![]() The floorplans can be saved and exported. Drawing of a room can start with a default rectangle or a freehand drawing, with the user then adding doors and windows to the walls. The software supports auto-scaling of the room. The app Stanley Smart Connect™ enables users to capture measurements (area, volume, and distances) and create room floorplans using the Bluetooth-enabled Stanley laser measurer or by entering data manually. Fee is per user/per month, billed annually, free 14-day trial available. Report types include client summary, internal time, invoices, expenses. ![]() The solution integrates with QuickBooks and with Box.com for storage of documents. Expense tracking features two-way image syncing, enabling the user to upload images of receipts from a desktop or a mobile device. The app comes with invoice templates that are customizable with a contractor’s own rates and flat fees. The app can, in real-time, capture start time and stop time on a phone, tablet, or desktop. The user also indicates whether the time is billable or non-billable and if overtime. hourly, flat price, or percentage markup) on the time entry screen. In entering data for a bill, the user inputs the client name (searchable), project (searchable), activity (from a pre-formatted list), and the type of billing (e.g. Company personnel can accept online payments by credit card and with PayPal and Stripe through a secure dedicated client payment portal. The solution features time tracking, expense tracking, and billing and invoicing. Other functionalities include job costing, time keeping, location tracking, instant messaging between users, commission tracking, sales closure rate, call back, coupon, and financing presentation.īILL4TIME ( 877/245-5484) web-based time tracking and billing software is suitable for small to medium sized businesses. Because phone calls are tied to each customer’s invoice, the program can report on each marketing piece’s ROI. All incoming calls can be recorded and the phone system can automatically track which advertisement the customer is calling from. They also have access to QuickBook’s balance, prior reviews, and any notes associated with the customer. In the office, customer service representatives can see who is calling and the status of the caller’s service agreements and service history, including equipment photos and recommendation history. Photos taken at the jobsite are kept with products being installed and optionally, within the maintenance history for equipment serviced.īecause phone calls are tied to each customer’s invoice, the program can report on each marketing piece’s ROI. In addition, they can track inventory, and create a PO on the fly and attach it to the job for accounting. They can also get routed to the job, let the customer know they are on the way, view and update customer and equipment history, sell service agreements, and take payment.Īfter the work is completed, the technician can send review requests to the customer. Technicians in the field can generate a custom price quote from the flat rate products, edit and present predesigned packaged options, or calculate a price using predetermined labor rate and materials margin. The rates can also be automatically updated if a technician is currently installing or doing service work. ![]() Each book can have different labor rates and materials margins applied depending on if a customer is residential or commercial. Dispatch can assign technicians with consideration of the tech’s location, sales statistics, and technical experience.Ĭontractors can upload their own flat rate books, use the flat rate books that come with Zip Solutions, or create their own within the program. In the office, the program can streamline various aspects of business operation for dispatchers, service managers, and accountants by facilitating job scheduling and dispatching (with screens showing by day, week, or monthly view), recording and reminding about equipment maintenance and service plans, reporting on important KPIs, and the sending detailed invoices to QuickBooks with a click of a button. The cloud-based dispatch and field management service software, Zip Solutions ( 636/222-2222, is designed to be easily scalable for residential and commercial contractors ranging in size from one truck operations to those with numerous trucks serving multiple locations. ![]()
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