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What is Holded?

Holded is an all-inclusive cloud-based platform designed to provide you with every tool needed to run your business from anywhere and at any time. Imagine having the ability to effortlessly modify your working hours with a simple click; Holded streamlines daily tasks by automating various activities while improving your accounting and invoicing workflows. You can select from a library of over 40 customizable templates to personalize the invoices and communications your business distributes. All essential details, such as contacts, products, banks, and taxes, are automatically filled in, allowing you to quickly verify, save, and submit your documents. Although much of the process is automated, you still have oversight and can monitor what you have checked versus what is pending. Once you start using Holded, it begins collecting your data to create real-time reports, giving you insights into your business performance. Every aspect of your operation is connected through a single management system, ensuring fluid integration. Additionally, all invoices and receipts you receive are neatly sorted and organized in one centralized hub. This comprehensive method not only conserves time but also significantly boosts efficiency in your business activities, giving you a competitive edge. Ultimately, Holded empowers you to focus on growth rather than getting bogged down by administrative tasks.

What is Cyanic Job Book?

A digital job book can greatly enhance the efficiency of your survey company by allowing you to manage all customer and job location data through user-friendly software tailored for surveyors. With this innovative system, you have the ability to conveniently search for past projects, log work hours, and oversee billing processes. Cyanic Job Book not only enables you to manage customer and job information but also efficiently tracks expenses associated with labor, equipment, and materials for each project, streamlining the invoicing process with a simple click. You can easily generate professional invoices that can be exported as PDFs or integrated into your preferred accounting software, ensuring that every task is billed appropriately without oversight. Additionally, simplifying the quoting process becomes possible by referencing historical jobs in similar areas, as you can search through job details, legal addresses, and map locations for relevant information. This tool allows you to swiftly access essential data from previous jobs to enhance productivity. Furthermore, the system is designed to help you organize all your clients effectively, while also offering the capability to create customizable rate sheet templates for various job types and clientele. Ultimately, adopting such a digital solution not only optimizes your workflow but also supports better financial management within your survey company.

Media

Media

Integrations Supported

Axis LMS
Beam AI
Dropbox
Google Drive
Kwest
LastPOS
Nango
Okticket
PEIMI
Parsedoc
PayPal
QuickBooks Online
REVER
RandomCoffee
Remuner
Sage 100 Contractor
Setyl
Shopify
Stackreaction
StockAgile

Integrations Supported

Axis LMS
Beam AI
Dropbox
Google Drive
Kwest
LastPOS
Nango
Okticket
PEIMI
Parsedoc
PayPal
QuickBooks Online
REVER
RandomCoffee
Remuner
Sage 100 Contractor
Setyl
Shopify
Stackreaction
StockAgile

API Availability

Has API

API Availability

Has API

Pricing Information

$10 per month
Free Trial Offered?
Free Version

Pricing Information

$100 + $10 per user 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

Holded

Date Founded

2015

Company Location

Spain

Company Website

www.holded.com

Company Facts

Organization Name

Cyanic Automation

Date Founded

2014

Company Location

Canada

Company Website

getjobbook.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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