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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 Live Small Group Webinar Training with Q&A |
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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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