Related Products
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About
DocSavy doesn't ask you where to store your documents, it asks what your document are and stores them where they are supposed to go. By tagging, business data, and associations, DocSavy helps you find the documents you are searching for quickly and easily. Every folder in DocSavy can have a budget to help forecast hours and costs. Budgets define the tasks for purchasing and all other financial transactions. DocSavy makes it easy to report actual costs to compare them against budgets. Quotes can be attached to purchase orders that are linked to a budget item. Supplier invoices can be attached to purchase orders. Your process can request approval from whichever team member is required, before sending it to a bookkeeper to process payment. DocSavy even warns if the supplier invoice makes the total payment too far over the purchase order amount. In DocSavy, an assets can be a folder for a building, a vehicle, a single piece of equipment, or a tool.
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About
All-in-one field service management software. Automate & grow your business. Improve customer service, manage projects, close deals faster and view real-time progress of your business’s day to day activities. Dispatch jobs directly to field workers and technicians through our mobile app or via text message and get real-time status updates. Generate Microsoft Word quotes from your existing templates in one click. Automatically attach and send related brochures with quotes. Convert quotes to Work Orders with one click. Automatically update Work Order status based on configured rules and field workers updates. Monitor inventory levels in multiple locations and automatically generate purchase orders when the stock is low. Find any document, quote, purchase order or invoice by item number, status, job type, technician or by company and see all related documents, notes and job history all in one place. No more duplicating orders and invoices.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Audience
Companies and enterprises searching for a solution to store their documents
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Audience
Organizations in the skilled trade and construction businesses in North America
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$350 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationDocSavy
United States
docsavy.com
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Company InformationSnapSuite
Founded: 2017
Canada
www.snapsuite.io
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Categories |
Categories |
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Document Management Features
Access Controls
Not Supported
Archiving & Retention
Not Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Supported
Document Capture
Not Supported
Document Conversion
Supported
Document Delivery
Not Supported
Document Indexing
Not Supported
Document Retention
Supported
Electronic Signature
Not Supported
Email Management
Not Supported
File Recovery
Supported
File Type Conversion
Supported
Forms Management
Supported
Full Text Search
Not Supported
Offline Access
Supported
Optical Character Recognition
Supported
Print Management
Not Supported
Version Control
Not Supported
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Construction Management Features
Accounting Integration
Supported
Budget Tracking/Job Costing
Supported
Change Orders
Supported
Commercial
Supported
Contract Management
Supported
Contractors
Supported
CRM
Supported
Equipment Tracking
Supported
Estimating
Supported
Incident Reporting
Supported
Mobile Access
Supported
Offline Access
Supported
Residential
Supported
RFI & Submittals
Supported
Subcontractor Management
Supported
Timesheets
Supported
Contractor Management Features
Contractor Database
Supported
Insurance Tracking
Supported
License Tracking
Supported
Permit Tracking
Supported
Skills & Competencies
Supported
Task Management
Supported
Work Hour Tracking
Supported
Electrical Contractor Features
Billing & Invoicing
Supported
Commercial / Industrial
Supported
Contract Management
Supported
Customer Database
Supported
Electronic Signature
Supported
Mobile Access
Supported
Quotes / Estimates
Supported
Scheduling
Supported
Time Tracking
Supported
Work Order Management
Supported
Electrical Estimating Features
Billing & Invoicing
Supported
Change Orders
Supported
Cost Database
Supported
Project Management
Supported
Quotes / Proposals
Supported
Takeoff
Not Supported
Field Service Management Features
Billing & Invoicing
Supported
Contact Database
Supported
Contract Management
Supported
Customer Database
Supported
Dispatch Management
Supported
Electronic Signature
Supported
Inventory Management
Supported
Mobile Access
Supported
Payment Collection in the Field
Supported
Quotes / Estimates
Supported
Routing
Supported
Scheduling
Supported
Service History Tracking
Supported
Time Clock
Supported
Work Order Management
Supported
Garage Door Features
Billing & Invoicing
Supported
Contract Management
Supported
Customer Management
Supported
Dispatch Management
Supported
Equipment Tracking
Supported
Inventory Management
Supported
Job Costing
Supported
Scheduling
Supported
Warranty Tracking
Supported
HVAC Features
Billing & Invoicing
Supported
Customer Database
Supported
Dispatch Management
Supported
Inventory Control
Supported
Job Management
Supported
Maintenance Scheduling
Supported
Mobile Access
Supported
Quotes / Estimates
Supported
Routing
Supported
Scheduling
Supported
Service History Tracking
Supported
Technician Management
Supported
Work Order Management
Supported
HVAC Estimating Features
Billing & Invoicing
Supported
Commercial/Industrial
Supported
Cost Database
Not Supported
Data Import / Export
Supported
Equipment Maintenance
Supported
Financing Management
Supported
Labor Rates
Supported
Quotes/Proposals
Supported
Scheduling
Supported
Takeoff
Not Supported
Plumbing Features
Billing & Invoicing
Supported
Customer Database
Supported
Dispatch Management
Supported
Inventory Control
Supported
Job Management
Supported
Mobile Access
Supported
Quotes / Estimates
Supported
Routing
Supported
Scheduling
Supported
Service History Tracking
Supported
Technician Management
Supported
Work Order Management
Supported
Plumbing Estimating Features
Change Orders
Supported
Commercial / Industrial
Supported
Cost Database
Supported
Data Import / Export
Supported
Fitting Management
Not Supported
For General Contractor
Supported
Overhead Costs Estimating
Supported
Prebuilt Assembly
Not Supported
Quotes / Proposals
Supported
Takeoff
Not Supported
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Integrations
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
Microsoft Excel
Not Supported
QuickBooks Online
Not Supported
QuickBooks Online Advanced
Not Supported
Sage Accounting
Not Supported
Salesforce
Not Supported
Xero
Not Supported
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Integrations
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Microsoft Excel
Supported
QuickBooks Online
Supported
QuickBooks Online Advanced
Supported
Sage Accounting
Supported
Salesforce
Supported
Xero
Supported
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