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Small Business
$425 per month
Initial setup fee*: $950
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Make getting a quote online as simple as ordering a pizza -- 24-hours a day. Small Business is the next growth step from Basics, giving you more administrative tools. It is geared toward managing a business’s growth; helping you handle a higher workload with a more complete solution that opens up new doors; such as online quoting.

Features

Upgrade Features:

  • Online: Quoting
  • Marketing: Customer Communication
  • Payroll, Move Account Management and Billing
  • Business Intelligence: Customer Ratings
  • More Advanced Reporting and Search Features
  • Additional Administrative Options

Includes Basics Features:

  • Sales: Quoting and Follow-up
  • Operations: Scheduling
  • Office Calendar System
  • HR: Employee Management, and Availability
  • Fleet
  • Job, Resource, and Money Posting
  • Admin: Setting**, Customize**, Users and Security

Available Add-ons

Sales: Lead Management
    includes first 2000 leads processed
$65 per month, $50 setup fee
Additional 1000 leads processed $50
Storage $65 per month, $100 setup fee
Claims $65 per month, $100 setup fee


* Fee based on a new installation. Initial setup fees may vary depending product upgrade, add-ons or selected customization options.
** only options related to other installed features are included

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