---
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 (3330 reviews) — Xero is a cloud-based accounting platform designed to assist small and midsize businesses with financial operations m...
2. [Simpro](https://www.softwareadvice.co.nz/software/154441/simpro-enterprise) — 4.0/5 (149 reviews) — Simpro is the leading AI-first field service management software for residential and commercial trades. Our mission i...
3. [Synchroteam](https://www.softwareadvice.co.nz/software/14400/synchroteam) — 4.4/5 (96 reviews) — Synchroteam is a cloud-based field service management and scheduling solution that caters to businesses of all sizes ...
4. [AroFlo](https://www.softwareadvice.co.nz/software/161893/aroflo) — 4.3/5 (118 reviews) — AroFlo is AI-first job management software for tradies and field service businesses across Australia and New Zealand....
5. [iQuoteXpress](https://www.softwareadvice.co.nz/software/59634/iquotexpress) — 4.8/5 (21 reviews) — Stop settling for software that produces documents but ignores your business logic. IQX delivers a high-performance C...
6. [Quotient](https://www.softwareadvice.co.nz/software/429813/quotient) — 4.8/5 (136 reviews) — Quotient is online quoting software for people who'd rather be winning work than wrestling with documents. If you run...
7. [Pylon](https://www.softwareadvice.co.nz/software/258783/pylon) — 4.6/5 (25 reviews) — Pylon Solar Design Software gives you premium features for No Monthly Fees. Including high resolution aerial imagery,...
8. [Housecall Pro](https://www.softwareadvice.co.nz/software/7729/housecall) — 4.7/5 (2748 reviews) — Housecall Pro is a business solution for home service professionals. Available on web and mobile, Housecall Pro helps...
9. [Jobber](https://www.softwareadvice.co.nz/software/3660/jobber-lawncare) — 4.6/5 (1487 reviews) — Jobber is a cloud-based field service management platform that helps home service businesses run their operations in ...
10. [Odoo](https://www.softwareadvice.co.nz/software/77019/odoo-pos) — 4.2/5 (1334 reviews) — Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of compani...
11. [Keap](https://www.softwareadvice.co.nz/software/139060/infusionsoft-crm) — 4.1/5 (1299 reviews) — Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship manageme...
12. [PandaDoc](https://www.softwareadvice.co.nz/software/144409/pandadoc) — 4.5/5 (1260 reviews) — PandaDoc is a cloud-based document workflow solution that serves businesses of all sizes — from freelancers to large ...
13. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (1005 reviews) — Bitrix24 is an all-in-one workspace platform that helps businesses across legal, retail, real estate, restaurant, tra...
14. [JobBOSS²](https://www.softwareadvice.co.nz/software/389923/jobboss2) — 4.2/5 (867 reviews) — JobBOSS² is a job shop management software designed for custom manufacturers and machine shops. It supports make-to-o...
15. [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...
16. [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...
17. [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...
18. [FieldPulse](https://www.softwareadvice.co.nz/software/109782/fieldpulse) — 4.6/5 (500 reviews) — FieldPulse is a web-based field service management solution that creates synergy between office and field teams throu...
19. [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...
20. [Sage 100](https://www.softwareadvice.co.nz/software/219700/sage-100cloud) — 4.1/5 (413 reviews) — Sage 100 is a cloud-connected ERP platform for medium-sized manufacturers, distributors, and professional service com...
21. [Qwilr](https://www.softwareadvice.co.nz/software/153250/qwilr) — 4.6/5 (385 reviews) — Qwilr is a cloud-based proposal and quoting solution built for B2B sales teams across businesses of all sizes, from f...
22. [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...
23. [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...
24. [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...
25. [Invoice2go](https://www.softwareadvice.co.nz/software/138382/invoice2go) — 4.3/5 (275 reviews) — Invoice2go is an accounting management software designed to help independent contractors and small businesses create ...

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## Related Categories

- [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software)
- [CPQ Software](https://www.softwareadvice.co.nz/directory/4407/cpq/software)
- [Accounts Receivable Software](https://www.softwareadvice.co.nz/directory/1843/accounts-receivable/software)
- [Procurement Software](https://www.softwareadvice.co.nz/directory/249/procurement-software/software)
- [Billing and Invoicing Software](https://www.softwareadvice.co.nz/directory/263/billing-invoicing-software/software)

## Links

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## This page is available in the following languages

| Locale | URL |
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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> |
| fr | <https://www.softwareadvice.fr/directory/3570/quoting/software> |

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Xero also supports expense claims, allowing employees to submit their expenses for reimbursement. It provides detailed expense reports, helping businesses monitor spending and identify cost-saving opportunities.\n\nOne of the core features of Xero is its invoicing capability. The solution allows accountants and bookkeepers to create and send professional invoices to clients, track their status and receive payments online. Users can customize invoice templates to align with their brand identity and set up automated reminders for overdue payments. It supports multi-currency invoicing, making it suitable for businesses with international clients. Xero's bank reconciliation feature is designed to streamline the process of matching bank transactions with accounting records. The tool automatically imports bank transactions and suggests matches based on historical data. Users can also create custom bank rules to automate the categorization of recurring transactions. 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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. 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Now with AI automations and digital workers (AI agents) that help you accomplish more with less.\n\nToday, 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":"Synchroteam","position":3,"description":"Synchroteam is a cloud-based field service management and scheduling solution that caters to businesses of all sizes including cleaning services, construction, electrical and HVAC. The platform features contact management, scheduling, dispatching and work order management functionalities. It enables users to drag and drop jobs into employee schedules based on the location, qualification and availability of employees. \n\nThe solution also provides dispatchers with a real-time view of their workers in the field. Users can customize reports to ensure employees in the field capture specific metrics and parameters about jobs and customers. Synchoteam also provides mobile applications for iOS and Android devices that help workers to remotely access the solution. APIs are provided for integration with various CRM and ERP systems and users' websites.\n\nAdditionally, Synchroteam offers billing, invoicing and inventory management functionalities to the users. Services are offered on a monthly subscription basis that includes support via phone, email and other online resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3c9b1cf1-b313-4bb9-a9da-922f6728d818.webp","url":"https://www.softwareadvice.co.nz/software/14400/synchroteam","@type":"ListItem"},{"name":"AroFlo","position":4,"description":"AroFlo is AI-first job management software for tradies and field service businesses across Australia and New Zealand. It is suited to businesses that want one cloud platform to connect office teams, field crews and financial workflows. For day-to-day job management, AroFlo brings together quoting and estimating, scheduling, work orders, jobs and projects, asset records, documents and forms, inventory, purchase orders, timesheets, job costing, invoicing, payments, reporting and integrations. Trade-specific workflows support electrical, plumbing, HVAC, construction, maintenance, fire and other field service operations. Office and field coordination is handled through shared job information. Office staff can schedule work and view job progress, while technicians can access job details, record labour and materials, add notes, photos and documents, complete forms and update work from the field. This gives both teams a current operational record without relying on paper job cards or repeated data entry. For financial control, AroFlo connects job activity with labour, material and cost data. Teams can prepare quotes, monitor job costs, review profit and loss information, create invoices in the field or office, use recurring and progress invoicing, and offer online payment options. Cost centre tracking can also separate invoicing and reporting across business units or divisions. Field records include job photos, videos and documents, activity logs, digital signatures, checklists, asset history, and safety and compliance forms. These capabilities can help businesses keep operational records together and make job information available to authorised staff in the office and on site. Published AroFlo integrations include Xero, MYOB, QuickBooks, Reckon, Stripe, ClickSend, MessageMedia, Groundplan and trade supplier connections such as Reece and Rexel. AroFlo also lists API integrations. Integration availability and any additional fees should be confirmed for your plan, region and intended workflow. AroFlo Lightning is the platform's AI layer. It includes Cooper and components for plain-language business questions, job preparation, technician support, documentation, customer communication and GPS-assisted time tracking. AI supports the broader job management workflow, rather than replacing the core scheduling, field, finance and reporting functions buyers need to assess. Results vary by business and implementation. In AroFlo's published customer stories, Alpha Cool reports reducing invoice preparation from 15 to 20 minutes to about 30 seconds. Reed Plumbing reports an 80% increase in field administration efficiency and next-day invoicing. Squeeky Group reports reducing invoice turnaround from 1 to 2 weeks to 1 to 2 days and quoting from 1 to 2 weeks to 1 to 3 days. These are individual customer outcomes. Results vary.","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":"iQuoteXpress","position":5,"description":"Stop settling for software that produces documents but ignores your business logic.\n\nIQX delivers a high-performance CPQ engine that integrates deeply into your entire technology stack with AI-driven cross-sell logic built directly into operational workflows.\n\nWe offer the deep, personalized support of a boutique partner combined with the flexibility, accuracy, and sophistication of an enterprise suite for clients that refuse to sacrifice agility for scale.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2830f663-b787-4d96-95fd-6b473afd712a.png","url":"https://www.softwareadvice.co.nz/software/59634/iquotexpress","@type":"ListItem"},{"name":"Quotient","position":6,"description":"Quotient is online quoting software for people who'd rather be winning work than wrestling with documents.\n\nIf you run a trades, construction, or service business, you know the routine. A customer asks for a price, and suddenly you're copying an old Word document, fixing someone else's numbers, exporting a PDF, and hoping it doesn't land in spam. Then silence. Did they open it? Are they comparing you with someone else? Should you call, or is it too soon?\n\nQuotient was built to end that guessing game.\n\nWhat makes it different\n\nYour quotes become interactive web pages, not static attachments. Customers open them on any device, tick the optional extras they want, choose between the options you've offered (good, better, best works wonders), and watch the total update as they go. When they're ready, they accept online with one click. If they have a question, they ask it right on the quote, and the whole conversation stays attached to the job instead of buried in an inbox.\n\nYou'll know the moment your quote is viewed. And when it's time to give a customer a gentle nudge, Quotient flags exactly which quotes need following up and has a ready-to-send message waiting. One click and it's sent. Nothing goes out automatically, so your customers always hear from you, not a robot.\n\nWho it's for\n\nQuotient is made for small and medium businesses that quote every week: builders, electricians, painters, landscapers, security installers, event companies, IT providers, agencies, and consultants. If you send five or more quotes a week and each one matters, you're exactly who we built this for. It's deliberately simple. You won't find enterprise bloat, per-document fees, or a three-week onboarding course. Most people send their first quote within minutes of signing up.\n\nThe practical wins\n\nBuild quotes fast from reusable templates, with photos and file attachments that make your offer stand out. See your acceptance rate, average quote value, and total sales in built-in analytics, so you finally know what's working. And when a quote is accepted, create the Xero or QuickBooks Online invoice in one click. Quotient also connects with Capsule, Insightly, and Mailchimp, plus thousands more apps through Zapier.\n\nSupport from real people\n\nWhen you need a hand, you'll get a prompt, personal reply from a real human who knows the product inside out. Our reviews mention the support team almost as often as the software itself. There's also a detailed knowledge base and video guides if you prefer to find your own way.\n\nSimple pricing, no surprises\n\nOne flat monthly price for solo users, simple per-user pricing for teams, unlimited quotes on every plan. Try Quotient free, no credit card required, and send a real quote to a real customer today.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b1c89ccc-f997-4ace-8f85-54cc416aa71c.png","url":"https://www.softwareadvice.co.nz/software/429813/quotient","@type":"ListItem"},{"name":"Pylon","position":7,"description":"Pylon Solar Design Software gives you premium features for No Monthly Fees. \n\nIncluding high resolution aerial imagery, 3D shading analysis, load profiles, financial modelling, and beautiful proposals that are designed to convert, Pylon leaves nothing to be desired. \n\nPylon is especially popular with solar installers because they are a premium solar design product with no monthly fees. \n\nInstead, Pylon charges users a low $4 / project fee. \n\nAdditionally, Pylon includes a CRM which is designed to convert your sales pipeline.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/79f0c743-6780-4709-9086-62c2c9ed220a.png","url":"https://www.softwareadvice.co.nz/software/258783/pylon","@type":"ListItem"},{"name":"Housecall Pro","position":8,"description":"Housecall Pro is a business solution for home service professionals. Available on web and mobile, Housecall Pro helps home service professionals grow revenue, get paid, manage jobs and operate the businesses. Teams can send automated marketing campaigns to attract new customers. It enables managers to create visually appealing proposals and offer consumer financing to secure bigger jobs. Operators can drive repeat business with service plans and let customers book online via a business website or Google.\n\nHousecall Pro allows customers to pay online, in the field or over the phone. Managers can accept cards, bank transfers, mobile wallets and checks and collect secure payments with mobile card readers and instant payouts. The platform enables operators to automate routine tasks, such as scheduling, dispatching and invoicing. Leaders can track leads, estimates and jobs with a workflow management board and enhance communication among team members and customers with real-time alerts. \n\nSupervisors can sync data through integrations with third-party tools, including QuickBooks and track time, run payroll as well as offer employee benefits. It allows administrators to scale smarter with detailed analytics and reporting on key business metrics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bd6ad857-8506-4472-a257-27953e488179.jpeg","url":"https://www.softwareadvice.co.nz/software/7729/housecall","@type":"ListItem"},{"name":"Jobber","position":9,"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":10,"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":11,"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":12,"description":"PandaDoc is a cloud-based document workflow solution that serves businesses of all sizes — from freelancers to large enterprises — across industries including technology, healthcare, real estate, legal, financial services, and more. It handles the full document lifecycle: creating, sending, signing, tracking, and managing proposals, quotes, contracts, forms, and invoices.\n\nCore features include a drag-and-drop editor with 1,000+ templates, legally binding e-signatures compliant with ESIGN, UETA, HIPAA, and SOC 2 Type II, and built-in CPQ tools with interactive pricing tables. Contract management tools cover redlining, approval workflows, and a pre-approved clause library. Payments can be collected directly within signed documents via Stripe, Square, and Authorize.net. AI-powered tools assist with document summarization, data extraction, and writing. Real-time tracking shows when recipients open or complete documents, with full audit trails for compliance.\n\nPandaDoc integrates with CRMs including HubSpot and Salesforce, and offers an open API for custom workflows. The software is accessible via web browser and mobile app. Support is available through a knowledge base, live chat, email, and phone.","image":"https://images.g2crowd.com/uploads/product/image/c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png","url":"https://www.softwareadvice.co.nz/software/144409/pandadoc","@type":"ListItem"},{"name":"Bitrix24","position":13,"description":"Bitrix24 is an all-in-one workspace platform that helps businesses across legal, retail, real estate, restaurant, travel, marketing, and other industries manage CRM, projects, communication, HR, and automation in one place. It serves organizations of all sizes, from solo operators and small startups to large enterprises with thousands of users, including nonprofits.\n\nThe software is available as a cloud-based solution accessible via web browser, desktop, and mobile apps, with a self-hosted on-premises edition for organizations requiring local control.\n\nCore features include a full CRM with pipelines, sales automation, and an omnichannel contact center that pulls messages from WhatsApp, Instagram, live chat, email, and telephony into one inbox. Task and project management tools include Kanban boards, Gantt charts, and Scrum. Teams can communicate via chat, video conferencing, and shared documents with real-time co-editing. Additional tools cover HR management, email and SMS marketing, a no-code website builder, and workflow automation. An AI assistant helps generate content, transcribe calls, score leads, and guide onboarding.\n\nSupport is available through a knowledge base, community forums, and online resources. A free plan for unlimited users makes Bitrix24 accessible to teams at any stage.","image":"https://images.g2crowd.com/uploads/product/image/03f8d2757ccca353d8c2fd621675709f/bitrix24.png","url":"https://www.softwareadvice.co.nz/software/128326/bitrix24","@type":"ListItem"},{"name":"JobBOSS²","position":14,"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":15,"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":16,"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":17,"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":18,"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":19,"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":20,"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":21,"description":"Qwilr is a cloud-based proposal and quoting solution built for B2B sales teams across businesses of all sizes, from freelancers to large enterprises. Industries such as marketing, technology, and professional services use Qwilr to create, send, and track client-facing documents. Core features include a drag-and-drop page builder, reusable content blocks, e-signatures, and payment collection, which allow sales teams to produce polished proposals without design experience. Qwilr also provides real-time analytics so teams can see when prospects view a document and for how long, helping prioritize follow-ups. Quoting tools let sales reps build interactive pricing tables where buyers can select options directly within the proposal. Qwilr integrates with CRM and billing platforms to reduce manual data entry. Support is available via email, live chat, and an online knowledge base.","image":"https://images.g2crowd.com/uploads/product/image/2f5833ae3e3fa56504b149eb75f00981/qwilr.png","url":"https://www.softwareadvice.co.nz/software/153250/qwilr","@type":"ListItem"},{"name":"ServiceM8","position":22,"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":23,"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":24,"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":25,"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"}],"numberOfItems":25}
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