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Service Contractor Resources   Page 2                                                  Click here for Page 1

Home service contractors require efficient software solutions for project management, CRM, accounting, and estimating to their operations. With the right tools, they can effectively their projects, enhance customer relationships, and maintain accurate financial records. Investing in comprehensive software is crucial for growth and success in today's competitive market. Optimize your workflow watch your business thrive!​

                                   

Helping tradespeople build better businesses

 

Tradify is an all-in-one job management software for tradespeople that handles the entire job lifecycle, from capturing customer inquiries to invoicing and payment. It works by digitizing and automating tasks like quoting, scheduling, job tracking, and timesheets, which can then be synchronized with accounting software such as Xero or QuickBooks. Users can manage jobs on a dashboard, create professional quotes with templates, and track job progress in real-time using the mobile and web apps.

  • Electricians

  • Plumbers

  • Gas Engineers

  • HVAC & Refrigeration Techs

  • Property Maintenance Services

 

How Tradify Works:

  •  Capture inquiries: Tradify captures work requests from various sources, including a website's embedded form, email, or manual entry from phone calls. These inquiries can be converted into quotes, jobs, or invoices. 

  • Create quotes:  Businesses can quickly create professional quotes using customizable templates and price lists. Automated email or SMS follow-ups can be sent to the customer. 

 

  • Schedule jobs:  A visual scheduler helps in booking staff and subcontractors for jobs. The software shows active jobs and staff locations in real-time.

 

  • Track job progress:  A central job card holds all job-related information, including notes, photos, and documents. Real-time job tracking keeps the business up-to-date on project status. 

 

  • Manage Timesheets:  Staff can log their time directly through the app, which can be automatically synced to the job. 

 

  • Invoice and get paid:  Users can create and send invoices directly from job cards. The software can be integrated with accounting systems like Xero or QuickBooks to sync invoices, bills, and payments, which eliminates double data entry and helps with cash flow visibility. 

 

  • Automate follow-ups:  Unpaid invoices can be set up to automatically follow up with customers, improving on-time payments. 

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  • Access on the go:  Mobile apps for iOS and Android allow staff to access job details, update timesheets, and manage jobs from their phones.

 

 

 

                                                       

 

Hatch AI for Service Contractors

Streamline, satisfy customers, and drive revenue with AI-powered communication for remodeling, windows & doors, roofing, and more.

 

Your AI agent texts, calls, and emails customers alongside you in an active workspace so you can monitor, take over at any time, and deliver a seamless customer experience.

 

Drive revenue through better customer experiences

 

  • Outreach and follow up

  • Lead qualification

  • Appointment booking

  • Admin work

Losing Leads After Hours?

Being unavailable or providing a poor experience are the biggest conversion killers.

 

Count on your AI for:

  • Immediate responses

  • Consistency and accuracy

  • Personalized attention

  • 24/7 availability

 

                                           

100% FREE Construction Time Tracking Software

 Jibble The ultimate time tracking software for construction industries. FREE forever for unlimited users.

 

Construction time tracking software is a tool or system that allows construction project managers to seamlessly track worked hours of their staff and calculate billable hours & overtime for payroll processing or client billing.

 

Jibble does have optional upgrades, which many larger construction companies are likely to want, but for most smaller construction companies, the free version is more than enough

 

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CRM for Construction and Contractors

 

Capsule CRM helps construction companies by managing client relationships, tracking project progress, and streamlining communication through its features like contact management, sales pipeline tracking, task management, and mobile accessibility. It allows contractors to monitor projects from bid to completion, manage tasks on the go, and integrate with other business tools to improve organization and efficiency. 

 

Key functionalities

 

  • Contact and project management: Keeps all customer and project information in one place, including communication history, tasks, and project milestones.

     

  • Sales pipeline tracking: Helps monitor leads and deals from initial contact to closing, with customizable stages for construction projects.

     

  • Task and deadline management: Allows users to create, assign, and track tasks, ensuring deadlines are met and teams stay organized.

     

  • Mobile accessibility: Provides a mobile app for accessing and updating information, making calls, and managing tasks from anywhere, even offline, with automatic syncing when reconnected.

     

  • Workflow and automation: Enables the creation of step-by-step processes for projects and automates actions to streamline the sales process.

     

  • Integration capabilities: Connects with other business tools like accounting software, email, and calendars to provide a comprehensive solution.

     

  • Customization: Allows tailoring the system with custom fields and tags to fit the specific needs of a construction business. 

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SureCam - How Video & GPS Tracking Supports Construction Fleets

Managing a construction fleet means keeping drivers and equipment safe, staying on schedule, and controlling costs. SureCam’s network-connected cameras provide real-time visibility and actionable insights to help you prevent delays, protect assets, and improve job site efficiency.

Construction workers are typically not professional drivers, which increases the likelihood of minor and careless incidents involving their vehicles. Unfortunately, these incidents can lead to costly repairs and insurance deductibles.

 

With SureCam's combined GPS and dash cam solution. you can monitor your drivers' behavior and identify risky driving habits like speeding, harsh braking, and rapid acceleration. This allows you to provide your drivers with feedback on their driving performance, helping them improve their driving skills and avoid accidents altogether.

Network-connected fleet dash cams record video and track vehicles, so you can improve driver safety, avoid false claims, and create job site accountability.

Available Options:

 

  • Road-facing plus exterior, rear, or side-mounted

  • Road-facing-only option

  • Construction Fleet Tracking and Video Monitoring

  • Prevent Work-Related Injury

  • Increase Efficiency

  • Improve Operator Safety

  • Prevent Equipment Theft​​

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Field team management made simple

If your team has ever had a situation where photo proof and accountability would’ve solved the problem, you’re a perfect fit for SimpleCrew

Hold your field team members accountable for their work

The best way to manage your contracting crew is through simple systems and hands-off communication.

Teams out in the field take photos of every job site and upload them to the SimpleCrew mobile app.

This makes it so all the work they’re doing is being seen by management every step of the way.

Managers see every photo roll in that show what every team is doing out in the field.

You don’t have to make phone calls all day or drive out to every site to know work’s getting done.

Clients can pop into a project to see progress in real time.

They don’t need an account, and you never have to worry about sending emails, zip files or confusing PDF reports.

 

Owners can stop worrying about day-to-day stuff and get back to running their business.

Having an easy system running in the background makes it way easier to focus on the core business.

 

 

 

 

 

PayKickStart is an all-in-one e-commerce platform, that aims to provide a comprehensive, all-in-one solution for managing the entire e-commerce sales cycle, from the initial customer acquisition through to recurring billing and retention.

 

Key Functions and Features

 

  • Payment Processing & Checkout: PayKickStart allows businesses to accept payments via various methods, including credit cards, debit cards, Pay Pal, Apple Pay, and Google Pay. It offers customizable and mobile-optimized checkout pages, pop-ups, and embeddable forms to reduce cart abandonment and increase conversions.

 

  • Subscription & Billing Management: The platform automates recurring billing, manages different pricing models (one-time, subscription, usage-based, etc.), and handles invoicing and tax compliance (PCI DSS, EU-GDPR). It also includes dunning management tools to automatically recover failed payments and reduce customer churn.

 

  • Affiliate Management: A core feature of PayKickStart is its built-in affiliate management system. It allows businesses to recruit, track, and pay commissions to their affiliate partners, including handling tax forms (W8/W9) and providing promotional materials.

 

  • Conversion Optimization: To maximize revenue, the software includes features like one-click upsells, order bumps, and coupon management. It also has tools for abandoned cart recovery through automated email sequences.

 

  • Reporting & Analytics: PayKickStart provides in-depth reports and analytics on key metrics such as sales, subscriptions, traffic, and affiliate performance, allowing for data-driven decisions.

 

  • Integrations: It integrates with many popular third-party tools for email marketing, CRM, membership platforms (like Kajabi and LearnDash), and fulfillment services, often through native connections or Zapier. 

 

 

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Pool Builders and Fence Contractors

All-in-one business management software built specifically for pool builders and fence contractors

 

Software provides CRM, Estimating, Project Management, and Accounting all in one platform so you don’t have to juggle multiple software to run your pool or fence business.

Unlike generic software, it’s fully customizable to match the way your business actually works.

Note:

If interested in this software, please fill out the form below (listing your company's name and phone number)

and we will be in contact with you ASAP.

 

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​Contractor Financing for Field & Home Services

Introducing a flexible solution for service businesses looking to offer customers a convenient monthly payment option for large purchases. With no pre-payment penalties, origination fees, or compounding, your clients can enjoy a stress-free experience. Eligibility can be obtained in less than a minute without impacting their credit score.

 

Empower your customers to make their purchases easier today!

  • Financing from $500 - $25,000 

  • APRs from 0% to 35.9%

  • Terms from 3 to 60 months

Please fill out the form below (listing your company's name and phone number) and we will be in contact with you ASAP.

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Click Here for Service Contractor Financing for Contractors   

We’ve dedicated a team to work directly with HVAC, plumbing and electrical contractors like you. Whether you need succession financing, want to refinance a seller note, require working capital or are ready to build your own facility, we can help.

Please fill out the form below (listing your company's name and phone number) and we will be in contact with you ASAP.

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