Lunni vs. FieldCircle

Repfabric is an innovative customer relationship management (CRM) platform that integrates seamlessly with your email to provide extensive features for managing contacts, calendars, and tracking deals. Imagine easily overseeing your commissions from the CRM to the point of sale, thus removing the hassle of spending long hours on Fridays inputting weekly activities. With Repfabric, you have the convenience of updating all your data directly from your mobile device right after each call. You can swiftly record sales conversations using voice-to-text technology within a minute while the details are still fresh, ensuring nothing slips your mind. Gain insights into client interactions and potential opportunities by reviewing account activities, and access sales metrics and trends from manufacturers right through the mobile application. If you find yourself unexpectedly available due to a canceled sales appointment, there's no need to fret. You can take advantage of the Nearby feature to identify the closest client and maintain your productivity with face-to-face meetings. Our dedicated customer care team is committed to making your transition effortless and stress-free, enabling you to focus on growing your business. Additionally, our experienced data team, well-versed in various CRMs and legacy commission systems, handles all the intricate tasks, so you can devote your energy to what truly counts: your success. This combination of features and support ensures that you’re always equipped to meet your clients’ needs effectively.

With our flagship software products, Leap CRM and Leap SalesPro, you can elevate your home improvement business through a streamlined digital process that mirrors your sales and operational workflows. Leap enables you to effectively handle all leads, organize appointments seamlessly, and generate flawless estimates. Additionally, you can take precise measurements, procure materials, plan production schedules, oversee subcontractors, and ensure timely project completion. Upon finishing a job, you are equipped to generate insightful reports, safeguard your profit margins, and manage payments effortlessly through straightforward online invoicing and payment systems. Furthermore, Leap seamlessly integrates with a variety of top-tier tools you already utilize, including Quickbooks, CompanyCam, Angi, EagleView, and SRS Roof Hub, enhancing your overall operational efficiency. This comprehensive integration facilitates a more cohesive workflow, allowing you to focus more on growth and customer satisfaction.

Kickserv is a top-rated management tool tailored for businesses in the service sector. For just $47 monthly, service-oriented companies can leverage Kickserv to efficiently handle leads, estimates, team schedules, job assignments, invoices, and payments. With Kickserv, users can streamline their operations by automating emails to leads, distributing promotional messages to customers, and enjoying seamless integration with QuickBooks, alongside mapping tools for effective technician dispatching. Our suite of mobile field service features includes: - Workforce management: Easily create schedules, assign tasks, and monitor employee locations. - Automated updates: The mobile app enables automatic team status notifications to the office. - Scheduling: Efficiently manage schedules, track employee hours, and access site notes or requests. - Opportunity identification: View current jobs and prospects for future work directly from the field. - Enhanced connectivity: Attach notes, images, and documents to jobs for improved clarity and customer service. - Technician tracking: Use GPS check-ins to pinpoint employee locations and monitor job durations in real time. For over 15 years, Kickserv has been a trusted choice among thousands of professionals in the service industry, proving its reliability and effectiveness in managing field operations. As the needs of businesses evolve, Kickserv continues to adapt and enhance its offerings.

JobNimbus, recognized as the top all-in-one roofing application with a stellar 4.8 rating on app stores, has been empowering contractors since its establishment in 2013. This invaluable tool is utilized by countless contractors to efficiently oversee every aspect of their business, encompassing marketing, sales, and production. "This is absolutely incredible!" "This is truly fantastic!" ** MARKETING ** • Search Engine Optimization • Paid Advertising • Google Business Profile • Website Management ** SALES ** • Scheduling Capabilities • Lead Tracking • Visual Boards • Tailored Sales Workflows • Sales Automation Features ** PRODUCTION ** • Production Boards • Customized Job Workflows • Automation for Production Tasks • Note-taking Options • Task Management • Direct Ordering from Beacon Pro+ and Roof Hub SRS • Work Orders • Subcontractor Coordination • Comprehensive Reporting ** BILLING ** • Invoicing Solutions • JN Payments System • Text-to-Pay Functionality • Financing Options • QuickBooks Two-Way Sync ** COMMUNICATION ** • Engage Texting Feature • Email Integration • Caller ID Functionality • @mentions for Team Collaboration • Job Sharing Capabilities • Centralized Notification Center Equipping your entire team with this comprehensive roofing app guarantees enhanced efficiency and streamlined processes. With JobNimbus, contractors can truly elevate their business operations.

Visual Planning serves as an effective tool for scheduling and managing resources, boasting an intuitive interface that makes it easy to navigate. Countless organizations leverage Visual Planning to enhance collaboration by seamlessly sharing their schedules and working together more effectively.

Odoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.

Eclipse ERP software, crafted by industry professionals and favored by leading distributors in HVAC, Electrical, Plumbing, and PVF, offers innovative solutions to enhance supply chain efficiency. Constant improvement in supply chain management is essential, and Eclipse provides real-time data and insights that enable smarter operations from forecasting to fulfillment. The user-friendly job management tools simplify the process of ordering large distribution projects across electrical, HVAC, or plumbing sectors. Additionally, you can track your inventory live, ensuring your business remains agile and responsive. This system not only helps in satisfying customers and boosting profits but also in reducing excess inventory. The effectiveness of a warehouse is closely linked to the proficiency of its staff and the tools they utilize, and Epicor Eclipse simplifies the management of warehouse functions such as receiving, put-away, picking, inventory adjustments, and cycle counts to streamline operations. With these capabilities, companies can maximize their operational potential and maintain a competitive edge in the market.

Bidtracer was created by two skilled engineers who brought together their knowledge in mechanical, electrical, and computer engineering. This cutting-edge application functions as a dedicated sales operations and channel partner tool specifically tailored for the commercial construction industry. It streamlines the initiation of sales opportunities, the formulation of bid tracking plans, and the specification process while also facilitating the invitation of subcontractors for collaboration. Users can quickly leverage the estimating feature to draft proposals and dispatch them to clients with ease. Furthermore, it aids sales professionals in automating their bid follow-up processes, allowing them to monitor and identify the successful contractor. This process significantly enhances their likelihood of successfully closing sales on projects. Effective project management plays a vital role in optimizing time and increasing profitability within construction ventures. By automating numerous project management functions, we can enhance operational efficiency and simplify every aspect related to the project's management. Ultimately, this leads to a more organized workflow and improved outcomes for all stakeholders involved.

Optimize your business processes and reduce expenses by swapping out inefficient paper forms for tailored mobile forms offered by GoCanvas. This innovative cloud-based solution enables organizations to revamp outdated procedures and boost productivity by automating various tasks. With GoCanvas's mobile applications, companies and their on-the-go staff can quickly collect information using their mobile devices, easily share that data, and effectively send it back to the office, helping to maintain seamless operations. Moreover, GoCanvas enhances organizational efficiency with features such as barcode scanning, image capture, mobile payment processing, GPS capabilities, and electronic signatures. By implementing GoCanvas, businesses can not only save valuable time but also enhance the precision and accessibility of their data collection methods, ultimately leading to better decision-making and improved service delivery. This transition to mobile forms marks a significant step toward a more modern and responsive operational framework.

flowdit significantly boosts efficiency by automating routine responsibilities and minimizing errors, thereby fostering a connected atmosphere that improves employee productivity. It plays a vital role in adhering to regulatory requirements while simplifying audits and inspections, ultimately contributing to increased profitability for leading companies in various sectors. As a tailored solution designed for connected workers, flowdit shines in fields such as commissioning, quality control, maintenance, and environmental health and safety management. It facilitates seamless communication and teamwork across departments, allowing for ongoing process supervision that helps to detect and alleviate risks proactively. Additionally, the platform excels in preserving the integrity of documentation and enforcing standard operating procedures, which keeps operations smooth and minimizes mistakes. In the context of digital transformation, flowdit supports the digitization of inspection and auditing tasks, maintenance timelines, safety protocols, and environmental assessments, effortlessly integrating with IoT and ERP technologies. This integration not only bolsters operational safety but also ensures effective oversight of numerous sites, making it an invaluable asset for organizations aiming to thrive in a technologically advanced landscape. Furthermore, flowdit's capabilities empower teams to focus on strategic initiatives, ultimately driving innovation and growth.