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features
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What is Fractional Workspace?

Fractional Workspace is specifically crafted for fractional executives, distinguishing itself from typical CRMs or project management tools. This innovative platform streamlines the entire engagement lifecycle, leveraging AI for opportunity analysis that deciphers your prospect notes while recommending offers from your pricing library. It also automates the proposal generation process with auto-fill capabilities, facilitates online signatures without relying on DocuSign, and provides dedicated client workspaces that feature action items, meeting summaries, and a decision log. By integrating pipeline management alongside proposal creation and daily client operations, this tool allows independent professionals managing multiple clients to maintain a smooth and efficient workflow tailored to their unique requirements. Unlike generic solutions, it is exclusively focused on the specific needs of fractional executives, significantly boosting their productivity and organizational capabilities. Moreover, this specialized approach ensures that fractional executives can maximize their effectiveness while navigating multiple client engagements, making it an indispensable resource in their professional toolkit.

What is EZcontractPro?

Develop design proposals that connect with the average prospective client by organizing your document into clearly defined sections and categories, weaving a narrative that aligns with their vision for the project. Many clients often seek assistance when it comes to choosing fixtures, so including Allowance Items can provide a thorough estimate that meets their needs. It's crucial to acknowledge that not all proposals receive approval on the first submission; thus, leveraging the addendum feature allows you to revise estimates and distinctly outline any changes made to the original proposal. Once a project gains confirmation, the chances of requiring adjustments rise, and this is where Change Orders become invaluable, allowing you to formally document additional work and establish clear agreements in writing for both parties. A well-structured payment plan is generally vital for most projects; by utilizing the payment terms form, you can easily create, adjust, and save payment structures that are tailored to the specifics of each project. If you often engage in similar tasks, employing templates can significantly enhance the efficiency of the estimate writing process, conserving both time and energy. Ultimately, with an array of tools available to you, the opportunities for improving your proposals are virtually endless, paving the way for greater client satisfaction and project success. In the competitive landscape of design, these strategies not only streamline your workflow but also elevate the overall quality of your proposals.

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Integrations Supported

PayPal

Integrations Supported

PayPal

API Availability

Has API

API Availability

Has API

Pricing Information

$29/month
Free Trial Offered?
Free Version

Pricing Information

$19.99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Fractional Workspace

Date Founded

2026

Company Location

United States

Company Website

www.fractionalworkspace.com

Company Facts

Organization Name

EZcontractPRO.com

Date Founded

2018

Company Location

United States

Company Website

www.ezcontractpro.com

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Contractor Management

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Electrical Estimating

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

HVAC Estimating

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

Plumbing Estimating

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Remodeling Estimating

Cost Database
Quote Management

Residential Construction Estimating

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

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