| Included users Seats included with the monthly plan. |
5 users |
10 users |
25 users |
100 users |
| CRM and contacts Companies, contacts, locations, compliance, activity, notes, and history. |
Included |
Included |
Included |
Included |
| Leads and follow-ups Lead pages, follow-up lists, the sales dashboard, lead maps, and turning a lead into an estimate. |
Included |
Included |
Included |
Included |
| Estimating and RFPs Estimates, RFPs, bidders, planrooms, quotes, addenda, RFIs, proposals, bid letters, files, and conversion to projects. |
Included |
Included |
Included |
Included |
| Project operations Project pages, teams, access, RFIs, submittals, change orders, T&M tickets, pay paperwork, daily reports, schedules, drawings, specs, closeout, files, and portals. |
Included |
Included |
Included |
Included |
| Documents and signing Templates, agreement generation, signers, countersignature, reminders, public signing, and executed packages. |
Included |
Included |
Included |
Included |
| Files My Files plus project, estimate, and lead files, with folders, previews, move and rename, and bulk zip downloads. |
Included |
Included |
Included |
Included |
| Analytics, notifications, support Dashboards, KPIs, flags, notifications, and support tickets. |
Included |
Included |
Included |
Included |
| Service module Service tickets, dispatch, technicians, sites, equipment, agreements, PM, rates, inventory, service billing, and a pay-now link in every invoice email. |
Not included |
Not included |
Included |
Included |
| Timeclock and timesheets Clock in/out, breaks, my timesheet, company timesheets, crew timesheets, approvals, rejection, reopening, bulk approval, and clock targets. |
Not included |
Not included |
Included |
Included |
| Employee HR, PTO, expenses PTO, HR library, employee files, expenses, receipts, OCR, reports, expense cards, CSV import, HR safety, and employee requests. |
Not included |
Not included |
Included |
Included |
| Manpower, assets, skills Manpower schedule, roster, assignments, conflicts, reports, assets, maintenance, skills, certifications, licenses, and overhead codes. |
Not included |
Not included |
Included |
Included |
| Visual Takeoff Measure and count on your drawings for piping, ductwork, electrical, and general construction. Quantities go straight into the estimate. |
Emerging |
Emerging |
Emerging |
Emerging |
| Accounting Workspace A/R, A/P, G/L, banking, payroll, purchasing, and job cost, being built in stages. |
In development |
In development |
In development |
In development |