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DoTimely vs PolicyFlow Comparison

Overview

DoTimely is an all-in-one solution for pet sitting, dog walking, training, maid services, carpet cleaning, lawn care, coaching,...

PolicyFlow is an insurance broking management and policy administration solution designed specifically for insurance brokers....

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$15/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
£50/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.7

(83)

5

4

3

2

1

61

20

1

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
99%
would recommend this app

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

Pros

DoTimely is a great , it help me to keep on track all my walks appointment and if I ever needed anything like with app issues they promptly handle it.
Kudos to the DoTimely team, I really love the app. I'm so happy that many processes that took us a lot of time now they are solved with a click.
It just streamlines everything and brings it all into the same place. Such a great experience for such a great cost.

Pros

Not enoughreviews yet

Cons

Sometimes the schedule takes a bit to update, so you may click on the wrong appointment and cancel it or schedule something for the wrong day.
My clients don't think to look there because it makes them think of insurance so they skip it. The tutorial videos are hard to learn from due to no sound.
My least favorite thing is that some accidents are permanent unless I email them and have them fix it from their end. EX: Putting the wrong expiration date on packages.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features84
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Ad hoc Reporting
  • Address Book
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Automated Scheduling
  • Availability Management
  • Billing & Invoicing
  • Business Coaching
  • CRM
  • Calendar Management
  • Calendar Sync
  • Cancellation Tracking
  • Claims Management
  • Claims Tracking
  • Client Management
  • Client Portal
  • Color Codes/Icons
  • Commission Calculations
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Card Processing
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Data Capture and Transfer
  • Data Import/Export
  • Data Recovery
  • Digital Signature
  • Disaster Recovery
  • Discount Management
  • Discussions / Forums
  • Dispatch Management
  • Document Generation
  • Document Management
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Management
  • Employee Management
  • Employee Portal
  • Employee Scheduling
  • For Lawn Care
  • GPS
  • GPS Check-in / Check-out
  • Image Library
  • Insurance Policy Management
  • Insurance Rating
  • Invoice Management
  • Invoice Processing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Key Management
  • Life & Health
  • Life Coaching
  • Live Chat
  • Location Tracking
  • Mobile Access
  • Mobile Alerts
  • Mobile Payments
  • Online Booking
  • Order Management
  • Payment Collection in the Field
  • Payment Processing
  • Pet Birthday Tracking
  • Pet Grooming
  • Photo Management
  • Policy Generation
  • Policy Management
  • Policy Processing
  • Project Management
  • Property & Casualty
  • QuickBooks Integration
  • Quotes/Estimates
  • Rating Engine
  • Real Time Data
  • Real Time Notifications
  • Real-Time Chat
  • Real-time Scheduling
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • SMS Messaging
  • SSL Security
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Service History
  • Sport Coaching
  • Staff Management
  • Surveys & Feedback
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Calendars
  • Third Party Integrations
  • User Management
  • Visitor Tracking
  • Website Integration
  • Work Order Management
  • Workflow Management
  • Total features50
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Ad hoc Reporting
  • Address Book
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Automated Scheduling
  • Availability Management
  • Billing & Invoicing
  • Business Coaching
  • CRM
  • Calendar Management
  • Calendar Sync
  • Cancellation Tracking
  • Claims Management
  • Claims Tracking
  • Client Management
  • Client Portal
  • Color Codes/Icons
  • Commission Calculations
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Card Processing
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Data Capture and Transfer
  • Data Import/Export
  • Data Recovery
  • Digital Signature
  • Disaster Recovery
  • Discount Management
  • Discussions / Forums
  • Dispatch Management
  • Document Generation
  • Document Management
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Management
  • Employee Management
  • Employee Portal
  • Employee Scheduling
  • For Lawn Care
  • GPS
  • GPS Check-in / Check-out
  • Image Library
  • Insurance Policy Management
  • Insurance Rating
  • Invoice Management
  • Invoice Processing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Key Management
  • Life & Health
  • Life Coaching
  • Live Chat
  • Location Tracking
  • Mobile Access
  • Mobile Alerts
  • Mobile Payments
  • Online Booking
  • Order Management
  • Payment Collection in the Field
  • Payment Processing
  • Pet Birthday Tracking
  • Pet Grooming
  • Photo Management
  • Policy Generation
  • Policy Management
  • Policy Processing
  • Project Management
  • Property & Casualty
  • QuickBooks Integration
  • Quotes/Estimates
  • Rating Engine
  • Real Time Data
  • Real Time Notifications
  • Real-Time Chat
  • Real-time Scheduling
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • SMS Messaging
  • SSL Security
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Service History
  • Sport Coaching
  • Staff Management
  • Surveys & Feedback
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Calendars
  • Third Party Integrations
  • User Management
  • Visitor Tracking
  • Website Integration
  • Work Order Management
  • Workflow Management

Integrations

  • Total integrations4
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier
  • Total integrations5
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

DoTimely vs. PolicyFlow

See how DoTimely and PolicyFlow stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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