Shark Byte Sales and Estimating CRM vs. @Hand Comparison Chart

Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time.

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.

Manage work orders, schedule technicians, and dispatch trucks quickly with ServiceTrade, a mobile and web-based field service management software. Built for commercial and industrial service contractors, ServiceTrade combines industry-leading customer engagement and field service management tools in one platform. This helps companies to streamline operations, improve technician and staff productivity, and enhance the customer experience.

ConWize is a cloud-based platform that helps construction companies estimate projects more accurately and win more tenders. Estimating construction projects are complex and time-consuming. Overlooked errors can result in losing tenders, or throw you off budget in the execution phase. ConWize simplifies the bidding and estimation process in the tender phase, to protect your company against crucial mistakes, so you can win more tenders, and execute them profitably. We offer: ALL-IN-ONE BIDDING AND ESTIMATING PLATFORM FOR TENDER DEPARTMENTS: Tenders pipeline management, subcontractors bidding automation, advanced estimating tools, indirect costs and profit loading tools, Tender KPI analytics, and more. ESTIMATE PROJECTS AND MANAGE EXECUTION IN ONE PLATFORM: We know that the bottom line of projects is profitability. ConWize's pre-contract management module seamlessly connects the tender and execution phases to maximize control and project monitoring.

Jonas Enterprise is an integrated construction and service management software for Mechanical & Specialty Contractors, including HVAC, electrical, and plumbing businesses. That means we help you reduce errors between the field and back office, that ultimately help you be in a better state to reduce cost overruns, protect your profits, and enhance your cash flow. Supported by 'The Jonas Cloud' hosting, and our Business Intelligence solution, we offer a fully integrated solution that with construction accounting, construction and service management, document management, purchase order and procurement, dispatch scheduler, inventory, equipment management, and more. Thus, enabling businesses to streamline operations to increase growth.

FieldEdge, formerly Desco, is an innovative service management software for the service industry. FieldEdge gives your service business the edge it needs to stand out in your market with its comprehensive set of productivity and customer management tools. The platform offers businesses the ability to connect and organize job scheduling and technician dispatching, manage customers and jobs, view performance dashboards, and sell smarter.

One stop platform for everything needed to run, grow and transform a business. Cloud Based SaaS Solutions for managing complete business operations. Mobile App for Running Business on the Go on Android and iOS. Integration with third party systems for payment, inventory and work order. Why Choose Service Works? 1. Ease of Use: Designed for novice users in mind. Speed of completing transaction is key consideration. 2. Customizable: Every industry has different nuances. We customize to fit your business needs. 3. Low Subscription Fees: We offer lowest subscription for unlimited users without any contract. 4. Excellent Customer Service: ServiceWorks provide 5 star support from onboarding to integration 5. Offline Mobile App: Field jobs can't be dependent on network. The work is synced when network is available. 6. Continuous Integration: SW integrates with work order, payment and accounting system for seamless integration.

Integrated takeoff and estimating software designed for any project and any trade. If you want to add hours back to your day, eliminate costly estimating mistakes and say goodbye to paper plans, you’ve come to the right place. STACK powers a more collaborative, efficient takeoff and estimating process so you can focus on what’s most important – your bottom line. Create a free account today!

With Leap CRM and Leap SalesPro, our two signature software products, you can supercharge your organization with a digital process that reflects how your home improvement business sells and works. Leap helps you efficiently manage every lead, schedule every appointment, and create error-free estimates. You can also get accurate measurements, order materials, schedule your production, manage subcontractors and complete each job on schedule. When it’s time to complete the job, you can produce actionable reports, maintain your margins, and collect payments with simple online invoicing and payment processing. Leap also integrates with many of the industry-leading tools you already use, such as Quickbooks, CompanyCam, Angi, EagleView, and SRS Roof Hub. Plus, you can optimize your entire operations and access Leap’s industry-leading software on the go, whether you’re in the office, in the field, or at home on desktop, tablet, or mobile device.

Kickserv is a top-rated field service management software built with service businesses in mind. For as low as $47 per month, service-based businesses can take advantage of a plethora of tools for managing leads, estimates, team schedules, jobs, invoices, and payments. Users can also automate emails to all of their leads, send promo campaigns to customers, integrate to leading accounting platforms, and so much more. Local service businesses are in high demand and customers may make service requests at any time of the day or night. Do not let those requests go unnoticed or cause scheduling conflicts. Kickserv’s field service management software can help you keep all of your jobs in order so that you can assist every client in need while also streamlining operations. We will help you boost productivity and maximize every growth opportunity without sacrificing the quality of your work or customer service.