Does Your Current CRM or Business Software Deliver This Kind of Value?

The software that you choose to run your business can only help you be more efficient and grow if it delivers the features you need to be successful.

Not every business is the same so it’s important that the software work with the way your business operates. The key to success is in the customization ability along with the features and integrations that the program offers. The bottom line is that the more features you have, the more value you get out of the software. Here’s what Contractor’s Cloud brings to the table.

1 - Customization

Contractors Cloud has the most customization and automation on the market. The software adapts to you rather than you adapting to a software.

• Custom workflows and processes
• Custom commissions
• Custom alerts & notifications
• Custom job numbering
• Custom data fields
• Custom items & materials
• Custom documents
• Custom lead sources
• Manage multiple companies

2 - Support

Contractors Cloud support is second to none. You'll get training, support, all your questions answered and even occasional check-ins from the staff to make sure everything is going well.

• Technical support over the phone or email
• Personalized phone training
• Personalized hand-holding with screen-sharing capabilities
• Expert advice from a staff who know your industry
• Customer driven development

3 - Reporting

Reports give you an easy way to see how well certain parts of your business are doing. At a glance, see how your sales team is performing.

• Sales management dashboard
• Lead source reporting
• Volume & closing ratio reporting
• Custom sales reporting
• Custom sales teams
• Custom commissions
• Custom sales ranking widgets
• Custom goal tracking widgets
• Mobile canvassing integration

4 - Estimates

Creating estimates should take seconds, not hours. Now you can create comprehensive, professional-looking estimates while automatically maintaining profit margins, taxes and more. Take a few more seconds to convert your estimate into an invoice.

• Cash/retail estimating
• Insurance estimating
• Auto estimate to work orders
• Proposal creation
• Custom documents
• Custom profit margins
• Estimate copy and import
• Attach documents & photos
• Convert to invoice/orders
• Profit margin tracking
• Tax management

5 - Calendars & Scheduling

You and your staff will know what to do along with when and where it will happen. You can see where everyone is supposed to be and what they're supposed to be doing. Reminders and reporting ensure people do what they need to do or get you involved.

• Appointment email notifications
• Appointment email invites
• Google calendar integration
• Appointment reporting
• Appointment result tracking
• Daily appointment mapping
• Project proximity mapping
• Project calendar
• Scheduling calendar

6 - Mobility

No computer? No problem. Keep your finger on the pulse of your business no matter where you are. Our mobility features ensure everyone is accessing the same data (whether you're in the office or on-site).

• Responsive mobile platform
• Works on any mobile device
• No cumbersome app store
• Nothing to install, ever
• Search projects
• Create projects
• Manage tasks
• Manage appointments

7 - Production

You'll get more done and have less headaches when you let Contractors Cloud manage the busywork that comes with production. Your contractors will be more organized and will virtually eliminate needless communication with your office staff.

• View multiple projects at a time
• Detailed project notes
• Custom project workflows
• Project message board
• Detailed customer information
• Project profile picture
• Custom project team
• Contract & invoice administration
• Task management
• Insurance claim management
• Estimates & proposals
• Photo & file management
• Project mapping

8 - Financials

Keep tabs on your money so you can make more of it. Your accounting staff will also have electronic versions of all your paperwork making taxes a breeze.

• QuickBooks desktop & online Integration
• Invoice printing & emailing
• Multiple invoicing
• Statement creation
• Payment tracking
• Class tracking
• Estimate importing
• Expense tracking
• Project profit & loss interface
• Insurance claim tracking
• Mortgage company tracking

9 - Communication

Send and receive project updates from one convenient place. Your staff configure their notifications to work best for them.

• Jet Stream message board
• Custom email notifications
• Custom email templates
• Custom text message notifications
• Detailed journal recording
• Mobile canvassing integration
• Custom sales teams
• Custom commissions

10 - Documentation

We provide a central hub for all photos, notes and documentation for each project. Your staff can easily reference the same data and avoid the headaches that come from miscommunication.

• Photo uploading
• Photo slideshow
• Album creation
• CompanyCam integration
• Upload directly from Gmail, Google Drive, and more
• Detailed note/journal
• Dropbox integration
• File uploading
• Custom labeling & descriptions

11 - Partners

Go above and beyond Contractors Cloud with niche tools to take you to the next level. They have partnered with companies that make your life easier and make you more money.

• Powerful upload tools
• Draw on photos
• Add text to photos
• Canvassing tools
• Measuring tools
• Financial tools
• Lead generation
• Import price lists

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