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.
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 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.
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.
Repetitive Services entry and automatic weekly, semiweekly or monthly release for maintenance and other service providers.
Expanded spreadsheet and auto backup capabilities. Enhancements to sales tax setup and processing.
Ratings and ReviewsSee All
Solid App with very good support & expertise. Thank!
Although we just got this app it seems to be quite solid. There are a few things that I would like to see done differently but I am sure that I'll get used to it. Always a learning curve with new software. Text response to support was immediate and answered my question without having to answer a lot of stupid questions first. We are able to keep seperate job address for our large customers which is very important in our business. Recently added the Craftsman Cost Book, the best resource.
Cost Book with 12,000 HVAC Items is priceless.
Just added the Cost Book which is a unbelievable help with Estimates. The app does everything I need. Tracks customers, calls, labor and materials. Uses the iPhone contacts and calendar so it’s fast and easy to set-up and install. I can send email estimates and invoices and get reports and graphs to see how I’m doing for any time period. All of my history is instantly available to see what work I have done and there is a support function that can be used to get questions answered. Would highly recommend!
Would recommend to any HVAC guy...
I has taken me awhile to let go of my old methods and get this running on my device. It takes a little longer when you get started. However, after you build up your customers, labor descriptions and parts inventory it is really fast to do an estimate or invoice. Nice to be able to bring up history with just a few taps. It will be really cool after a few years. Bought the Cloud Sync so I can use on by iPad and iPhone. Thanks!
- JZ Mobile LLC
- 106.7 MB
Requires iOS 9.3 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- © JZ Mobile LLC 2020
- In-App Purchases
- All Productivity In-Apps $9.99
- Estimates, Bids & Quotes $4.99
- Cloud Sync $6.99
With Family Sharing set up, up to six family members can use this app.