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What is ShopBoard?

ShopBoard is an all-encompassing scheduling and dispatch solution aimed at small enterprises in the HVAC, plumbing, electrical, and related sectors. Its user-friendly drag-and-drop interface provides office staff with a clear view of all technicians' tasks alongside a segment for jobs that have yet to be assigned, facilitating easier schedule management and modifications. Technicians in the field have the capability to access job details via their mobile devices, receive real-time notifications while traveling to job sites, and upload photos and customer signatures pertaining to their work. The platform includes customizable quoting features, allowing businesses to offer customers tiered pricing options—good, better, and best—through convenient links, as well as job-specific invoicing and integration with Stripe for payments. Furthermore, ShopBoard presents outstanding invoices and quotes in straightforward dollar amounts, giving business owners a comprehensive overview of pending approvals and payments. Designed for operations with roughly one to eight service vehicles, it follows a SaaS subscription model. By optimizing processes related to scheduling, estimates, technician communications, and invoicing, the software significantly boosts the efficiency of managing service jobs. This cohesive system not only simplifies daily operations but also enhances customer service, leading to increased satisfaction with the services provided. Ultimately, ShopBoard empowers small businesses to operate more effectively while maintaining a high level of service quality.

What is InvoiceASAP?

Empowering your sales team in the field is now a reality thanks to real-time reporting, which simplifies management from the office. With a mobile application, customers can conveniently sign estimates and invoices on-site, enhancing efficiency. Additionally, invoices and estimates can feature an unlimited number of photos, which can serve as evidence of delivery, completed work, or before-and-after comparisons. A comprehensive customer summary is accessible on a single screen, allowing for quick references to balance due, invoice aging, and customer notes, whether from the office or while in the field. Sales reports are generated in real-time, providing insights for customers, representatives, and items, with options to view data by day, week, or month. Furthermore, managing unpaid invoices becomes a swift and straightforward task, enabling you to mark them as paid and make necessary edits effortlessly. This streamlined process not only boosts productivity but also enhances customer satisfaction through timely updates and clear communication.

Media

Media

Integrations Supported

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Xero

API Availability

API Availability

Pricing Information

$59/month
Free Trial Offered?

Pricing Information

$3.99 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

ShopBoard, LLC

Company Website

useshopboard.com

Company Facts

Organization Name

InvoiceASAP

Company Location

United States

Company Website

invoiceasap.com

Categories and Features

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Dunning Management
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Tax Calculator

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