- Solutions
- Back Office
- Proposals & Estimation Software
Make your proposals look professional.
- Create service, installation, or new construction estimates and view the profit margins instantly.
- Choose from the existing proposal templates or build your own, including terms, signature sections, about us, notes, etc.
- Email professional quotes including a PDF, and a link to view all the estimate details digitally.
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Get online quote approval ASAP.
- Get one-click approvals on estimates from your customers with digital signatures.
- Get onsite customer approvals on estimates while working in the field.
- View the status of each estimate as viewed, opened, and won.
Convert estimates to jobs with a click.
- Save time by automatically copying estimate details to create jobs and simplify your workflows with easy conversions.
- Add notes or any other additional information, and dispatch the job to the tech instantly, or save it to dispatch later.
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Win up to 50% more jobs!
Price your services with premium-looking estimates to bring more customers into your commercial service business.
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Increase tech productivity with the Mobile App.
- Keep your field team informed with detailed notes for each job, parts, and custom forms.
- Techs can add notes, take pictures, attach forms, and update job statuses right from the mobile app. They can work both in online and offline modes.
- Easily access job and equipment history using the mobile app.
Electronically capture details for invoices.
- Automatically add/transfer all parts, notes, and labor hours to the invoice from the job and avoid underbilling.
- Update missing details on the invoices before sending them to your customer.
- Attach forms and pictures from the job to the invoice with one click.
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Instantly sync your invoices to QuickBooks.
- Send the approved invoices to your customers via email, with an option to attach pictures and forms to the invoices.
- Sync all invoices to QuickBooks and collect payments, either in IndusTrack or QuickBooks.
- Efficiently handle multi-location billing for the same customer, and reduce A/R with automated reminders.
See all the numbers that matter.
- Get a snapshot of your business profits by comparing actual vs. estimated.
- Breakdown profitability for labor, parts & equipment.
- Know your top-performing techs, highest revenue-earning jobs, and most valuable customers.
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What you need is EXACTLY what we offer!
Line Item Discounts +
For every line in the estimate, add line item discounts and see how it affects profitability.
Multiline Description +
For each line item in the estimate, you can add multiple lines description.
Instant Profitability Calculations +
Instantly view how much money you're making on the estimates before sending it to the customer.
Pick from Multiple Templates +
Create multi-page estimates or choose from a variety of pre-existing templates for your estimates.
Hide Line Item Price +
Hide each line item price and choose only to show the total price for the estimate.
Custom Tags +
Create custom tags for the customers and they'll appear automatically when creating an estimate.
Less Hassle, More Profit.
Are you ready to get a 10:1 return on investment?