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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 Service365?

Service365, utilizing the exceptional Dynamics 365 Business Central platform from Microsoft, serves as a comprehensive solution for managing field service operations. It consolidates the management of customers, quotes, jobs, and purchases into a single, streamlined interface. You can easily outline a quote for customer consent and generate a quote worksheet. Your field service personnel can be organized efficiently. It minimizes complexities in project oversight and cost management. You can acquire materials and associate them with timesheets, ensuring that all expenses tied to purchase orders are confirmed before commencing any job. Once you have customer approval, invoices can be generated seamlessly. This all-encompassing platform incorporates the advantages of Customer Relationship Management (CRM) within one cohesive system. Service365 offers an effortless method for clients to monitor their contact information, transactions, communications, and invoices. Its user-friendly yet powerful design ensures an enhanced experience. With a strong focus on your client's success, you can effectively plan resources and client engagement for both the present and future. By leveraging this all-in-one platform, businesses can optimize their field service management and drive better outcomes.

Media

Media

Integrations Supported

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

API Availability

API Availability

Pricing Information

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

Pricing Information

One-time onboarding fee
Ongoing subscription per user
Free Version
Free Trial Offered?

Supported Platforms

Windows
Mac

Supported Platforms

SaaS

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

Company Facts

Organization Name

uPlan

Date Founded

2018

Company Location

Hungary

Company Website

uplan.io

Company Facts

Organization Name

Service365 Inc.

Date Founded

2019

Company Location

Canada

Company Website

service365.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

Electrical Estimating

Billing & Invoicing
Change Orders
Project Management
Quotes / Proposals

Field Service Management

Billing & Invoicing
Contact Database
Customer Database
Dispatch Management
Inventory Management
Mobile Access
Quotes / Estimates
Scheduling
Service History Tracking
Work Order Management

HVAC Estimating

Billing & Invoicing
Labor Rates
Quotes/Proposals
Scheduling

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