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About Promys PSA

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.

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.

About FieldAx

FieldAx - Field service management solution that helps organizations to manage Field Engineer's real-time reporting and analytics and It is not a traditional model application. You can access your data anywhere in the world. Connect your engineers all the time and keep your data up-to-date.

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

  • 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

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

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

  • 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.

Summary

  • We can customize the features with Developers.

  • Fieldax can accessible in Offline Area too

  • Update the Status and Close the case by sending the SMS from Anywhere

Pricing

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

Pricing

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

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

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

Ultimate


Contact us for pricing
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

Pricing

Bassic

$25.00
1 user(s) / month
Included in plan:
  • Service Terms
  • Job Sheet Management
  • Parts & Inspection Management
  • e-Signature
  • Invoice & Payment
  • Service Engineer Profile
  • Basic Dispatch Dashboard
  • Standard Support

Standard

$35.00
1 user(s) / month
Included in plan:
  • Everything in Sprout and…
  • Advanced Dispatch Dashboard
  • Time Off Request
  • Engineer Unavailability
  • Vehicle/Equipment Mapping
  • Time Cards
  • Work Calendar
  • Custom Templates
  • Customization
  • Standard 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 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.

  • 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 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.

FAQs

    Does this service integrate with any other apps?
  • Fieldax is developed in Salesofrce Platform. So, we can integrate with any external system, if they provides API.

  • Does this service offer an API?
  • Yes! We can.

  • Does this service offer guides, tutorials and or customer support?
  • Fieldax provide videos, webinars, eBooks, and online support.

  • What are some applications this service is commonly used in tandem with?
  • This service is most frequently is used with Salesforce,QuickBooks, Sage, NetSuite, Microsoft .

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

  • What is this service generally used for?
  • FieldAx Basically, used as field service management solution.

    To Specifically,

    • Fieldax is used to Manage work Orders,
    • Assigning Technician to Scheduled Visits,
    • Schedule planned/preventative maintenance
    • Emergency service calls
    • Provide field technicians all the details about their schedule
    • Jobs through the mobile app,
    • Collect information from fields techs through photos or paperwork.
  • What platforms does this service support?
  • FeildAx is web based software and we can access in any mobile by Installing the Salesforce1 App

  • Who are the main user groups of this service?
  • Fieldax is for Electrician, Plumbers, Security & Alarm,Door & Construction, Restaurant , Land, locksmith, Septic & Drain, security, property services and appliance repair industries.

    Moreover, Fieldax is for any business with 5 to 50,000 field workers offering onsite commercial services.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

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

Vendor Information

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

Other

Who uses Promys PSA
  • SMEs
Desktop Platforms:
  • Web App
Languages:
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.

Other

Who uses FieldAx
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English
Regional Restrictions:
No restrictions.
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