Comparison Chart

All plans come with a 30-Day 100% Money-back Guarantee.







Number of Clients You Can Manage




Number of Users Included




Additional Office Users




Additional Mobile Users
(Apple & Android Only)




One-time Signup Fee




Multi-User Permissions, Restrictions & Audit Trails

Picture, Document & Video Storage

Bank-level Security, Encryption and Enterprise-Class Firewall Protection

Daily Backups, Real-Time Data Replication and Redundancy

Import and Export Tools

Mac and PC Compatible

Access to the Marketplace


Credit Card Processing
(Integration with CardConnect, OpenEdge & Authorize.Net)


Unlimited FREE Phone, Email and Live Chat Support

Unlimited Live Small Group Webinar Training with Q&A

Unlimited Online Video Training & Help Center

Import Assistance

Launch Advisor to Help You Get Started

Two Live 1 on 1 Custom Private Training Sessions

Automations Setup Package

CRM (Relationship Management)

Client Management

Multi-property Management

Lead and Prospect Management

Lead Capture Form Integration (link lead capture forms to your websites)

Employee and Contractor Management

Vendors and Suppliers

Tags and Custom Fields

Notes and Attachments

Email Tracking and Audit Trails

Damage Tracking

Email Marketing

Email Templates (pre-written scripts)

Forms (build custom forms)

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)

Online Estimate Acceptance (by customers & leads)

Call Tracking and Call Log Management

Advanced To Do System (this is way more than a to do list)

Knowledge Base (Wiki)

Create and Send Custom Documents and Letters (similar to mail merge)

Basic Sales Tracking & Marketing (big things coming in this area)


Calendar (customizable views / reserve time slots / drag and drop interface)

Dispatch Board (extremely advanced & powerful)

Customize Dispatch Board (ideal for companies with 4 or more trucks)

Traditional Calendar System

One-Time & Recurring Scheduling (SA excels at recurring scheduling)

Waiting List Scheduling

Package/Program/Zone Scheduling (unique and very powerful)

Routing (drag & drop, master planning, map based point and click and 'as the crow flies' optimization)

Dispatch Calendar (very unique and powerful)

Event Driven Scheduling & Invoicing (ex. Snow Plowing)

Chemical Tracking

Route Optimization Integration (with Microsoft MapPoint & other 3rd party solutions)

Project Scheduling

Mapping (optimize and manage your business from a map)

Asset Tracking (installed equipment & company owned equipment)


Automated Invoicing (nothing to generate)

Contract and Installment Payment Invoicing

Contract Management

Subscription Invoicing (auto charge client credit cards for a fixed amount on the same day each month)

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)

Pre-Pay Tracking

Expense Tracking

Email Invoices (with delivery and open tracking)

Time Tracking & Timesheets

Purchase Orders


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, schedule jobs, add products, invoice and get paid

Attach Documents, Images to Jobs, Clients, Estimates, Leads and Employees.

Employee Time Tracking (auto calculated and logged from handhelds)

Picture Capture (with email functionality)

Work Order

Signature Capture

GPS Tracking


Export System Data & Report Data to Excel and Numbers

Prebuilt and some customizable reports

Job Costing & Analysis

Dashboard (Scoreboard & KPIs)

Automated Reports