Connect Software vs. Workiz Comparison


Connect Software	Workiz	+	+
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		Related Products AI Docs Our AI Docs contract automation software empowers small and midsized businesses to efficiently create, execute, and manage their contracts and sales documents with simple rules. These organizations rely on AI Docs to help them save labor, improve quality, and increase revenue. One of the features that sets AI Docs apart from other contract management solutions is its ability to capture your unique document and business rules through traditional logic and artificial intelligence. This enables your less contract-savvy users such as salespeople to generate customer agreements fast and error-free. AI Docs also provides a frictionless native electronic signature process and easy access to your contract data in a secure cloud environment hosted at Amazon Web Services (AWS). AI Docs, Inc. is a veteran-owned company based in the Chicago area which makes every effort to be the most accommodating vendor in the contract lifecycle management (CLM), proposal, and ROI software space. 15 Ratings Visit Website Cheqroom Cheqroom is a leading-edge, purpose-built brand and enterprise asset management platform that offers intuitive and scalable solutions for organizations to track, manage, and optimize their assets. We empower thousands of organizations—from universities and government agencies to Fortune 100 companies—to keep work in motion through the streamlined management of over $5 billion in high-value, mission-critical assets. Driven by a commitment to innovation and customer satisfaction, Cheqroom is designed to seamlessly support each team’s unique workflow, ensuring they have the right assets at the right time and place. Our platform enables teams to transform from reactive asset management to strategic asset utilization. 169 Ratings Visit Website MaintainX MaintainX is the world-leading mobile-first workflow management platform for industrial and frontline workers. We are a modern IoT-enabled cloud-based tool for maintenance, safety, and operations on equipment and facilities. MaintainX helps businesses track reactive and preventive maintenance, and control daily operations, such as safety inspections, quality inspections, and operating checklists—all with a digital audit trail. Here's what we digitize and take away from the clipboard: - Safety Procedures - Environmental Checklists - Tooling & Gauge Reporting - Maintenance Procedures - Auditing/Inspection Workflows - Training Checklists We allow plant managers to become more efficient operators by delivering real-time business insights from the field. MaintainX is designed to work with organizations of all sizes - whether you're running a small team of 2 or coordinating a massive team of thousands of folks around multiple locations. 2,261 Ratings Visit Website Quickbase Deliver workflows and real-time visibility across your operations so your teams can outpace change. Extend and connect data, processes, and workflows to drive deeper insight and automation across complex processes and disparate systems. Adapt your operations faster to respond to opportunities and risks. Tailor workflows to support the unique, ever-changing ways your people work. Create new workflows to respond to emerging challenges and support new ways of working in days, not weeks. Create, connect, govern  and continually improve  an ecosystem of  custom digital solutions on a secure platform for your most critical data and processes. Transform the way your data is used and safely empower your people to deliver real-time insights from one unified platform. Unlock your team's potential. Get started with Quickbase today. 2,635 Ratings Visit Website BlueFolder Introducing BlueFolder – Your Ultimate Service Management Solution Unlock the full potential of streamlined service management with BlueFolder, the comprehensive software designed to empower your business. Whether you're a field service provider, maintenance team, or IT support organization, BlueFolder is your go-to solution for optimizing workflows, enhancing customer satisfaction, and boosting efficiency. Key Features: Intuitive Work Order Management Dispatch and Scheduling Customer Relationship Management (CRM) Mobile Accessibility Billing, Invoicing, and Payments Asset/Equipment and Contract Management Customizable Reporting Integration Capabilities Choose BlueFolder and experience the transformation of your service management operations. Elevate customer satisfaction, increase efficiency, and drive success with the power of BlueFolder at your fingertips. 120 Ratings Visit Website Expedience Software EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required. 30 Ratings Visit Website ManageEngine ServiceDesk Plus Best in class online service desk software. Offer your customers world-class services with ServiceDesk Plus Cloud, the easy-to-use SaaS service desk software from ManageEngine, the IT management division of Zoho. Track and manage IT tickets efficiently, resolve issues faster, and ensure end-user satisfaction with the cloud-based IT ticketing system used by over 100,000 IT service desks worldwide. Manage the complete life cycle of IT incidents, problems, changes, and projects with out of the box ITIL workflows. Create support SLAs, define escalation levels, and ensure compliance. Automate ticket dispatch, categorization, classification, and assignment based on predefined business rules, and set up notifications and alerts for timely ticket resolution. Reduce walk ins and unnecessary tickets by giving your users more control. Enable end users to access IT services through your service catalog in the self-service portal. Help users create and track tickets and search for solutions. 1,660 Ratings Visit Website Freshservice If you're looking for an IT service desk solution that's actually simple, turn to Freshservice. A plug-and-play ITIL service desk by Freshworks, Freshservice helps businesses modernize IT and other business functions--without the cost and complexity. Freshservice offers everything teams need for proactive IT service management, including ticketing and asset management, configuration management and enhanced impact analysis, robust incident management functionalities, and more. 1,923 Ratings Visit Website Square 9 Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management. 399 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. 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About Designed for the Commercial HVAC Service industry, Connect Software has proven to help grow service contractors by an average of 20% each year. Connect provides comprehensive asset/equipment management, customer management, pricing for multiple types of service agreements, project agreements and "Quick Quotes". Connect also produces 28 custom, professionally branded documents, a robust CRM and full field and contract management capabilities. Never lose a proposal or lead. Connect Sales provides transparency to all opportunities ever created, creating an ever-growing "warm lead" list. Control what is put in front of your customers, from professional presentations to updated Terms & Conditions and more. Access customer info, proposals, sales dashboards and more, from any device, anywhere with an Internet connection. Benefit from improved efficiency, communication and professionalism in one simple package.	About Finally, an FSM powered by AI and smart automations that work for you. Workiz simplifies operations, strengthens customer relationships, and drives business growth. As the leading field service management platform built with service pros in mind, Workiz offers the Genius Suite: a powerful set of tools including Jessica AI Dispatcher (Genius Answering), cloud-based invoicing, scheduling, SMS messaging, CRM, and work orders. Everything you need to stay organized, win more jobs, and build a service business that runs itself — with technology that feels like a helping hand, not a replacement. #FieldService #FSM #HomeServiceBusiness #ServicePros #Contractors #SmallBusinessGrowth #HVAC #Plumbing #Locksmith #ApplianceRepair #Electricians #JunkRemoval #Workiz #BusinessAutomation #SmartScheduling
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Commercial HVAC service contractors looking for a management solution to increase sales and customer retention	Audience Field Service Professionals
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $99 Free Version Free Trial	Pricing $187/month Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 2.0 / 5 ease 2.5 / 5 features 2.2 / 5 design 2.2 / 5 support 2.2 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Connect Software Founded: 2016 United States www.connectsoftware.com	Company Information Workiz Founded: 2015 United States workiz.com
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Categories Contract Management Equipment Management	Categories Appliance Repair Carpet Cleaning Electrical Contractor Equipment Maintenance Equipment Management Field Service Management Garage Door Handyman Home Services HVAC Janitorial Limo Locksmith Plumbing Service Dispatch Snow Removal Subcontractor Tradesman Job Management
	Show More Features Carpet Cleaning Features Billing & Invoicing Customer Management Dispatch Management Equipment Tracking Mobile Access Online Booking Scheduling Work Order Management Electrical Contractor Features Billing & Invoicing Commercial / Industrial Contract Management Customer Database Electronic Signature Mobile Access Quotes / Estimates Scheduling Time Tracking Work Order Management Equipment Maintenance Features Customer Database Dispatch Management Equipment Tracking Inventory Control Job Management Maintenance Scheduling Warranty Tracking Work Order Management Field Service Management Features Billing & Invoicing Contact Database Contract Management Customer Database Dispatch Management Electronic Signature Inventory Management Mobile Access Payment Collection in the Field Quotes / Estimates Routing Scheduling Service History Tracking Time Clock Work Order Management Garage Door Features Billing & Invoicing Contract Management Customer Management Dispatch Management Equipment Tracking Inventory Management Job Costing Scheduling Warranty Tracking HVAC Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Maintenance Scheduling Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management Handyman Features Billing & Invoicing Dispatch Management Electronic Signature Inventory Management Mobile Payments Payment Processing Quotes / Estimates Time Tracking Work Order Management Janitorial Features Bid Management Billing & Invoicing Client Management Employee Scheduling Inventory Management Mobile Access Payroll Management Quality Control Surveys & Feedback Time Tracking Work Order Management Locksmith Features Billing & Invoicing CRM Dispatch Management GPS Tracking Inventory Management Mobile Access Payment Processing Scheduling Work Order Management Plumbing Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management Service Dispatch Features Billing & Invoicing Call Center Management Contract Management Customer Database Inventory Control Job Management Job Tracking Mobile Access Routing Scheduling Self Service Portal Service History Tracking Technician Management Work Order Management Tradesman Job Management Features Contract Management Customer Database Dispatch Management For Builders For Electricians For Field Service Businesses For HVAC For Plumbers For Roofers Invoicing Job Tracking Payments Quoting Reporting Scheduling Time Tracking
Integrations AnswerForce Asset Integrity Hub (AIH) Authorize.Net CompanyCam Google Calendar Mailchimp Microsoft Outlook NZ Leads QuickBooks Online QuickBooks Online Advanced RealWork Stripe Zoom Show More Integrations	Integrations AnswerForce Asset Integrity Hub (AIH) Authorize.Net CompanyCam Google Calendar Mailchimp Microsoft Outlook NZ Leads QuickBooks Online QuickBooks Online Advanced RealWork Stripe Zoom Show More Integrations View All 13 Integrations
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