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About

Anywhere, anytime access to your business with your smartphone, tablet or computer! Manage jobs, projects, purchase orders, timesheets, invoicing, materials, reporting and much more. Adfile Lead CRM is super easy to manage your sales leads and prospects. With simple to use forms and reminders, you will never miss another sales opportunity. Share your leads with your team and schedule reminders in seconds. Adfile Lead CRM gives you the ability to add and manage your sales opportunities. Unlike other CRM's, Adfile's user-friendly interface keeps it simple for your team to add and manage data, allowing them to focus on sales rather than data entry! Upload documents and images to a job from your phone, tablet or computer. Adfile have created a specific limited access area, so you can assign clients with access to view files. This has been an invaluable resource for many of our users and has helped with better lines of communications, less frustration and improved client retention.

About

The world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other field service businesses. Enforce industry best practices in every service experience to improve outcomes. Be notified when important events happen — like closed large sales or canceled appointments. See your customer information (service history, equipment, and more) when they call. Track all activity—like call recordings and text messages—that's related to every opportunity. Make sure customers are happy after every appointment. Enforce industry best practices in every service experience to improve outcomes. Know how your business is doing anywhere, any time, in real time. Know how your business is doing anywhere, any time, in real time.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Employees and teams seeking a solution to access to their business with their smartphone, tablet or computer

Audience

Field team businesses looking for a Field Service Management platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version
Free Trial

Pricing

$49 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Adfile
Founded: 2015
New Zealand
www.adfile.co.nz/

Company Information

WorkCEO
United States
workceo.com

Alternatives

Simpro

Simpro

Simpro Software

Alternatives

ServiceWorks

ServiceWorks

Service Works
The Service Program

The Service Program

Westrom Software

Categories

Categories

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Maintenance Management Features

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Plumbing Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Cleaning Services Features

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

Electrical Contractor Features

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Employee Scheduling Features

Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Payroll Management
Reporting/Analytics
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking

GPS Tracking Features

Alerts/Notifications
Asset Tracking
Driver Management
Historical Reporting
Mobile Tracking
People Tracking
Real Time Tracking
Routing
Status Tracking
Territory Management
Vehicle Tracking

HVAC Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Janitorial Features

Bid Management
Billing & Invoicing
Client Management
Employee Scheduling
Inventory Management
Mobile Access
Payroll Management
Quality Control
Surveys & Feedback
Time Tracking
Work Order Management

Locksmith Features

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Pest Control Features

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Integrations

Google Calendar
MYOB
Xero

Integrations

Google Calendar
MYOB
Xero
Claim Adfile and update features and information
Claim Adfile and update features and information
Claim WorkCEO and update features and information
Claim WorkCEO and update features and information