to distribute work among your team members. Time Cards A special service will protect you from negative reviews Employees can be tracked by GPS Optimization of routes Very low credit card processing charges
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    BigChange Reviews
    Top Pick

    BigChange

    BigChange

    £69.95 per user per month
    8 Ratings
    Built to help every customer’s business grow stronger, the BigChange Job Management Platform brings together customer relationship management (CRM), job scheduling, live tracking, field resource management, financial management and business intelligence into one simple to use and easy to integrate platform your business can run on. Launched in 2013 and based in Leeds, UK, BigChange is a leading Field Service Management Software Provider trusted by almost 1,700 field-based organisations around the world. BigChange employs 200 people and is recognised as an outstanding employer with a 2 Star Accreditation from Best Companies. The BigChange complete Job Management Platform is helping field service businesses across the UK to win more work, take control of their operations and deliver winning customer experiences.
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    Expert Estimation Reviews
    Top Pick
    Expert Estimation offers three levels of outstanding project cost estimating software. With a variety of features, you can create accurate estimates that are time-saving and flexible. Our software offers exceptional 24/7 support via chat, email, and phone. There are also multiple training options. API allows users query project data. Expert Estimation allows you to confidently manage overheads, use precise trusted formulas and create templates. It also allows you to have transparent reporting, estimate cost, predict cashflows, assign costs codes, do cost analysis, and create takeoff sets. Expert Estimation is integrated with Pronamics' online support hub, knowledge base, online training, and YouTube channel. This allows you to quickly find valuable information and tools. Over 30 years, our software has been the industry standard in estimation software. FREE TRIAL comes with FREE PHONE, EMAIL & CHAT SUPPORT.
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    Esticom Reviews

    Esticom

    Esticom, A Procore Company

    $139/month/user
    Cloud-based takeoff/estimating and estimation application that is easy to use for general contractors and specialty contractors. Our web-based, powerful application is affordable and designed for general and special contractors. It includes takeoff, estimation, and quoting right out of the box. Your entire team can now bid on construction projects and win them in minutes. Get a free 14-day evaluation. No credit card is required.
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    FieldPulse Reviews

    FieldPulse

    FieldPulse

    $60 per month
    FieldPulse is your business hub, helping you run your mobile service or contracting business. Because you work in the office and on-the-go, FieldPulse is available on iOS, Android, and the web. Scheduling, Customer Management, Estimates/Invoicing, Digital Payments, Timesheets, GPS-location tracking, and more. FieldPulse gives you the tools to build your business by cutting down on paperwork, making your team more efficient, and building better relationships with your customers.
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    Service365 Reviews

    Service365

    Service365 Inc.

    Monthly / User
    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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    NYLUS Reviews

    NYLUS

    Nylus Systems

    $21.00/month/user*
    1 Rating
    Nylus offers an All-In-One Centralized Operations Management Suit at lower prices. We optimize field crews through automation of scheduling & dispatching and management of safety & Training, management invoicing, routing, project management, timesheet, and more. NYLUS can recommend the most efficient system for your company using our 6 industry-specific dashboards. Our mobile app and GPS devices allow you to stay connected to the main office. You can also receive job notifications and access our in-app messenger. Field crew members can communicate with you at all times. You can capture e-signatures in the field and send them live to the office. Clients will be assigned an account representative to help with onboarding, training, and all aspects of implementation.
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    GeoOp Reviews

    GeoOp

    Geo

    $17 per user per month
    1 Rating
    GeoOp is job management software that small businesses use to streamline their day-today tasks. It's a complete toolkit that helps businesses save 14 hours a week on admin, win more jobs, and get paid faster. GeoOP can assign jobs, create invoices and quotes, fill out timesheets, and integrate with accounting software. GeoOp can replace tedious and time-consuming paper processes that hold back your business. GeoOp is the next-generation app for Trade and Home/Field Service businesses. It allows them to manage quotes, schedule jobs, track job completion, send in invoices, and get paid quicker. GeoOP job management software makes it easier to manage your manual processes online. You can enter client/job information once and manage your jobs from quote through payment, thereby reducing admin/paperwork by up to 14 hours per week
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    FastEST Estimating Software Reviews
    FastEST Mechanical Estimating Software provides a complete solution for takeoff and estimating from beginning to end. All programs include a comprehensive pricing and material catalog, as well as an on-screen takeoff. All programs are easy-to-learn and generate reports & quotes in seconds. We can get you up and running in under 15 minutes so that you can start estimating better today. FastPIPE is the industry-leading plumbing and mechanical estimating software for industrial contractors. FastPIPE is the industry-leading software for estimating plumbing, HVAC, and industrial process piping. It provides all of your takeoff & reporting tools to create a timely and accurate quote. FastDUCT is ready to use HVAC and duct estimating software. It meets the needs for commercial and industrial sheet metal contractors. Contractors who do HVAC installation and duct fabrication can use the on-screen takeoff. FastWRAP is great for mechanical insulation estimation. FastPIPE/FastDUCT can import takeoffs.
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    Electrical Bid Manager Reviews

    Electrical Bid Manager

    Vision InfoSoft

    $800.00/annual/user
    1 Rating
    What makes Electrical Bid Manager unique? Our San Diego-based support team is able to seamlessly combine the custom takeoff modules, low learning curve and built-in database with Electrical Bid Manager. You can either use the pre-built or custom takeoff modules to create your own custom assemblies on-the-fly. All custom takeoff modules can be tailored to specific takeoffs. For wire/conduit takeoff there are highly customized takeoff module for Site, Feeders and Motor Hookups. Branch Circuits and Cable can also be used. These modules can be joined by many others that cover Distribution, Fixtures and Devices and other takeoff requirements. Electrical Bid Manager is an electrical estimating tool that is designed for electrical contractors who are just starting out. It can be used to power estimating departments of $100+ million dollar revenue companies.
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    Projul Reviews
    Top Pick
    Projul is everything you need in a construction management tool. Built by construction pros. With honest pricing. • Save 7+ hours a week per employee • Close 15% more jobs • Instead of paying for storage, enjoy unlimited projects, customers, and contractors • Estimate, invoice, manage projects, schedule your team, and so much more all in one place! • Experience industry leading support and training Projul is the trusted tool construction companies use to do more with less. Maximize profits and efficiency by using Projul.
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    360e Reviews

    360e

    360 Enterprises

    100/month
    1 Rating
    360e was originally designed for electricians. It is an all-in one scheduling, billing, tracking, and quoting software that was created by contractors for contractors. 360e increases efficiency and profits while eliminating daily operational headaches that can kill profits. 360e is flexible, powerful, and easy to use. It manages all service calls and larger bid jobs from one system and connects office and field operations seamlessly. This system is ideal for small to medium-sized businesses.
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    Contractor WorkZone Reviews
    You can manage your back office from your seat. You can manage your business on-site, eliminate the paperwork and get jobs done faster. Our construction management app tool will help you save time and money. We digitize standard construction documents to make them easier to find and organize. All items such as quotes, estimates, purchase orders and site diaries, daily report, change orders, invoices, and daily reports can be easily attached and accessed from one project link. You can download and use the solo level completely free for as long as it takes. Unlimited projects and documents can be saved to one device. You can upgrade to get more features by signing up for any of the paid subscriptions for 2 weeks. We have the solution for you if you are nervous about using new technology or are worried about introducing new processes. Contractor WorkZone is a simple, customizable app that allows you to manage your small business remotely from your smartphone, tablet, or computer.
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    SnapSuite Reviews

    SnapSuite

    SnapSuite

    $350 per month
    All-in-one field service software. Automate and grow your business. You can improve customer service, manage projects, close more deals, and track the real-time progress of all your business's day-to-day activities. You can dispatch jobs directly to field workers or technicians via our mobile app, or send a text message to get real-time status updates. In one click, you can generate Microsoft Word quotes using your existing templates. Send related brochures and attach them automatically with quotes. With one click, convert quotes to Work Orders. Based on field worker updates and rules, automatically update the status of Work Orders. When stock levels are low, monitor them and automatically generate purchase orders. You can search for any document, quote or purchase order, by item number, status or job type, technician, or company, and view all related documents, notes, and job history in one place. No more duplicate orders or invoices.
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    The New Flat Rate Reviews
    What are your challenges and pains as a company, whether you are a plumber, electrician, or HVAC contractor? Is your pricing inconsistent? Are your technicians complaining about upselling or selling? Are your closing rates low? Perhaps you realize that you are leaving a lot of money on the table. How can you solve these problems and create a stress-free environment for your family, customers, technicians, and friends? The New Flat Rate is your business solution. Technicians no longer need to sell extra services without compromising the work they do at home. Technicians should remain focused on the task at hand and not increase your bottom line. The New Flat Rate takes care of all the hard work, rather than creating options in the field. No more awkward cost conversations. Complete customer satisfaction is our goal!
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    Powered Now Reviews
    Powered Now is the UK’s best-selling business management software for trade businesses. You can invoice and quote anywhere you are, create forms & certificates, track your expenses, schedule your diary, chat with your team, and send fully customisable documents like job sheets, quotes, and invoices. All data is stored on your device (iOS, Android and Mac) and syncs between them. It also works offline.
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    Sera Reviews
    Many HVAC, Plumbing, Electrical and other home service companies leave money on their table due to incorrect pricing and inefficiencies. Easily identify pricing and efficiency holes in your business to add more money to the bottom line. Field service management software to ensure that the jobs completed by field service businesses are profitable. Sera is laser focused on ensuring that you beat the industry's average profit of 8% with live job efficiency tracking. In the first six-month period, clients have seen an average 52% increase in revenue compared to their prior FSM solution. Automate service agreements, the history of customers, and more. Keep your plumbing job on track, keep your customers informed, give your crew the details they need on demand, and more. Our electrical software allows you to schedule jobs efficiently, optimize routes and send quotes and bills by text.
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    BuilderSYS Reviews
    Top Pick
    BuilderSYS is a free contractor software that was created in 1989. Features: 1. TAKEOFF and MEASURING - View and can Take-Off PDF plans &CAD, calculate materials and count objects, measure lengths and calculate areas and volumes. 2. ESTIMATING: Can prepare, bill of material/labor, abstract estimate and tenders. 3. JOBS MANAGEMENT: job progress, customer records, document library & sharing, progress claims++ | | | Premium Option: PROJECT MANAGEMENT/AUTOMATION - keep track of all tasks, work in progress (WIP), report++
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    iTrust PRO Reviews

    iTrust PRO

    iTrust PRO

    $14.99 per month
    We help you take control of your business' daily tasks and grow your online presence. With your logo, you can send estimates and invoices electronically from your smartphone app. Reduce the time spent on reusable line items and convert leads to clients with online quotes. A mobile-friendly, search engine optimized web page will help you get online. You can keep your online presence current with job broadcasts and customer reviews. The iTrust PRO app allows you to make appointments with customers, send estimates, invoices, and get paid electronically.
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    PataBid Reviews
    PataBid Quantify is the best mechanical/electrical estimating software platform on the market. PataBid's powerful AI capabilities allow contractors to streamline common pre construction tasks. Contractors can search for public tenders and also build estimates accurately and swiftly through Quantify's intuitive tools. Some of the software features include on screen takeoff, quick item pads, automated pricing/labour features, labour notes, blueprinting, PDF extraction, pre built assemblies and more. PataBid's items database (35,000+items) and cloud based design make Quantify an out of the box estimating software for small contractors. Bid electrical work and mechanical with confidence knowing that Quantify is designed with the small contactor in mind. Mechanical and electrical estimating software designed to grow your business and ensure optimal workflow on all pre construction projects. Designed by estimators, for estimators.
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    FieldWorx Reviews
    Your team will grow exponentially Your team will be more productive. Leave with a satisfied customer. Complete system for plumbing, HVAC and electrical contractors. It's simple to use, and both techs as well as customers love it. You will see a happier customer and increase your average ticket. Easy to prepare and ready for your technician, package options are simple. Key indicators keep you on track and informed. You can share information with managers and techs by creating separate dash boards. Track marketing dollars, sales over repairs, year-overyear sales volume, average tickets and other key indicators.
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    Methvin Reviews

    Methvin

    Methvin

    Free for single users
    Methvin is a Collaborative Portal that connects Clients and Contractors. Change from an adversarial approach to managing clients to open communication. This will improve and foster relationships and result for both sides. This will create a foundation for a motivated team, and encourage individual contributions to the goal of delivering your project on time and within budget. Methvin Agile allows you to organize your project visually in a way that is more intuitive than other software packages. Methvin Agile will offer you a place to store and use important drawings and documents. These documents cannot be deleted once they are loaded. However, they can be retired and replaced by a newer version. Agile will also facilitate the management and closure of incidents on-site, including: Management System Estimating Software Gantt Scheduler Takeoff tool Contract documentation Drawing register RFIs for Clients
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    Simpro Reviews
    Simpro is a leader in operations management solutions for service, maintenance, and project contractors. Connect the office to your field, provide exceptional customer service, and gain valuable insights with automated processes and streamlined workflows.
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    RIB Candy Reviews
    RIB Candy is the most popular construction management software suite. It's designed to estimate and control built environment projects. Candy is unique and powerful. It was designed to meet the needs of the industry, from take-off to pricing and planning a job, to controlling at the site level, to the final certificate. Project Estimating, Quantity Takeoff (QTO), Planning and Forecasting, Cash Flow, Valuations and Subcontract Management are just a few of the features.
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    Workiz Reviews

    Workiz

    Workiz

    $65 per user per month
    3 Ratings
    Workiz helps thousands field service professionals to run more profitable, five star operations. Workiz helps electricians, plumbers, handymen, and other field service professionals get paid faster, get more jobs, and receive more five-star reviews. Track all aspects of your business from scheduling to invoicing, receive payments, eliminate employee theft and create reports on desktop, tablet, or mobile. Our team will help you get up and running in just days. Get support for any device and start your business from anywhere -Schedule appointments using a drag-and-drop calendar -Record all aspects of your business, including scheduling and invoicing, in real-time -Manage the entire job lifecycle, from the initial call, voicemail, or text message to the final payment. All from one central view -Reduce your workload using smart automation -Send reminders about appointments to customers -Create invoices and quotes -Receive payments, e-signatures
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    Electric Ease Reviews

    Electric Ease

    Triforce Management Applications

    Powerful software for electrical contractors that allows you to bid on electrical projects. You can easily update and work from your office, job site or remote location. All your team can be connected with one software. No downloads, instant access, and constant data backup. All updates and upgrades are handled by us. You can create professional contracts that you can send directly from your software to clients. Our preloaded materials and assemblies allow for faster, more accurate job costing and estimating. Estimate small, medium and large projects, create time and material jobs and write service tickets. Electric Ease is designed for your business, residential, commercial, and industrial. It can help you win more bidding and succeed. Never experience downtime or expensive computer upgrades. Outstanding customer service and support: A 90-day money back guarantee, free training, as well as free feature upgrades
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    Eworks Manager Reviews

    Eworks Manager

    Eworks Manager

    $115 per month
    The Eworks Manager Job Management System lets you manage, track, and control all information related to your staff, jobs and customers. Eworks Manager's Job Management Software will give you complete control over your business. Our system helps you track and manage all aspects of your business, including your employees and jobs. Our field service management, vehicle tracking, and GPS planning will be perfect for your company if you are in the technical field. Other benefits include: - Lead Management Asset Management - Invoicing and Quoting Solution - CRM System - ERP System Time Planner - Project Management - Task Management Help Desk - Report Suite Inventory Management
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    Tolteck Reviews

    Tolteck

    Tolteck

    $23 per month
    Tolteck is the best software for invoicing and estimating, specifically designed for contractors. It suits self-employed people and small businesses. Tolteck allows you to quickly and easily create professional-looking documents. Open Tolteck from anywhere, at work or on the construction site. Create a new document, select your client, add labor and materials, and then save it. You can create flawless documents in just 5 minutes! This software is powerful and intuitive. No installation or configuration required. It is designed to provide the functionality you require, without any hassle. Software that creates estimates and invoices in minutes. All your business documents, clients, and materials at your fingertips. Compatible with all devices. This is not a generic software. Tolteck was developed in collaboration with contractors to create the best digital tool for your business.
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    SAMPro Enterprise  Reviews
    SAMPro Enterprise is a complete field service software suite that can be used by HVAC, Plumbing, Electrical, Mechanical, and other Specialty Service Contractors as well as National Maintenance Organizations. SAMPro Enterprise functions as an ERP system. SAMPro Enterprise platform offers a variety of features, including scheduling and dispatch, work order management and service billing. They also offer document management and credit card processing.
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    Trimble Metrics MEP Reviews

    Trimble Metrics MEP

    Trimble MEP UK

    $622 per user, per year
    Integrated end-to-end profitability management solution for MEP contractors. Metrics MEP is a cloud-based takeoff, contract management and estimate solution that can deliver MEP projects on schedule and within budget. Digital takeoff is easy to use and you can manage your jobs to ensure profitability. 30% of MEP contractors are closing down. Many MEP contractors are losing their jobs due to poor job cost management, inaccurate estimating, and out-of-date material pricing. How can you ensure you don't become one of these contractors? You must focus on accurately estimating every job to ensure profitability. This can make or break your company. Metrics MEP is precise and accurate. Poor estimates can lead to unprofitable jobs. An estimating program should allow you to accurately perform takeoff and generate estimates from it, without the need to redo any work. Spreadsheets and manual methods of taking off
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    Scheduling Suite Reviews
    Do not stress about getting client information while driving or with another customer. Clients can book themselves based upon your availability. The system features advanced booking controllers that make it easy to manage the booking process. Scheduling is more than just scheduling. It's about making scheduling work for you. Once you add jobs to the Scheduling Suite tool you begin collecting valuable data and insights that will help you promote your business and generate more quality leads. You can easily manage your day-today scheduling from your smartphone or tablet. Accessible from any device, mobile-friendly and cloud-based, the application is mobile-friendly. Scheduling Suite is a flexible tool that can be used for auto services, chimney repair, consultant, all kinds of contractors, financial service, home security and duct cleaning. It also works well for landscaping, real estate moving, painting, photography property management, pressure washing, and many other uses.
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    FieldPlus Reviews
    MarginPoint's FieldPlus helps service contractors manage customer data and work orders with one integrated solution. Technicians have easy access to dispatched customer data, which can improve job completion rates and customer satisfaction. FieldPlus provides secure payment processing, QuickBooks integration and complete inventory control for any warehouse, jobsite, or vehicle. A powerful field service management software and inventory management software can help you increase your revenue. Integrated payment processing allows you to quickly get paid with integrated payment processing. Automated replenishment eliminates stockouts and allows you to complete more jobs in a shorter time. You can easily schedule jobs and send work orders to your technicians in the field. You can manage your customers and work orders from the initial call to updating QuickBooks. This will reduce paperwork.
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    Quadra Reviews
    Quadra Maintenance Service Contract Quoting Tool leverages an equipment tasking library that allows for very high resolution maintenance agreements with very precise tasking. You have the option to choose! This system is flexible enough to meet any customer's needs, while avoiding the risks associated with maintenance agreements. Your customers will know exactly what to expect if you detail your scope of work in your contracts. Quadra Service Call Quoting & Surveying allows technicians to survey customer equipment and create recommendations and quotes while on-site. Only one entry is required. Once the data has been entered, it will be available for your technicians and your inside sales team to complete the quotation and provide your customer with the product.
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    AccuQuote Direct Reviews
    AccuQuote was designed for HVAC industry representatives. It makes it easy to create professional and accurate quotes. Your team will be able spend more time selling to clients and less time on the computer creating quotes. Your business may be relying on spreadsheets for quotes. According to an International Conference on System Sciences study, 76% of spreadsheets are flawed. AccuQuote calculates price margin, markup, and freight cost automatically. You can forget about the mistakes that can be made when using whiteboards and spreadsheets. Access to a company-wide template database will be available to your entire sales team. This will ensure consistency and streamline your quote creation and management. All your sales staff will instantly be able to update the specifications, cost, and markup in one central template.
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    IndusTrack Reviews
    The best Field Service Management platform available for residential and commercial jobs. Streamline operations, empower your field users and office staff, and turn customers into strong referrals. Do not be afraid if you are already worried about the integration process that involves adding new software to your workflow. You can think of us as your virtual IT support, allowing you to concentrate on the job at hand. Imagine one flow, from the initial call to the invoice: Office staff use a simple dashboard for residential and commercial jobs. This reduces paper usage and eliminates unnecessary phone calls. Field techs can see changes in scheduling and customers are notified that help is on its way. Techs have easy access to all information on their mobile devices, including previous job records and the ability create jobs for additional work. Techs can not only accept payments in the field but they can also track their time to get paid efficiently.
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    Shark Byte Sales and Estimating CRM Reviews
    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.
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    Knowify Reviews

    Knowify

    Knowify

    $149.00/month
    Knowify is a powerful job costing and project management tool for residential remodelers and commercial subcontractors. Knowify is accessible from anywhere and anytime. It offers a variety of tools that can be used to estimate and cost jobs, as well as service work tracking, scheduling, billing, and time tracking. Knowify helps you to grow your business.
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    WorkCEO Reviews

    WorkCEO

    WorkCEO

    $49 per month
    The world's most popular all-in-one software solution for residential and commercial HVAC, plumbing, and electrical. To improve service outcomes, enforce industry best practices in all service interactions. Notify your customers about important events, such as cancelled appointments or closed large sales. When customers call, you can see their information (service history and equipment, among other things). All activity, including call recordings and text messages, should be tracked. Ensure customers are satisfied after each appointment. To improve service quality, follow industry best practices. You can see how your business is doing at any given moment, anywhere and anytime, in real-time. Real-time information about how your business is doing anywhere and at any time.
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    EZcontractPro Reviews

    EZcontractPro

    EZcontractPRO.com

    $19.99 per month
    Your proposal should be understandable by your potential client. Your proposal will be organized by sections and categories. It will read like a storyline for the client's project. Clients often need assistance choosing fixtures for their project. Allowance items allow you to give your client a solid estimate. Not all proposals get signed on the first attempt. You can addendum to an estimate to make changes to it and clearly display the differences to the original estimate. There is always the possibility that you will need to make adjustments after the project has been awarded. You can track additional work and create a contract in writing for your client with the help of Change Orders. Most projects will require some form of payment structure. You can use the payment terms form to create, edit, save, and delete payment terms for each project. Are you looking to sell similar jobs? Templates can be used to speed up the estimation writing process. There are many options!
  • 49
    FieldOPS Reviews
    Mobilogic FieldOPS helps residential and commercial HVAC, Plumbing, Electrical, Door, and Other Service Businesses reduce costs and increase efficiency by eliminating double entry and paperwork, simplifying scheduling and dispatch, tracking parts and truck stock, and more. FieldOPS has a variety of optional modules to work the way you do business: A full Accounting Suite - both A/R and A/P - either internal or integrating with partners like QuickBooks and GP Dynamics. A robust Customer Management database Service Agreements and Preventive Maintenance Flat Rate Pricing and Job Cost Management GPS and Mapping combined with easy Dispatch and Scheduling FieldDesk software to sync the office with the field And More
  • 50
    FARO Sphere XG Reviews

    FARO Sphere XG

    FARO Technologies, Inc.

    FARO Sphere XG, a cloud-based digital platform for digital reality, provides users with a centralized collaborative experience across all of the company's 3D modeling and reality capture applications. Sphere XG, when paired with Stream, enables faster 3D data collection, processing, and project management anywhere in the world. Sphere XG is a systematized tool that allows users to organize 3D scans, 360-degree photos and 3D models. It also allows them to manage data from different teams around the globe. Sphere XG allows you to view and share 3D point clouds, 360-degree photo documentation, and floorplans all in one place. You can also track the progress of your project over time. Ideal for 4D progress management, where the ability of comparing elements over time is crucial, project managers and VDC manager can better democratize the data and eliminate the necessity to use two platforms.