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What is uPlan?

uPlan will significantly shorten the duration needed for planning and consultations. It offers automatically generated documentation for your projects, such as wiring diagrams, layouts for electrical cabinets, and comprehensive bills of materials. You can engage in discussions about the project with your client and deliver a tailored quote for the different solutions available. Additionally, this streamlined process enhances collaboration and ensures clarity throughout the project lifecycle.

What is GeoOp?

GeoOp is a comprehensive job management tool designed for small businesses, enabling them to optimize their daily operations. With this software, companies can save an impressive 14 hours each week on administrative tasks, secure more jobs, and accelerate their payment processes. GeoOp streamlines various functions, including job assignments, invoice and quote generation, timesheet management, and accounting software integration. By replacing outdated and cumbersome paper-based methods, GeoOp empowers businesses to enhance efficiency significantly. It stands out as a cutting-edge application tailored for Trade and Home/Field Service sectors, allowing users to oversee quotes, schedule jobs, monitor job progress, issue invoices, and receive payments more promptly. Notably, GeoOp simplifies the management of manual processes by facilitating the entry of client and job details just once, enabling seamless tracking from quotation to payment, thus cutting down on paperwork and administration by as much as 14 hours weekly. Furthermore, this innovative platform not only aids in operational efficiency but also enhances overall business productivity and customer satisfaction.

Media

Media

Integrations Supported

Integrations Supported

MYOB AccountRight
QuickBooks Accountants
Xero

API Availability

API Availability

Pricing Information

First project is free
29 €/ month
159 €/ 6 month
319 €/ 12 month
Free Trial Offered?

Pricing Information

$17 per user per month
Starter
Perfect for businesses with a smaller number of jobs per month
Free Trial Offered?

Supported Platforms

Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

uPlan

Date Founded

2018

Company Location

Hungary

Company Website

uplan.io

Company Facts

Organization Name

Geo

Date Founded

2019

Company Location

Australia

Company Website

try.geoop.com

Categories and Features

Electrical Contractor

Quotes / Estimates
Work Order Management

Electrical Estimating

Cost Database
Project Management
Quotes / Proposals

HVAC

Quotes / Estimates
Routing

HVAC Estimating

Cost Database
Data Import / Export
Financing Management

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Mobile Access
Online Payments
Recurring Appointments

Billing and Invoicing

Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Project Billing
Tax Calculator

Carpet Cleaning

Billing & Invoicing
Scheduling

Electrical Estimating

Not specified

Employee Scheduling

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

Field Sales

Not specified

Field Service Management

Billing & Invoicing
Contact Database
Dispatch Management
Electronic Signature
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Scheduling
Work Order Management

HVAC Estimating

Not specified

Locksmith

Billing & Invoicing
GPS Tracking
Mobile Access
Payment Processing
Scheduling
Work Order Management

Pest Control

Not specified

Plumbing Estimating

Not specified

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Employee Scheduling
Multi-Location
Real-time Scheduling
Resource Scheduling

Security System Installer

Billing & Invoicing
Customer Management
Document Imaging
Inventory Management
Job Costing
Quotes / Estimates
Scheduling
Work Order Management

Service Dispatch

Billing & Invoicing
Customer Database
Job Management
Mobile Access
Service History Tracking

Time and Expense

Not specified

Tradesman Job Management

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

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