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Comparison Chart

Which Membership Is Right For You?

Number of Clients You Can Manage UNLIMITED   UNLIMITED
Number of Users Included 1   1
Additional Office User Price $25/ea   $25/ea
Additional Mobile Application User Price (Apple & Droid) $15/ea   $15/ea
One Time Setup $97   $97
Multi-User Permissions, Restrictions & Audit Trails YES   YES
Picture, Document & Video Storage YES   YES
Bank Level Security, Encryption and Enterprise-Class Firewall Protection YES   YES
Daily Backups, Real-Time Data Replication and Redundancy YES   YES
Import and export tools YES   YES
Mac and PC Compatible YES   YES
Client Portal (easy to integrate with your website) $19.97/mo   $19.97/mo
Credit Card Processing (Integration with BluePay, OpenEdge & Authorize.Net) YES   YES
Advanced 2-Way QuickBooks Sync (we follow all QB standards) NO   $25/mo
SmartMaps (advanced mapping & online measurement tool) NO   $47/mo
Unlimited FREE Phone, Email and Live Chat Support YES   YES
Unlimited Live Small Group Webinar Training with Q&A YES   YES
Unlimited Online Video Training & Help Center YES   YES
Import Assistance YES   YES
Launch Advisor to Help You Get Started YES   YES
Two Live 1 on 1 Custom Private Training Sessions NO   YES
CRM (Relationship Management)      
Client Management YES   YES
Multi-property Management YES   YES
Lead and Prospect Management YES   YES
Lead Capture Form Integration (link lead capture forms to your websites) YES   YES
Employee and Contractor Management YES   YES
Vendors and Suppliers YES   YES
Tags and Custom Fields YES   YES
Notes and Attachments YES   YES
Email Tracking and Audit Trails YES   YES
Damage Tracking NO   YES
Email Marketing NO   YES
Email Templates (pre-written scripts) NO   YES
Forms (build custom forms) NO   YES
Estimates & Proposals
- quickly create and email custom proposals
- clients authorize work with one click
- easily turn estimates into scheduled work
Rate Matrix (standardize pricing and quote quickly) NO   YES
Online Estimate Acceptance (by customers & leads) NO   YES
Call Tracking and Call Log Management NO   YES
Advanced To Do System (this is way more than a to do list) NO   YES
Knowledge Base (Wiki) NO   YES
Create and Send Custom Documents and Letters (similar to mail merge) NO   YES
Basic Sales Tracking & Marketing (big things coming in this area) NO   YES
Calendar (customizable views / reserve time slots / drag and drop interface) YES   YES
Dispatch Board (extremely advanced & powerful) YES   YES
Customize Dispatch Board (ideal for companies with 4 or more trucks) YES   YES
Dispatch Calendar (very unique and powerful) YES   YES
Traditional Calendar System YES   YES
One-Time & Recurring Scheduling (SA excels at recurring scheduling) YES   YES
Waiting List Scheduling YES   YES
Package/Program/Zone Scheduling (unique and very powerful) YES   YES
Routing (drag & drop, master planning, map based point and click and 'as the crow flies' optimization) YES   YES
Event Driven Scheduling & Invoicing (ex. Snow Plowing) NO   YES
Chemical Tracking NO   YES
Route Optimization Integration (with Microsoft MapPoint & other 3rd party solutions) NO   YES
Project Scheduling NO   YES
Mapping (optimize and manage your business from a map) NO   YES
Asset Tracking (installed equipment & company owned equipment) NO   YES
Automated Invoicing (nothing to generate) YES   YES
Contract and Installment Payment Invoicing YES   YES
Contract Management YES   YES
Subscription Invoicing (auto charge client credit cards for a fixed amount on the same day each month) YES   YES
Credit Card Charging
(charge 100's of cards with one click)
Payments & A/R (manage payments, credits, refunds and know who owes you how much at all times) YES   YES
Pre-Pay Tracking YES   YES
Expense Tracking YES   YES
Email Invoices (with delivery and open tracking) YES   YES
Time Tracking & Timesheets
Purchase Orders NO   YES
Advanced QuickBooks Full Two-Way-Sync NO   $25/mo
Mobile App available in App Store and Google Play
- works with or without cellular connection
Mobile Office (turns on additional functionality such as...)
- basic client management
- access calls, to dos and more from the field
Mobile Scheduling
- view schedule, track job times, close out jobs, etc.
- schedule jobs, add products, invoice and get paid
Attach Documents, Images to Jobs, Clients, Estimates, Leads and Employees. YES   YES
Employee Time Tracking (auto calculated and logged from handhelds) YES   YES
Picture Capture (with email functionality) YES   YES
Work Order YES   YES
Signature Capture YES   YES
GPS Tracking NO   YES
Export System Data & Report Data to Excel and Numbers YES   YES
Prebuilt and some customizable reports YES   YES
Job Costing & Analysis YES   YES
Dashboard (Scoreboard & KPIs) NO   YES