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ProfitZoom

Name: ProfitZoom
Rating: 4.5 (2 reviews)

By Valens Software LLC

1537 Interested

Highlights : About ProfitZoom

CRM CAPTURE AND TRACK LEADS

ENHANCED DRAG & DROP QUOTES

DIGITAL WORK ORDERS AND INSPECTIONS

ONLINE AND OFFLINE MOBILE CAPABILITY

About ProfitZoom

ProfitZoom is a cloud-based and mobile-ready field service solution specifically developed for HVAC, fire and life safety, plumbing and other specialty subcontractors. ProfitZoom can invoice jobs, track field service and schedule inspections through the mobile field service module. It provides a customer portal that allows customers to create there own personalized dashboard and view invoices, work orders, reports, worksites and alerts. They can even request service work through the portal. The CRM module helps to capture and track leads, assign leads to sales personnel and prospect leads to evaluate sales performance.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

CRM CAPTURE AND TRACK LEADS

Enter Leads, capture prospect information, track prospect touches

ENHANCED DRAG & DROP QUOTES

Create quote via drag and drop equipment drawing plans

DIGITAL WORK ORDERS AND INSPECTIONS

Digital link between work orders and the service tech

ONLINE AND OFFLINE MOBILE CAPABILITY

Constant contact between field and office saves time and improves customer service

REPORT WRITER AND BUSINESS INTELLIGENCE

Know your business at a glance with Business Intelligence Dashboards, Key Performance Indicators and more

FINANCIALS, JOB COSTING AND INVENTORY

The service module sits on top of the ProfitZoom Complete Enterprise Business Platform

UNIQUE CUSTOMER PORTAL

Customers can view work orders, completed invoices, and inspection documents

INTEGRATED CREDIT CARD PROCESSING

TSYS is the preferred payments provider for ProfitZoom

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