Alternatives to uPlan
Compare uPlan alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to uPlan in 2025. Compare features, ratings, user reviews, pricing, and more from uPlan competitors and alternatives in order to make an informed decision for your business.
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Bidtracer
Bidtracer
Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time. -
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WERX
Werx App Construction Software
30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX! -
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STACK
Stack Construction Technologies
Integrated takeoff and estimating software designed for any project and any trade. If you want to add hours back to your day, eliminate costly estimating mistakes and say goodbye to paper plans, you’ve come to the right place. STACK powers a more collaborative, efficient takeoff and estimating process so you can focus on what’s most important – your bottom line. Create a free account today! -
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ThermoGrid
ECI ThermoGrid
ThermoGrid is a specialized contractor management software tool for managing field service operations, designed to meet the unique needs of HVAC-R, plumbing, and electrical companies. With ThermoGrid, you can streamline your workflow and boost your bottom line with powerful features like mobile offline app, scheduling, dispatching, client history tracking, inventory management, service agreements, load calculation, marketing tools, payroll management, invoicing, and estimates. ThermoGrid gives you the power to reach new heights of efficiency, accuracy, and profitability. Don't miss out on the opportunity to transform your business. Try it FREE or contact us today to request a demo!Starting Price: $60 -
5
IntelliBid
Conest Software Systems
Experience the future of electrical estimating with Conest IntelliBid - the ultimate software in its league. Crafted with electrical, low-voltage, and datacom contractors in mind, IntelliBid is your ticket to landing more contracts and boosting your bottom line. Get fast, pinpoint-accurate estimates with the industry's most robust database of materials and assemblies. Plus, with real-time labor calculations and material pricing, your bids are always competitive. Pair that with Conest SureCount, and you're unstoppable. Seamlessly transfer digital takeoff data into IntelliBid. Auto-count symbols and cut down manual counting time by a staggering 80%. Effortlessly sketch pathways, branch and feeder runs in vibrant hues with just a click. Dive into this duo and supercharge your productivity! -
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BuildOps
BuildOps
Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry? Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports. - All your metrics can be reported from one place - Monitor field tech success, identify trends, and make data-backed decisions - Attach photos, videos and PDFs easily to invoices and quotes. - From service to projects and everything in between Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop". BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office. -
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Jobber
Jobber Software
Jobber is designed to save field and home service providers at least six work-hours per week. Jobber's tools include Dispatching, GPS tracking, Estimates, Invoices & Quote Tracking, Scheduling, and Payment Processing. Jobber focuses on making small businesses more successful by assisting with tools to manage their operations from anywhere with their easy-to-use mobile cloud-based software.Starting Price: $9 per month -
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ServiceTitan
ServiceTitan
Grow your home service business with ServiceTitan, the leading all-in-one software for residential HVAC, plumbing, electrical, and other home service businesses. ServiceTitan enables businesses to generate more leads and close more sales by offering a full range of tools in one platform. This includes call booking, customer experience, dispatching, marketing, and integrated financing. -
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Orcatec
Orcatec
Leading software for service industry, e.g. HVAC, Electrical, Plumbing, General Contracting, Carpet Cleaning, Gates, Fences, Windows, Hair and Beauty Salons. All MUST HAVE features gathered in one place to run successful business. Create and dispatch appointments. Distribute work for your team through unique system of work planning. Time Cards. Protect yourself from negative reviews with a special service. GPS tracking of employees. Route optimization. Very low credit card processing fees! Your business is unique therefore, Orcatec enables you to tailor the software to exactly how you want it to maximize the profitability. We offer live onboarding and training for you and your team. Custom software development for your business to be able to solve specific challenges that prevent you from being the best at what you do.Starting Price: Free -
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Esticom
Esticom, A Procore Company
Easy to use cloud-based takeoff and estimating application purpose-built for general and specialty contractors. Our powerful, easy-to-use web-based application is affordable and purpose-built for general and specialty contractors including takeoff, estimating, and quoting out of the box. Up and running in minutes, your entire team can bid and win construction projects today, 3x faster than before. Check out our free 14-day evaluation. No credit card required.Starting Price: $139/month/user -
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Leap
Leap
With Leap CRM and Leap SalesPro, our two signature software products, you can supercharge your organization with a digital process that reflects how your home improvement business sells and works. Leap helps you efficiently manage every lead, schedule every appointment, and create error-free estimates. You can also get accurate measurements, order materials, schedule your production, manage subcontractors and complete each job on schedule. When it’s time to complete the job, you can produce actionable reports, maintain your margins, and collect payments with simple online invoicing and payment processing. Leap also integrates with many of the industry-leading tools you already use, such as Quickbooks, CompanyCam, Angi, EagleView, and SRS Roof Hub. Plus, you can optimize your entire operations and access Leap’s industry-leading software on the go, whether you’re in the office, in the field, or at home on desktop, tablet, or mobile device.Starting Price: $79/month -
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ConWize is a cloud-based platform that helps construction companies estimate projects more accurately and win more tenders. Estimating construction projects are complex and time-consuming. Overlooked errors can result in losing tenders, or throw you off budget in the execution phase. ConWize simplifies the bidding and estimation process in the tender phase, to protect your company against crucial mistakes, so you can win more tenders, and execute them profitably. We offer: ALL-IN-ONE BIDDING AND ESTIMATING PLATFORM FOR TENDER DEPARTMENTS: Tenders pipeline management, subcontractors bidding automation, advanced estimating tools, indirect costs and profit loading tools, Tender KPI analytics, and more. ESTIMATE PROJECTS AND MANAGE EXECUTION IN ONE PLATFORM: We know that the bottom line of projects is profitability. ConWize's pre-contract management module seamlessly connects the tender and execution phases to maximize control and project monitoring.Starting Price: Free
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Service365
Service365 Inc.
Service365 is an end to end field service management platform that manages customers and quotes, jobs, purchases, and invoicing all in one place. Scope out a quote for customer approval. Build a quote worksheet. Schedule your field service teams. Simplify project and cost management. Purchase materials and link them directly to jobs. Confirm all costs from purchase orders make it to the job. Generate invoices and send customer summaries for approval. All in one platform for a nominal monthly Service365 offers a seamless way to track customer contact data, transactions, communications, opportunities, and invoices in one place. Easy to use and extremely powerful. Plan your resources and client time today, tomorrow and into the future with confidence and commitment to your client’s success. -
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Twimm
Twimm
The GMAO new generation. Twimm increases your productivity, organizes your teams and optimizes your profitability. Twimm manages your maintenance contracts easily and connects you to your technicians. Twimm supports you in maintaining your assets and monitoring your contracts. Elevator, HVAC, Fire detection, Electricity, Green spaces, Facility management, Closure / Security, Multitechnics, Cleaning Plumbing, and sanitary owner? Shopping centers, Territorial communities, Health facilities, Fitness Industries, Property Management, Trustee Universities. Focus on your maintenance activities and save unnecessary IT expenses. Twimm provides a constantly updated solution, accessible everywhere. Your CMMS in SAAS mode. Twimm is developed in saas mode for easy access , by simple connection. Its interoperability, its ability to collect data and intelligently reproduce it make it a complete and unique solution. -
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FieldPulse
FieldPulse
FieldPulse is your business hub, helping you run your mobile service or contracting business. Because you work in the office and on-the-go, FieldPulse is available on iOS, Android, and the web. Scheduling, Customer Management, Estimates/Invoicing, Digital Payments, Timesheets, GPS-location tracking, and more. FieldPulse gives you the tools to build your business by cutting down on paperwork, making your team more efficient, and building better relationships with your customers. Franchise Business Management. Customer Management Scheduling & Dispatching Estimates & Invoices Timesheets Customer Communications Booking Portals and much more... -
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GeoOp
Geo
GeoOp is job management software for small businesses working in trades and services looking to simplify their day-to-day tasks. Its a complete toolkit to help businesses save 14 hours on admin time a week, win more jobs and get paid faster. Assign jobs, create quotes and invoices, fill out timesheets and integrate directly with accounting software - GeoOp does all this and more. With GeoOp, you can replace annoying and time-consuming paper processes that are holding your business back. GeoOp is our next-generation app that allows Trade and Home/Field Service business to manage quotes, schedule jobs to staff, track job completion, send invoices and get paid faster. The GeoOP job management software helps you feel more in control by bringing all your existing manual processes online into our easy to use apps and web console. Enter client/job information once, and manage your jobs from quote to payment, saving up to 14 hours a week in admin/paperwork.Starting Price: $17 per user per month -
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NYLUS
Nylus Systems
Nylus provides an All-In One Centralized Operations Management Suit at a lower cost. We help optimize field crews by automating scheduling & dispatching, management of safety & training, e-work orders, invoicing, routing, project management, timesheet and much more. From unit scheduling for Hyrdovac trucks to chemical disposal routing, NYLUS will recommend the best and most effective system for your company from our 6 industry specific specialized dashboards. Stay connected to the main office using our mobile app and GPS devices, receive job notifications on any mobile device, use our in app messenger and communicate with field crew at any time. Capture e-signatures out in the field and send forms live to the office or to the site foreman. During implementation our clients will receive a designated account representative to manage onboarding, training and all aspects of the implementation.Starting Price: $21.00/month/user* -
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Electrical Bid Manager
Vision InfoSoft
What makes Electrical Bid Manager different? The custom takeoff modules, low learning curve, and built-in electrical database all combine elegantly with our experienced support team based in San Diego, California. Use the custom takeoff modules to build on-the-fly custom assemblies or use the pre-built assemblies to save time. The custom takeoff modules are all built to focus on specific takeoffs. For example: For wire/conduit takeoff, there are highly customized takeoff modules for Site, Feeders, Motor Hookups, Branch Circuits, and Cable. These takeoff modules are joined by dozens of others that cover Distribution, Fixtures & Devices, and other takeoff requirements. Electrical Bid Manager is a powerful electrical estimating tool geared towards electrical contractors just starting out and ramps up to power the estimating departments at $100+ million dollars/year revenue companies.Starting Price: $800.00/annual/user -
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FastEST Estimating Software
FastEST, Inc.
FastEST Mechanical Estimating Software offers a comprehensive solution for takeoff & estimating from start to finish. All programs have an extensive pricing & material catalog & on-screen takeoff. Reports & quotes are generated in seconds & all programs are easy to learn. We can have you up & running in less the 15 minutes so you can be estimating better today! FastPIPE is industry-leading plumbing & mechanical estimating software for commercial & industrial contractors. Whether you are estimating plumbing, HVAC piping, or industrial process piping, FastPIPE provides all of the takeoff & reporting tools needed to create an accurate & timely quote. FastDUCT is ready-to-go HVAC and duct estimating software that meets the needs of commercial & industrial sheet metal contractors. Features on-screen takeoff for contractors who do duct fabrication and/or HVAC installation. FastWRAP is ideal for mechanical insulation estimating . Takeoffs can be imported from FastPIPE/FastDUCT.Starting Price: $225/month -
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360e
360 Enterprises
Originally created for electrical contractors, 360e is an all-in-one quoting, scheduling, tracking and billing software that is designed by contractors, for contractors. 360e bolsters efficiency and profit while eliminating the daily operational headaches that kill profits. Powerful, flexible and easy-to-use, 360e manages everything from service calls to larger bid jobs through a single system while seamlessly connecting office and field operations. Designed for small-medium sized companies.Starting Price: 100/month -
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Projul
Projul
Everything you need in construction management software. Built by construction pros. With honest pricing. Projul is the trusted tool that companies use to do more with less. By using Projul you can: - Estimate quickly with templates - Increase your bottom line with change orders - Keep your team on track and accountable - Collaborate effortlessly with channeled communications - Access live construction industry cost data for materials and labor - Organized photos & docs - Never miss a lead with a construction-specific lead pipeline - Run your company from anywhere on desktop and mobile - Save time with scheduling by converting proposals to tasks - Slide project timelines and keep jobs on track - So much more… Maximize profit and efficiency with Projul today!Starting Price: $4,788 per year -
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Simpro
Simpro Software
Simpro is a leading operations management solution for service, maintenance and project contractors. Connect the office to the field, deliver exceptional customer service and gain invaluable insights with automated processes, streamlined workflows and in-depth business reporting. -
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Housecall Pro
Housecall Pro
Housecall Pro is a top-rated, all-in-one business solution that helps home service professionals work simpler and grow smarter. With easy-to-use digital tools for scheduling and dispatching jobs, managing payments, automating marketing efforts, and more, Housecall Pro helps Pros efficiently manage every aspect of their business all in one place. This all-in-one tool allows professionals to offer their customers something their competitors are not able to. Housecall Pro allows businesses to move away from pen & paper to digital, streamlining their workflow and operations. Best of all, it's affordable and it even assists in helping small businesses transfer and import their existing client database with ease.Starting Price: $59.00/month -
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BuilderSYS
SEnterpriSYS Limited
Sets the industry standard in plan viewing and advanced takeoff software. Our Takeoff allows construction estimators & project managers to view and takeoff PDF plans & CAD output files, calculate materials, count objects, measure straight lengths, as well as calculate simple or complex areas and volumes with amazing speed and accuracy. Can prepare detailed, bill of materials/abstract estimate, including material and labor estimates of residential and low rise commercial buildings. You can also prepare tenders, variations, cost abstract, labor/contractor's bill, generate and approve selected purchase orders. Has features such as job details, remarks, job progress, customer details, contract documents, management, document library, share documents, mail merged standard letters, progress claims updating and job cash book entries. -
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SnapSuite
SnapSuite
All-in-one field service management software. Automate & grow your business. Improve customer service, manage projects, close deals faster and view real-time progress of your business’s day to day activities. Dispatch jobs directly to field workers and technicians through our mobile app or via text message and get real-time status updates. Generate Microsoft Word quotes from your existing templates in one click. Automatically attach and send related brochures with quotes. Convert quotes to Work Orders with one click. Automatically update Work Order status based on configured rules and field workers updates. Monitor inventory levels in multiple locations and automatically generate purchase orders when the stock is low. Find any document, quote, purchase order or invoice by item number, status, job type, technician or by company and see all related documents, notes and job history all in one place. No more duplicating orders and invoices.Starting Price: $350 per month -
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Contractor WorkZone
Trimble
Run your back office from your front seat. Manage your business on site, take the work out of paperwork and get jobs done sooner. Save time and money with our construction management app tool. We take standard construction document processes and digitize them for easier access and organization. Items such as quotes and estimates, purchase orders, site diaries, daily reports, change orders, invoices and more are all now easily attached and accessible from one project link. Download and use completely free at our solo level as long as you want, with unlimited projects and documents for one device. If you’re ready to upgrade for additional features, try any of the paid subscription levels free for 2 weeks. If you're nervous about trying new technology or worry about introducing a new process we've got you covered. Try Contractor WorkZone - A simple, customizable project management and construction app to manage your small business from your phone, tablet or computer.Starting Price: $0 -
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Powered Now
Powered Now
Powered Now is the UK's #1 Business Management Software for trade businesses. Invoice and quote from anywhere, produce forms & certificates, record your supplier expenses, schedule your diary, track & chat with your team and send fully customisable documents such as job sheets, quotes & invoices. All data is backed up and syncs between your devices (iOS, Android, Mac & PC). Also works offline. Trade businesses come in lots of different shapes and sizes, we know there is a big difference between a one-man band electrician, a team of heating engineers or a building company. For 8 years at Powered Now, we've tried hard to make all of your paperwork as easy as possible to create and handle. We help you stay on top of your business, with everything in one place and great communication between the office, your field workforce and your customers. More Profit, Less Effort - Go Digital with Powered Now.Starting Price: £15 -
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The New Flat Rate
The New Flat Rate
As a Plumbing, Electrical, or HVAC contractor, what struggles and pains do you suffer as a company? Is your pricing inconsistent? Do your technicians complain about selling or upselling? Are your closing rates low? Or maybe you know you are leaving a ton of money on the table. As a result, how can you address these problems and create a more stress-free life for yourself, family, customers, and technicians? The New Flat Rate is your complete business solution. By utilizing complete menus, technicians no longer have to upsell without jeopardizing the job they are doing in the home. Their focus should be on the task at hand, not increasing your bottom line. Rather than building options in the field, The New Flat Rate does all the work for you! No more awkward cost conversations. Above all, Complete customer satisfaction! -
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Methvin
Methvin
Methvin is a Collaborative Portal for Clients and Contractors. Shift from the adversary approach of managing clients to one of open communications. This will foster and improve relationships and outcomes for both parties. The shared goals will establish the basis for a motivated team and encourage individual contribution to the end goal of delivering your project on-budget and on-time. Methvin Agile is a project management tool that enables you to visually organize your project in a way better and easier than other expensive software packages. Methvin Agile will provide you with a place to deposit and use critical drawings and documents. Relax knowing that once loaded, these cannot be deleted; but can be retired and replaced with a new version. Further to this, Agile will facilitate the management of incidents on site through to closure including: Management System Estimating Software Gantt Scheduler Takeoff tool Contract documentation Drawing register Client RFIsStarting Price: Free for single users -
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Sera
Sera
Many HVAC, plumbing, electrical and other home service businesses leave money on the table from incorrect pricing and inefficiencies. Effortlessly identify pricing and efficiency gaps in your business, adding more money to your bottom line. Field service management software that ensures the jobs field service businesses complete are profitable. Sera is laser-focused on ensuring you beat the industry average of 8% profit with live job time efficiency tracking. Clients have shown an average of a 52% revenue increase compared to their previous FSM solution within the first six months of usage. Generate bigger tickets, dispatch more efficiently, automate service agreements, customer history, and more. Keep your plumbing jobs on track, your customers informed, and give your crew the job details they need, on demand. Schedule jobs efficiently, optimize routes, and send quotes and invoices by text with our electrical software. -
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PataBid
PataBid
PataBid Quantify is a powerful mechanical/electrical estimating software used to help contractors find, bid and win more work. Contractors can search for public tenders, and also build estimates accurately and swiftly through the use of automated quantity takeoff, pricing/labour features, quick item pads, PDF extraction, labour notes, blueprinting, pre built assemblies and more. Contractors can even do manual drafting for design/build work and change orders. PataBid's items database (35,000+items) and cloud based design make Quantify an out of the box estimating software for small contractors. Finally, a software platform designed to help you grow your business and bid electrical work reliably. Designed with the small contractor in mind, Quantify is an affordable, value-packed estimating software for electrical contractors and mechanical contractors. Make your jobs more predictable and profitable. Quantify a winning bid today!Starting Price: $1,200 USD/year -
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RIB Candy
RIB Software
RIB Candy is the leading construction management software suite, designed for the estimation and control of built environment projects. Unique and powerful, Candy has been developed to the industry’s requirement - from take-off to pricing and planning a project, controlling at site level through to the final certificate. Features include project Estimating, Quantity Take-off (QTO), Planning, Forecasting, Cash Flow, Valuations, Subcontract Management and Cost & Allowable.Starting Price: $200 -
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FieldWorx
FieldWorx
Grow exponentially. Supercharge your team. Leave with a happy customer. Complete system for plumbing, HVAC, electrical and other home and business service contractors. It's easy-to-use, techs and customers love it. Increase your average ticket and leave with a happy customer. Package options are easy to format and ready for your technician. Key indicators keep you informed and on-track. Separate dash boards so that you can review information with techs and managers. Track marketing dollars, sales above repairs, year-over-year sales volume, average tickets, service agreement sales and other key indicators. -
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iTrust PRO
iTrust PRO
We help you to take control of the daily tasks of managing your business, while helping to grow your online presence so you can stop paying for leads and start generating them on your own. Send electronic invoices and estimates from your smartphone app with your logo. Reduce time spent with reusable line items then convert leads to clients with quotes that can be accepted online. Get online with a mobile-friendly, search optimized web page. Keep your presence up to date automatically with job broadcasts, customer reviews, verified qualifications and more. Use the iTrust PRO app to schedule appointments with customers, send estimates and invoices, get paid electronically and so much more!Starting Price: $14.99 per month -
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EVOLVE Electrical
EVOLVE
The savviest detailing departments leverage technology to accomplish more work in less time. EVOLVE Electrical software creates an easy-to-use Revit experience for our end user and produces a level of accuracy that is needed to efficiently fabricate and construct your projects. From constructible BIM workflows to automated spooling, EVOLVE Electrical gives companies the tools they need to finish projects on time and within budget.Starting Price: $3,500 -
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Electric Ease
Triforce Management Applications
Powerful Electrical Bidding Software for Electrical Contractors. Work and update your jobs from the office, job site, or remote location with ease. Seamlessly connect your entire team with one software. Instant access, constant data backup, and no downloads. Free maintenance: we handle all updates and upgrades to your software. Create clean, professional contracts that can be sent directly from your software to your clients, instantly. Faster, more accurate estimating and job costing using our preloaded materials and assemblies. Estimate small, medium, and large projects- create time and material jobs, write service tickets, and change orders. Built for your business: residential, commercial, or industrial, Electric Ease can help you win more bids and succeed. Always up-to-date: Never experience downtime or costly computer upgrades. Outstanding customer service & Support: 90-day money-back guarantee, free training, and free feature upgrades! -
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Tradify
Tradify
Tradify is an all-in-one job management platform + mobile app designed to help small businesses with 1-20 employees control business admin. Quotes, estimates, invoices, timesheets, field service management, purchase orders, scheduling & job reporting. Tradify is the best tool for the job. Thousands of electricians, plumbers, HVAC, builders, and other trades around the world use and love Tradify. Our customers and their teams benefit from using Tradify because it's quick to set up and easy to use.Starting Price: $47/month/user -
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Eworks Manager
Eworks Manager
The Eworks Manager Job Management System allows you to control, manage and track all information relating to your staff, jobs, estimates and quotes, invoices, customers and so much more. With Eworks Manager’s Job Management System, you can have total control over your business. Our system is designed to help you manage and track all aspects of your business, from your employees to your jobs and so much more. If your company lies within the technical field and operates with mobile workers, our field service management, vehicle tracking and GPS planning will work perfectly for you. Each interaction is tracked and provides reportable information to evaluate sales performance. Leads can easily be converted to an estimate or sales appointment. Automate marketing email communications to your customer base without the need for a separate system and eliminate redundant data processing.Starting Price: $115 per month -
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Tolteck
Tolteck
Tolteck, the best software for estimating and invoicing, built for contractors. Suits self-employed persons and small companies. Tolteck will allow you to easily and fastly create documents that will be clear and professional. Whether you are at the office or on a construction site: open Tolteck, create a new document, choose your client, add materials, labor and jobs easily thanks to a research system and automatic back-ups. In 5 minutes, you'll be able to create perfect documents! Powerful yet intuitive software. No installation or setup required. Designed to give you the functionality you need, with none of the hassle. Software designed to create estimates and invoices within minutes. All your business at hand: documents, clients and materials. Compatible with all devices. This is no generic software. We built Tolteck with contractors in order to design the ultimate digital tool for their business, with features tailored to your specific needs.Starting Price: $23 per month -
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Trimble Metrics MEP
Trimble MEP UK
Integrated end-to-end profitability management for MEP contractors. Deliver MEP projects on time and on budget using Metrics MEP, the cloud-based takeoff, estimating and contract management solution designed to gain visibility on the profitability of your business. Perform digital takeoff in a user friendly environment and manage your jobs to ensure profitability. 30% of MEP contractors are going out of business. Too many MEP contractors go out of business because of inaccurate estimating, out of date material pricing and poor job cost management. How do you make sure you are not one of them? Your focus is on producing highly accurate estimates to ensure the profitability of every job as this can make or break your business. There is no room for error with Metrics MEP. Bad estimates lead to unprofitable jobs. You need an estimating program that allows you to perform takeoff accurately and create estimates from it without having to redo work. Spreadsheets and manual takeoff methodsStarting Price: $622 per user, per year -
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EZcontractPro
EZcontractPRO.com
Design proposals that make sense to your average prospective client. Organized by sections and categories, your proposal will read like a story line for their project. Most clients need assistance in choosing the fixtures for their project. Allowance Items give you a space to provide your client a solid estimate. Not all proposals are signed on the first try. The addendum feature allows you to revise an estimate and clearly show the changes in contrast to the original estimate. Once the project is awarded, there's always a chance that you'll be making adjustments. Change Orders allow you to track additional work and provide a contract in writing for you and your client. Most projects will require some type of payment structure. Using the payment terms form, you can create, edit, and save payment terms for every project. Find yourself selling similar jobs? Templates can speed up the estimate writing. The options are endless!Starting Price: $19.99 per month -
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FARO Sphere XG
FARO Technologies, Inc.
FARO Sphere XG is a cloud-based digital reality platform that provides its users a centralized, collaborative experience across the company’s reality capture and 3D modeling applications. When paired with the Stream mobile app, Sphere XG enables faster 3D data capture, processing and project management from anywhere in the world. Sphere XG systematizes every activity while remaining intuitive to navigate, allowing users the ability to better organize their 3D scans and 360° photos alongside 3D models and manage that data across diverse teams around the world. With Sphere XG, 3D point clouds and 360° photo documentation can be viewed and shared all in one place, aligned to a floorplan and viewable over time. Ideal for 4D construction progress management where the ability to compare elements over time is critical, project managers and VDC managers can better democratize data and eliminate the need to use two platforms for their reality capture needs. -
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SAMPro Enterprise
Data-Basics
SAMPro Enterprise is a complete system field service software suite designed for HVAC, Plumbing, Electrical, Mechanical, other Specialty Service Contractors, and National Maintenance Organizations. Every aspect of SAMPro Enterprise is designed to function as a complete ERP system. Take advantage of the cluster of strategically developed features that SAMPro Enterprise platform provides through their easy-to-use interfaces, such as scheduling and dispatch, work order management, service billing, credit card processing, document management and so much more. -
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Tradedocs
Tradedocs
Our appless home service software simplifies your workflow. With just a text or a call, see how our field service management tool makes creating work orders, invoices, and other documentation painless. Whether you're in HVAC, plumbing, cleaning, electrical, or any home service business. Our business software is designed for trade professionals like you. You can create invoices, get instant updates, and manage tasks easily. Our app-less solution saves time so you can focus on what you do best. Create and send work orders with just a text message or call, saving you time and reducing errors. It’s the perfect solution for any home service business needing quick and accurate documentation. Our software provides real-time updates on pricing, job status, and more, all accessible regardless of how you ask. Set up your profile with essential business details. Enter your services, pricing, and customer information. Our process is streamlined to get you started quickly and efficiently. -
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FieldPlus
MarginPoint
FieldPlus from MarginPoint helps service contractors manage customer data, work orders and inventory with one integrated solution. Technicians can easily access dispatched customer data for improved job completion rates and customer satisfaction. FieldPlus offers secure payment processing, QuickBooks integration, automated replenishment & complete inventory control of any warehouse, jobsite or vehicle. Grow your revenue with a powerful field service management software plus inventory management. Use flat rate pricing or time and material billing, get paid quickly with integrated payment processing. Eliminate stockouts through automated replenishment to complete more jobs, more accurately, in less time. Easily schedule jobs and dispatch work orders to your techs in the field. Create and manage customers and work order status from initial call to updating QuickBooks, minimizing paperwork. -
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Scheduling Suite
FlowX
Don't stress over getting clients' information while you're driving or with another customer. Have clients book themselves based on your availability. The system has advanced booking controllers to make the booking process to be under control. Don't do just scheduling - make scheduling to get you more customers. Once you start adding jobs into the Scheduling Suite tool, you start collecting important data and insights to promote your business and get more quality leads later on. Easily manage your day-to-day scheduling from your phone or tablet. Mobile-friendly, cloud-based application that can be accessed from any device and anywhere. Scheduling Suite is a flexible solution that works great for: auto services, chimney, computer repair, consultant, all types of contractors, financial services, home security, duct cleaning, landscaping, real estate, moving, painting, photography, property management, pressure washing and many others! -
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Quantum
Electrical Resources
Estimating software companies tell you that their system will save you 40% in estimating time. We’ve taken it further with AutoBranch. Whether it’s a $50,000 job or a $5,000,000 job, AutoBranch calculates the branch circuit conduit, wire, fittings and supports for all light fixtures, switches, convenience receptacles and line voltage occupancy sensors in seconds. And one click converts it to MC Cable. AutoBranch has been proven to double your estimating volume without having to hire additional estimators. Our materials pricing is based on actual contractor prices. Our clients across the country send us the actual price sheets they receive from suppliers. Price Updates are issued as material prices change. Using this easy-to-learn electrical estimating software, contractors can quickly find items, create estimates and print custom reports. Web-based price updates keep the 60,000-item database current, and 9,000 pre-built assemblies mean less work. -
48
AccuQuote Direct
AccuQuote
AccuQuote was created specifically for HVAC manufacturers’ representatives to make the process of creating professional and accurate quotes easy. Your team will be able to spend more time with clients selling and less time sitting behind a computer writing quotes. If your business is currently relying on spreadsheets to produce quotes, you are likely working with flawed information. According to a study conducted by the International Conference on System Sciences, 76% of spreadsheets contain errors. AccuQuote automatically calculates price, margin, markup and freight cost. Leave behind the errors that come with using spreadsheets and whiteboards. Your entire sales team will have access to a company-wide database of templates creating consistency and streamlining your quote creation and management process. Update specs, cost and markup in one centralized template, and everyone on your sales team will be quoting with that updated information instantly.Starting Price: $50 per month -
49
Quadra
ERTH Corporation
Quadra Maintenance Service Contract quoting tool leverages an equipment and tasking library that allows you to create either very high resolution maintenance agreements with very detailed tasking or less granular and complex agreements. The choice is up to you! The versatility of this system ensures that you can satisfy any customer’s requirements; while eliminating the traditional risks associated with maintenance contracts. By detailing your scope of work in your contracts, your customers know exactly what to expect. Quadra Service Call Quoting and Surveying is a tool that allows your technicians to survey customer equipment records as well as create recommendations and quotes, while on-site. Data is entered only once and then available for your technicians or your inside sales team to complete the quote and provide to your customer. -
50
Shark Byte Sales and Estimating CRM
SharkByte
Shark Byte was an idea dreamed up by the creators of Perfectware, industry consultants, and other service contractors. A group that has over 50 years of experience in the Mechanical Service Industry working in sales and management positions. We identified a need to create an integrated sales tool designed specifically for the Mechanical Service Contractor. As we talked with contractors it became clear there is not a solution that meets all the needs. The available options include single disconnected tools, add-ons to service management software, or customizing other commercial CRM packages. So, we designed a solution that encompasses a customer and sales tracking CRM, mobile surveying tool, contract and project estimating, and electronic proposal generation. Throughout the design and programming process, we surveyed contractors to validate Shark Byte methodology and tools and, to create the best Sales Relationship Manager for the industry.