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Silver Package

Essential Tools to Streamline Your Service Business

20% Discount

$88.00 / Per Month

Plus $19 Per User

  • ✔ Tailored Invoices: Question On, Complete, Blank, No Total
  • ✔ Customizable Invoice Template
  • ✔ Switch Options: Calendar, List & Scrum
  • ✔ All-in-One Reminders: Tasks, Jobs & Personal
  • ✔ Business Overview & Performance
  • ✔ Manage Your Suppliers & Brands
  • ✔ AI Chatbot for Instant Estimate Assistance
  • ✔ Automated Reminders for Estimate Follow-Ups
  • ✔ Estimate Tracking & Reports
  • ✔ Dual Estimate Options: Office & Field
  • ✔ Customize & Save Packages for Quick Quotes
  • ✔ Customizable Estimate Templates for Email & Text
  • ✔ Custom Estimates for Every Job Category
  • ✔ Training Videos
  • ✔ One-Time Price Change for All Items
  • ✔ Switch Between Tile & List View
  • ✔ Easy Product & Item Import
  • ✔ Auto-Calculate Profit & Markups by Percentage or Dollar
  • ✔ Custom Pricing for Parts, Services & Equipment
  • ✔ Quick & Easy Item Addition
  • ✔ Easy Transfer & Copy Management
  • ✔ Quick & Easy Estimate Packages for Equipment
  • ✔ Service Pricing: Hourly Rate or Custom Fixed Rate
  • ✔ Business Profile Setup: Branding & User Access
  • ✔ Manage & Update Features from Settings Page
Get Demo →

Gold Package

Optimized Workflow for Growing Service Teams

20% Discount

$128.00 / Per Month

Plus $19 Per User

Including Silver Package
  • ✔ Quick Truck Sorting Tool
  • ✔ Smart availability locator
  • ✔ Drag, Drop & Expand
  • ✔ Upcoming Tentative Booking
  • ✔ Technician Qualification Alert
  • ✔ Daily & Weekly Technician Schedules
  • ✔ Technician dashboard
  • ✔ GPS
  • ✔ Smart Distance Calculator for Optimal Truck Routing
  • ✔ Tech Checklist: Every Detail, Every Job
  • ✔ Installer Field Questions: Pre & Post Work
  • ✔ Admin Checklist for Customer Booking
  • ✔ Tech Field Response Error Alert
  • ✔ Tech Sales Opportunity: Showcase What They Can Sell
  • ✔ Unlimited Membership Plans
  • ✔ Easy Payments & Invoicing for Members
  • ✔ Auto Recurring Reminders
  • ✔ Easy Access for Techs to Sell Memberships & Plans
  • ✔ Bulk Member Messaging
  • ✔ Pictures, Invoices, Jobs & Documents
  • ✔ Equipment & Parts , Estimates
  • ✔ Communication: Texts, Emails, Calls & Chats
  • ✔ Supplier Quotes & Parts Purchases
  • ✔ Memberships & Service Plans
  • ✔ 5-Star Reviews Auto-Posted to Google
  • ✔ Admin Alerts for Ratings Below 5 Stars
  • ✔ Admin Customer Rating System
  • ✔ Technician Customer Rating System
  • ✔ Automated Review Request with Invoice
  • ✔ Customers, Suppliers & Invoices
  • ✔ Manage Finances & Vendors
  • ✔ AP, AR, Vendors & Inventory
  • ✔ Bank-Integrated Financing: View All Transactions
  • ✔ Track & Manage Accounts Receivable
  • ✔ Sync & Verify Credit Card Payments with Your Bank
  • ✔ Hassle-Free Payments Without a Card Machine
  • ✔ Fill Empty Time Slots with Automated Customer Outreach
  • ✔ AI Chatbot Embedded in Every Customer Email
  • ✔ Fill Gaps & Open Slots with Nearby Customers
  • ✔ Instant Access to Calls
  • ✔ Instant Access to Emails
  • ✔ Instant Access to Chats
  • ✔ Instant Access to All Notifications
  • ✔ Instant Access to Text
  • ✔ Flexible Booking Options: Jobs, Estimates & Complaints
  • ✔ Automated Job-Specific Email Templates
  • ✔ AI-Powered Customer Records & Past Interactions
  • ✔ Check Available Dates for Shortest Travel Distance
  • ✔ Estimate Reports
  • ✔ Track & Analyze Cancellations
  • ✔ Comprehensive Membership Report
  • ✔ Technician Performance Report & Insights
  • ✔ Quotations & Purchase Report
  • ✔ Tentative Scheduling Report
  • ✔ Detailed Financial Tracking & Reports
  • ✔ Technician Request Report
  • ✔ Recurring Appointments Report
  • ✔ Track & Manage All Call Backs
  • ✔ Track Recurring Appointments on Tentative Page
  • ✔ Smart Recurring Appointment Templates & Alerts
  • ✔ Job & Technician Capacity Dashboard: Fill Scheduling Gaps
  • ✔ Smart Time Tracking for Work Hours
  • ✔ Customize Your Pay Periods
  • ✔ Flexible Payroll Setup for Every User
  • ✔ Payroll Overview & Earnings Breakdown
  • ✔ Technician Agreement & Contract
  • ✔ Technician Qualification Setup
  • ✔ Set Technician Workdays & Hours
  • ✔ Technician Route & Tracking Setup
  • ✔ All-in-One Marketing Landing Page
  • ✔ Customizable Job Certificate Templates
  • ✔ Customizable Notification Templates for All Alerts
  • ✔ Real-Time Notifications for Tech Absences & Delays
  • ✔ Instant Alerts for New Online & Technician Bookings
  • ✔ Missed Call Back Alerts
  • ✔ Missed Reminder Alerts & Notifications
  • ✔ Overdue & Declined Payment Alerts
  • ✔ Automated Alerts for Field Question Mistakes
  • ✔ Real-Time Alerts for 5-Star & Negative Reviews
  • ✔ Tentative Appointments for Members
  • ✔ Tentative Recurring Appointments Management
  • ✔ Customer-Specific Parts & Equipment Purchasing
  • ✔ Bulk Parts & Equipment Purchasing
  • ✔ Stock Management
  • ✔ Trucks & Field Inventory
  • ✔ Track & Assign Materials for Installation
  • ✔ Stock Alerts & Reordering
  • ✔ Parts & Equipment
Get Demo →

Platinum Package

Complete Business Management for Service Pros

20% Discount

$208.00 / Per Month

Plus $19 Per User

Including Gold Package
  • ✔ AI Powered Marketing Tools
  • ✔ Custom AI Prompts for Fast & Accurate Responses
  • ✔ Email Campaign Results Dashboard
  • ✔ Target New Customers
  • ✔ Engage & Retain Your Members
  • ✔ Engage & Retain Your Customers
  • ✔ Maximize Sales from Previous Estimates
  • ✔ Smart Tech Assistant: AI Finds Answers from Manuals & Docs
  • ✔ Technical Knowledge Library for Techs & Admins
  • ✔ Simple & Fast Prompt Creation
  • ✔ Simple & Quick Prompts
  • ✔ Smart Scheduling: Nearest Tech & Best Timing
  • ✔ AI Assistant: Quick Answers for Pricing, Technical & FAQs
  • ✔ Real-Time Admin Alerts for Active Threads
  • ✔ Client Support: Payments, Jobs & Upcoming Appointments
  • ✔ AI Voicebot for Incoming & Outgoing Calls
  • ✔ Instant Customer Pop-Up for Incoming Calls
  • ✔ Call Transcripts: Capture Every Conversation
  • ✔ rack & Review Call History
    • ✔ Admin-Controlled Group Messaging
    • ✔ Powerful SMS & Call Integration with Twilio
    • ✔ Techs Send Messages via Office Number
    • ✔ Send Pictures & Documents via Text
    • ✔ Bulk Texting for Fast Communication
    • ✔ Mailgun Email Integration
    • ✔ Built-In Email Configuration & Setup
    • ✔ Bulk Email Messaging Made Easy
    Get Demo →

    Silver Package

    Essential Tools to Streamline Your Service Business

    $110 / Per Month

    Plus $19 Per User

    • ✔ Tailored Invoices: Question On, Complete, Blank, No Total
    • ✔ Customizable Invoice Template
    • ✔ Switch Options: Calendar, List & Scrum
    • ✔ All-in-One Reminders: Tasks, Jobs & Personal
    • ✔ Business Overview & Performance
    • ✔ Manage Your Suppliers & Brands
    • ✔ AI Chatbot for Instant Estimate Assistance
    • ✔ Automated Reminders for Estimate Follow-Ups
    • ✔ Estimate Tracking & Reports
    • ✔ Dual Estimate Options: Office & Field
    • ✔ Customize & Save Packages for Quick Quotes
    • ✔ Customizable Estimate Templates for Email & Text
    • ✔ Custom Estimates for Every Job Category
    • ✔ Training Videos
    • ✔ One-Time Price Change for All Items
    • ✔ Switch Between Tile & List View
    • ✔ Easy Product & Item Import
    • ✔ Auto-Calculate Profit & Markups by Percentage or Dollar
    • ✔ Custom Pricing for Parts, Services & Equipment
    • ✔ Quick & Easy Item Addition
    • ✔ Easy Transfer & Copy Management
    • ✔ Quick & Easy Estimate Packages for Equipment
    • ✔ Service Pricing: Hourly Rate or Custom Fixed Rate
    • ✔ Business Profile Setup: Branding & User Access
    • ✔ Manage & Update Features from Settings Page
    Get Demo →

    Gold Package

    Optimized Workflow for Growing Service Teams

    $160 / Per Month

    Plus $19 Per User

    Including Silver Package
    • ✔ Quick Truck Sorting Tool
    • ✔ Smart availability locator
    • ✔ Drag, Drop & Expand
    • ✔ Upcoming Tentative Booking
    • ✔ Technician Qualification Alert
    • ✔ Daily & Weekly Technician Schedules
    • ✔ Technician dashboard
    • ✔ GPS
    • ✔ Smart Distance Calculator for Optimal Truck Routing
    • ✔ Tech Checklist: Every Detail, Every Job
    • ✔ Installer Field Questions: Pre & Post Work
    • ✔ Admin Checklist for Customer Booking
    • ✔ Tech Field Response Error Alert
    • ✔ Tech Sales Opportunity: Showcase What They Can Sell
    • ✔ Unlimited Membership Plans
    • ✔ Easy Payments & Invoicing for Members
    • ✔ Auto Recurring Reminders
    • ✔ Easy Access for Techs to Sell Memberships & Plans
    • ✔ Bulk Member Messaging
    • ✔ Pictures, Invoices, Jobs & Documents
    • ✔ Equipment & Parts , Estimates
    • ✔ Communication: Texts, Emails, Calls & Chats
    • ✔ Supplier Quotes & Parts Purchases
    • ✔ Memberships & Service Plans
    • ✔ 5-Star Reviews Auto-Posted to Google
    • ✔ Admin Alerts for Ratings Below 5 Stars
    • ✔ Admin Customer Rating System
    • ✔ Technician Customer Rating System
    • ✔ Automated Review Request with Invoice
    • ✔ Customers, Suppliers & Invoices
    • ✔ Manage Finances & Vendors
    • ✔ AP, AR, Vendors & Inventory
    • ✔ Bank-Integrated Financing: View All Transactions
    • ✔ Track & Manage Accounts Receivable
    • ✔ Sync & Verify Credit Card Payments with Your Bank
    • ✔ Hassle-Free Payments Without a Card Machine
    • ✔ Fill Empty Time Slots with Automated Customer Outreach
    • ✔ AI Chatbot Embedded in Every Customer Email
    • ✔ Fill Gaps & Open Slots with Nearby Customers
    • ✔ Instant Access to Calls
    • ✔ Instant Access to Emails
    • ✔ Instant Access to Chats
    • ✔ Instant Access to All Notifications
    • ✔ Instant Access to Text
    • ✔ Flexible Booking Options: Jobs, Estimates & Complaints
    • ✔ Automated Job-Specific Email Templates
    • ✔ AI-Powered Customer Records & Past Interactions
    • ✔ Check Available Dates for Shortest Travel Distance
    • ✔ Estimate Reports
    • ✔ Track & Analyze Cancellations
    • ✔ Comprehensive Membership Report
    • ✔ Technician Performance Report & Insights
    • ✔ Quotations & Purchase Report
    • ✔ Tentative Scheduling Report
    • ✔ Detailed Financial Tracking & Reports
    • ✔ Technician Request Report
    • ✔ Recurring Appointments Report
    • ✔ Track & Manage All Call Backs
    • ✔ Track Recurring Appointments on Tentative Page
    • ✔ Smart Recurring Appointment Templates & Alerts
    • ✔ Job & Technician Capacity Dashboard: Fill Scheduling Gaps
    • ✔ Smart Time Tracking for Work Hours
    • ✔ Customize Your Pay Periods
    • ✔ Flexible Payroll Setup for Every User
    • ✔ Payroll Overview & Earnings Breakdown
    • ✔ Technician Agreement & Contract
    • ✔ Technician Qualification Setup
    • ✔ Set Technician Workdays & Hours
    • ✔ Technician Route & Tracking Setup
    • ✔ All-in-One Marketing Landing Page
    • ✔ Customizable Job Certificate Templates
    • ✔ Customizable Notification Templates for All Alerts
    • ✔ Real-Time Notifications for Tech Absences & Delays
    • ✔ Instant Alerts for New Online & Technician Bookings
    • ✔ Missed Call Back Alerts
    • ✔ Missed Reminder Alerts & Notifications
    • ✔ Overdue & Declined Payment Alerts
    • ✔ Automated Alerts for Field Question Mistakes
    • ✔ Real-Time Alerts for 5-Star & Negative Reviews
    • ✔ Tentative Appointments for Members
    • ✔ Tentative Recurring Appointments Management
    • ✔ Customer-Specific Parts & Equipment Purchasing
    • ✔ Bulk Parts & Equipment Purchasing
    • ✔ Stock Management
    • ✔ Trucks & Field Inventory
    • ✔ Track & Assign Materials for Installation
    • ✔ Stock Alerts & Reordering
    • ✔ Parts & Equipment
    Get Demo →

    Platinum Package

    Complete Business Management for Service Pros

    $260 / Per Month

    Plus $19 Per User

    Including Gold Package
    • ✔ AI Powered Marketing Tools
    • ✔ Custom AI Prompts for Fast & Accurate Responses
    • ✔ Email Campaign Results Dashboard
    • ✔ Target New Customers
    • ✔ Engage & Retain Your Members
    • ✔ Engage & Retain Your Customers
    • ✔ Maximize Sales from Previous Estimates
    • ✔ Smart Tech Assistant: AI Finds Answers from Manuals & Docs
    • ✔ Technical Knowledge Library for Techs & Admins
    • ✔ Simple & Fast Prompt Creation
    • ✔ Simple & Quick Prompts
    • ✔ Smart Scheduling: Nearest Tech & Best Timing
    • ✔ AI Assistant: Quick Answers for Pricing, Technical & FAQs
    • ✔ Real-Time Admin Alerts for Active Threads
    • ✔ Client Support: Payments, Jobs & Upcoming Appointments
    • ✔ AI Voicebot for Incoming & Outgoing Calls
    • ✔ Instant Customer Pop-Up for Incoming Calls
    • ✔ Call Transcripts: Capture Every Conversation
    • ✔ rack & Review Call History
      • ✔ Admin-Controlled Group Messaging
      • ✔ Powerful SMS & Call Integration with Twilio
      • ✔ Techs Send Messages via Office Number
      • ✔ Send Pictures & Documents via Text
      • ✔ Bulk Texting for Fast Communication
      • ✔ Mailgun Email Integration
      • ✔ Built-In Email Configuration & Setup
      • ✔ Bulk Email Messaging Made Easy
      Get Demo →

      Integration Notice:

      To use integrations, customers must have their own accounts for third-party services. If you don’t have an account, SimplyPrime CRM will assist you in setting one up.