HVAC Pro Invoices & Estimates 4+

Scheduling, Business & More‪!‬

JZ Mobile LLC

    • $9.99
    • Offers In-App Purchases

Description

NO MONTHY FEES! Based on iOS version in use for 10 years. Craftsman Cost Books © NPH - National Plumbing & Heating. Over 12,000 labor & material costs, optional InApp.

Specifically designed for HVAC and mechanical professionals. It maintains a client focused schedule of your appointments. Integrated with your client contact info you can quickly create invoices and track your important accounts.

Reasonable One-Time Price
There are no monthly or annual fees to use your app.

Powerful invoicing function is included to create, email and print all types of sales and service invoices. Invoice entry you can visualize the completed invoice as you go. The invoice entry view all of your transactions can be tailored to the unique needs of your business. There is extensive profit & loss analysis.

This comprehensive business app provides complete financial information including inventory control and Profit & Loss Info. All information is maintained on your device and there is no need for connectivity or outside servers as is common with many of the more sophisticated business apps.

Highlights:

Project Pro
Create cost plus type estimates and invoices with multiple levels and phases. Use Craftsman and your items with included descriptions and costs.

Scheduler - The calendar on steroids. Select client names from your contacts and add the service information to the appointment. Create reminders, complete and invoice the transaction, view contact management info and send confirmations. All right from the appointment. View multiple calendars, set alerts, search history.

Contact Management - Store notes, images and track other communications with your clients and have the in app ability to call, text, email or map without leaving your app.

Labor, Parts & Supplies are maintained in the app with detailed multi-line descriptions, costs, price and units of measure & on hand quantities. These can be added on-the-fly or maintained from your stored items.

Invoices are automatically created from your Estimates and support multiple payment methods. Maintain PAID and OPEN status of your invoices. Multiple sales tax rates. Your logo, detailed terms and conditions and other messages are automatically displayed.

Estimates - In App Purchase required. Create detailed and professional looking estimates at the client site that may be immediately emailed or printed. Track the status of each Estimate from Draft to Email to Approved.

Document Manager
Document Design & Delivery- Change document formats, images, fonts, colors, and field names. Use your local language and terms. Batch deliver Printed & Email docs.

Signature Capture of approved Estimates with an update of Status. Invoices and Estimates may be copied for editing and reuse with other clients.

Financial Information - Is instantly available for any client, job or timeframe with just a few taps. Information may be viewed on screen or downloaded for further analysis with any spreadsheet.

Help and Support - Context sensitive help shows by topic as well as how to movies. Email, text and phone support provides to help with any questions or issues.

In-App Purchases

Cloud Sync
Automatically synchronize your information utilizing iCloud technology. For up to five devices this In App will keep your business info inSync and available on all your devices!

Messages & Reminders
Create Appointment Reminders automatically from your schedule using text or email.

Profits and Reports
Profits provides a complete financial system that tracks all sales, purchases and expenses. Includes ALL formatted PDF Reports that can be printed. + Spreadsheet Download
Download your financial info and backup your info.

Craftsman Cost Books
This is the #1 info source for Construction Labor & Materials Cost Information. With over 15,000 labor and material items the info contained in these saves time required for creating project estimates and eliminates costly pricing errors.

Recurring Service
Repetitive Services entry and automatic weekly, semiweekly or monthly release for maintenance and other service providers.
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Keywords

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Support URL

Marketing URL

What’s New

Version 17

Enhancements to performance and user experience.

Ratings and Reviews

Docksrocks ,

Kevin from Collie HVAC Nova Scotia

I was recently using an accounting program called AccountEdge from Acclivity. The main program was very good, but the mobile app that came with the program sucked. It had little customization available and it was hard to see the entries with the app colour and font. The final straw for me was a manditory 150.00 update to keep using the mobile app via Dropbox. I have a very small company and can't afford and expensive upgrade like that after just shelling out over $400.00 for the program just 4 years prior.
So, that is some of my history for yas. Now with this app I recently purchase along with a few in app purchases
(which are one time fee only, and no monthly fees). This app has a lot of self help files, but like any highly functional apps, there is a good chance you will have to get a bit of technical assistance from the manufacturer via email to set up some unique needs your business might have. Twice, I emailed for assistance, and as they say, they get back to you within an hour with a solution or advice. Both times I needed assistance they solved my problem for me. Actually the second email I sent asked them about a few things. One thing I noticed that may be an issue with some people is that they have a function that allows you to give and clearly show a customer discount on your quote or invoice. The problem I had with that is that the discount came out after taxes. That means the customer pays tax on the amount discounted, which the customer might have an issue with. The App developer staff told me they were going to have that changed in the next update. However that might be tough for them to do I suspect. Acclivity (my old program) had the discount function at one time, but they did away with it. I think it plays havoc with listed parts and set prices within the program, and accurate profit and loss calculations. Anyway, for now, I will just add in the extra tax paid onto my discount to offset that matter for the customer.
So, for now they get a 4 star rating, since I'm pretty new to the program, but see great functionality and great tech support. Once I get used to the program, I will likely give another review, and it will hopefully (for my sake) be a 5 star rating in the future. Good luck!

App Privacy

The developer, JZ Mobile LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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