| |
|
|
|
Pricing & Signup
Which Membership Will Most Impact Your Business?
|
|
|
|
| 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 & Android Only) |
$15/ea |
|
$15/ea |
| One-time Setup |
$97 |
|
$97 |
| 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:
Mobile App is Apple and Android Only |
|
|
|
| OPTIONS |
|
|
|
| Client Portal (easy to integrate with your website) Learn More |
$19.97/mo |
|
$19.97/mo |
| Credit Card Processing (Integration with BluePay, OpenEdge & Authorize.Net) Learn More |
|
|
|
| Advanced 2-Way QuickBooks Sync (we follow all QB standards) |
 |
|
$25/mo |
| SmartMaps (advanced mapping & online measurement tool) Learn More |
|
|
$47/mo |
| SUPPORT |
|
|
|
| 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 |
|
|
|
| |
|
|
|
|
|
|
|
|
| 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) |
|
|
|
| SCHEDULING |
|
|
|
| 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) |
|
|
|
| Dispatch Calendar (very unique and powerful) |
|
|
|
| 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) |
|
|
|
| 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) |
|
|
|
| |
|
|
|
Pricing & Signup
Which Membership Will Most Impact Your Business?
|
|
|
|
| ACCOUNTING |
|
|
|
| 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 |
|
|
|
| Advanced QuickBooks Full Two-Way-Sync |
|
|
$25/mo |
| MOBILES (Apple & Android Only) |
|
|
|
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. |
|
|
|
| Employee Time Tracking (auto calculated and logged from handhelds) |
|
|
|
| Picture Capture (with email functionality) |
|
|
|
| Work Order |
|
|
|
| Signature Capture |
|
|
|
| GPS Tracking |
|
|
|
| REPORTING |
|
|
|
| Export System Data & Report Data to Excel and Numbers |
|
|
|
| Prebuilt and some customizable reports |
|
|
|
| Job Costing & Analysis |
|
|
|
| Dashboard (Scoreboard & KPIs) |
|
|
|
| |
|
|
|
|
|
|
|
|
