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About

Cuotaro is a cloud-based field service and operations app for small service businesses. It helps teams organize customers, service requests, quotes, scheduled jobs, files, reminders and pending payment follow-ups in one central workspace. The app is designed to support the daily workflow from customer request to quote, from quote to job, and from completed work to payment tracking. Users can keep customer details, service addresses, notes, quote PDFs, job information, attached files and follow-up reminders connected to the same customer context. Cuotaro is intentionally simple and focused. It is not a complex enterprise field service platform, ERP or accounting system. It gives small maintenance, repair, installation and service teams a practical way to manage work without relying on scattered spreadsheets, separate notes or disconnected files.

About

We help home service pros stay on top of requests, work orders, scheduling, billing, and payments, without giving up evenings and weekends. Reduce the number of messages that you send manually on a daily basis. Reduce time spent on scheduling & dispatching jobs. Save 40+ hours each month on admin work and collections. Organize and follow up on all of your job requests in one place by bringing emails, website inquiries, phone calls, text messages, and Facebook messages into a single message center. Our unique job scheduling tools combine your team calendar, jobs, and routes in a single view to streamline the way you plan your days and dispatch work and save you time. A self-service customer portal allows customers to access message history and files like quotes, contracts, bills, and payment history 24/7. Plannit is designed from the ground up to simplify how home service companies work, all while putting customer service front and center.

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

Cuotaro is designed for small and medium-sized service businesses, including maintenance companies, repair services, installers, cleaning businesses, property service providers and independent professionals who need to manage requests, quotes, jobs, files and payment follow-ups.

Audience

Home services providers interested in a solution to manage their customers and businesses

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

EUR 19/month or EUR 190/year
Free Version
Free Trial

Pricing

$59 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

Cuotaro
Founded: 1994
Spain
cuotaro.com

Company Information

Plannit
Founded: 2021
Canada
business.plannit.io

Alternatives

LeadDuo ServiceHub

LeadDuo ServiceHub

Three Core AI LLC

Alternatives

Jobber

Jobber

Jobber Software
Sercom

Sercom

Abex Technologies

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

Integrations

Acomba
Facebook
Google Cloud Platform
QuickBooks Online
Sage Accounting

Integrations

Acomba
Facebook
Google Cloud Platform
QuickBooks Online
Sage Accounting
Claim Cuotaro and update features and information
Claim Cuotaro and update features and information
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Claim Plannit and update features and information