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What is SumoQuote?

Create an elevated sales experience that leaves a lasting, positive impression on your customers regarding their engagement with your business. Showcase your company as the premier choice for fulfilling their specific requirements. Ensure consistency across your sales personnel, including new hires, to maintain a cohesive approach. Take advantage of pre-existing quotes or create customized ones, and leverage reusable templates to boost productivity. Share all successful tactics and resources among your team, enabling them to replicate your most successful strategies. Increase the profitability of each project without raising your workload by consistently offering a standard list of optional upgrades. Keep your base pricing appealing while giving customers the freedom to select additional features that suit their needs. Always seek to seize opportunities for larger projects by integrating various trades or providing tiered options within a single proposal. This method simplifies the approval process for customers as they can easily indicate which quotes they wish to move forward with, facilitating a more efficient sales experience. By incorporating flexible options into your offerings, you significantly enhance both customer satisfaction and loyalty, ultimately contributing to long-term business success. Additionally, fostering an environment of collaboration and shared knowledge among your team can lead to even greater innovations in your sales strategy.

What is SendWork?

For contractors running their own independent or small to medium-sized enterprises, a mobile contractor management application serves as a vital resource, enabling them to receive leads while they are on-site. With the ability to send estimates to clients simply by using a phone number, they can ensure rapid communication and quick response times. Invoicing clients globally becomes effortless with a variety of payment methods available, such as credit card transactions, Venmo, Cash App, Zelle, PayPal, ACH, wire transfers, and checks. This arrangement not only fosters better organization but also significantly improves customer engagement. Furthermore, contractors have the ability to track their working hours and bill clients accurately, while also assigning tasks to their team members in real-time. The inclusion of GPS location services enhances visibility into the locations of field workers, allowing for better management and coordination. This all-encompassing set of tools not only empowers contractors to optimize their operational efficiency but also elevates client satisfaction, ultimately contributing to their long-term success. By leveraging these resources, contractors can effectively streamline their processes and focus on delivering high-quality service.

Media

Media

Integrations Supported

Acculynx
CompanyCam
EagleView
Hover
HubSpot CRM
HubSpot Customer Platform
JobNimbus
Jobber
Leap
QuickBooks Online
RoofLink
RoofScope
RoofSnap
Salesforce
Zapier
Zoho CRM

Integrations Supported

Cash App
PayPal
Venmo
Zelle

API Availability

API Availability

Pricing Information

$209 per month
Free Trial Offered?

Pricing Information

$19.99 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

SumoQuote

Date Founded

2018

Company Website

www.sumoquote.com

Company Facts

Organization Name

SendWork

Date Founded

2017

Company Location

United States

Company Website

sendwork.com

Categories and Features

Roofing

Not specified

Categories and Features

Carpet Cleaning

Billing & Invoicing
Customer Management
Dispatch Management
Mobile Access
Online Booking
Scheduling
Work Order Management

Cleaning Services

Billing & Invoicing
Dispatch Management
Job Management
Mobile Access
Routing
Scheduling

Contractor Management

Contractor Database
Task Management
Work Hour Tracking

Field Service Management

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

Handyman

Billing & Invoicing
Dispatch Management
Mobile Payments
Payment Processing
Quotes / Estimates
Time Tracking
Work Order Management

Home Services

Not specified

HVAC

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

Landscape Management

Billing & Invoicing
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Mobile Access
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Locksmith

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Pet Grooming

Appointment Reminders
Appointment Scheduling
Billing & Invoicing
Client Management
Inventory Management
Mobile Grooming
Recurring Appointments
Staff Management

Pool Service

Billing & Invoicing
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

Roofing

Billing & Invoicing
Commercial / Industrial
Dispatch Management
Quotes / Estimates
Scheduling

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