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About PlanGrid

PlanGrid is a cloud-based construction document collaboration platform that allows plans and markups to be instantaneously shared with everyone on a construction project, no matter where they are.
It lets contractors and architects collaborate from their desktop or mobile devices across all their project plans, specs, photos, RFIs and punchlists.
It also has the capability of having old versions of the same drawing and will alert you when viewing an outdated drawing. This construction app offers a secure connection to upload, view and manager your online drawings.

About ServiceTrade

ServiceTrade helps commercial service contractors deliver amazing customer service that makes their business more valuable. Our customer service features enable online engagement throughout the service cycle and build profitable, long-term relationships.

Through ServiceTrade, impress customers with media-rich online quotes, after-service reports with photos from techs’ mobile devices, and an online portal with their full service history.

ServiceTrade streamlines service operations by managing work orders, scheduling planned and emergency services, and integrating with most accounting platforms to eliminate double data entry.

ServiceTrade’s web and mobile applications convert service delivery into digital marketing impressions that are memorable and helpful to customers.

About ContractZen

ContractZen is a cloud service that features advanced metadata-driven document and contract management, electronic signature and built-in datarooms (VDR). Secure and easy to use on any device, it enhances governance and business by reducing costs, accelerating processes and minimizing risks. With ContractZen, companies of all sizes, in every industry and in every geography are always prepared for due diligence and audits.

Users can upload and store all of their contracts and other important documents in ContractZen by emailing attached documents directly to the system, or via drag-and-drop. The system automatically attaches metadata to the documents, and users can add additional metadata using visual tagging. Custom hashtags can be created by users and assigned to contracts for flexible categorization. The advanced search engine allows users to search for contract data, and select visual filters to narrow down their search. Contract due dates can be set and automated email reminders sent to team members to ensure that key dates are not missed.

ContractZen also offers meeting management capabilities, allowing users to organize, e-sign and manage executive and board meetings. Meeting invites can be sent out automatically, and attendees can also be reminded of upcoming meetings. Inbuilt Datarooms (VDR) enable the secure sharing of all materials in financial and tax audits, due diligence processes and joint venture situations. With the built-in Company Register, users can manage corporate structures, ownership, board members, auditors, related contact information, and more.

Features

  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App

Features

  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App

Features

  • 2-Factor Authentication
  • API
  • Chat
  • Dashboard
  • Data Export
  • Data Import
  • Document Comparison
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • History/Version Control
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management

Summary

  • Easy to access complete full set of drawings in the field.

  • Track changes to drawing immediately.

  • Insert photos of progress being made into the drawing.

  • Make annotation directly into the drawing and share then with the rest of the team.

  • Share a full size drawing, a packet or a selected screenshot area.

  • Prepare a share RFI instantly directly from field.

Summary

  • Industry-leading customer engagement and field service management tools that help you grow.

  • Our tablet app gets customer approval with a digital signature – before leaving the job.

  • Send your customers an online after-service report that’s chock full of multimedia, and is always online and always available.

  • Collect online reviews from your happy customers and put them online where they boost the visibility of your business to prospects.

  • Wow your customers (and double your quote revenue) with online approvals. Customers review and approve online – and pictures seal the deal.

  • SaaS means that your data is available to everyone in the office and in the field from a variety of devices.

  • Our iOS and Android applications enable the latest hardware and software features – no clunky server logins or flaky web apps.

  • Open APIs mean that your customer service data can be shared with other open-API apps like your CRM, email platform and website.

  • ServiceTrade integrates with accounting applications like Intacct, QuickBooks, Sage, or NetSuite to eliminate double data entry.

  • ServiceTrade digitizes your existing forms to minimize the training required to go completely paperless.

Summary

  • Contract Management

  • Meeting Management

  • Financial, Administrative & HR Document Management

  • Company Register with Corporate Hierarchy View

  • Multiple e-Signature Services

  • Datarooms (VDR) for secure sharing

  • Touch and Mobile Optimized

  • Clearly Defined Set of Metadata for Each Category

  • Drag-And-Drop File Upload with Automated Metadata Form creation

  • Unlimited Number of Documents

Pricing

  • Credit card required: No
  • Hammer: Free- Up to 50 sheetsof storage
    Nailgun: $19.99/month per user and up to 550 sheets of storage
    Dozer: $49.99/month per user and up to 5000 sheets of storage
    Crane: $99.99/month per user and unlimited storage.

Pricing

  • Starting from: $59.00/month
  • Credit card required: No
  • Other purchasing options:

    • Self Starter: FREE. Unlimited quoting and 20 jobs per month
    • Premium: $89/mo/tech. Service Portal, Service Review, customer pricing contracts, Intacct integration, custom integrated support, premium 24x7 support.
    • Enterprise: $119/mo/tech. Advanced integrations library, website hosting, Wordpress technical support, ServiceTrade Certification Courses, premium 24x7 support.

FAQs

    Who are the main user groups of this service?
  • Main users of this platform are construction firms.

  • What is this service generally used for?
  • Pangrid is used as a construction software made for the field.

  • What platforms does this service support?
  • There are native mobile apps for iPad-iPhone and Android.

  • Does this service integrate with any other apps?
  • PlanGrid offers file uploading integration with Dropbox, Box, Google Drive, OneDrive, Citrix ShareFile, Copy and Egnyte.

  • Does this service offer an API?
  • It offers an API.

  • Does this service offer multi-user capability (e.g. teams)?
  • It doesn't offer multi-user option.

  • Does this service offer guides, tutorials and or customer support?
  • There is: help center, video guide, live chat, and email support.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • We have a robust Help Center that we're constantly updating at support.servicetrade.com.

  • Does this service offer multi-user capability (e.g. teams)?
  • Companies can setup an unlimited number of user accounts for their company. Our application allows you to organize them by their location or by service lines.

  • Who are the main user groups of this service?
  • Commercial service contractors in several industries who provide recurring services. Contractors who care about profitability, operational efficiency and great customer service love ServiceTrade.

  • What platforms does this service support?
  • Any browser for desktop users, and native iOS and Android apps

  • Does this service offer an API?
  • Yes! ServiceTrade's open API can be found on our website.

  • Does this service integrate with any other apps?
  • Intacct
    QuickBooks
    Salesforce
    Slack
    Web forms
    MailChimp
    ...and hundreds of others through Zapier

  • What are some applications this service is commonly used in tandem with?
  • ServiceTrade is compatible with Zapier to connect to hundreds of business applications. We also integrate with popular accounting packages including Intacct, QuickBooks, Sage, NetSuite, Microsoft Dynamics or about any accounting platform.

    Our Service Review integration makes valuable online customer reviews part of the service visit.

  • What is this service generally used for?
  • ServiceTrade is used to engage customers online throughout the service cycle, earn marking impressions from the service delivery, provide online after-service reports, create an online account where customers access their service history, manage work orders, schedule techs in fuel-efficient routes, schedule planned/preventative maintenance and emergency service calls, provide field technicians all the details about their schedule and jobs through the mobile app, collect information from field techs through photos, video, audio notes, paperwork, and fillable forms about what they see and do on site.

FAQs

    Does this service offer an API?
  • No, ContractZen does not have an API available.

  • What is this service generally used for?
  • The benefits of ContractZen are, for example:

    Meeting memos, contracts, and other documents can be signed electronically, with the same enforceability and validity as traditionally signed documents.

    Built-in virtual data rooms (VDR) allow users to securely share documents with external individuals and organizations, for joint ventures, tax and financial audits, due diligence, and more.

    Metadata is used to create dynamic views of all contracts, and users can limit their searched to precise fields and save search terms to create report-like queries.

    Automated email reminders can be created to alert users to important dates, and all contracts can be viewed in the contract calendar.

    Files can be imported by dragging-and-dropping them into the system, or by emailing documents directly to ContractZen.

  • Does this service integrate with any other apps?
  • ContractZen integrates with the following applications: Microsoft Office 365, Assently.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, you can add as many users as you want (Note: Pricing is billed per user).

  • What platforms does this service support?
  • ContractZen is web-based so it works on any device. In addition, we have a native iPhone/iPad App.

  • Does this service offer guides, tutorials and or customer support?
  • ContractZen offers the following support options: FAQs, Forum, Knowledge Base, Online Support.

  • Who are the main user groups of this service?
  • ContractZen has the following typical customers: Large Enterprises, Mid Size Business, Small Business. ContractZen is well suited for companies of all sizes, in every industry and in every geography. Our users are typically financial and administrative personnel, legal professionals and executives.

Vendor Information

Founded:
2011
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
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Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
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Other

Who uses PlanGrid
  • Personal
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Regional Restrictions:
No restrictions.

Other

Who uses ServiceTrade
  • Personal
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
North America

Other

Who uses ContractZen
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English, Finnish
Regional Restrictions:
No restrictions.
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