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What is Shark Byte Sales and Estimating CRM?

Shark Byte emerged as an innovative idea developed by industry experts and service contractors from Perfectware, a team boasting over five decades of collective experience in the Mechanical Service Industry across sales and management roles. We identified a gap in the market for a specialized tool tailored specifically for Mechanical Service Contractors, realizing that a singular solution would not suffice for the diverse needs of contractors. Instead, we discovered that there are multiple alternatives available, ranging from standalone tools and add-ons for service management software to the customization of commercial CRM systems. Consequently, we crafted a comprehensive solution that encompasses a customer and sales tracking CRM, a mobile surveying application, tools for contract and job estimating, and capabilities for generating electronic proposals. Throughout the design and development phases, we engaged with contractors to ensure the effectiveness of Shark Byte's tools and methodologies, ultimately striving to establish the premier Sales Relations Manager in the field. This iterative process not only refined our offerings but also fostered strong relationships with the contractors we aimed to serve.

What is PartsLedger?

Manage the procurement, inventory, and sales of components necessary for commercial service operations using PartsLedger, which streamlines the crucial parts management for your service needs. By merging ServiceTrade with PartsLedger, you can proficiently manage every element of parts logistics in your service enterprise. ServiceTrade focuses on delivering software as a service (SaaS) solutions that are specifically designed for commercial service contractors. These contractors gain substantial advantages from ServiceTrade's mobile and online platforms, which empower them to refine their service delivery, boost sales, and enhance customer interaction, resulting in remarkable revenue growth that averages more than 23% each year. Established in 2012 in Durham, NC, ServiceTrade has successfully earned the confidence of over 800 commercial contractors, assisting them in optimizing their operational efficiency. Our dedication is centered on pushing both ourselves and our clients to embrace change and advance within the commercial service sector. This ongoing quest for improvement not only supports contractors but also uplifts the entire industry as we collectively aim for exceptional standards. By continuously innovating and adapting to market changes, we ensure that our clients remain competitive and successful in their service endeavors.

Media

Media

Integrations Supported

Salesforce
Asana
Cosential
Dropbox
Facebook
Google Calendar
Google Drive
HubSpot CRM
Mailchimp
Pipedrive
QuickBooks Online
Sage Intacct
ServiceTrade
Slack
Trello
X (Twitter)
XOi
YouTube

Integrations Supported

Salesforce
Asana
Cosential
Dropbox
Facebook
Google Calendar
Google Drive
HubSpot CRM
Mailchimp
Pipedrive
QuickBooks Online
Sage Intacct
ServiceTrade
Slack
Trello
X (Twitter)
XOi
YouTube

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$79 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

SharkByte

Date Founded

2010

Company Location

United States

Company Website

shark-byte.com

Company Facts

Organization Name

ServiceTrade

Date Founded

2012

Company Location

United States

Company Website

servicetrade.com/partsledger/

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

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

HVAC Estimating

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

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