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About

Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work. This platform features a library of proposal, contract, and form templates to make getting clients easier. The task tracking system allows users to assign individual tasks to larger projects or categories. As users work on tasks, the time tracker tool logs and categorizes time spent on each task, making it easy to balance multiple projects and create invoices. When it’s time to get paid, use Indy to generate a detailed invoice to send right to clients: in return they get peace of mind knowing that Indy uses the web’s top payment methods, like PayPal and Zelle. With other tools like Profiles, Drive, and Client Contacts, Indy’s features make it a versatile and reliable addition to any creative team.

About

Jetbuilt is the premier project platform for integrators and facility designers. Nurture leads, estimate, propose, and manage projects in the audio visual industry, along with all things low voltage. Pull from over 2 million items in the Jetbuilt database. Connect to your vendors and keep your dealer pricing updated for fast and confident quoting. Get project approvals faster as your clients easily grasp complex proposals through Jetbuilt's clear organization and graceful presentation. All with near-zero training time for your team. Built on the cloud, remotely collaborate with your team and clients on projects large and small. Track your inventory of items from the warehouse shelf to the van, temporary on-site storage and final installed location. As you estimate, see what stock you have available to drop into a project. From lead-tracking, project quoting, to installation, Jetbuilt provides power and efficiency to help you close more projects faster.

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Small businesses and freelancers

Audience

Companies searching for a solution to remotely collaborate with their team

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19/month
Free Version Supported
Free Trial Not Supported

Pricing

$62.00/month/user
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 3.0 / 5
design 3.0 / 5
support 2.0 / 5

Reviews/Ratings

Overall 1.0 / 5
ease 4.0 / 5
features 2.0 / 5
design 1.0 / 5
support 1.0 / 5

Pros & Cons from Real Users

Pros

  • This is an excellent software for freelancers, if you are a growing business looking to expand beyond freelancing, then this is a great start.

Cons

  • Only one account so it's difficult if there is collaboration with other freelancers. The cost is a high based on the limitations compared to other software. Limited Integrations with mail clients. Google Workspace is the only option available.

Pros & Cons from Real Users

Pros

  • Very basic project management software. At first the price was good but they raised it less than a month after we signed up.

Cons

  • From the start it looks to be good software but once you start using it you realize it is very clunky and they have a lot of work to do. Every suggestion it seems they write down and then toss away. The designer portion of the software is similar to using “paint.” Also, they raised the price on us a month after signing up. My last issue they still haven’t replied to.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Indy
Founded: 2016
United States
weareindy.com

Company Information

Jetbuilt
Founded: 2014
United States
Jetbuilt.com

Alternatives

Alternatives

PSQuote

PSQuote

CLD Partners
QuoteRobot.com

QuoteRobot.com

QuoteRobot
Ascend

Ascend

Mindbox Studios

Categories

AI Finance Supported
RFP Supported
Task Management Supported
Time Tracking Supported

Categories

Quoting Supported
RFP Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Not Supported

RFP Features

Bid Management Not Supported
Collaboration Supported
Content Management Not Supported
Data Import / Export Not Supported
Due Date Tracking Not Supported
Knowledge Library Not Supported
Progress Tracking Not Supported
Requirements Management Not Supported
RFP Creation Not Supported
RFP Responding Not Supported
Task Management Not Supported
Templates Not Supported
Vendor Management Not Supported

Billing and Invoicing Features

Billing Portal Not Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Not Supported
Project Billing Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Not Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Not Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Not Supported
Pre-built Templates Supported
Sell Side (Customers) Not Supported
Specialty Contracts Supported
Version Control Not Supported
Workflow Management Supported

Online Form Builders Features

Artificial Intelligence Not Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Not Supported
Data Tables Not Supported
Drag & Drop / No Code Supported
Export to PDF Not Supported
HIPAA Compliant Not Supported
Import Existing Forms Not Supported
Mobile Forms Not Supported
Offline Forms Not Supported
Pre-made Templates Not Supported
Quizzes / Questionnaires Not Supported
Reporting / Data Visualization Not Supported
Signup Forms Not Supported
Surveys Not Supported

Task Management Features

Collaboration Supported
Create Subtasks Not Supported
Gamification Not Supported
Gantt Charts Not Supported
Mobile Access Supported
Percent-Complete Tracking Not Supported
Progress Tracking Not Supported
Recurring Tasks Not Supported
Reporting/Analytics Not Supported
Spreadsheet View Not Supported
Task Board View Supported
Task Planning Not Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Time Tracking Features

Automatic Time Capture Not Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Not Supported
Expense Tracking Not Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Not Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Supported
Revision Management Supported
RFP Management Supported
Task Management Supported
Templates Supported
Version Control Supported

RFP Features

Bid Management Supported
Collaboration Supported
Content Management Supported
Data Import / Export Supported
Due Date Tracking Supported
Knowledge Library Supported
Progress Tracking Supported
Requirements Management Supported
RFP Creation Supported
RFP Responding Supported
Task Management Supported
Templates Supported
Vendor Management Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Integrations

Acumatica Cloud ERP Not Supported
ConnectWise Automate Not Supported
Docusign Not Supported
Google Calendar Supported
Google Sheets Not Supported
MindCloud Not Supported
QuickBooks Online Not Supported
Sage BusinessWorks Not Supported
Vectorworks Designer Not Supported
Woo Not Supported
Zapier Supported

Integrations

Acumatica Cloud ERP Supported
ConnectWise Automate Supported
Docusign Supported
Google Calendar Not Supported
Google Sheets Supported
MindCloud Supported
QuickBooks Online Supported
Sage BusinessWorks Supported
Vectorworks Designer Supported
Woo Supported
Zapier Not Supported
Claim Indy and update features and information
Claim Indy and update features and information
Claim Jetbuilt and update features and information
Claim Jetbuilt and update features and information