Service365Service365 Inc.
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Related Products
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About
PlanMan is a cloud-based project management software designed specifically for architects and town planners. It offers a comprehensive suite of features to streamline administrative tasks and enhance productivity. Users can manage unlimited clients, projects, quotes, and invoices, all stored securely in one place. It includes built-in cloud storage for all project documentation, eliminating the need for shared network drives. Each project has a built-in chat room for instant communication, and client emails are stored against the relevant project for easy access. PlanMan's client portal allows clients to log in and view their enquiries, quotes, projects, documents, and invoices 24/7. Clients can also pay invoices online through Stripe or GoCardless integrations. The software supports managing co-consultants, creating and sending quotes from project templates, and generating invoices for clients and suppliers.
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About
Service365 is an end to end field service management platform that manages customers and quotes, jobs, purchases, and invoicing all in one place.
Scope out a quote for customer approval. Build a quote worksheet. Schedule your field service teams. Simplify project and cost management. Purchase materials and link them directly to jobs. Confirm all costs from purchase orders make it to the job. Generate invoices and send customer summaries for approval. All in one platform for a nominal monthly
Service365 offers a seamless way to track customer contact data, transactions, communications, opportunities, and invoices in one place. Easy to use and extremely powerful. Plan your resources and client time today, tomorrow and into the future with confidence and commitment to your client’s success.
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Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
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
UK-based architectural firms needing a solution to manage projects, client communications, and financials efficiently
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Audience
Businesses seeking an end-to-end field service management platform that manages customers, quotes, jobs, purchases and accounting all in one place
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
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 Videos |
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Pricing
Free
Free Version
Supported
Free Trial
Supported
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PricingOne-time onboarding fee
Ongoing subscription per user
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationPlanMan
Founded: 2021
United Kingdom
www.planman.app/
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Company InformationService365 Inc.
Founded: 2019
Canada
service365.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Electrical Estimating Features
Billing & Invoicing
Supported
Change Orders
Supported
Cost Database
Not Supported
Project Management
Supported
Quotes / Proposals
Supported
Takeoff
Not Supported
Field Service Management Features
Billing & Invoicing
Supported
Contact Database
Supported
Contract Management
Not Supported
Customer Database
Supported
Dispatch Management
Supported
Electronic Signature
Not Supported
Inventory Management
Supported
Mobile Access
Supported
Payment Collection in the Field
Not Supported
Quotes / Estimates
Supported
Routing
Not Supported
Scheduling
Supported
Service History Tracking
Supported
Time Clock
Not Supported
Work Order Management
Supported
HVAC Estimating Features
Billing & Invoicing
Supported
Commercial/Industrial
Not Supported
Cost Database
Not Supported
Data Import / Export
Not Supported
Equipment Maintenance
Not Supported
Financing Management
Not Supported
Labor Rates
Supported
Quotes/Proposals
Supported
Scheduling
Supported
Takeoff
Not Supported
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Integrations
FreshBooks
Supported
GoCardless
Supported
QuickBooks Online
Not Supported
QuickBooks Online Advanced
Not Supported
Stripe
Supported
Xero
Supported
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Integrations
FreshBooks
Not Supported
GoCardless
Not Supported
QuickBooks Online
Supported
QuickBooks Online Advanced
Supported
Stripe
Not Supported
Xero
Not Supported
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