Markate
Markate is a CRM application that generates estimates, work orders, and invoices. This software helps manage employees and track projects in the field, stores critical customer information and allows a business owner to leverage information to easily increase business, generate reports, support social reviews as well as traditional marketing campaigns.
Markate connector and add-on options provide business productivity solutions for photo and video project documentation, bookkeeping, employees access, online bookings, lead contact forms, branded customer portals, a virtual phone number, a customizable proposal kit, Ask for Review (via email or text), virtual video estimates, and residential consumer-friendly financing, multiple payment processing options as well as integrations with Google Contacts, and Google Calendar.
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HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant.
This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place.
With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.
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Proteus
Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified.
Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.
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SoloDesks
SoloDesks is job management for a business of one: quoting, invoicing and job scheduling for solo tradespeople. Plumbers, electricians, painters, landscapers and handymen. Built for one person working alone, not a firm with staff to manage.
Build an itemised quote on your phone while you are still on the job, and send it as a branded PDF. Your client opens a private link and taps Accept. An accepted quote becomes an invoice in one tap: same lines, same prices, no retyping.
When an invoice goes quiet, Overdue Autopilot emails your client a nudge at 7 days, a firmer one at 14 and a final notice at 21. It goes out under your business name, replies come to you, and it stops the moment you mark it paid.
Every job sits on a calendar with the client's address, so you can plan a day's route. VAT and CIS are handled properly, in pounds.
Free plan, no card: 10 quotes, 10 invoices and 10 emailed PDFs a month, unlimited clients and jobs. Pro is 12 GBP a month, flat, never per user.
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