| Number of Clients You Can Manage |
Number of Clients You Can Manage | Unlimited | Unlimited | Unlimited |
| | Number of Users Included |
Number of Users Included | 1 | 1 | 1 |
| | Additional Office Users |
Additional Office Users | $29/ea | $29/ea | $29/ea |
| | Additional Mobile Users
(Apple & Android Only) |
Additional Mobile Users
(Apple & Android Only) | $19/ea | $19/ea | $19/ea |
| | One-time Signup Fee |
One-time Signup Fee | $97 | $97 | $247 |
| | Multi-User Permissions, Restrictions & Audit Trails |
Multi-User Permissions, Restrictions & Audit Trails | | | |
| | Picture, Document & Video Storage |
Picture, Document & Video Storage | | | |
| | Bank Level Security, Encryption and Enterprise-Class Firewall Protection |
Bank Level Security, Encryption and Enterprise-Class Firewall Protection | | | |
| | Daily Backups, Real-Time Data Replication and Redundancy |
Daily Backups, Real-Time Data Replication and Redundancy | | | |
| | Import and export tools |
Import and export tools | | | |
| | Mac and PC Compatible Mobile App is Apple and Android Only) |
Mac and PC Compatible (
Mobile App is Apple and Android Only) | | | |
| | Automations Learn More |
Automations Learn More | | | |
| | Access to the Marketplace |
Access to the Marketplace | | | |
| | OPTIONS |
OPTIONS |
| | Client Portal
(easy to integrate with your website) Learn More |
Client Portal
(easy to integrate with your website) Learn More | $19.97/mo | $19.97/mo | $19.97/mo |
| | Credit Card Processing
(Integration with CardConnect, OpenEdge & Authorize.Net) Learn More |
Credit Card Processing
Integration with (SA Payments Powered by Clearent & CardConnect (for Canada)) Learn More | | | |
| | Advanced 2-Way QuickBooks Sync
(we follow all QB standards) Learn More |
Advanced 2-Way QuickBooks Sync
(we follow all QB standards) Learn More | | $25/mo | $25/mo |
| | SmartMaps
(advanced mapping & online measurement tool) Learn More |
SmartMaps
(advanced mapping & online measurement tool) Learn More | | $47/mo | $47/mo |
| | Accelerate Program
(done for you documents, forms, and automations) Learn More |
Accelerate Program
(done for you documents, forms, and automations) Learn More | | | |
| | SUPPORT |
SUPPORT |
| | Unlimited FREE Phone, Email and Live Chat Support |
Unlimited FREE Phone, Email and Live Chat Support | | | |
| | Unlimited Live Small Group Webinar Training with Q&A |
Unlimited Live Small Group Webinar Training with Q&A | | | |
| | Unlimited Online Video Training & Help Center |
Unlimited Online Video Training & Help Center | | | |
| | Import Assistance |
Import Assistance | | | |
| | Launch Advisor to Help You Get Started |
Launch Advisor to Help You Get Started | | | |
| | Two Live 1 on 1 Custom Private Training Sessions |
Two Live 1 on 1 Custom Private Training Sessions | | | |
| | Automations Setup Package |
Automations Setup Package | | | |
| | CRM (Relationship Management) |
CRM (Relationship Management) |
| | Client Management |
Client Management | | | |
| | Multi-property Management |
Multi-property Management | | | |
| | Lead and Prospect Management |
Lead and Prospect Management | | | |
| | Lead Capture Form Integration
(link lead capture forms to your websites) |
Lead Capture Form Integration
(link lead capture forms to your websites) | | | |
| | Employee and Contractor Management |
Employee and Contractor Management | | | |
| | Vendors and Suppliers |
Vendors and Suppliers | | | |
| | Tags and Custom Fields |
Tags and Custom Fields | | | |
| | Notes and Attachments |
Notes and Attachments | | | |
| | Email Tracking and Audit Trails |
Email Tracking and Audit Trails | | | |
| | Damage Tracking |
Damage Tracking | | | |
| | Email Marketing |
Email Marketing | | | |
| | Email Templates (pre-written scripts) |
Email Templates (pre-written scripts) | | | |
| | Forms (build custom forms) |
Forms (build custom forms) | | | |
| | Estimates & Proposals - quickly create and email custom proposals, clients authorize work with one click, easily turn estimates into scheduled work |
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) |
Rate Matrix (standardize pricing and quote quickly) | | | |
| | Online Estimate Acceptance (by customers & leads) |
Online Estimate Acceptance (by customers & leads) | | | |
| | Call Tracking and Call Log Management |
Call Tracking and Call Log Management | | | |
| | Advanced To Do System (this is way more than a to do list) |
Advanced To Do System (this is way more than a to do list) | | | |
| | Knowledge Base (Wiki) |
Knowledge Base (Wiki) | | | |
| | Create and Send Custom Documents and Letters (similar to mail merge) |
Create and Send Custom Documents and Letters (similar to mail merge) | | | |
| | Basic Sales Tracking & Marketing (big things coming in this area) |
Basic Sales Tracking & Marketing (big things coming in this area) | | | |
| | SCHEDULING |
SCHEDULING |
| | Calendar (customizable views / reserve time slots / drag and drop interface) |
Calendar (customizable views / reserve time slots / drag and drop interface) | | | |
| | Dispatch Board (extremely advanced & powerful) |
Dispatch Board (extremely advanced & powerful) | | | |
| | Customize Dispatch Board (ideal for companies with 4 or more trucks) |
Customize Dispatch Board (ideal for companies with 4 or more trucks) | | | |
| | Traditional Calendar System |
Traditional Calendar System | | | |
| | One-Time & Recurring Scheduling (SA excels at recurring scheduling) |
One-Time & Recurring Scheduling (SA excels at recurring scheduling) | | | |
| | Waiting List Scheduling |
Waiting List Scheduling | | | |
| | Package/Program/Zone Scheduling (unique and very powerful) |
Package/Program/Zone Scheduling (unique and very powerful) | | | |
| | Routing (drag & drop, master planning, map based point and click and 'as the crow flies' optimization) |
Routing (drag & drop, master planning, map based point and click and 'as the crow flies' optimization) | | | |
| | Dispatch Calendar (very unique and powerful) |
Dispatch Calendar (very unique and powerful) | | | |
| | Event Driven Scheduling & Invoicing (ex. Snow Plowing) |
Event Driven Scheduling & Invoicing (ex. Snow Plowing) | | | |
| | Chemical Tracking |
Chemical Tracking | | | |
| | Route Optimization Integration (with Microsoft MapPoint & other 3rd party solutions) |
Route Optimization Integration (with Microsoft MapPoint & other 3rd party solutions) | | | |
| | Project Scheduling |
Project Scheduling | | | |
| | Mapping (optimize and manage your business from a map) |
Mapping (optimize and manage your business from a map) | | | |
| | Asset Tracking (installed equipment & company owned equipment) |
Asset Tracking (installed equipment & company owned equipment) | | | |
| | ACCOUNTING |
ACCOUNTING |
| | Automated Invoicing (nothing to generate) |
Automated Invoicing (nothing to generate) | | | |
| | Contract and Installment Payment Invoicing |
Contract and Installment Payment Invoicing | | | |
| | Contract Management |
Contract Management | | | |
| | Subscription Invoicing (auto charge client credit cards for a fixed amount on the same day each month) |
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) |
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) |
Payments & A/R (manage payments, credits, refunds and know who owes you how much at all times) | | | |
| | Pre-Pay Tracking |
Pre-Pay Tracking | | | |
| | Expense Tracking |
Expense Tracking | | | |
| | Email Invoices (with delivery and open tracking) |
Email Invoices (with delivery and open tracking) | | | |
| | Time Tracking & Timesheets |
Time Tracking & Timesheets | | | |
| | Purchase Orders |
Purchase Orders | | | |
| | Advanced QuickBooks Full Two-Way-Sync |
Advanced QuickBooks Full Two-Way-Sync | | $25/mo | $25/mo |
| | MOBILES (APPLE & ANDROID ONLY) |
MOBILES (APPLE & ANDROID ONLY) |
| | Mobile App available in App Store and Google Play (works with or without cellular connection) |
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 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) |
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. |
Attach Documents, Images to Jobs, Clients, Estimates, Leads and Employees. | | | |
| | Employee Time Tracking (auto calculated and logged from handhelds) |
Employee Time Tracking (auto calculated and logged from handhelds) | | | |
| | Picture Capture (with email functionality) |
Picture Capture (with email functionality) | | | |
| | Work Order |
Work Order | | | |
| | Signature Capture |
Signature Capture | | | |
| | GPS Tracking |
GPS Tracking | | | |
| | REPORTING |
REPORTING |
| | Export System Data & Report Data to Excel and Numbers |
Export System Data & Report Data to Excel and Numbers | | | |
| | Prebuilt and some customizable reports |
Prebuilt and some customizable reports | | | |
| | Job Costing & Analysis |
Job Costing & Analysis | | | |
| | Dashboard (Scoreboard & KPIs) |
Dashboard (Scoreboard & KPIs) | | | |
| | Automated Reports |
Automated Reports | | | |
