---
description: Discover the best Quoting Software in New Zealand. Compare top Quoting Software tools with customer reviews, pricing and free demos.
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title: Best Quoting Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Quoting Software

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## Products

1. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3318 reviews) — Xero is a cloud-based accounting platform designed to assist small and midsize businesses with financial operations m...
2. [AroFlo](https://www.softwareadvice.co.nz/software/161893/aroflo) — 4.4/5 (115 reviews) — AroFlo is a full-featured job management solution for trade and service-based businesses. Manage jobs through their e...
3. [Simpro](https://www.softwareadvice.co.nz/software/154441/simpro-enterprise) — 4.0/5 (148 reviews) — Simpro is the leading AI-first operating platform for residential and commercial trades. Our mission is simple: doubl...
4. [Jobber](https://www.softwareadvice.co.nz/software/3660/jobber-lawncare) — 4.6/5 (1475 reviews) — Jobber is a cloud-based field service management platform that helps home service businesses run their operations in ...
5. [Odoo](https://www.softwareadvice.co.nz/software/77019/odoo-pos) — 4.2/5 (1322 reviews) — Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of compani...
6. [Keap](https://www.softwareadvice.co.nz/software/139060/infusionsoft-crm) — 4.1/5 (1298 reviews) — Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship manageme...
7. [PandaDoc](https://www.softwareadvice.co.nz/software/144409/pandadoc) — 4.5/5 (1256 reviews) — PandaDoc is cloud-based document management software that helps users create proposals, quotes, contracts and more. T...
8. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (1001 reviews) — Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy...
9. [JobBOSS²](https://www.softwareadvice.co.nz/software/389923/jobboss2) — 4.2/5 (866 reviews) — JobBOSS² is a job shop management software designed for custom manufacturers and machine shops. It supports make-to-o...
10. [mHelpDesk](https://www.softwareadvice.co.nz/software/23923/mhelpdesk) — 4.3/5 (824 reviews) — mHelpDesk is a field service solution that helps service businesses automate processes. It assists with customer mana...
11. [Abby](https://www.softwareadvice.co.nz/software/370101/abby) — 4.7/5 (604 reviews) — With Abby, an auto-entrepreneur can manage administrative procedures on a single platform, streamline the automatic c...
12. [PayPal Invoicing](https://www.softwareadvice.co.nz/software/250009/paypal-invoicing) — 4.7/5 (595 reviews) — PayPal Invoicing is a free solution that makes it easy to send invoices and get paid faster. Create and send professi...
13. [FieldPulse](https://www.softwareadvice.co.nz/software/109782/fieldpulse) — 4.6/5 (490 reviews) — FieldPulse is a web-based field service management solution that creates synergy between office and field teams throu...
14. [JobNimbus](https://www.softwareadvice.co.nz/software/366490/jobnimbus) — 4.6/5 (482 reviews) — JobNimbus is a customer relationship management (CRM) and project management solution tailored to meet the needs of c...
15. [Sage 100](https://www.softwareadvice.co.nz/software/219700/sage-100cloud) — 4.1/5 (410 reviews) — Sage 100 is a cloud-connected ERP platform for medium-sized manufacturers, distributors, and professional service com...
16. [Qwilr](https://www.softwareadvice.co.nz/software/153250/qwilr) — 4.6/5 (385 reviews) — Qwilr is a cloud-based sales documentation and request for proposal (RFP) solution. It offers audit trail features, s...
17. [ServiceM8](https://www.softwareadvice.co.nz/software/32951/servicem8) — 4.5/5 (311 reviews) — ServiceM8 is the app for trade contractors \& service businesses, such as plumbing, electrical, HVAC \& refrige...
18. [Proposify](https://www.softwareadvice.co.nz/software/322080/proposify) — 4.4/5 (299 reviews) — Proposify is a cloud-based proposal management platform that helps businesses streamline their sales process on a cen...
19. [Jenesis Software](https://www.softwareadvice.co.nz/software/62001/jenesis-agency-management) — 4.7/5 (284 reviews) — Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various...
20. [Invoice2go](https://www.softwareadvice.co.nz/software/138382/invoice2go) — 4.3/5 (274 reviews) — Invoice2go is an accounting management software designed to help independent contractors and small businesses create ...
21. [Scoro](https://www.softwareadvice.co.nz/software/155179/scoro) — 4.5/5 (262 reviews) — Scoro is a professional services automation platform designed to manage projects, resources, and finances within a si...
22. [shopVOX](https://www.softwareadvice.co.nz/software/341322/shopvox) — 4.6/5 (243 reviews) — shopVOX is a cloud-based platform for small to large businesses, which helps automate and streamline all processes re...
23. [B2W Estimate](https://www.softwareadvice.co.nz/software/1095/b2w-estimating-and-bidding) — 4.5/5 (200 reviews) — B2W Estimate for heavy civil construction estimating and bidding enables contractors to bid with speed, accuracy, and...
24. [QuoteWerks](https://www.softwareadvice.co.nz/software/63241/quotewerks) — 4.6/5 (192 reviews) — QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and...
25. [LawnPro](https://www.softwareadvice.co.nz/software/93160/lawnpro) — 4.6/5 (188 reviews) — LawnPro is a cloud-based field service management solution that helps businesses in the landscaping industry streamli...

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## Related Categories

- [CPQ Software](https://www.softwareadvice.co.nz/directory/4407/cpq/software)
- [Accounts Receivable Software](https://www.softwareadvice.co.nz/directory/1843/accounts-receivable/software)
- [Billing and Invoicing Software](https://www.softwareadvice.co.nz/directory/263/billing-invoicing-software/software)
- [Accounts Payable Software](https://www.softwareadvice.co.nz/directory/1851/accounts-payable/software)
- [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software)

## Links

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| en | <https://www.softwareadvice.com/cpq/quoting-comparison/> |
| en-AU | <https://www.softwareadvice.com.au/directory/3570/quoting/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/3570/quoting/software> |
| en-IE | <https://www.softwareadvice.ie/directory/3570/quoting/software> |
| en-NZ | <https://www.softwareadvice.co.nz/directory/3570/quoting/software> |
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The tool supports budgeting and forecasting, enabling businesses to plan for future growth and manage financial risks.\n\nXero integrates with several third-party applications, including CRM systems, eCommerce platforms and payment gateways. Xero’s integrated practice management software includes Xero HQ, Xero Practice Manager, Xero Workpapers and Xero Tax. It connects businesses with their bank, their advisor, accounting tools, payment services and more. These integrations facilitate data synchronization and optimize overall operational. Data is protected by multiple layers of security, including encryption and the platform is subject to strict privacy controls as it uses multi-factor authentication.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aa6f08b4-1fe7-4944-bee8-e3ef64ed55f9.png","url":"https://www.softwareadvice.co.nz/software/2976/xero","@type":"ListItem"},{"name":"AroFlo","position":2,"description":"AroFlo is a full-featured job management solution for trade and service-based businesses. Manage jobs through their entire lifecycle—from the initial query and quote all the way to final invoicing. AroFlo helps trade professionals connect their field and office teams, win new jobs, simplify complex work, and get paid faster. For a better WorkLife, use AroFlo.\n\n\nManage your staff & resources, plan out work weeks in advance, and easily track recurring work with AroFlo. Just drag and drop staff to jobs and have their schedules updated in real-time. With AroPoint GPS tracking, you can monitor your fleet and schedule your nearest technician to the job. AroFlo allows you to book time and assets directly against a task—ensuring you capture all billable hours and labour.\n\n\nGain complete 360° visibility of your business with AroFlo's robust reporting. Mine your data for valuable insights to help grow your business faster and better. You can run reports on anything: Which business critical equipment is nearing a service? Who are your star employees? What parts are you running low on?\n\nDitch the tedious admin with AroFlo. Create templates for repetitive tasks, set up SMS notifications to let clients know you're on the way and streamline OH&S/ compliance processes. Connect AroFlo directly to your favourite trade wholesaler and raise purchase orders from the field or in the office.\n\n\nEliminate double-handling and get paid faster. AroFlo integrates with your accounting package and payment gateway— enter your data into one system, not multiple. Raise an invoice or collect payment immediately after finishing a job. Don't wring your head trying to remember how many hours of labour and what materials you used.\n\n\nAroFlo is packed with many other great features and integrations designed to bring WorkLife balance to our users. To see how AroFlo would transform your business, have a quick chat with our team or arrange an in-depth demo.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b9141c05-7783-4cb5-9a68-3eb30bb8bd5e.png","url":"https://www.softwareadvice.co.nz/software/161893/aroflo","@type":"ListItem"},{"name":"Simpro","position":3,"description":"Simpro is the leading AI-first operating platform for residential and commercial trades. Our mission is simple: double trades business profitability. Built for the heroes who keep the world running, Simpro transforms how trades businesses operate—eliminating complexity, unlocking clarity, and turning hard work into lasting success. The platform integrates estimating, scheduling, compliance, safety, invoicing, and cash flow into one clear path to profitability. Today, more than 250,000 users worldwide rely on Simpro to scale with confidence, supported by offices in the U.S., Australia, and the UK. Simpro is part of Simpro Group, alongside BigChange, AroFlo, and ClockShark.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/32d880d7-912a-4e1e-888b-1bc796a221c1.jpeg","url":"https://www.softwareadvice.co.nz/software/154441/simpro-enterprise","@type":"ListItem"},{"name":"Jobber","position":4,"description":"Jobber is a cloud-based field service management platform that helps home service businesses run their operations in one place. From scheduling and dispatching to invoicing and customer communication, Jobber keeps work organized for both small teams and growing multi-crew operations—whether you’re in the office or on the job.\n\nDesigned for service industries like cleaning, landscaping, HVAC, plumbing, and contracting, Jobber brings key tools together in one system. Businesses can manage client details with an integrated CRM, schedule and dispatch crews in real time, track expenses, send professional quotes and invoices, and accept online bookings. Features like a self-serve client hub, automated reminders, and email follow-ups help businesses stay responsive and deliver a professional customer experience.\n\nWith AI-powered tools like Jobber Copilot, teams get recommendations and insights based on their business activity. Copilot acts as a built-in advisor, helping teams spot opportunities, handle routine tasks faster, and make informed decisions as their workload grows.\n\nJobber also includes marketing tools that help businesses stay connected with customers and bring in new work. Automated email campaigns, referral programs, and review requests help keep schedules full while strengthening relationships with existing clients.\n\nFor day-to-day job management, Jobber provides flexible scheduling, dispatching, quoting, invoicing, and follow-up tools to help teams stay on top of every job. Customer experience tools include online booking, a client hub for approvals and payments, customizable job forms, and built-in communication tools that keep clients informed.\n\nThe platform also supports business performance with reporting, credit card processing, marketing tools, and AI-powered insights. Businesses can manage recurring work, track job progress in real time, assign crews, and create professional invoices using customizable templates.\n\nJobber’s mobile app for iOS and Android keeps teams connected in the field, while integrations with payment platforms help streamline invoicing and electronic payments.\n\nBeyond software, Jobber supports service businesses with educational resources like Jobber Blueprint, along with community initiatives including events, grants, and industry insights to help businesses succeed at every stage.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ad18d6d9-96a7-429c-af65-8beb3926ec4e.jpeg","url":"https://www.softwareadvice.co.nz/software/3660/jobber-lawncare","@type":"ListItem"},{"name":"Odoo","position":5,"description":"Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of companies of all sizes. It offers a wide range of integrated apps that cover various business functions, from CRM and sales to inventory and accounting. One of the standout features of Odoo is its modular architecture, which allows businesses to start with a few apps and add more as needed. This scalability ensures that the platform can grow with the business, providing a seamless experience across different business functions.\n\nThe Customer Relationship Management (CRM) module helps businesses manage leads, opportunities, and customer interactions efficiently. It includes a visual sales pipeline that aids sales teams in tracking progress and managing their sales activities effectively. In terms of sales and invoicing, Odoo allows businesses to create and send professional quotations quickly. The platform supports automated invoicing, recurring invoices, and payment follow-ups, streamlining the billing process.\n\nOdoo's inventory management capabilities are robust, offering real-time tracking to help businesses maintain optimal stock levels and reduce waste. The platform includes advanced warehouse management features such as multi-warehouse support, barcode scanning, and automated replenishment. In the realm of accounting and finance, Odoo automates various tasks including bank reconciliation, expense tracking, and financial reporting. It also supports multi-currency transactions, making it suitable for businesses with international operations.\n\nThe Human Resources (HR) module helps businesses manage employee information, attendance, and leave requests. It also includes recruitment tools that streamline the hiring process, from job postings to candidate evaluation. For project management, Odoo allows businesses to create and assign tasks, set deadlines, and track progress. The platform includes collaboration tools such as document sharing and team messaging, enhancing team productivity.\n\nOdoo's e-commerce capabilities are extensive, providing tools to create and manage an online store, including product catalog management, payment processing, and order fulfillment. The e-commerce app integrates seamlessly with other Odoo apps, such as inventory and accounting, ensuring a unified business process. In terms of marketing, Odoo includes email marketing tools that help businesses create and send targeted email campaigns. It also supports social media integration, allowing businesses to manage their social media presence from within the platform.\n\nThe manufacturing module in Odoo helps businesses plan and manage their production processes, including work orders and bill of materials. It includes quality control features that help ensure product quality and compliance with industry standards. Reporting and analytics are also strong points of Odoo, offering customizable reporting tools that help businesses analyze key metrics and make data-driven decisions. The platform includes intuitive dashboards that offer real-time insights into business performance.\n\nOdoo allows for extensive customization and development, enabling businesses to develop custom modules to meet their specific needs, leveraging the platform's open-source nature. It also offers API access for integration with third-party applications and services. The platform can be deployed either in the cloud or on-premise, providing flexibility based on business preferences and requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/17efceca-38ea-4e7e-83dc-2cdd9fb0987f.png","url":"https://www.softwareadvice.co.nz/software/77019/odoo-pos","@type":"ListItem"},{"name":"Keap","position":6,"description":"Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences.\n\n\nUsers can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.\n\n\nThe system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. \n\n\nPricing is on a monthly subscription basis and includes support via phone, email, and FAQs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bbf09836-8786-4e7d-909b-10b75adc5ef6.png","url":"https://www.softwareadvice.co.nz/software/139060/infusionsoft-crm","@type":"ListItem"},{"name":"PandaDoc","position":7,"description":"PandaDoc is cloud-based document management software that helps users create proposals, quotes, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. It allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging.\n\nThe platform offers a built-in e-signature feature that allows signers to approve and sign documents from anywhere, anytime. PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, how many times they saw the proposal and how much time spent on the proposal. Additionally, the solution also provides a centralized dashboard that offers an overview of the proposal's performance. PandaDoc comes is available via a subscription-based pricing model on per user basis. It provides integration with Salesforce, HubSpot and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/af7c4745-5f38-4377-bee3-8815d84dba69.png","url":"https://www.softwareadvice.co.nz/software/144409/pandadoc","@type":"ListItem"},{"name":"Bitrix24","position":8,"description":"Bitrix24 is an all-in-one business workspace that combines CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users.\n\nWhether you're a small team or a growing business, Bitrix24 helps you to:\n\n— Track leads and manage customer relationships with a built-in CRM\n— Stay on top of projects and tasks with Kanban boards, timelines, and time tracking\n— Communicate easily via team messenger, video calls, and shared calendars\n— Create and edit documents, manage files, and collect e-signatures\n— Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp\n\nBitrix24’s AI-powered assistant CoPilot helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity.\n\nWhat makes Bitrix24 a great solution for businesses:\n\n— Free forever for unlimited users, with access to core features and 5 GB storage\n— No per-user fees – upgrade only when you need more storage or advanced tools\n— Accessible anywhere via web, desktop, and mobile apps\n— Scalable – grow your business without switching platforms or juggling tools\n\nOver 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0d820dd6-6e0b-43de-becb-e9078a2d9fac.png","url":"https://www.softwareadvice.co.nz/software/128326/bitrix24","@type":"ListItem"},{"name":"JobBOSS²","position":9,"description":"JobBOSS² is a job shop management software designed for custom manufacturers and machine shops. It supports make-to-order manufacturers in industries such as fabrication, machining, screw production, tool and die, stamping, and spring manufacturing, offering flexibility for varied production processes.\n\nThe software includes an AI BOM builder that creates draft bills of materials from different file formats. It features scheduling tools with drag-and-drop calendar functionality. Job management tools convert quotes into production orders and track progress and efficiency. The inventory management feature monitors materials in real time, automates forecasting, and generates purchase orders when supplies are low. Quality management tools provide access to documents, track equipment calibration, and manage workflows from a centralized system.\n\nThe platform offers reporting tools with real-time analytics on customer and job profitability, comparing estimated and actual costs. It is cloud-based and includes ITAR compliance capabilities for secure data access. Mobile applications allow team members to track time and access system features remotely.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6f948125-3967-4960-86a2-809fc53e2513.jpeg","url":"https://www.softwareadvice.co.nz/software/389923/jobboss2","@type":"ListItem"},{"name":"mHelpDesk","position":10,"description":"mHelpDesk is a field service solution that helps service businesses automate processes. It assists with customer management, quoting, dispatching, invoicing, billing and reporting.\n\nmHelpDesk has multiple features to support a field service-oriented business, including integration with both QuickBooks Online and QuickBooks Desktop for accounting. It also offers an offline mode, which allows technicians to continue using the mobile app in areas without internet or cell reception. The cloud-based tool is accessible on all mobile devices with internet access. This allows field techs to access all the necessary information about a job right. mHelpDesk also provides visibility into staff schedules, helping to dispatch and alert field employees.\n\nEstimates and invoices are customizable, allowing organizations to create templates that make sense for their business and customers. The system also integrates with any unique website, providing functional widgets, forms and login boxes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/273c54aa-4d75-41b9-9914-e2c0a26baa2c.png","url":"https://www.softwareadvice.co.nz/software/23923/mhelpdesk","@type":"ListItem"},{"name":"Abby","position":11,"description":"With Abby, an auto-entrepreneur can manage administrative procedures on a single platform, streamline the automatic calculation of contributions, and send declarations to Urssaf.\n\nThe invoicing module assists with the creation of estimates and invoices and includes an automatic reminder system as well as online payment links. Users can track cash flow and generate purchase and revenue books automatically. Teams can manage your clients and tasks, record working time and connect applications.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a2d47347-b5d2-4c66-b023-69348a064e47.jpeg","url":"https://www.softwareadvice.co.nz/software/370101/abby","@type":"ListItem"},{"name":"PayPal Invoicing","position":12,"description":"PayPal Invoicing is a free solution that makes it easy to send invoices and get paid faster. Create and send professional-looking invoices, track payments and view transaction histories, and stay on top of your business with PayPal Invoicing.\n\nWith PayPal Invoicing, you can create, send and manage customized invoices from the cloud. Users can on top of unpaid invoices by setting up email reminders to be sent to customers. PayPay Invoicing can easily track your invoice activity in a single location with detailed reporting tools.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5fee0f75-4692-47a4-8153-ccc3a35127cf.png","url":"https://www.softwareadvice.co.nz/software/250009/paypal-invoicing","@type":"ListItem"},{"name":"FieldPulse","position":13,"description":"FieldPulse is a web-based field service management solution that creates synergy between office and field teams through automation and integration, capturing customer service data for personalized communications. It streamlines operations for field service businesses and manages workflows efficiently.\n\nFieldPulse's estimates module allows for on-site proposal and invoice generation. The tool's advanced analytics and dashboards help users plan for growth by projecting revenue and managing capacity.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fc7db629-f83f-478c-9e4d-8f697f15e439.webp","url":"https://www.softwareadvice.co.nz/software/109782/fieldpulse","@type":"ListItem"},{"name":"JobNimbus","position":14,"description":"JobNimbus is a customer relationship management (CRM) and project management solution tailored to meet the needs of contractors, with a primary focus on the roofing, gutter and siding industries. It helps users streamline various aspects of contractors' business operations, offering a suite of tools designed to enhance productivity and efficiency. It serves as an all-in-one digital platform that centralizes essential functions, from lead management to project completion. \n\nOne of the key features of JobNimbus is its marketing capabilities, which enable contractors to generate and manage leads by offering services such as local search engine optimization (SEO), custom website design and tailored paid advertising campaigns. Additionally, the solution provides sales teams with one-click estimates, proposal generation and other tools designed to optimize the sales process and enhance client engagement for better conversion rates. \n\nJobNimbus helps businesses ensure effective client communication through its integrated text messaging, email capabilities and caller ID functionalities. The platform enables contractors to interact with clients, fostering better customer relationships. Additionally, it provides the flexibility to integrate with various tools, allowing contractors to consolidate resources into a unified platform.\n\nKey features of the production solution include production planning and scheduling, communication and coordination, material ordering, task and activity management, reporting and analytics as well as a streamlined production workflow. Additionally, JobNimbus facilitates effective communication, material management and task coordination.\n\nJobNimbus allows users to schedule installs, crews, subcontractors and more using a calendar feature. It offers automation capabilities to notify homeowners via SMS when a job is scheduled. The material ordering functionality allows for the conversion of estimates to material orders in just one click, along with direct sending of material orders to suppliers. The platform allows collaboration with crews and subcontractors, providing the ability to add subcontractors to the account, assign work orders and share live job folders with homeowners, crews and subcontractors. Additionally, production boards, tasks, notes and form features facilitate efficient organization and tracking of project details.\n\nJobNimbus allows integration with various third-party applications to enhance its functionality and offer additional features to users. Some of the featured integrations include JobNimbus Payments, which enables users to accept credit card, debit card and ACH e-check payments. The platform integrates with SumoQuote, providing users with the ability to build custom quotes. Another featured integration is with ABC Supply, streamlining material ordering processes with live pricing, direct ordering and delivery updates. Additionally, it integrates with Beacon Pro for building estimates using Beacon materials and pricing, as well as with Google Calendar for managing appointments and events.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/83d211e2-7581-45a6-8ff5-caa091bbcecc.png","url":"https://www.softwareadvice.co.nz/software/366490/jobnimbus","@type":"ListItem"},{"name":"Sage 100","position":15,"description":"Sage 100 is a cloud-connected ERP platform for medium-sized manufacturers, distributors, and professional service companies. Finance, budgeting, planning, inventory, supply chain, production management, reporting, and CRM are all part of the functional solution.\n\nBank feeds and comparisons automatically recognize transactions that are not recorded, find errors and discrepancies, and document corrections. Data from the entire company are aggregated and can automatically be distributed to stakeholders if you need them. The click-to-pay accounting increases the cash flow and a self-service payment portal means a higher level of customer service. Mobile access at any time and at any location to important customer and provider information means faster business degrees and improved communication throughout the company.\n\nThe business object framework enables a deep adjustment that survives product upgrades. A huge ecosystem of networked solutions means that Sage 100 can be adapted to the specific requirements of individual companies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2c74acc4-2ca0-4dbe-9870-1216e0dba010.jpeg","url":"https://www.softwareadvice.co.nz/software/219700/sage-100cloud","@type":"ListItem"},{"name":"Qwilr","position":16,"description":"Qwilr is a cloud-based sales documentation and request for proposal (RFP) solution. It offers audit trail features, sales and marketing document storage, a content repository and analytics functionalities.\n\n\nQwilr features a template library, which allows users to search RFP templates for sales, business and product proposals. Users can also embed multimedia content in proposals such as videos, spreadsheets and surveys.\n\n\nSales and marketing management tools help users create price quotes, forward quotes to clients and manage approvals and payments. Analytics features allow users to track content metrics. The solution also enables users to create reports on content performance across sales and marketing divisions. It is compatible with multiple devices, such as tablets and desktops.\n\n\nMonthly and annual pricing plans are available. Support is offered through an online forum.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/74cdf6fc-de62-455f-a41c-5c5d3151eaf3.png","url":"https://www.softwareadvice.co.nz/software/153250/qwilr","@type":"ListItem"},{"name":"ServiceM8","position":17,"description":"ServiceM8 is the app for trade contractors & service businesses, such as plumbing, electrical, HVAC & refrigeration contractors, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the field.\n \nServiceM8 is a job, staff & client management solution, with everything to run your day-to-day in one place — digital job cards, scheduling, quotes, staff locations, client emails & texts, job notes & photos, online bookings, forms, asset management, invoicing & payments.\n \nYou’ll eliminate paperwork, get more jobs done, provide amazing service & get paid faster.\n \nField staff use the ServiceM8 app for iPhone & iPad. Office staff use this ServiceM8 for Desktop app.  \n \n14-day free trial! \n\nGo to www.servicem8.com to create your account, then log in on ServiceM8 for Desktop and the iOS app.\n \nWho is ServiceM8 for?\n\nServiceM8 is ideal for contractors & service businesses with a high-turnover of short jobs, ranging in size from sole operators up to 20 staff. Industries such as:\n• Plumbing\n• Electrical\n• HVAC & Refrigeration\n• Pest Control\n• Appliance Repair\n• Locksmithing & Security\n• Cleaning\n• Pool Care\n• Lawn & Garden Care\n• IT\n• Property Maintenance\n• Fire Protection\n• Carpet & Flooring\n \nJob Management\n\n• Manage jobs from start to finish\n• Access all client & job details in the field\n• Ensure job quality & consistency with built-in checklists\n• Capture electronic signatures\n \nCommunication\n\n• Connect your office, field staff & clients\n• Email & text clients directly from the app\n• Save time with email & text templates\n• Send On-the-Way text messages to clients\n• Automate booking confirmations, reminders & follow-ups to clients\n \nScheduling\n\n• View your schedule & job info, anywhere\n• See a real-time map view of staff & job locations\n• Dispatch urgent jobs, instantly\n• Receive push notifications about schedule changes\n• Get ‘next-job’ reminders to help stay on schedule\n \nQuoting & Invoicing\n\n• Create professional PDF quotes & invoices on site\n• Email or text quotes & invoices to clients from the app\n• Clients can view quotes & pay invoices online\n \nMobile & Online Payments\n\n• Take card payments on site, through the app\n• Send online invoices via email & SMS, supporting card payment\n \nDigital Forms & Assets\n\n• Complete digital reports, procedures & certificates on site, through the app\n• Create custom forms for your business & industry\n• Catalogue client assets & view their service history\n \nJob History\n\n• Access a full history of work done for every client\n• Attach notes, photos, videos, emails & messages to jobs\n• Automatic back-up & secure cloud storage\n \nAccounting Integrations\n\n• Connect to Xero, MYOB or QuickBooks Online\n• Sync invoices & payments from ServiceM8\n• Streamline invoicing, payments & accounting\n \nCarPlay\n\n• See your schedule, call clients & navigate to jobs directly from your vehicle’s CarPlay screen\n \nAdd-ons\n\n• Extend ServiceM8’s functionality with a range of add-ons\n \nPricing\n\n• A range of monthly plans to suit your business & requirements\n• Plans bundle jobs, SMSs & add-ons into a single monthly price\n• No contracts, setup fees, or ‘per-user’ fees.\n• Unlimited users & storage\n• 14-day free trial — create an account at www.servicem8.com \n \nSupport\n\n• Free, 24/7 email & chat support\n• Self-serve Help Centre with articles & videos\n• Global network of ServiceM8 Partners offering setup services","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/844c0615-3f41-42f1-8b37-359ecd3da4a0.png","url":"https://www.softwareadvice.co.nz/software/32951/servicem8","@type":"ListItem"},{"name":"Proposify","position":18,"description":"Proposify is a cloud-based proposal management platform that helps businesses streamline their sales process on a centralized interface. The solution enables users to create on-brand proposals and customize design-friendly templates for their sales documents. It can alter quantities and add-ons using the interactive quoting feature, simplifying the sales cycle. Additionally, Proposify includes contract management functionality, enabling users to mark up and sign contracts, quotes and agreements directly within the platform. The solution provides e-signature and payment processing integrations, allowing users to close deals faster. Proposify also offers real-time insights into prospect engagement, such as notifications and detailed analytics on document views and interactions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a463216c-1700-41c0-b01a-37a74b88cc86.png","url":"https://www.softwareadvice.co.nz/software/322080/proposify","@type":"ListItem"},{"name":"Jenesis Software","position":19,"description":"Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a wide array of features tailored to streamline workflows, enhance client relationships, and boost productivity. From policy management and quoting to customer relationship management (CRM) and reporting, Jenesis provides a centralized hub for all essential agency functions. Its intuitive interface and customizable workflows enable users to tailor the system to their specific requirements, enhancing efficiency and productivity. Jenesis' Web-based system offers flexibility allowing agents to work remotely, collaborate seamlessly, and provide superior service to clients on the go. Jenesis also offers website design and digital marketing services making Jenesis a comprehensive solution for insurance agencies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/212790df-d3e4-4189-98f3-57767ccf1b0e.jpeg","url":"https://www.softwareadvice.co.nz/software/62001/jenesis-agency-management","@type":"ListItem"},{"name":"Invoice2go","position":20,"description":"Invoice2go is an accounting management software designed to help independent contractors and small businesses create invoices/estimates, accept clients' payments and generate performance reports. Users can customize invoices by adding accreditation badges, layouts or brand logos and send them to customers via text, email or other messaging applications. \n\n\nInvoice2go allows contractors to receive approvals on generated estimates, schedule appointments and store clients' information in the built-in database. Technicians can track the time taken to complete tasks and collect payments via credit/debit cards or third-party applications, such as Paypal, Google Pay and Apple Pay. Additionally, it lets users create, send and track purchase orders and organize captured expenses according to individual requirements.\n\n\nUsing Invoice2go, businesses can maintain a record of previous transactions and remind customers about due payments. Pricing is available on request and support is extended via email, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/77c7cde1-7e51-41a7-a313-030b476a45b4.png","url":"https://www.softwareadvice.co.nz/software/138382/invoice2go","@type":"ListItem"},{"name":"Scoro","position":21,"description":"Scoro is a professional services automation platform designed to manage projects, resources, and finances within a single system. It is used by organizations such as consultancies, agencies, architecture firms, engineering and construction companies, software development teams, IT service providers, and event management companies. The platform supports various roles, including executives seeking business insights, operations managers optimizing workflows, project managers overseeing client work, financial managers monitoring costs, and team members managing daily tasks.\n\nThe platform includes project management tools that cover the entire project lifecycle, from initial quotes to final invoicing. Features include scope estimation, planning, and invoicing. Quoting and budgeting tools, such as an estimation matrix, help break down deliverables by role and effort while providing visibility into costs and margins. Resource planning and capacity forecasting assist in balancing workloads and identifying potential shortages. Time tracking is available for both billable and non-billable hours. The platform also includes sales and CRM tools for managing customer accounts and tracking pipelines, automated invoicing and billing features, and tools for managing supplier bills and purchase orders. An AI assistant, ELI, interprets natural language queries and provides insights based on business data.\n\nScoro offers real-time financial tracking, including budget monitoring and profitability forecasts at the role, service, and project levels. Reporting and dashboard features provide insights into progress, results, and future projections. The platform includes enterprise-grade security measures, such as GDPR compliance, ISO 27001 certification, and granular access controls for setting user permissions based on roles.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5a2e0a6d-dc36-4f90-a38d-4d0ffcda7053.png","url":"https://www.softwareadvice.co.nz/software/155179/scoro","@type":"ListItem"},{"name":"shopVOX","position":22,"description":"shopVOX is a cloud-based platform for small to large businesses, which helps automate and streamline all processes related to manufacturing of custom products. The centralized platform comes with job boards, which let users create, assign and review tasks for employees through production workflows, calendars and automated job scheduling modules.\n\n\nDesigned for custom manufacturing businesses including sign shops, embroiderers, print shops, screen printers and vehicle wrap shops, it provides features such as online proofing, customer asset administration, automatic status updates, sales/leads management and more. Businesses can use quotes management module to prepare customizable templates with discounts specific to certain areas or quantities.\n\n\nshopVOX comes with an open application programming interface, which enables users to modify the system and integrate it with several third-party applications such as QuickBooks, Xero, Outlook365, HubSpot, Zapier, SalesForce and more. Pricing is available on monthly subscriptions and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bb32ce46-f898-4c9e-a5e1-deaaa32a41fd.png","url":"https://www.softwareadvice.co.nz/software/341322/shopvox","@type":"ListItem"},{"name":"B2W Estimate","position":23,"description":"B2W Estimate for heavy civil construction estimating and bidding enables contractors to bid with speed, accuracy, and strategy. Users can pre-populate a centralized database with cost data and structures for labor, tasks, materials, and equipment and use these building blocks to complete bids. It is a robust and comprehensive solution, B2W Estimate empowers construction contractors to win more bids at better margins, streamlining and enhancing the estimating process to achieve greater accuracy, efficiency, and strategic focus. The software features a single database for resources, crews, tasks, and costs, allowing estimators to work faster and more accurately with consistent data. B2W Estimate is built on the latest .NET and SQL Server technology, providing enterprise-class performance and reliability.\n\nB2W Estimate provides enterprise-class performance and scalability in combination with a Windows look and feel and construction logic. Pay-item, WBS, or hybrid bids can be completed, and multiple estimators can work on a bid simultaneously. Additional features include mobile estimating, vendor and subcontractor management, and cross-bid analysis and reporting. By leveraging B2W Estimate, contractors can accelerate the bid process significantly, bidding accurately while devoting time to strategic planning instead of laboriously inputting data and chasing figures. The system offers centralized resource databases, templates, and cost structures, allowing for precise and efficient estimation based on a wealth of resources and historical data. This centralized approach helps to ensure accuracy and consistency across all estimates. Additionally, the powerful review and analysis features, coupled with enterprise-class performance, enable contractors to achieve a heightened level of precision, confidence, and competitiveness with bids.\n\nBidding with B2W Estimate allows contractors to transition away from error-prone spreadsheets and formula-based estimates to a faster, more accurate, and automated approach. The transition has been instrumental in helping thousands of estimators elevate capabilities and drive confident and lucrative bidding strategies. Contractors using B2W Estimate gain access to a wealth of reporting and analysis tools, including powerful production rate actuals, vendor and subcontractor RFQ management, historical audit trails, an error-check wizard, and customizable bid forms. The software empowers users to gain deeper insight into bidding strategies, allowing for informed decisions based on real-time data and historical performance records.\n\nWithin the B2W Software ONE Platform, B2W Estimate can communicate detailed job information directly to B2W applications for scheduling and field tracking. The software also integrates with DOT electronic bidding systems and accounting/ERP platforms including Viewpoint, Oracle, Dexter + Chaney, Foundation, and QuickBooks. This further eliminates redundant data entry and errors.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e92daaaa-ea0b-4073-96df-94addafb7a67.jpeg","url":"https://www.softwareadvice.co.nz/software/1095/b2w-estimating-and-bidding","@type":"ListItem"},{"name":"QuoteWerks","position":24,"description":"QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals.\n\n\nQuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Zoho, HubSpot, salesforce.com, and SugarCRM. QuoteWerks also has its own built-in contact database.\n\n\nUsers can import product information by linking QuoteWerks to product database sources like external databases, Excel spreadsheets or text files, or product information can be typed directly into the quote. QuoteWerks can even quote products that are stored in QuickBooks, Sage 50 or Peachtree.\n\n\nUsers can get real-time pricing and warehouse availability from vendors as well as product descriptions, product images and marketing descriptions. Users can also submit orders electronically to vendors and receive order status with shipping tracking numbers, serial numbers and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2e441248-74aa-4afe-b865-55f1a8b89665.png","url":"https://www.softwareadvice.co.nz/software/63241/quotewerks","@type":"ListItem"},{"name":"LawnPro","position":25,"description":"LawnPro is a cloud-based field service management solution that helps businesses in the landscaping industry streamline processes related to invoicing, client communications, time-tracking and more. Professionals can utilize the platform to synchronize information with QuickBooks Online in real-time.\n\n\nLawnPro helps businesses schedule property visits, print work schedules and sort expenses based on category or date range. Managers can create multiple user accounts, create customizable invoices and send them to customers via email/text messages and track equipment maintenance by setting up service reminders. Additionally, the client portal lets customers request services, pay for invoices and approve estimates.\n\n\nLawnPro provides mobile applications for Android and iOS devices, which helps professionals manage job routes, view team progress and monitor staff members' locations using GPS tracking capabilities, even from remote locations. The product is available for free and on monthly or annual subscriptions and support is extended via live chat, phone and documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cf1054d0-2918-4859-880b-be52a6aa8cba.jpeg","url":"https://www.softwareadvice.co.nz/software/93160/lawnpro","@type":"ListItem"}],"numberOfItems":25}
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