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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 Kojo?

Achieve more than 5% savings on your direct material costs by employing an efficient dashboard that allows for the comparison of vendor prices and stock availability. Kojo's intelligent documents enable effortless sharing of material and pricing information across various requisition types, purchase orders, quotes, and invoices, ensuring alignment with your ERP system for accurate and up-to-date data. Say goodbye to the burden of excessive emails and phone calls that often accompany material requisition and ordering. With digital requisitions sent straight to the office, you receive structured and reliable material information, which ensures that orders are placed timely and that the correct items are delivered. Utilize your mobile device to take photos of your deliveries, allowing you to keep track of received goods, check for damages, or identify any missing items. By only procuring what is necessary based on material stock levels, you can effectively reduce excess inventory that needs to be stored. Moreover, teams can readily access live updates on warehouse inventory and delivery progress from their computers or mobile devices, boosting overall efficiency and productivity. This all-encompassing strategy not only streamlines operations but also fosters improved decision-making in managing materials, thereby enhancing the overall supply chain process. By integrating these practices, organizations can build a more responsive and cost-effective procurement system.

Media

Media

Integrations Supported

DataXchange
PataBid Quantify
QuickBooks Online
hh2

Integrations Supported

DataXchange
PataBid Quantify
QuickBooks Online
hh2

API Availability

Has API

API Availability

Has API

Pricing Information

First project is free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

uPlan

Date Founded

2018

Company Location

Hungary

Company Website

uplan.io

Company Facts

Organization Name

Kojo

Date Founded

2018

Company Location

United States

Company Website

www.usekojo.com

Categories and Features

Electrical Contractor

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

Electrical Estimating

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

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

Categories and Features

Electrical Contractor

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

Procurement

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

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