Mucka
Mucka is the AI admin assistant and voice receptionist for UK gas, heating and plumbing firms. Think of it as an ops manager who already knows how your firm works.
Tell Mucka about a job by voice, WhatsApp or in the app, in your own trade language. Mucka prepares the quote, the booking, the invoice and the payment reminders. Nothing goes out until you approve it.
Built for gas and heating work: gas, oil and HVAC certificates completed on site, even without signal; gas rate, ventilation, pipe sizing and heat loss calculators; job sheets signed at the door and issued as a PDF.
Customers can accept and e-sign quotes online and pay on site. The voice receptionist answers calls under your business name, so you don't miss work while you're on a job.
Teams get job assignment, a shared calendar and live job tracking. Mucka syncs with Xero, QuickBooks, Sage and FreeAgent, and runs on iPhone and Android. Free plan available, plus a 14-day free trial on paid plans.
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DocSales
4.7 out of 5 stars
(11 Ratings)
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
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Own Your Tools
Own Your Tools is job management software for owner-operators and small trade shops: HVAC, plumbing, electrical, landscaping, roofing, painting and general contractors running 1 to 10 people. Most software in this space bills you every month, forever, and the bill climbs every time you hire. We do it the other way. Pay once and own it, or pay it off over 12 months. Ten seats on one license, no per-user fees. After year one, an annual platform fee covers hosting and updates, capped at $99 a year.
It runs the money path: lead, proposal, job, invoice, paid. Scheduling, job map routing, proposals, invoicing, customer portal, inventory, job-site forms, expenses, GPS mileage, reports and team chat. Customers pay by card straight into your own Stripe account. We don't take a cut. Works offline once a device has signed in and synced. Export everything any time in one click.
Free 30-day trial, no card. 60-day money-back guarantee.
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BuildOps
4.9 out of 5 stars
(64 Ratings)
Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry?
Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports.
- All your metrics can be reported from one place
- Monitor field tech success, identify trends, and make data-backed decisions
- Attach photos, videos and PDFs easily to invoices and quotes.
- From service to projects and everything in between
Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop".
BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
Learn more about BuildOps