CRM with unlimited cloud database for your customer records, accessible from any device, anywhere, anytime with an easy-to-use interface
CRM with unlimited cloud database for your customer records, accessible from any device, anywhere, anytime with an easy-to-use interface
Intelligent search and voice-to-text integration allow you to quickly pull up data on any customer, job, property, invoice, etc.
Track leads, log call notes, manage sales tasks, upload photos and files
One-click integrated email & text templates w/ communication logs
Suite of customer-facing automated notifications
Go from a lead to a beautiful proposal in seconds w/ pricing that both gets you the job and maximizes profitability
Go from a lead to a beautiful proposal in seconds w/ pricing that both gets you the job and maximizes profitability
Easy to set up estimate templates that can be configured to include any combination of take-offs, production rates, labor estimates, materials, chemicals, etc.
Take measurements and notes on job-site satellite images that integrate and automate your estimate
Up-sell and cross-sell additional services
Route optimization and batch scheduling & rescheduling
8 different drag-and-drop scheduling views w/ color-coding, configurable icons, and advanced filtering
Route optimization and batch scheduling & rescheduling
Google Calendar Sync
Mobile app w/ digital work orders and at-a-glance schedule
Mobile app w/ digital work orders and at-a-glance schedule
One-click routing & driving directions
Integrated easy-to-use timesheet functionality
Real-time labor and material budgets
Customizable job forms, camera integration w/ unlimited image upload
Invoicing and email/text reminders
Full suite of accounts receivable functionality that can automate the simplest or most complex maintenance billing schedules (monthly services performed, monthly installments, invoiced upon completion, etc.)
Sync account with QuickBooks (online and desktop)
Automated reminders based on invoice status
Prepay, autopay, deposits, and customer financing
Self-serve customer portal
Integrated email & text marketing functionality
One-click batch renewals
Integrated email & text marketing functionality
Batch update price changes, service modifications, cost updates, etc.
Know the numbers behind your snow removal operation
Profitability per job, per customer, per sales rep, per crew, per service
Real-time budget vs actual man hours, labor costs, material usage, profit margin, etc.
Forecast labor, materials, chemicals, subcontractor expenses, etc.
Sales reporting w/ close rates, sales per rep, marketing channel effectiveness, etc.
