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What is simplyreliable|OS?

simplyreliable|OS is an all-in-one, cloud-based operating system that enables systems integrators to run their businesses from proposal to project completion with unmatched efficiency. It supports contact management, proposals, invoicing, purchasing, inventory, scheduling, work orders, and time tracking in one integrated platform. The system integrates directly with QuickBooks Online or Desktop, eliminating duplicate data entry and streamlining accounting processes. Its zeroSETUP feature ensures product catalogs are automatically updated, while Smart Assemblies prevent errors by recommending the correct accessories for each job. Beautifully designed proposal templates make it easy to deliver professional, client-ready documents in minutes, helping teams win more business. The platform also provides flexibility with web, iOS, and Android access, enabling staff to manage operations from anywhere. Calendar syncing with Google, Outlook, and Apple ensures that sales calls, installations, and meetings are always aligned. Change order management, automated purchasing, and progress invoicing further simplify complex project workflows. The setup process is quick—businesses can be live in under five minutes—and training through the smartPRENEUR Academy provides a complete walkthrough in just about an hour. By reducing complexity, lowering operating expenses, and centralizing workflows, simplyreliable|OS empowers integrators to focus on growth and deliver exceptional client experiences.

What is Outbooks Proposal?

The Outbooks Proposal Tool is designed specifically for accounting and bookkeeping firms to streamline their proposal development and management processes. This cutting-edge tool enables the creation of well-crafted proposals that prominently feature the firm's brand identity. By automating the generation of engagement letters, it guarantees that all communications remain compliant and consistent. The addition of integrated payment options makes transactions easier, allowing clients to pay for services with convenience. A key feature of the Outbooks Proposal Tool is its dedication to consistent value-based pricing, ensuring clients receive straightforward and fair estimates. Through the implementation of this tool, accounting firms can not only enhance their operational efficiency and improve the client experience but also maintain a high standard of professionalism in all client interactions. Furthermore, by saving time and fostering transparency, this tool ultimately strengthens client relationships and builds trust.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99/month/user
Free Trial Offered?
Free Version

Pricing Information

£30
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

Simply Reliable

Date Founded

2002

Company Location

United States

Company Website

www.simplyreliable.com/simplyreliable-os/

Company Facts

Organization Name

Outbooks

Date Founded

2011

Company Location

United Kingdom

Company Website

proposal.outbooks.com

Categories and Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Categories and Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

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