MergeWare CRMJ&J Technology Consulting
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TradeQuoteFaitle
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Related Products
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About
Manage client information with a simple-to-use interface. Maintain client/vendor history, from phone calls/emails to any action performed. Track incoming or outgoing payments, as well as create invoices! Have reports available such as Aging in/out, Invoices, Client History, plus any customized report that you may need, all the while keeping it organized to each client. Additionally, an Insurance Module is available to track QuickQuotes by the client and be able to instantaneously reproduce them by linking to your existing or customized QuickQuote. As well, this can interface with existing TIFA applications or any other.
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About
TradeQuote is a browser-based quoting and invoicing tool for contractors and tradespeople. Users can create and manage PDF quotes and invoices, apply deposits, use trade-specific templates, keep client records, add a business logo to documents, and revisit or duplicate document history. Documents can be shared by email, and jobs can be added to Google Calendar or exported as .ics files. For Québec workflows, the vendor describes separate GST and QST calculations and printing an RBQ licence number on quotes and invoices; the product also supports tax settings for other locations. A free plan allows up to five documents per month with a watermark. The Pro plan adds accounting exports to QuickBooks and Excel. TradeQuote runs in a web browser without requiring an account, and is presented in English and French.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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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Audience
CRM solution for organizations
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Audience
Contractors and tradespeople in Québec and Canada.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not 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 VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
CA$19/month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationJ&J Technology Consulting
Founded: 2007
United States
www.jjtechnologyconsulting.com
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Company InformationFaitle
tradequote.faitle.net/en
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Not Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Not Supported
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Integrations
No info available.
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Integrations
No info available.
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