INDUSTRACK VS. SERVICETRADE
Lower Prices, Residential Jobs, Free Migration
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Complete workflows and features for BOTH commercial and residential jobs
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Free onboarding and free data migration
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Included lifetime technical support by phone, email & text
Features |
IndusTrack |
ServiceTrade® |
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Per user license
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$95.00
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$159 (estimated)
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Onboarding fees
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FREE
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$5,000 (estimated)
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Data migration fees
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FREE
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$5,000 (estimated)
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Total cost of ownership, 10 seats, 3 years
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$34,200
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$67,240
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Vehicle Management |
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In-vehicle hardwired GPS tracking
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✔
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Requires third party add-on |
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Alerts (speeding, braking, acceleration, geofencing, idle time, ignition on)
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✔
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Requires third party add-on |
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Maintenance tracking: get alerts for oil change, tire rotation and other preventive maintenance
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✔
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Requires third party add-on |
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Maintenance logging: record all preventive and non-preventive maintenance
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✔
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Requires third party add-on |
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Mileage: track mileage in state and out of state, and run IFTA reports
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✔
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Requires third party add-on |
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Engine hours: track engine hours for all assets and equipment
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✔
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Requires third party add-on |
Inventory Management |
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Track inventory parts & non-inventory items; track the life of a part from warehouse to tech to customer installation to invoice.
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✔
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Generate bar codes, QR codes using bin and aisle numbers for your warehouses
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✔
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X |
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Track equipment and warranty by serial number, QR code, or bar code
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✔
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Track inventory by warehouse and by truck
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✔
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CRM |
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All your customer information in one place, organized by tabs for estimates, invoices, service locations, notes, service contracts and more
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✔
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Scheduling / Dispatching |
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Create schedules, add tasks, add parts, and manage resource availability. Dispatch jobs and equipment to techs, and see availability.
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✔
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Create multiple calendars and assign to users
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✔
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Capacity planning: see how much total time you have available per day, per week, per month
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✔
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X |
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Job queues: see at a glance jobs on hold, jobs completed, jobs in progress
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✔
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Mobile App |
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Techs can do time tracking, add jobs, estimates, invoice, receive payments, and view job history, equipment history, complete forms, capture signatures.
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✔
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Customer Experience |
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| Create an online portal for each customer with unique login ID and password |
✔
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Send customers notifications for jobs scheduled, techs en route, jobs completed
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✔
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X |
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Send the tech’s information and photo to customer prior to a job
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✔
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Estimates / Quotes |
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Create estimates using flat rate price books OR inventory and convert to jobs
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✔
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X
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Create custom branded proposals from configurable templates with terms and conditions, signature field
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✔
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Send proposals directly to customers online and get signature approvals
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✔
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Create estimates in the field and convert to jobs with a click
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✔
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Invoicing |
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Create invoices in field or office from jobs, estimates, or from scratch
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✔
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Send auto reminders for overdue invoices and automatically add late fees
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✔ | |
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Add discounts for customers based on negotiated pricing
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✔ | |
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Add pictures and forms from jobs as attachments
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✔ | X |
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Configure all job notes to be added to invoices automatically
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✔ | |
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Take payments in the field or in the office with integrated payment processing
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✔ | |
Service Contracts |
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Generate profitable service contract estimates that will include equipment items, services for all equipment, duration of contract
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✔
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Send service contracts electronically to customers and get online signature approval
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✔
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Convert service contracts and automatically generate list of jobs based on the contract
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✔
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Keep track of all jobs performed for a given contract using Reports
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✔
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Run reports based on each equipment’s work history
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✔
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Memberships |
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Generate customized memberships for residential customers
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✔
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X |
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Create templated memberships forms for techs to sell on the spot
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✔
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X |
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Auto-generate list of upcoming services for a given membership type
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✔
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X |
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Track all services performed per membership, per type of membership
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✔
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X |
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Run reports to measure profitability
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✔
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X |
Custom Forms |
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Create unlimited forms and checklists using our drag and drop tool; select from 30+ different options to build any type of form including pictures, signature forms, multiple columns
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✔
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Set up form triggers for techs; remind them to complete forms at job start or completion
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✔
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Attach forms to jobs or fill them out independently
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✔
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Time Tracking |
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Track shifts, job time, travel time, breaks, for each technician
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✔
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Automatically create time sheets for techs as they start and end jobs
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✔
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Supervisors can clock in and clock out crew members on jobs
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✔
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X |
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Allow techs to view their time sheets and supervisors to approve time sheets
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✔
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X |
Reminders and Notifications |
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Comprehensive set of reminders and notifications to keep your office team informed
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✔
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Assign reminders to each office user
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✔
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Set up reminders for jobs on hold, low inventory, driver license renewals, medical card renewals, service contract scheduling and expiration
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✔
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Reporting |
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Basic reporting
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✔
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Customer reports
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✔
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Resource capacity planning
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✔
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X |
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Key Performance Indicators
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✔
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X |
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Costing/ Expense
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✔
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Integration |
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Full data migration capability from any competitor software
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✔ | |
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Pre-integrated with QuickBooks desktop and online, and Stripe
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✔
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Import customers and inventory from any of your vendors and/or Excel/CSV files
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✔
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Import job history, invoice history, and estimate history or any other historical data from a different software
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✔
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