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Ratings and Reviews 120 Ratings

Ratings and Reviews 3 Ratings

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features
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What is Visual Planning?

Visual Planning serves as an effective tool for scheduling and managing resources, boasting an intuitive interface that makes it easy to navigate. Countless organizations leverage Visual Planning to enhance collaboration by seamlessly sharing their schedules and working together more effectively.

What is Birdview PSA?

Birdview PSA offers professional service organizations a comprehensive platform that serves as a single source of truth, enhancing visibility throughout the entire service delivery lifecycle. This unified approach supports informed decision-making, fosters collaboration, and improves synchronization during crucial handoff moments. With robust project management capabilities, resource optimization features, and detailed project accounting tools, Birdview PSA equips organizations with the means to effectively monitor and refine both portfolio and project performance. Additionally, service organizations can leverage its extensive functionalities without enduring an extensive onboarding process or straining their financial resources. The user-friendly interface, coupled with smooth integrations with ERPs, CRMs, and a multitude of other applications, further simplifies the user experience, making it accessible to a wider range of professionals. As a result, organizations can streamline their operations and focus on delivering exceptional service to their clients.

Media

Media

Integrations Supported

Google Calendar
Microsoft Excel
Microsoft Outlook
Salesforce
EASY Accounts Payable (SAP)
Epicor Advanced MES
Epicor CRM
Oracle Primavera
Quantum Control
QuickBooks Desktop Premier
SAP Business One
SYSPRO ERP

Integrations Supported

Google Calendar
Microsoft Excel
Microsoft Outlook
Salesforce
Adobe Illustrator
Constant Contact Lead Gen & CRM
Jira
Microsoft 365
Microsoft Project
QuickBooks Online
Slack

API Availability

Has API

API Availability

Pricing Information

$15.00/month/user
Free Trial Offered?

Pricing Information

$13.50/month/user
Lite - starts at $13.50 per user per month
Team - starts at $20.50 per user per month
Enterprise - price upon request
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard 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

Stilog Inc.

Date Founded

1991

Company Location

United States

Company Website

visual-planning.us/lp/sourceforge/

Company Facts

Organization Name

Logic Software

Date Founded

1999

Company Location

Canada

Company Website

birdviewpsa.com

Categories and Features

Construction Management

Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
Residential
Subcontractor Management
Timesheets

CRM

Calendar/Reminder System
Call Logging
Document Storage
Internal Chat Integration
Lead Scoring
Mobile Access
Quotes / Proposals
Segmentation
Task Management

Employee Scheduling

Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Reporting/Analytics
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave 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

Gantt Chart

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

HR Employee File Management

Access Controls
Centralized Employee Files
Dashboard
Email Notifications
Paper & Digital
Regulatory Compliance
Search
Sharing Spaces
Signature

Kanban

Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Scheduling
Service History Tracking
Technician Management
Work Order Management

Production Scheduling

"What If" Scenarios
Automated Scheduling
Bottleneck Optimization
Capacity Planning
Constraint Scheduling
Job Scheduling
Material Planning
Priority-Based Scheduling

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

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Resource Scheduling

Not specified

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Real-time Scheduling
Resource Scheduling
Room Booking Management

Subcontractor

Not specified

Categories and Features

Advertising Agency

Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Agile Project Management Tools

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

Collaboration

Calendar Management
Project Management
Task Management
Version Control

Gantt Chart

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Task Management
Time & Expense Tracking

Kanban

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Product Management

Collaboration
Milestone Tracking
Prioritization
Resource Management
Workflow Management

Professional Services Automation

Billing & Invoicing
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Quote Management
Resource Management
Time & Expense Tracking

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

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Project Tracking

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Task Management

Not specified

Time and Expense

Not specified

Time Tracking

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

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