DocSavy vs. SnapSuite Comparison


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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.	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.
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 Companies and enterprises searching for a solution to store their documents	Audience Organizations in the skilled trade and construction businesses in North America
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $350 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 DocSavy United States docsavy.com	Company Information SnapSuite Founded: 2017 Canada www.snapsuite.io
Alternatives WorkSavi	Alternatives FieldPulse
Savy Work	Simpro Simpro Software
Care Xpert Care Data Infomatics	Powered Now
Savischools Savitroday technologies	iTrust PRO
Aperio Pay HRWARE View All	Orcatec View All
Categories Document Management	Categories Construction Management Contractor Management Electrical Contractor Electrical Estimating Field Service Management Garage Door HVAC HVAC Estimating Plumbing Plumbing Estimating Purchase Order Tradesman Job Management
Show More Features Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control	Show More Features Construction Management Features Accounting Integration Budget Tracking/Job Costing Change Orders Commercial Contract Management Contractors CRM Equipment Tracking Estimating Incident Reporting Mobile Access Offline Access Residential RFI & Submittals Subcontractor Management Timesheets Contractor Management Features Contractor Database Insurance Tracking License Tracking Permit Tracking Skills & Competencies Task Management Work Hour Tracking Electrical Contractor Features Billing & Invoicing Commercial / Industrial Contract Management Customer Database Electronic Signature Mobile Access Quotes / Estimates Scheduling Time Tracking Work Order Management Electrical Estimating Features Billing & Invoicing Change Orders Cost Database Project Management Quotes / Proposals Takeoff 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 Garage Door Features Billing & Invoicing Contract Management Customer Management Dispatch Management Equipment Tracking Inventory Management Job Costing Scheduling Warranty 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 HVAC Estimating Features Billing & Invoicing Commercial/Industrial Cost Database Data Import / Export Equipment Maintenance Financing Management Labor Rates Quotes/Proposals Scheduling Takeoff 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 Plumbing Estimating Features Change Orders Commercial / Industrial Cost Database Data Import / Export Fitting Management For General Contractor Overhead Costs Estimating Prebuilt Assembly Quotes / Proposals Takeoff
Integrations HubSpot CRM HubSpot Customer Platform Microsoft Excel QuickBooks Online QuickBooks Online Advanced Sage Accounting Salesforce Xero	Integrations HubSpot CRM HubSpot Customer Platform Microsoft Excel QuickBooks Online QuickBooks Online Advanced Sage Accounting Salesforce Xero View All 9 Integrations
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