Compare Promys PSA vs SherpaDesk vs Scoop Solar

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Promys PSA screenshot view 3 more SherpaDesk screenshot view 5 more Scoop Solar screenshot view 4 more

Software Description:

Promys Enterprise PSA automates professional services and complete business process with CRM, quoting, procurement, invoicing, help desk, and customer tracking. It encompasses all these functions into one comprehensive automation solution, that is particularly suitable for midsize IT businesses.

The Promys help desk tool enables business owners to see client assets under a service deal or blanket agreements in form of tickets. Users can set up workflows, color coding and escalations and definite various ticket priorities. There is also a project management module, providing detailed profitability visibility, and budget analytics.

Except for service automation, Promys also provides customer self-service portal, resource scheduling, and integrations with frequently used business applications.

Software Description:

We’ll Improve Your Business, Without Disrupting It.
Track Time Across Your Business. Automatically Generate Invoices. Make Smarter Decisions.

Our customer management software allows you and your team to stay connected to your customers whether you are in the field, on the road, or simply don’t feel like firing up your computer. The mobile application makes it easy to manage support tickets, track time, and send invoices from the palm of your hand.

This gives companies the freedom to focus on growing their business, rather than just surviving.

Our tool helps resolve customer issues, accurately track billable and non-billable time, automate invoicing and manage project profitability.

KEY FEATURES
* HelpDesk Ticketing System - manage support tickets
* Communicate through the app in your email via SherpaDesk command codes
* Manage projects
* Attach files to projects and accounts
* Communicate within projects both internally and externally
* Data reporting to measure project profitability
* Maintain company assets
* Manually calculate depreciation of assets
* Manage employees
* Integrates with accounting solutions for automatic billing
* Track time via iPhone, Apple Watch, Desktop, Droid, Chrome Extension or Email
* Apply tracked time to set hourly rates
* Apply tracked time to projects or customers
* Create To-Do Lists

Software Description:

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!

Features:

  • Billing/Invoicing
  • CRM Integration
  • Customer Management
  • Task Scheduling/Tracking
  • Inventory Tracking
  • Google Apps Integration
  • Data Import
  • Data Export
  • Scheduling
  • Calendar Management
  • Contact Management
  • Notifications
  • Budgeting
  • Dashboard
  • Forecasting
  • External Integrations
  • Email Integration
  • API
  • Project Management
  • Expense Tracking

Features:

  • Project Management
  • Bug Tracking
  • Inventory Tracking
  • Google Apps Integration
  • Notifications
  • Calendar Management
  • External Integrations
  • Customer Management
  • Dashboard
  • Chat
  • Multi-User
  • Contact Management
  • Data Visualization
  • Email Integration
  • API
  • Data Export
  • Data Import
  • Time Management

Features:

  • Data Visualization
  • Task Scheduling/Tracking
  • Dashboard
  • File Transfer
  • File Sharing
  • External Integrations
  • Batch Permissions & Access
  • API
  • Data Export
  • Data Import
  • Multi-User
  • Project Management
  • Notifications

Summary:

  • CRM

  • Quoting

  • Help Desk

  • Dashboard Ticket Tracking

  • Project Task Schedule

  • Job Costing

  • Real-Time Costing Against Budget Information

  • Single Screen Visibility For Invoicing

  • Purchasing

  • Time & Expenses

Summary:

  • Complete professional service automation solution

  • Easily track time, manage support issue and monitor project profitability

  • Capture lost billable and non-billable time

  • Easy to use help desk solution built for small to medium size teams

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

Standard License

$79.00
1 user(s) / month
Included in plan:
  • Subject to quantity discounts
  • Sales Force Automation & Quoting
  • Order Fulfillment
  • Project Management, Time & Expenses
  • Help Desk & Service Contracts
  • Role-Based Security
  • Accounting, RMM & other API’s
  • System Support & Training
  • 24/7 Monitoring
  • 128-bit Security
  • 99.99% System Uptime
  • Solution Upgrades

Field Tech/Engineer License

$39.00
1 user(s) / month
Included in plan:
  • Time Sheets & Expense
  • Project & Service Call Assignments

1st Tech Free for Life

Free
Included in plan:
  • 1 technician license and full access to all features

Team

$39.00
user(s) / month
Included in plan:
  • All feature on our website

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

FAQs:

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

  • Does this service offer an API?
  • Yes, Promys offers an API.

  • What platforms does this service support?
  • Promys is a web-based software.

  • Does this service integrate with any other apps?
  • It integrates with Acumatica Cloud ERP, Sage 50c, Microsoft Dynamics GP, Microsoft Outlook, Google Apps, Sage 50 Canada, LogicMonitor, QuickBooks, Continuum, SAP.

  • What is this service generally used for?
  • It is used for Professional Services Automation.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Email Support, Phone Support.

  • Who are the main user groups of this service?
  • Main users of this Promys Enterprise are medium-sized IT, MSP, Audio Visual & Physical Security solution providers.

FAQs:

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

  • Does this service offer an API?
  • Yes, you can find the wiki on our GitHub repository.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • What platforms does this service support?
  • SherpaDesk is a web-based solution and works on all major browsers.

  • What is this service generally used for?
  • SherpaDesk is a complete professional service management solution allowing time tracking, support management, project monitoring and invoicing. With deep integration into QuickBooks, Xero and FreshBooks makes the SherpaDesk the best solution for small to medium size business to run their business.

  • Who are the main user groups of this service?
  • SherpaDesk focuses on professional service organizations where time is their key revenue driver. This would include software developers, graphic designers, consultants, IT support and manage service providers.

  • What are some applications this service is commonly used in tandem with?
  • QuickBooks
    QuickBooks Online
    Xero
    FreshBooks
    Salesforce
    Google
    Microsoft 365

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.

Publisher:

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

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
11-50
Likes:
Followers:
1.79k

Publisher:

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

Other:

Who uses Promys PSA
  • SMEs
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses SherpaDesk
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
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.
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