Alternatives to My Service Builder
Compare My Service Builder alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to My Service Builder in 2024. Compare features, ratings, user reviews, pricing, and more from My Service Builder competitors and alternatives in order to make an informed decision for your business.
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Leap
Leap
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. -
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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.
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Bidtracer
Bidtracer
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. -
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STACK
Stack Construction Technologies
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! -
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ThermoGrid
ECI ThermoGrid
ThermoGrid is a specialized contractor management software tool for managing field service operations, designed to meet the unique needs of HVAC-R, plumbing, and electrical companies. With ThermoGrid, you can streamline your workflow and boost your bottom line with powerful features like mobile offline app, scheduling, dispatching, client history tracking, inventory management, service agreements, load calculation, marketing tools, payroll management, invoicing, and estimates. ThermoGrid gives you the power to reach new heights of efficiency, accuracy, and profitability. Don't miss out on the opportunity to transform your business. Try it FREE or contact us today to request a demo!Starting Price: $60 -
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ServiceTitan
ServiceTitan
Grow your home service business with ServiceTitan, the leading all-in-one software for residential HVAC, plumbing, electrical, and other home service businesses. ServiceTitan enables businesses to generate more leads and close more sales by offering a full range of tools in one platform. This includes call booking, customer experience, dispatching, marketing, and integrated financing. -
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Orcatec
Orcatec
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.Starting Price: Free -
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Expert Estimation
Pronamics
Expert Estimation provides three license levels of exceptional project cost estimating software. You will create accurate estimates with time-saving formulas and flexible degrees of complexity over an array of features. Our software includes exceptional 24/7 phone, email, and chat support and multiple training options. API allows users to query project data. Use Expert Estimation to confidently control overheads, use accurate trusted formulas, create templates, control margins, have transparent reporting, automate cost estimation, predict cashflows, assign cost codes, perform cost analysis and create take off sets. Expert Estimation integrates a contextual help system linked with Pronamics' online Support Hub, Knowledge Base, Online Training and YouTube channel so you will find useful information and valuable tools quickly and easily. Our software has set the industry standard for estimation software for over 30 years. FREE TRIAL comes with FREE PHONE, EMAIL & CHAT SUPPORT.Starting Price: $125 AUD per month -
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Service365
Service365 Inc.
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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Twimm
Twimm
The GMAO new generation. Twimm increases your productivity, organizes your teams and optimizes your profitability. Twimm manages your maintenance contracts easily and connects you to your technicians. Twimm supports you in maintaining your assets and monitoring your contracts. Elevator, HVAC, Fire detection, Electricity, Green spaces, Facility management, Closure / Security, Multitechnics, Cleaning Plumbing, and sanitary owner? Shopping centers, Territorial communities, Health facilities, Fitness Industries, Property Management, Trustee Universities. Focus on your maintenance activities and save unnecessary IT expenses. Twimm provides a constantly updated solution, accessible everywhere. Your CMMS in SAAS mode. Twimm is developed in saas mode for easy access , by simple connection. Its interoperability, its ability to collect data and intelligently reproduce it make it a complete and unique solution. -
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FieldPulse
FieldPulse
FieldPulse is your business hub, helping you run your mobile service or contracting business. Because you work in the office and on-the-go, FieldPulse is available on iOS, Android, and the web. Scheduling, Customer Management, Estimates/Invoicing, Digital Payments, Timesheets, GPS-location tracking, and more. FieldPulse gives you the tools to build your business by cutting down on paperwork, making your team more efficient, and building better relationships with your customers. Franchise Business Management. Customer Management Scheduling & Dispatching Estimates & Invoices Timesheets Customer Communications Booking Portals and much more...Starting Price: $99 per user per month -
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GeoOp
Geo
GeoOp is job management software for small businesses working in trades and services looking to simplify their day-to-day tasks. Its a complete toolkit to help businesses save 14 hours on admin time a week, win more jobs and get paid faster. Assign jobs, create quotes and invoices, fill out timesheets and integrate directly with accounting software - GeoOp does all this and more. With GeoOp, you can replace annoying and time-consuming paper processes that are holding your business back. GeoOp is our next-generation app that allows Trade and Home/Field Service business to manage quotes, schedule jobs to staff, track job completion, send invoices and get paid faster. The GeoOP job management software helps you feel more in control by bringing all your existing manual processes online into our easy to use apps and web console. Enter client/job information once, and manage your jobs from quote to payment, saving up to 14 hours a week in admin/paperwork.Starting Price: $17 per user per month -
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FastEST Estimating Software
FastEST, Inc.
FastEST Mechanical Estimating Software offers a comprehensive solution for takeoff & estimating from start to finish. All programs have an extensive pricing & material catalog & on-screen takeoff. Reports & quotes are generated in seconds & all programs are easy to learn. We can have you up & running in less the 15 minutes so you can be estimating better today! FastPIPE is industry-leading plumbing & mechanical estimating software for commercial & industrial contractors. Whether you are estimating plumbing, HVAC piping, or industrial process piping, FastPIPE provides all of the takeoff & reporting tools needed to create an accurate & timely quote. FastDUCT is ready-to-go HVAC and duct estimating software that meets the needs of commercial & industrial sheet metal contractors. Features on-screen takeoff for contractors who do duct fabrication and/or HVAC installation. FastWRAP is ideal for mechanical insulation estimating . Takeoffs can be imported from FastPIPE/FastDUCT.Starting Price: $225/month -
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360e
360 Enterprises
Originally created for electrical contractors, 360e is an all-in-one quoting, scheduling, tracking and billing software that is designed by contractors, for contractors. 360e bolsters efficiency and profit while eliminating the daily operational headaches that kill profits. Powerful, flexible and easy-to-use, 360e manages everything from service calls to larger bid jobs through a single system while seamlessly connecting office and field operations. Designed for small-medium sized companies.Starting Price: 100/month -
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Projul
Projul
Everything you need in construction management software. Built by construction pros. With honest pricing. Projul is the trusted tool that companies use to do more with less. By using Projul you can: - Estimate quickly with templates - Increase your bottom line with change orders - Keep your team on track and accountable - Collaborate effortlessly with channeled communications - Access live construction industry cost data for materials and labor - Organized photos & docs - Never miss a lead with a construction-specific lead pipeline - Run your company from anywhere on desktop and mobile - Save time with scheduling by converting proposals to tasks - Slide project timelines and keep jobs on track - So much more… Maximize profit and efficiency with Projul today!Starting Price: $4,788 per year -
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Simpro
Simpro Software
Simpro is a leading operations management solution for service, maintenance and project contractors. Connect the office to the field, deliver exceptional customer service and gain invaluable insights with automated processes, streamlined workflows and in-depth business reporting. -
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Quadra
ERTH Corporation
Quadra Maintenance Service Contract quoting tool leverages an equipment and tasking library that allows you to create either very high resolution maintenance agreements with very detailed tasking or less granular and complex agreements. The choice is up to you! The versatility of this system ensures that you can satisfy any customer’s requirements; while eliminating the traditional risks associated with maintenance contracts. By detailing your scope of work in your contracts, your customers know exactly what to expect. Quadra Service Call Quoting and Surveying is a tool that allows your technicians to survey customer equipment records as well as create recommendations and quotes, while on-site. Data is entered only once and then available for your technicians or your inside sales team to complete the quote and provide to your customer. -
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BuilderSYS
SEnterpriSYS Limited
Sets the industry standard in plan viewing and advanced takeoff software. Our Takeoff allows construction estimators & project managers to view and takeoff PDF plans & CAD output files, calculate materials, count objects, measure straight lengths, as well as calculate simple or complex areas and volumes with amazing speed and accuracy. Can prepare detailed, bill of materials/abstract estimate, including material and labor estimates of residential and low rise commercial buildings. You can also prepare tenders, variations, cost abstract, labor/contractor's bill, generate and approve selected purchase orders. Has features such as job details, remarks, job progress, customer details, contract documents, management, document library, share documents, mail merged standard letters, progress claims updating and job cash book entries. -
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Trimble Metrics MEP
Trimble MEP UK
Integrated end-to-end profitability management for MEP contractors. Deliver MEP projects on time and on budget using Metrics MEP, the cloud-based takeoff, estimating and contract management solution designed to gain visibility on the profitability of your business. Perform digital takeoff in a user friendly environment and manage your jobs to ensure profitability. 30% of MEP contractors are going out of business. Too many MEP contractors go out of business because of inaccurate estimating, out of date material pricing and poor job cost management. How do you make sure you are not one of them? Your focus is on producing highly accurate estimates to ensure the profitability of every job as this can make or break your business. There is no room for error with Metrics MEP. Bad estimates lead to unprofitable jobs. You need an estimating program that allows you to perform takeoff accurately and create estimates from it without having to redo work. Spreadsheets and manual takeoff methodsStarting Price: $622 per user, per year -
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Quick QUOTE
Elite Software Development
The Quick QUOTE program uses full screen editing features that provide a simple "fill in the blank" input procedure. All input data is checked at the time of entry so that no improper data can be entered. If you have a question about what the program is requesting, you can press the "?" key which allows the program to offer additional explanations about the input data being requested. Upon completion of the input process, all data is saved to disk and can be reviewed and edited whenever desired. Four types of data are requested: general customer data, proposed equipment models, material, and labor items. The general customer data includes the customer name, address, phone number, and other such data. The desired equipment models are selected and all the best selling features and costs of the proposed equipment are automatically looked up. If a particular model is not in the model library then the model can be entered manually. -
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FieldWorx
FieldWorx
Grow exponentially. Supercharge your team. Leave with a happy customer. Complete system for plumbing, HVAC, electrical and other home and business service contractors. It's easy-to-use, techs and customers love it. Increase your average ticket and leave with a happy customer. Package options are easy to format and ready for your technician. Key indicators keep you informed and on-track. Separate dash boards so that you can review information with techs and managers. Track marketing dollars, sales above repairs, year-over-year sales volume, average tickets, service agreement sales and other key indicators. -
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E4P
Excellence Alliance
E4P is an easy to use platform that acts as a central hub for your commercial estimating efforts. It’s a fast, secure and reliable way to facilitate communication and team collaboration as we adjust to the new Work From Home way of life. This is the right software for Work From Home productivity. Most commercial customers value the long term reliability of their HVAC system above all else. E4P brings value to the customer by ensuring proper maintenance of their equipment. Maintenance is provided by you, the contractor, over a planned period of time. The pre established period of time ensures repeat revenue from your customer. With everything in one place, E4P can help unleash your company’s true commercial service sales potential. Being in the Cloud means all you need to access the program is an internet connection. Whether it be in the office, at the jobsite, at home or on the road, you have access. -
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AutoBid SheetMetal
Trimble
Your complete sheet metal estimating software solution now part of a value-packed subscription. Designed with advanced technology and years of sheet metal experience, Trimble® AutoBid® SheetMetal is the fastest, most accurate estimating software for sheet metal contractors. Specification-driven takeoffs speed up the process by applying specs that automatically determine item properties. Smooth integration with a variety of third-party applications that accelerate estimating and job costing processes. Excel-based bid reports allows you to summarize data quickly and effectively. Customize the constructions standards to normalize your company's regulations. Your subscription includes Trimble’s market-leading AutoBid Mechanical and AutoBid SheetMetal estimating software, integrated OnScreen View graphical takeoff, Advanced Image Manager (AIM) tool, TRA-SER material and labor pricing, submittal management and Trimble Connect collaboration tools. -
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EZcontractPro
EZcontractPRO.com
Design proposals that make sense to your average prospective client. Organized by sections and categories, your proposal will read like a story line for their project. Most clients need assistance in choosing the fixtures for their project. Allowance Items give you a space to provide your client a solid estimate. Not all proposals are signed on the first try. The addendum feature allows you to revise an estimate and clearly show the changes in contrast to the original estimate. Once the project is awarded, there's always a chance that you'll be making adjustments. Change Orders allow you to track additional work and provide a contract in writing for you and your client. Most projects will require some type of payment structure. Using the payment terms form, you can create, edit, and save payment terms for every project. Find yourself selling similar jobs? Templates can speed up the estimate writing. The options are endless!Starting Price: $19.99 per month -
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FastDUCT
FastEST, Inc.
FastDUCT is commercial HVAC estimating software that simplifies bidding sheet metal and industrial ductwork jobs. FastDUCT can easily handle complex jobs using either your company construction standards or purchased duct. Plus... your reports and spreadsheets will seamlessly integrate with FastPIPE for a complete plumbing, mechanical and HVAC solution! FastDUCT is ready-to-go HVAC estimating software designed to meet the needs of commercial and industrial sheet metal contractors who need a fast and accurate tool to estimate construction costs. We support takeoff and reporting of rectangular, round, and oval ductwork as well as sheet metal and HVAC equipment. FastDUCT is also tightly integrated with FastPIPE and the two work together to produce fast, accurate and complete price quotes integrated into a single Microsoft Excel spreadsheet. And best of all... FastDUCT is backed by our unconditional 60-day money-back guarantee.Starting Price: $225/lease/per month/user -
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Tolteck
Tolteck
Tolteck, the best software for estimating and invoicing, built for contractors. Suits self-employed persons and small companies. Tolteck will allow you to easily and fastly create documents that will be clear and professional. Whether you are at the office or on a construction site: open Tolteck, create a new document, choose your client, add materials, labor and jobs easily thanks to a research system and automatic back-ups. In 5 minutes, you'll be able to create perfect documents! Powerful yet intuitive software. No installation or setup required. Designed to give you the functionality you need, with none of the hassle. Software designed to create estimates and invoices within minutes. All your business at hand: documents, clients and materials. Compatible with all devices. This is no generic software. We built Tolteck with contractors in order to design the ultimate digital tool for their business, with features tailored to your specific needs.Starting Price: $23 per month -
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Benchmark CAD
Benchmark Enterprise Software
Design, Estimate and Fabricate all with Benchmark Software and Benchmark CAD. Benchmark is the collaborative BIM solution that takes your projects from conception to completion. Benchmark offers a CAD alternative to those without an AutoCAD subscription with Benchmark CAD, a software that offers the full 2D and 3D design experience that you expect from an industry standard CAD program and works seamlessly with Benchmark's existing AutoCAD plug-ins. Using Benchmark CAD or AutoCAD, Benchmark Draft’s AutoCAD integration offers a wide feature set that benefits everyone in your workplace; from estimating in the office to commissioning in the field. begin every design and estimate using built-in SMACNA construction standards. Speed up the design process by tracing PDFs using Benchmark's Routed Systems with a powerful and customizable parts library that gives you the right part with the right connections.Starting Price: $140 per month -
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uPlan
uPlan
Reduce your consultation and planning time drastically with uPlan. Receive auto-generated documentation of your projects, including electrical cabinet layout, wiring diagram and bill of materials. Share the projects with your client and give personalized quote for the different solutions you can offer.Starting Price: First project is free -
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Sera
Sera
Many HVAC, plumbing, electrical and other home service businesses leave money on the table from incorrect pricing and inefficiencies. Effortlessly identify pricing and efficiency gaps in your business, adding more money to your bottom line. Field service management software that ensures the jobs field service businesses complete are profitable. Sera is laser-focused on ensuring you beat the industry average of 8% profit with live job time efficiency tracking. Clients have shown an average of a 52% revenue increase compared to their previous FSM solution within the first six months of usage. Generate bigger tickets, dispatch more efficiently, automate service agreements, customer history, and more. Keep your plumbing jobs on track, your customers informed, and give your crew the job details they need, on demand. Schedule jobs efficiently, optimize routes, and send quotes and invoices by text with our electrical software. -
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PataBid
PataBid
PataBid Quantify is a powerful mechanical/electrical estimating software used to help contractors find, bid and win more work. Contractors can search for public tenders, and also build estimates accurately and swiftly through the use of automated quantity takeoff, pricing/labour features, quick item pads, PDF extraction, labour notes, blueprinting, pre built assemblies and more. Contractors can even do manual drafting for design/build work and change orders. PataBid's items database (35,000+items) and cloud based design make Quantify an out of the box estimating software for small contractors. Finally, a software platform designed to help you grow your business and bid electrical work reliably. Designed with the small contractor in mind, Quantify is an affordable, value-packed estimating software for electrical contractors and mechanical contractors. Make your jobs more predictable and profitable. Quantify a winning bid today!Starting Price: $1,200 USD/year -
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RIB Candy
RIB Software
RIB Candy is the leading construction management software suite, designed for the estimation and control of built environment projects. Unique and powerful, Candy has been developed to the industry’s requirement - from take-off to pricing and planning a project, controlling at site level through to the final certificate. Features include project Estimating, Quantity Take-off (QTO), Planning, Forecasting, Cash Flow, Valuations, Subcontract Management and Cost & Allowable.Starting Price: $200 -
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FastWRAP
FastEST, Inc.
FastWRAP is ideal for the mechanical insulation contractor and provides insulation support for mechanical, industrial piping, plumbing, equipment, HVAC piping, HVAC duct, industrial duct and fire-stopping. FastWRAP is an advanced estimating software for commercial & industrial mechanical insulation contractors. FastWRAP estimating software is fully equipped with a complete database and customizable specs for the digital takeoff of mechanical insulation and jacketing for plumbing, piping & HVAC ductwork. FastEST provides online training, customer support, database updates, and program upgrades. FastWRAP is built on our common award-winning estimating platform and includes the same powerful features of FastPIPE and FastDUCT. And best of all... FastWRAP is backed by our unconditional 60-day money-back guarantee. You have nothing to lose and a lot of new mechanical insulation work to gain!Starting Price: $225/month/lease -
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Eworks Manager
Eworks Manager
The Eworks Manager Job Management System allows you to control, manage and track all information relating to your staff, jobs, estimates and quotes, invoices, customers and so much more. With Eworks Manager’s Job Management System, you can have total control over your business. Our system is designed to help you manage and track all aspects of your business, from your employees to your jobs and so much more. If your company lies within the technical field and operates with mobile workers, our field service management, vehicle tracking and GPS planning will work perfectly for you. Each interaction is tracked and provides reportable information to evaluate sales performance. Leads can easily be converted to an estimate or sales appointment. Automate marketing email communications to your customer base without the need for a separate system and eliminate redundant data processing.Starting Price: $115 per month -
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iTrust PRO
iTrust PRO
We help you to take control of the daily tasks of managing your business, while helping to grow your online presence so you can stop paying for leads and start generating them on your own. Send electronic invoices and estimates from your smartphone app with your logo. Reduce time spent with reusable line items then convert leads to clients with quotes that can be accepted online. Get online with a mobile-friendly, search optimized web page. Keep your presence up to date automatically with job broadcasts, customer reviews, verified qualifications and more. Use the iTrust PRO app to schedule appointments with customers, send estimates and invoices, get paid electronically and so much more!Starting Price: $14.99 per month -
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Archdesk
EMS Operations
Archdesk is an all-in-one software built specifically for the construction industry. Archdesk covers the workflow from A-Z, from initial client inquiry, through estimation, contracts, project management, budgeting, scheduling, labour management, asset management, costings, reporting, team collaboration till the last invoice is issued. All this in a modern and beautiful workflow accessible from any device.Starting Price: £449 per month -
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IndusTrack
IndusTrack
Unlock your business potential with our All-in-One Software Solution! Engineered specifically for commercial and residential contractors. Our platform handles estimates, jobs, invoicing, payments, purchase orders, inventory, and reports, all designed to simplify workflows and increase productivity. Connect with us and learn how we bring your office staff and field techs together—seamlessly!Starting Price: $15 -
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EasyQuote HVAC
Derden
Whether your company is commercial or residential, EasyQuote HVAC can save your business time & money with affordable & easy to use software. Our estimation software was specifically designed to be easy & affordable for small businesses while also having the quality features that are functional for all business sizes. EasyQuote Software is not like other HVAC software. It requires no expensive training or classes, no contracts, every purchase includes 1 year tech support, and tech support updates are affordable. Proposals have never been this easy. With EasyQuote HVAC you select your equipment quickly from pop up menus. It's so fast you will be able to give your customer several options and close the sale right in their living room. Generate Job files and proposals in seconds. EasyQuote allows multiple variations of quote for good, better, and best presentations or even a gas versus heatpump comparison.Starting Price: $595 one-time payment -
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Methvin
Methvin
Methvin is a Collaborative Portal for Clients and Contractors. Shift from the adversary approach of managing clients to one of open communications. This will foster and improve relationships and outcomes for both parties. The shared goals will establish the basis for a motivated team and encourage individual contribution to the end goal of delivering your project on-budget and on-time. Methvin Agile is a project management tool that enables you to visually organize your project in a way better and easier than other expensive software packages. Methvin Agile will provide you with a place to deposit and use critical drawings and documents. Relax knowing that once loaded, these cannot be deleted; but can be retired and replaced with a new version. Further to this, Agile will facilitate the management of incidents on site through to closure including: Management System Estimating Software Gantt Scheduler Takeoff tool Contract documentation Drawing register Client RFIsStarting Price: Free for single users -
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Shark Byte Sales and Estimating CRM
SharkByte
Shark Byte was an idea dreamed up by the creators of Perfectware, industry consultants, and other service contractors. A group that has over 50 years of experience in the Mechanical Service Industry working in sales and management positions. We identified a need to create an integrated sales tool designed specifically for the Mechanical Service Contractor. As we talked with contractors it became clear there is not a solution that meets all the needs. The available options include single disconnected tools, add-ons to service management software, or customizing other commercial CRM packages. So, we designed a solution that encompasses a customer and sales tracking CRM, mobile surveying tool, contract and project estimating, and electronic proposal generation. Throughout the design and programming process, we surveyed contractors to validate Shark Byte methodology and tools and, to create the best Sales Relationship Manager for the industry. -
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Contractor WorkZone
Trimble
Run your back office from your front seat. Manage your business on site, take the work out of paperwork and get jobs done sooner. Save time and money with our construction management app tool. We take standard construction document processes and digitize them for easier access and organization. Items such as quotes and estimates, purchase orders, site diaries, daily reports, change orders, invoices and more are all now easily attached and accessible from one project link. Download and use completely free at our solo level as long as you want, with unlimited projects and documents for one device. If you’re ready to upgrade for additional features, try any of the paid subscription levels free for 2 weeks. If you're nervous about trying new technology or worry about introducing a new process we've got you covered. Try Contractor WorkZone - A simple, customizable project management and construction app to manage your small business from your phone, tablet or computer.Starting Price: $0 -
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SnapSuite
SnapSuite
All-in-one field service management software. Automate & grow your business. Improve customer service, manage projects, close deals faster and view real-time progress of your business’s day to day activities. Dispatch jobs directly to field workers and technicians through our mobile app or via text message and get real-time status updates. Generate Microsoft Word quotes from your existing templates in one click. Automatically attach and send related brochures with quotes. Convert quotes to Work Orders with one click. Automatically update Work Order status based on configured rules and field workers updates. Monitor inventory levels in multiple locations and automatically generate purchase orders when the stock is low. Find any document, quote, purchase order or invoice by item number, status, job type, technician or by company and see all related documents, notes and job history all in one place. No more duplicating orders and invoices.Starting Price: $350 per month -
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FARO Sphere XG
FARO Technologies, Inc.
FARO Sphere XG is a cloud-based digital reality platform that provides its users a centralized, collaborative experience across the company’s reality capture and 3D modeling applications. When paired with the Stream mobile app, Sphere XG enables faster 3D data capture, processing and project management from anywhere in the world. Sphere XG systematizes every activity while remaining intuitive to navigate, allowing users the ability to better organize their 3D scans and 360° photos alongside 3D models and manage that data across diverse teams around the world. With Sphere XG, 3D point clouds and 360° photo documentation can be viewed and shared all in one place, aligned to a floorplan and viewable over time. Ideal for 4D construction progress management where the ability to compare elements over time is critical, project managers and VDC managers can better democratize data and eliminate the need to use two platforms for their reality capture needs. -
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AccuQuote Direct
AccuQuote
AccuQuote was created specifically for HVAC manufacturers’ representatives to make the process of creating professional and accurate quotes easy. Your team will be able to spend more time with clients selling and less time sitting behind a computer writing quotes. If your business is currently relying on spreadsheets to produce quotes, you are likely working with flawed information. According to a study conducted by the International Conference on System Sciences, 76% of spreadsheets contain errors. AccuQuote automatically calculates price, margin, markup and freight cost. Leave behind the errors that come with using spreadsheets and whiteboards. Your entire sales team will have access to a company-wide database of templates creating consistency and streamlining your quote creation and management process. Update specs, cost and markup in one centralized template, and everyone on your sales team will be quoting with that updated information instantly.Starting Price: $50 per month -
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Airship
Airship
Make compelling proposals in minutes, including government incentives, with easy AHRI matching, and powerful manager dashboards. No more fumbling with complicated selling tools. Focus on the customer while Airship’s software does the dirty work. Airship automatically matches eligible products with incentives. Airship’s learning software helps you build high-conversion proposals. Present multiple system replacement options based on client budgets with accurate pricing and minimal effort. Build a home service sales process that is structured and repeatable. Hitting a number requires skill, and it also requires data. Airship makes it easy to create a best-practice selling culture. Close training gaps with real-time insights into who is selling what. Not all opportunities are created equal. Airship predicts the value of each call so you can forecast with accuracy. Airship is fully customizable. Sell the way you want, not the way your software is built. -
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Powered Now
Powered Now
Powered Now is the UK's #1 Business Management Software for trade businesses. Invoice and quote from anywhere, produce forms & certificates, record your supplier expenses, schedule your diary, track & chat with your team and send fully customisable documents such as job sheets, quotes & invoices. All data is backed up and syncs between your devices (iOS, Android, Mac & PC). Also works offline. Trade businesses come in lots of different shapes and sizes, we know there is a big difference between a one-man band electrician, a team of heating engineers or a building company. For 8 years at Powered Now, we've tried hard to make all of your paperwork as easy as possible to create and handle. We help you stay on top of your business, with everything in one place and great communication between the office, your field workforce and your customers. More Profit, Less Effort - Go Digital with Powered Now.Starting Price: £15 -
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The New Flat Rate
The New Flat Rate
As a Plumbing, Electrical, or HVAC contractor, what struggles and pains do you suffer as a company? Is your pricing inconsistent? Do your technicians complain about selling or upselling? Are your closing rates low? Or maybe you know you are leaving a ton of money on the table. As a result, how can you address these problems and create a more stress-free life for yourself, family, customers, and technicians? The New Flat Rate is your complete business solution. By utilizing complete menus, technicians no longer have to upsell without jeopardizing the job they are doing in the home. Their focus should be on the task at hand, not increasing your bottom line. Rather than building options in the field, The New Flat Rate does all the work for you! No more awkward cost conversations. Above all, Complete customer satisfaction! -
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The Service Manager
Shining Brow Software
Developed by Shining Brow Software, The Service Manager is an innovative platform that empowers organizations of all sizes by giving them unprecedented control over their field service and job cost related activities. Exclusively designed for organizations that install, support, service, and maintain assets, The Service Manager helps users successfully manage customer information, maintain service history, schedule and dispatch work, track costs, monitor service agreements, estimate and quote work, invoice, and more. Core features include preventative maintenance, quotations, contracts, service orders, estimates, graphical dispatch, resource scheduling, among others.Starting Price: $795.00/one-time -
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ACOWIN
Team Management Systems
ACOWIN is a state-of-the-art software package designed to manage all aspects of a Service and Project Management company. With its seamless integration with QuickBooks® as well as interfacing with other popular accounting packages and its ease of use, ACOWIN offers the best tool for running a successful operation. ACOWIN’s Schedule and Dispatch board is easy to use, extremely intuitive and should make a dispatcher’s job more pleasant. Simply click on a “card” and drag it to a technician to schedule a call. With the use of colors and symbols, you can tell exactly where a call stands in the dispatching process. Dispatchers can set up multiple boards. Service agreements can be a very profitable part of your business. With ACOWIN, managing your service agreements has just gotten easier. Each site can have an unlimited number of service agreements. The system will automatically generate invoices and inspection slips with detailed instructions at predefined intervals. -
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Pipe-Pro
Professional Estimating Systems
Pipe-Pro is our complete pipe estimating program which includes pipe and an excel recap sheet. It’s comprehensive, affordable, user-friendly and flexible. It works on 32 and 64 bit processors and on windows XP, Vista and WIN 7 operating systems. The pipe estimating portion of the program multiplies manually input quantities of pipe, valves & fittings by material prices and by labor productivity factors in hours/unit. The descriptions and material and labor factors can be input to suit your company’s requirements. The program comes with several piping types pre-installed to help you get online more quickly and can handle 500 different piping or material types with up to 996 items per pipe type. The material and labor descriptions and prices are pre-installed and the user has the ability to change material prices and the labor productivity factors to one of the national standards or factors that the user has developed for his company. -
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Ventus
Vertical Market Software
The VMS Job Costing & Estimating suite of applications is one of the most powerful and popular features in our product offerings. We can help you from start to finish. Contractors, ranging from General Contractors to large scale Mechanical Contractors, use our Job Costing system to control costs and processes throughout all aspects of the job. Whether you need accounting detail, the ability to manage change orders, track material, control labor costs, review your job position, control documents, or even review certified payroll reports, the VMS Construction Management suite will help you maximize your profits. VMS Service Management is a one source solution that combines electronic dispatching, preventative maintenance scheduling with tasking, service contract administration billing and field mobile invoicing.Starting Price: $5000