Up-front Cost: Lower up-front cost. |
Limited |
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Ownership: You own the code. |
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Job Costing: Build quotes based on costing history and risk modeling. |
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Flexible Quotes: Customize terms and conditions for RFPs. |
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Suggestive Upsells: Configure logic to propose relevant features. |
Limited |
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Improved Sales: Quote jobs with custom pricing terms. |
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Uniform Bids: Use 'bid blocks' for consistent quoting. |
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Limited |
Custom Scheduling: Build and dynamically recast schedules based on various factors. |
Limited |
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Job Phases: Define standardized job phases for reporting. |
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Simple UI: Design user-friendly interfaces for diverse users. |
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Streamlined Approvals Supervisor screens for fast job signoff. |
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Issue Tracking: Track punch lists and issues. |
Limited |
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Parts Ordering: Use APIs or automated emails for parts ordering. |
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Faster Invoicing: Auto-import information to reduce invoicing delays. |
Limited |
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Automated Notifications: Trigger payment requests automatically. |
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3rd Party Management: Manage subcontractor or supplier work. |
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QuickBooks Integration: Upload cost accounting data easily. |
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Boost Workflow: Automated reminders based on milestones. |
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Recurring Revenue Trigger sales or marketing notifications. |
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Automated Emails/Video: Send emails or videos based on milestones. |
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Streamline Staff Assignments: Staff assignments based on various factors. |
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Improve Visibility: Communicate field operations with job details. |
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One-Click Access: Secure link for personalized info distribution. |
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Project Controls: Track changes affecting cost or schedule. |
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Scope Tracking: Monitor project modifications and approvals. |
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Data Sync Import and manage outside data. |
Limited |
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Personalized CRM: Built-in CRM tailored to workflow. |
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Real Estate Data: Enhance marketing with real estate API data. |
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Automated Triggers: Weather events, texts, 3rd party systems. |
Limited |
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Limited |
Medical Grade Compliance (HIPAA): Secure data and track logins. |
Limited |
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Financial Compliance (PCI): Ensures payment security compliance. |
Limited |
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Protected Signing (E-Signatures): Secure document delivery. |
Limited |
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Audit Logging: Track all login activity. |
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Data Collection, No API Needed: Capture data from multiple sources. |
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Single Database: Consolidate captured data in one interface. |
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Automated Navigation: Train ACE to navigate and capture data |
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Secure Data Storage: Store data in a HIPAA-compliant store. |
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Unified Data Management: Consolidate data for search and export. |
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Dedicated Support: Phone support from Arlington, TX. |
Limited |
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Training: Call/screen share for onboarding and training. |
Limited |
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In-Person Technical Support: Available upon request. |
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