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Pricing & Signup
Which Membership Will Most Impact Your Business?
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| Number of Clients You Can Manage |
UNLIMITED |
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UNLIMITED |
| Number of Users Included |
1 |
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1 |
| Additional Office User Price |
$25/ea |
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$25/ea |
| Additional Mobile Application User Price (Apple & Android Only) |
$15/ea |
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$15/ea |
| One-time Setup |
$97 |
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$97 |
| Multi-User Permissions, Restrictions & Audit Trails |
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| Picture, Document & Video Storage |
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| Bank Level Security, Encryption and Enterprise-Class Firewall Protection |
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| Daily Backups, Real-Time Data Replication and Redundancy |
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| Import and export tools |
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Mac and PC Compatible:
Mobile App is Apple and Android Only |
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| OPTIONS |
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| Client Portal (easy to integrate with your website) Learn More |
$19.97/mo |
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$19.97/mo |
| Credit Card Processing (Integration with BluePay, OpenEdge & Authorize.Net) Learn More |
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| Advanced 2-Way QuickBooks Sync (we follow all QB standards) |
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$25/mo |
| SmartMaps (advanced mapping & online measurement tool) Learn More |
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$47/mo |
| SUPPORT |
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| Unlimited FREE Phone, Email and Live Chat Support |
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| Unlimited Online Video Training & Help Center |
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| Import Assistance |
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| Launch Advisor to Help You Get Started |
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| Two Live 1 on 1 Custom Private Training Sessions |
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| CRM (Relationship Management) |
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| Client Management |
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| Multi-property Management |
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| Lead and Prospect Management |
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| Lead Capture Form Integration (link lead capture forms to your websites) |
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| Employee and Contractor Management |
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| Vendors and Suppliers |
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| Tags and Custom Fields |
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| Notes and Attachments |
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| Email Tracking and Audit Trails |
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| Damage Tracking |
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| Email Marketing |
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| Email Templates (pre-written scripts) |
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| Forms (build custom forms) |
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Estimates & Proposals
- quickly create and email custom proposals
- clients authorize work with one click
- easily turn estimates into scheduled work |
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| Rate Matrix (standardize pricing and quote quickly) |
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| Online Estimate Acceptance (by customers & leads) |
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| Call Tracking and Call Log Management |
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| Advanced To Do System (this is way more than a to do list) |
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| Knowledge Base (Wiki) |
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| Create and Send Custom Documents and Letters (similar to mail merge) |
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| Basic Sales Tracking & Marketing (big things coming in this area) |
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| SCHEDULING |
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| Calendar (customizable views / reserve time slots / drag and drop interface) |
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| Dispatch Board (extremely advanced & powerful) |
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| Customize Dispatch Board (ideal for companies with 4 or more trucks) |
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| Dispatch Calendar (very unique and powerful) |
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| Traditional Calendar System |
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| One-Time & Recurring Scheduling (SA excels at recurring scheduling) |
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| Waiting List Scheduling |
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| Package/Program/Zone Scheduling (unique and very powerful) |
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| Routing (drag & drop, master planning, map based point and click and 'as the crow flies' optimization) |
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| Event Driven Scheduling & Invoicing (ex. Snow Plowing) |
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| Chemical Tracking |
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| Route Optimization Integration (with Microsoft MapPoint & other 3rd party solutions) |
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| Project Scheduling |
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| Mapping (optimize and manage your business from a map) |
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| Asset Tracking (installed equipment & company owned equipment) |
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Pricing & Signup
Which Membership Will Most Impact Your Business?
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| ACCOUNTING |
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| Automated Invoicing (nothing to generate) |
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| Contract and Installment Payment Invoicing |
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| Contract Management |
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| Subscription Invoicing (auto charge client credit cards for a fixed amount on the same day each month) |
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Credit Card Charging
(charge 100's of cards with one click) |
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| Payments & A/R (manage payments, credits, refunds and know who owes you how much at all times) |
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| Pre-Pay Tracking |
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| Expense Tracking |
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| Email Invoices (with delivery and open tracking) |
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| Time Tracking & Timesheets |
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| Purchase Orders |
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| Advanced QuickBooks Full Two-Way-Sync |
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$25/mo |
| MOBILES (Apple & Android Only) |
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Mobile App available in App Store and Google Play
- works with or without cellular connection |
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Mobile Office (turns on additional functionality such as...)
- basic client management
- access calls, to dos and more from the field |
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Mobile Scheduling
- view schedule, track job times, close out jobs, etc.
- schedule jobs, add products, invoice and get paid |
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| Attach Documents, Images to Jobs, Clients, Estimates, Leads and Employees. |
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| Employee Time Tracking (auto calculated and logged from handhelds) |
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| Picture Capture (with email functionality) |
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| Work Order |
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| Signature Capture |
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| GPS Tracking |
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| REPORTING |
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| Export System Data & Report Data to Excel and Numbers |
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| Prebuilt and some customizable reports |
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| Job Costing & Analysis |
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| Dashboard (Scoreboard & KPIs) |
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