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What is Solve CRM?

Navigating the complexities of Service Management CRM in customer service can prove to be quite a task. We took on this challenge and were pleased with the favorable outcomes we achieved. Our proficiency in service management, scheduling, and sales has established us as a trusted name in the industry. Our objective is to optimize every element of record-keeping, communication, scheduling, and information sharing, especially in mobile contexts. It is crucial to move away from archaic systems such as paper, spreadsheets, and inefficient software. Additionally, the system provides staff with proactive alerts regarding required actions and highlights priority tasks, which greatly simplifies workflows. This streamlined approach not only eases the burden on employees but also allows them to significantly elevate the quality of service and deliver proactive support. By doing so, we aspire to create a workplace culture where all team members are empowered to enhance customer interactions effortlessly, thereby ensuring a better experience for clients and staff alike.

What is Jonas Enterprise?

Jonas Enterprise stands out as a premier software solution for construction and service management, catering to general contractors as well as specialized mechanical, electrical, and plumbing services. This innovative platform allows seamless integration between office operations and fieldwork, which minimizes the need for redundant data entry, maintains oversight of cash flow through comprehensive work-in-progress reports, and effectively manages preventative maintenance contracts with adaptable billing solutions, all accessible via the cloud. Highly regarded by leading service and construction firms, Jonas Enterprise delivers a fully integrated suite that encompasses all essential functions, including accounting, procurement, purchase orders, dispatch scheduling, inventory oversight, and equipment management, among others. By utilizing this powerful tool, businesses can optimize their workflows, enabling them to promote efficiency and drive sustainable growth within their operations.

Media

Media

Integrations Supported

APIANT
ASAP Systems
About Time
DataServ
Easy Insight
Fleet Complete
Freshdesk
Gmail
Google Calendar
Microsoft Azure
Quickwork
Smart Fleet
Stackreaction
SyncSmart
Vivid Reports
Wufoo
XOi
Xero
Zapier
iTrackGPS

Integrations Supported

APIANT
ASAP Systems
About Time
DataServ
Easy Insight
Fleet Complete
Freshdesk
Gmail
Google Calendar
Microsoft Azure
Quickwork
Smart Fleet
Stackreaction
SyncSmart
Vivid Reports
Wufoo
XOi
Xero
Zapier
iTrackGPS

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per user per month
Free Version
Free Trial Offered?

Pricing Information

$10,000.00/one-time
Free Version
Free Trial Offered?

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

Norada

Date Founded

2000

Company Location

Canada

Company Website

www.solve.app/

Company Facts

Organization Name

Jonas Construction Software

Date Founded

1990

Company Location

Canada

Company Website

www.jonasconstruction.com

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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

Construction Accounting

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates

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

Contractor Management

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

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

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