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What is Plexus?

Plexus is a cutting-edge, flexible, and cloud-based software designed specifically for business process and field management in field service companies. This all-encompassing platform combines functionalities for estimating, scheduling, and job costing with a wide range of features focused on field operations, offering real-time insights into capacity that are crucial for alerting staff to schedule changes and identifying workforce limitations. Additionally, the invoicing and billing features of Plexus promote a streamlined and cohesive method for managing multiple job order invoices, while also facilitating the collection of payments and signatures directly at the job site. Its intuitive interface not only improves usability for management but also enhances the experience for field staff, contributing to efficient task execution. Furthermore, this software is designed to adapt to the evolving needs of businesses, making it a valuable asset for any organization looking to optimize their field service operations.

What is Jobfolio?

Jobfolio is a comprehensive cloud solution designed for effective job management, enabling you to oversee leads, quotes, scheduling, and invoicing seamlessly. By offering online access for customers, timely status updates, and the convenience of digitally-signed estimates, it enhances the efficiency of your administrative tasks. With Jobfolio, you can rest assured that every job is tracked and managed meticulously, ensuring nothing falls through the cracks. Additionally, the platform's user-friendly interface simplifies communication and collaboration across your team.

Media

Media

Integrations Supported

Astro by Astronomer

Integrations Supported

API Availability

API Availability

Pricing Information

Average client pays $30 to $65 per employee.
Free Trial Offered?

Pricing Information

$35/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Online Training
On-Site Training

Company Facts

Organization Name

Plexus Software

Date Founded

1997

Company Location

United States

Company Website

plexus.software/

Company Facts

Organization Name

Treadsoft

Date Founded

2018

Company Location

United States

Company Website

jobfolioapp.com/

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

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

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Scheduling
Service History Tracking
Technician Management
Work Order Management

Categories and Features

Field Service Management

Billing & Invoicing
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Service History Tracking
Work Order Management

Tradesman Job Management

Customer Database
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling

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