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  • HVAC
  • Plumbing
  • Electrical
  • Carpet Cleaning
  • Garage Doors
  • Fencing
  • Roofing
  • Pest Control
  • Garage Doors
  • And Much More!
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We’ll Get You Up & Running FAST!

60% Time Saved On Reporting, Invoicing & Planning

Optimized Time Management & Scheduling To Get In Time

Easy-To-Use Crossplatform Software

Quickbooks Automatic Synchronization

Customize Online Platform To Your Field

120% Return On Investments On The First Year

Live Online & In Person Training

You need it, we got it!

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    Easy drag and drop interface

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    Color coded appointments

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    Instant data synchronization

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    Rearrange techs

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    Block time offs or vacation hours/days

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    Resizable appointments

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    See all jobs, work orders, recurring appointments, service contract appointments, installs and work orders in one place

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    Create and track your estimates

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    Good, Better, Best models

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    Individual line item options

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    Track estimate views by your client. Get instant notification when client opens your estimate

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    Attach files and documents to your estimates

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    Get electronic acceptance from your clients

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    Send your estimates by email, text, link copy and paste or PDF downloads

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    Create itemized or flat price estimates

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    Built in Gross margin options

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    Ability to add tax or other fees

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    Add consumer financing options

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    Create payment schedules

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    Track time worked by your employees

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    Ability to track GPS location of an employee while clocked in

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    Export the data to a spreadsheet

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    Clock In from any device

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    Automatic clock out options

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    Track and record the GPS location of your employees via mobile device when the employee is clocked in.

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    See an exact location of an employee

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    Route optimization from exact geo location

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    Minimize the windshield time and maximize the profit

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    Show the Clock In and Clock out location

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    See the history of trails and travel speed

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    Ability to process payments by accepting the credit cards

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    Very low processing fees

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    Mobile credit card terminals

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    Ability to send an invoice for payment

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    Automatic transaction number recording

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    Enable or disable credit card acceptance for each balance

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    Option to add tips

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    Get instant notification if the invoice had been paid

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    Orcatec AI route optimizer will suggest the best person, date and time for an appointment based on your preferred settings.

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  • ACH check processing
  • Call center
  • Negative review protection
  • Scheduling
  • Text Messaging
  • Google Maps address search
  • Route Optimization
  • Email Client
  • Profit and loss per job calculations
  • Track time spent on each appointment/job
  • Work Orders
  • Marketing and analytics
  • Cross-industry client ratings
  • Good, Better, Best options
  • Individual Line item options
  • Gross margin addons
  • Sales tax calculations
  • Shipping fee addons
  • Other fee addons
  • File attachments
  • Electronic signatures
  • Customizable headers
  • Multi industry support
  • Database of clients, properties and organizations
  • Customizable tables with export feature
  • Per user permissions control
  • Android App
  • iOs App
  • Quickbooks integration
  • Items attachments
  • Recurring appointments
  • Jobs
  • Work orders
  • Recurring Jobs
  • Service contracts (maintenance contracts)
  • Client notifications
  • Supplies order
  • Offline accessibility
  • 1-click phone call dial
  • 1-click navigation
  • Estimate templates
  • Section templates
  • Price pages
  • Live support
  • Live demos
  • Live onboarding
  • Existing Client/Property import
  • Task management (ToDo list)
  • Accounting
  • Data Export
  • Progress payments
  • Project task tracker (3 modules)
  • Project view alerts
  • Tags
  • Automatic follow-ups
  • Discounts with expirations (promotions)
  • Rebates with expirations
  • Warranty setup
  • Inventory (coming soon)
  • Equipment tracking (coming soon)
  • Information from client
  • Information for client
  • Balances
  • Color coded appointments
  • Public appointment form
  • Consumer financing
  • Instant appointment
  • Fast payment
  • Client associations
  • Vacation tracker
  • Cloud based

HVAC

Roofing

Plumbing

Electrical

Carpet Cleaning

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Get Control Under All Your Business Processes

Or Contact Our Expert +1 (858)-284-4310

Spend less time & money keeping your staff, technicians and customers on the same page

Our easy to use, drag and drop interface allows you to quickly organize all your day-to-day tasks so you can handle more clients and more business.

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Limited Free Version Access

Free Unlimited Training & Support

Free Data Migration

24/7 Customer Service

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All-In-One Tool

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In the Office - Desktop features

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    Create appointments for your clients during a phone call

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    Dispatch appointments for your field technicians

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    Distribute work for your team through our unique work planning system

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    Control the time worked by your employees

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    Fast online invoicing and payments

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In the Field - phone & tablet features

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    Easily generate proposals in the field

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    Process credit card payments with the lowest fees in the industry

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    Order equipment quickly with an integrated equipment database

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    Manage your daily schedule in minute

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    Mobile app available for iOS & Android

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