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What is TradeQuote?

TradeQuote is a comprehensive online platform designed for contractors and tradespeople, allowing them to easily create and manage PDF quotes and invoices. Users can handle deposits, customize templates specific to their trade, store client details, add logos to their documents, and track their document history. The system also supports document sharing through email and offers integration with Google Calendar, or the option to export jobs as .ics files. For those working in Québec, the platform provides specialized GST and QST calculations, along with the ability to include an RBQ licence number on invoices and quotes, while also being adaptable to tax requirements in other areas. A free plan is available that enables users to generate up to five documents each month with a watermark, while the Pro version adds features like accounting exports to QuickBooks and Excel. Importantly, TradeQuote is fully accessible through a web browser, requiring no account setup, and is offered in both English and French. This adaptability and ease of use make TradeQuote an essential resource for professionals aiming to enhance their administrative efficiency while focusing on their core work activities.

What is Service365?

Service365, utilizing the exceptional Dynamics 365 Business Central platform from Microsoft, serves as a comprehensive solution for managing field service operations. It consolidates the management of customers, quotes, jobs, and purchases into a single, streamlined interface. You can easily outline a quote for customer consent and generate a quote worksheet. Your field service personnel can be organized efficiently. It minimizes complexities in project oversight and cost management. You can acquire materials and associate them with timesheets, ensuring that all expenses tied to purchase orders are confirmed before commencing any job. Once you have customer approval, invoices can be generated seamlessly. This all-encompassing platform incorporates the advantages of Customer Relationship Management (CRM) within one cohesive system. Service365 offers an effortless method for clients to monitor their contact information, transactions, communications, and invoices. Its user-friendly yet powerful design ensures an enhanced experience. With a strong focus on your client's success, you can effectively plan resources and client engagement for both the present and future. By leveraging this all-in-one platform, businesses can optimize their field service management and drive better outcomes.

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Integrations Supported

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

API Availability

API Availability

Pricing Information

CA$19/month
Free Version

Pricing Information

One-time onboarding fee
Ongoing subscription per user
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Faitle

Company Website

tradequote.faitle.net/en

Company Facts

Organization Name

Service365 Inc.

Date Founded

2019

Company Location

Canada

Company Website

service365.com

Categories and Features

Categories and Features

Electrical Estimating

Billing & Invoicing
Change Orders
Project Management
Quotes / Proposals

Field Service Management

Billing & Invoicing
Contact Database
Customer Database
Dispatch Management
Inventory Management
Mobile Access
Quotes / Estimates
Scheduling
Service History Tracking
Work Order Management

HVAC Estimating

Billing & Invoicing
Labor Rates
Quotes/Proposals
Scheduling

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