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About

Designed for the Commercial HVAC Service industry, Connect Software has proven to help grow service contractors by an average of 20% each year. Connect provides comprehensive asset/equipment management, customer management, pricing for multiple types of service agreements, project agreements and "Quick Quotes". Connect also produces 28 custom, professionally branded documents, a robust CRM and full field and contract management capabilities. Never lose a proposal or lead. Connect Sales provides transparency to all opportunities ever created, creating an ever-growing "warm lead" list. Control what is put in front of your customers, from professional presentations to updated Terms & Conditions and more. Access customer info, proposals, sales dashboards and more, from any device, anywhere with an Internet connection. Benefit from improved efficiency, communication and professionalism in one simple package.

About

Delivered as a cloud-based managed service, the ServTrax platform is comprised of multiple application components, each designed to help you grow and maximize your IT asset and contract management business. ​ Built as a collaborative platform, ServTrax allows you to work alongside your customer with an efficient and cost-effective approach to IT contract management. You will grow your business by helping your customers more effectively manage support costs. The core of the platform, ServTrax, serves as a single repository for the centralization of all customer IT asset and related contract information. Accessible by both you and your customers, ServTrax promotes a collaborative process ensuring complex OEM agreements are managed efficiently and cost-effectively.

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

Commercial HVAC service contractors looking for a management solution to increase sales and customer retention

Audience

Companies looking for an advanced Contract Management solution

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

$99
Free Version
Free Trial

Pricing

No information available.
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

Connect Software
Founded: 2016
United States
www.connectsoftware.com

Company Information

ServTrax
www.corp.servtrax.com

Alternatives

Alternatives

TraxSolutions

TraxSolutions

nFocus Solutions
PermitTrax

PermitTrax

Bitco Software
Jonas Enterprise

Jonas Enterprise

Jonas Construction Software
DealHub

DealHub

DealHub.io
exactTrax

exactTrax

exactEarth

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Connect Software and update features and information
Claim Connect Software and update features and information
Claim ServTrax and update features and information
Claim ServTrax and update features and information