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About

Leading software for service industry, e.g. HVAC, Electrical, Plumbing, General Contracting, Carpet Cleaning, Gates, Fences, Windows, Hair and Beauty Salons. All MUST HAVE features gathered in one place to run successful business. Create and dispatch appointments. Distribute work for your team through unique system of work planning. Time Cards. Protect yourself from negative reviews with a special service. GPS tracking of employees. Route optimization. Very low credit card processing fees! Your business is unique therefore, Orcatec enables you to tailor the software to exactly how you want it to maximize the profitability. We offer live onboarding and training for you and your team. Custom software development for your business to be able to solve specific challenges that prevent you from being the best at what you do.

About

Roofr is the only CRM built exclusively for roofing contractors. Roofr brings your entire business into one place – so you can stop duct-taping together five different tools and start running a tighter operation. It's currently loved by tens of thousands of Roofrs across North America. Roofr handles the entire job lifecycle in one place. From the moment a lead comes in, contractors can manage contacts and follow-ups in the built-in CRM, order Roofr Measurement Reports, create a proposal, communicate with homeowners, and even order materials with our supplier integrations. You can also send invoices and collect payment in Roofr, too.

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

HVAC, Electrical, Plumbing, General Contracting, Carpet Cleaning, Gates, Fences, Windows, Hair and Beauty Salons, and much more...

Audience

Roof contractors looking for software to streamline their processes and track their jobs.

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

Free
Monthly user based
Free Version
Free Trial

Pricing

$0
Sign up for free on our trial Starter Plan.

Love our measurements? Get Measure+ for 6 or 2 hours measurements. $109/$169 per month, respectfully.

$249/month: Our Essentials plan gives you everything you need to streamline your sales process, from measurement to payment.

$349/month: Our Scale plan has all our CRM tools and features for teams that are growing fast and need more flexibility.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 5.0 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Pros & Cons from Real Users

Pros

  • We're a small HVAC company with four technicians. Previously, we kept our schedules in a Google spreadsheet, and technicians were constantly going to the wrong places. With Orcatec, the dispatcher sees everyone on one dashboard, and we close the invoice right at the client's home, with payments arriving the same day
  • Enhanced Efficiency; Accessibility and Convenience; Real-Time Insights; Scalability; Customer Support.
  • Personalization of the application to the services that our company provided. We have spent time with admin, who gave us a guide with all features and settings. The application for phone and web versions is super easy to use. Once we have done settings, in just a moment we can create and close projects for our clients. Using Orcatec saved us a lot of time.
  • Very good app! We use it for dispatch, invoice creation, our payments and accounting and messaging with the clients. Previously our dispatchers couldn't see the communication with clients in one place since it was via simple SMS. Now I can see the client info, his properties, appointment information and much more.
  • The user interface is clear, has desktop app, has also mobile app, the company listens to its users and make updates to the software pretty quick. Seems like there is always something new to learn and include in to your system!

Cons

  • The mobile app is still inferior to the desktop in terms of administrative actions; some permissions settings are not available on the mobile app
  • Users may find that it takes some time to fully understand how everything works within the app, but then it becomes more clear and easier than ever, allowing for smoother navigation and utilization of its features over time.
  • I find application and services useful. Support always available.
  • Was kind of difficult to get used to the system, especially for our techs. But seems like everyone got used already.
  • There's still a few buttons that need to be accessible a little easier. It requires some time to take full advantage of all its features.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Orcatec
Founded: 2019
United States
orcatec.com

Company Information

Roofr
Founded: 2016
United States
roofr.com

Alternatives

STACK

STACK

Stack Construction Technologies

Alternatives

RIB Candy

RIB Candy

RIB Software
360e

360e

360 Enterprises

Categories

Categories

Construction Estimating Features

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
Historical Database
HVAC Estimating
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Residential Construction Estimating Features

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

Roofing Features

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Construction Bid Management Features

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction Scheduling Features

Bid Management
Change Orders
Gantt Charts
Job Scheduling
Project Scheduling
Rescheduling
Staff Calendar
Task Management

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

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

Remodeling Estimating Features

Cost Database
Quote Management

Tradesman Job Management Features

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order Features

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Construction Estimating Features

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
Historical Database
HVAC Estimating
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Residential Construction Estimating Features

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

Roofing Features

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Integrations

CardConnect
CardPointe
CompanyCam
Google
Google Maps
Nearmap
QuickBooks Accountants
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced

Integrations

CardConnect
CardPointe
CompanyCam
Google
Google Maps
Nearmap
QuickBooks Accountants
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced
Claim Orcatec and update features and information
Claim Orcatec and update features and information