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What is iTrust PRO?

We enable you to take control of your daily business management activities while simultaneously improving your online presence, allowing you to move away from dependence on paid leads and begin generating them independently. Our mobile app makes it simple for you to send branded electronic invoices and estimates. You can save precious time by using reusable line items and seamlessly transform leads into clients with quotes that can be accepted online. Build your digital footprint with a mobile-friendly, search-optimized website that keeps your information up-to-date through automatic updates, including job alerts, customer reviews, verified credentials, and more. The iTrust PRO app not only lets you book appointments with clients but also supports the sending of estimates and invoices, processing electronic payments, and offers a variety of other features to streamline your business operations. By utilizing these comprehensive tools, you can concentrate on what really counts—expanding your enterprise and enhancing customer satisfaction. Additionally, our platform provides insights that can help you make informed decisions for future growth and success.

What is i-Trust?

i-Trust is a dedicated software solution for trust accounting, featuring a robust, audit-tested framework, detailed audit trails, and subsidiary ledgers. This application is specifically designed for the administration of client trust accounts and provides an automated client ledger that boasts an intuitive and efficient interface for overseeing an unlimited number of trust funds, a capability it has maintained since its inception in 1988. With a strong emphasis on automation and flexibility, it guarantees a comprehensive audit trail for all transactions carried out. Furthermore, the platform ensures stringent data integrity through sophisticated database maintenance tools, which are meticulously crafted to uphold and enhance trust accounting standards. Consequently, i-Trust serves as an invaluable asset for professionals aiming to optimize their trust account management practices. By leveraging this software, users can significantly reduce the time spent on manual processes while ensuring compliance with regulatory requirements.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$14.99 per month
Free Trial Offered?
Free Version

Pricing Information

$1895.00/one-time/user
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

iTrust PRO

Company Location

United States

Company Website

www.itrustpro.com

Company Facts

Organization Name

Golden Omega

Date Founded

1988

Company Location

United States

Company Website

www.goldenomega.net/trust-accounting-software/

Categories and Features

Carpet Cleaning

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

Cleaning Services

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Employee Scheduling

Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Payroll Management
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

Garage Door

Billing & Invoicing
Contract Management
Customer Management
Dispatch Management
Equipment Tracking
Inventory Management
Job Costing
Scheduling
Warranty Tracking

Handyman

Billing & Invoicing
Dispatch Management
Electronic Signature
Inventory Management
Mobile Payments
Payment Processing
Quotes / Estimates
Time Tracking
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

HVAC Estimating

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

Lawn Care

Billing & Invoicing
Contract Management
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

Moving

Billing & Invoicing
Claims Management
Customer Management
Dispatch Management
Employee Management
Fleet Management
International Moves
Interstate Moves
Job Management
LTL / Shared Truckload
Lead Management
Local Moves
Military / GSA Moves
Quotes / Estimates
Storage Management
Work Order Management

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

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

Plumbing Estimating

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Pool Service

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

Remodeling Estimating

Cost Database
Quote Management

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

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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