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About Autotask

Autotask is the end-to-end critical function management solution for IT businesses. It automates project workflows, provides real-time insights, enables instant communication, meets billing needs, and increases profitability.

This platform integrates following functions: expense management, service desk, project management, CRM, and time and billing. It is one of the most trusted providers of web-based IT Services Management Software, whose main users are technology service providers with a broad client base and developed network infrastructures. They principally benefit from the process and project automation, as well as workforce management.

Autotask provides a great cloud-based ticket interface, is ITIL-compliant, and is also able to manage different SLA levels and monitor each agreements’ details with automated warnings, workflows, and escalation pathways. Finally, there is a powerful analytics feature, that enables users to see their company from multiple angles and get critical business data.

About Scoop Solar

Access powerful data, people and projects at your fingertips with the world's most intuitive mobile solution. Scoop Solar is a flexible platform optimized for web and mobile, which enables office and field staff to work in real time together while being data-driven. Eliminate email chains, paper-based forms, slow communication and unclear status updates by consolidating the steps in your work processes into one, easy-to-manage platform.

Scoop Solutions:

Solar Installation:
* Speed up your contract-to-cash timeline by reducing frustrations due to missing customer data, skipped steps and guesswork. Equip your installation crews with all the details and mobile form steps they need assure quality and increase customer satisfaction!

Solar O&M:
* Help your O&M team get steps right the first time, every time by providing them with remote support, offline access to historical data and standardized steps through mobile-optimized smart forms. Scoop's 1-click reporting feature also helps you deliver results to your customer faster.

Solar Sales:
* Eliminate manual steps, lower admin work and save repeated truck rolls! Keep your rate of cancellation down by increasing data integrity through mobile forms that standardize your sales reps' data collection process.

Scoop Features:

Enable faster communication, better data collection and less administrative work with features such as:
* A drag-and-drop app builder
* Automatic syncing
* Task assignment and tracking
* Multimedia capabilities
* Mobile-optimized smart forms
* Flexible integration options into other project management, CRM, asset management software
* 1-click report generation, and more!

Solve your challenges in streamlining, managing and tracking projects in solar installation, O&M and sales functions. Scoop's flexible platform can be catered to create solutions that don't uproot your existing processes. Contact us to book your free personalized demo today!

About Scoro

Scoro is the most comprehensive business management solution for creative and professional services. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible – from sales right through to billing. Our users love having all the needed tools in one holistic solution. Let's have a closer look:

PROJECT MANAGEMENT
* Manage everything about a project on one page, including time spent and billed, planned tasks and meetings, invoices and expenses, comments and files.
* Allocate billable and non-billable work and see how your team is doing, in real time.
* Create budgets for projects and compare these against actual results.
* Manage your project portfolio by configurable statuses (e.g. in progress, completed) and tags (e.g. type, department, market, etc).

WORK SCHEDULING & TRACKING
* Schedule work and assign tasks with Scoro’s Planner. It gives you an instant visual overview of everyone’s workload, realistic deadlines, potential overbookings & available slots.
* Schedule meetings in a shared team calendar, and link all events to projects and customers for a complete overview.
* Everyone can manage their own task lists by priorities, projects, statuses, and deadlines.
* Track both the actual and billable time spent on a project or a client and transfer the hours to an invoice in a few clicks.
* Easily get a complete overview of your team's time as everyone’s calendar events and completed tasks are automatically added to their work reports.

FINANCIAL MANAGEMENT
* Automate late invoice reminders, scheduled, and recurring invoicing.
* Issue sales, prepayment and credit invoices and send these as PDF-files.
* Keep track of your purchases and costs.
* Compare several budget scenarios against actual revenue, costs or profit and get forecasts based on scheduled invoices and booked deals.
* Set multi-currency custom rates based on team members, clients or projects. Manage your entire product and service library with custom price lists, margins, etc.

CRM & QUOTING
* Get a complete overview of your contacts on one page – from the first “hello” to the final invoice. This includes contact details, communication history, projects, quotes, orders, and invoices.
* Search, filter and sort your contacts based on configurable tags, categories, location, latest activity, etc.
* Get a visual overview of your sales funnel and define closing probability rates for each stage in your pipeline.
* Compile quotes and send them as beautiful PDF-files in just a few clicks. Turn any quote into a purchase order for a supplier or turn the services on a quote into tasks for your team.

REPORTING & DASHBOARD
* Keep an eye on your KPIs, actionable items, and conversions - all on one beautiful dashboard.
* Know exactly how well your team is utilized, and what their time is spent on.
* Get a detailed overview of billable and non-billable work, delegated and unassigned tasks, completed jobs, missed deadlines, etc.
* See how your projects are doing in real time - what is completed, billed, left to do, etc.
* View detailed financial reports on actual results with budget deficit and surplus.

Features

  • API
  • Billing/Invoicing
  • Budgeting
  • Data Export
  • Data Import
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Inventory Tracking
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Task Scheduling/Tracking
  • Time Management
  • Resource Management

Features

  • API
  • CAD Tools
  • Sales Proposals
  • Financial Analysis
  • Single Line Diagrams
  • Energy Production Estimates
  • Shading Analysis

Features

  • Accounts Payable
  • Accounts Receivable
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Password & Access Management
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management

Summary

  • CRM

  • Contracts

  • Billing

  • Project Management

  • Service Desk

  • Tech Scheduling

  • Time and Expenses

  • Quoting and e-Commerce

  • Outsource Management

  • Inventory

Summary

  • Create customized work apps™ with a drag-and-drop app builder

  • Standardize photo checklists and field process forms

  • Multimedia and documents are automatically organized and accessible via desktop or mobile

  • Get rid of paper forms, emails, spreadsheets, etc. with mobile-optimized smart forms

  • Offline access and automatic sync = perfect for field use

  • One-click report generation saves you hours of admin work per client

  • Enable field engagement with two-way commenting

  • Have extensive control to user access and permissions

  • Flexible integration options via Zapier and a well-documented API

Summary

  • Get a complete overview of your business.

  • Allocate resources and manage time more efficiently.

  • Take charge of sales and finances.

  • Make decisions based on facts, not gut feeling.

  • Maintain customer relationships and never miss an opportunity.

Pricing

Spark

$199.00
10 user(s) / month
Included in plan:
  • Up to 10 users
  • Up to 100 new submissions/month
  • Online guides
  • e-ticket support

Helio

$649.00
unlimited user(s) / month
Included in plan:
  • Unlimited users
  • Unlimited storage
  • Up to 300 submissions/month
  • Online guides

Blaze

$1,349.00
unlimited user(s) / month
Included in plan:
  • Unlimited users
  • Unlimited storage
  • Up to 500 new submissions/month
  • Online guides
  • e-ticket support
  • Telephone support
  • Dedicated Success Manager
  • Monthly consult & coach
  • Access to API

Nova

$2,449.00
unlimited user(s) / month
Included in plan:
  • Unlimited users
  • Unlimited storage
  • Up to 700 new submissions/month
  • Online guides
  • e-ticket support
  • Telephone support
  • Dedicated Success Manager
  • Monthly consult & coach
  • Access to API
  • API integration email support
  • API integration direct support

Pricing

Sales Hub

$37.00
1 user(s) / month
Included in plan:
  • Tasks
  • Project management
  • Timesheet view
  • Time tracker
  • Bills
  • Invoices & receipts
  • Billable time
  • Client profiles
  • Customizable dashboards

Essential

$26.00
1 user(s) / month
Included in plan:
  • Tasks
  • Project Management
  • Time Tracker
  • Bills
  • Invoices & receipts
  • Customizable dashboards
  • Personal & shared calendar
  • Time tracker
  • Resource planning
  • Quotes
  • Bills
  • Invoices & receipts
  • Prepayment invoices
  • Late invoice reminders
  • File management
  • Work report

Business Hub

$61.00
1 user(s) / month
Included in plan:
  • Tasks
  • Project management
  • Timesheet view
  • Planner
  • Phases & milestones
  • Project templates
  • Bills
  • Invoices & receipts
  • Billable time
  • Client profiles
  • Customizable dashboards
  • Detailed work report

Work Hub

$37.00
1 user(s) / month
Included in plan:
  • Tasks
  • Phases and milestones
  • Timetracker
  • Time tracker
  • Project management
  • Bills
  • Invoices & receipts
  • Billable time
  • Customizable dashboards
  • Detailed work report

FAQs

    Does this service integrate with any other apps?
  • Integrations: 6fusion, Agility, Anchor, Athesys, Bomgar, BrightGauge, BVoIP, Client eartbeat, CloudMGR, CNet ChannelOnline, datto, DeskDirector, ECI e-automate, eFolder, ExchangeDefender, FreshBooks, GFI Max, IBM, IDSync, iSell, Kaseya, LabTech, LogicMonitor, MailProtector, Microsoft, Microsoft Dynamics, OpenDNS, Panorama9, QuickBooks, Werks, StorageCraft, TrendMicro, and Xero.

  • Does this service offer an API?
  • Yes, it provides an API.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Online Support, Phone Support, Videos, Webinars, and Documentation.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • What are some applications this service is commonly used in tandem with?
  • This service is commonly used in tandem with CRM and accounting applications.

  • What is this service generally used for?
  • This service is generally used as a business management platform specifically designed for technology solution providers.

  • Who are the main user groups of this service?
  • The main users of Autotask are technology solution providers with multiple clients using extensive network infrastructures.

  • What platforms does this service support?
  • This is a cloud-based software.

FAQs

    What platforms does this service support?
  • Scoop has native mobile apps for iOS and Android, as well as a fully-functional web app for desktop access.

  • What are some applications this service is commonly used in tandem with?
  • Two popular applications that our clients use Scoop alongside include Salesforce and Service Max.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we offer support articles and resources. We are also available to address any questions or concerns via email, and by phone depending on your pricing plan.

  • Does this service integrate with any other apps?
  • Yes, Scoop integrates with Zapier and the hundreds of other apps that it is connected with. We also provide a fully-documented API and support for any custom integrations you may be interested in.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, most of our pricing plans allow for unlimited users as well so your whole team can jump on board without worry!

  • Does this service offer an API?
  • Yes, we provide a fully-documented restful API.

  • What is this service generally used for?
  • Scoop Solar is primarily used for standardizing and streamlining field operations, which include but are not limited to:
    Mobilizing site inspection forms
    Collecting data for pre-sales site visits
    Making the photo checklist process easier
    Organizing customer information in a central place
    Ensuring safety procedures are completed

    Our solutions fit solar sales, O&M and installation teams but we are happy to perform a free consultation with you to see how Scoop can best solve your operational challenges.

  • Who are the main user groups of this service?
  • Scoop is for fast-growing, medium-sized solar companies and their solar sales, O&M and installation teams... essentially anyone who needs to access data or collect data while off-site. Administrators are often VPs/Directors of Operations, Senior Project Managers, and CIOs/COOs. Users are often field service technicians, solar installers, or sales representatives.

FAQs

    What platforms does this service support?
  • Scoro is a cloud platform supporting different web browsers. Scoro has a native iOS and Android mobile application.

  • Does this service integrate with any other apps?
  • Synchronize your Scoro calendar with your current calendar application.
    Access your files right where you need them by connecting your file storage with Scoro.
    Keep your mailing lists synchronized by connecting Scoro with your marketing automation solution.
    Synchronize financial information with accounting software.
    Connect Scoro with thousands of applications through Zapier to automate tedious tasks in your workflow.
    Use our full-featured API to build integrations with almost any software solution.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • Does this service offer guides, tutorials and or customer support?
  • We offer a customizable onboarding program to help you get the most out of Scoro.

    We want to make sure you get properly set up and all your team is ready to use the software. You can also get answers to any questions you might have from Customer Support, Helpdesk, and our Blog.

  • What is this service generally used for?
  • Scoro is the Control Hub of your business.

    Using Scoro helps you focus on your business, and reduce the time spent on shuffling between different tools. You can use Scoro's own features or plug in various integrations.

    The main features include Project Management, Work Scheduling & Tracking, CRM & Quoting, Billing Automation, Advanced Reporting & Dashboards.

    You can also add integrations like Xero, Quickbooks, iCal, Outlook, Dropbox, MailChimp or use our full-featured API to build your own integrations.

  • Who are the main user groups of this service?
  • Scoro is predominantly used in the professional and creative service industry.

  • What are some applications this service is commonly used in tandem with?
  • Xero or Quickbooks, Zapier, MailChimp, Google Docs.

  • Does this service offer an API?
  • Yes, we have a full-featured API.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
11-50
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
London
Employees:
51-200
Likes:
Followers:
9.98k

Other

Who uses Autotask
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
German, Spanish, Dutch, English
Regional Restrictions:
No restrictions.

Other

Who uses Scoop Solar
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Spanish, French, English
Regional Restrictions:
No restrictions.

Other

Who uses Scoro
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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