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What is SurveyStack?

SurveyStack is a tailored project management tool specifically crafted for companies involved in land surveying. It provides a complete solution for managing every facet of surveying operations, from job initiation to invoice processing, within a unified platform. Users have the capability to track project advancement, organize field teams, oversee equipment, and engage with clients effortlessly, whether they are working from their office or out in the field. Key Features Include: - Instantaneous updates for monitoring projects and job statuses - Enhanced crew scheduling with integrated GPS functionality - Mobile-friendly Daily Work Report (DWR) submissions - Equipment management and maintenance scheduling tools - QuickBooks integration for streamlined invoicing processes - A client portal enabling document sharing and approval workflows - Time tracking capabilities to log billable hours by project - Proposal generation and estimate management features - An offline mobile app for effective data collection in remote locations - Document management that supports version control for files This software serves as an ideal solution for small to mid-sized surveying firms with teams ranging from 1 to 50 employees, aiming to optimize their operations, reduce dependence on spreadsheets, and increase overall profitability. With its extensive array of features, SurveyStack enables firms to concentrate more on the surveying work itself rather than being bogged down by administrative duties, ultimately leading to improved efficiency and success in their projects.

What is FirmTamer?

All of your clients, contacts, and projects can be managed in a centralized location. This ensures that every team member can easily monitor all their clients, contacts, projects, and tasks from one platform. You have the option to utilize the kanban board or the client interface to make notes and track time as you manage your tasks. Task management works hand-in-hand with the tracking of billable, non-billable, and administrative hours. Billing by the hour is straightforward, as you can assign time directly to invoices. Invoices can be sent directly from the application via email to clients. Additionally, clients have the convenience of making payments online through our payment portal or through our cost-effective merchant services account. You can analyze profitability for each client, project, and task through graphs, summary reports, and detailed reports. This system provides real-time insights into the profitability and productivity levels of each team member, ensuring that you are always informed about your team's performance. Overall, it streamlines workflow and enhances efficiency across the board.

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Integrations Supported

QuickBooks Desktop Pro
QuickBooks Online

Integrations Supported

QuickBooks Desktop Pro
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$39/user/month
Free Trial Offered?
Free Version

Pricing Information

$29 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

SurveyStack

Company Location

United States

Company Website

surveystack.ai

Company Facts

Organization Name

FirmTamer

Date Founded

2020

Company Location

United States

Company Website

www.firmtamer.com

Categories and Features

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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