projectquoting.com Features

projectquoting.com

Quoting, invoicing & lead generation for lawn care and more

4.88/5 (8 reviews)

Competitor Feature Comparison

Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Management
Automated Quoting
Automated Scheduling
Automatic Backup
Barcode / Ticket Scanning
Billing & Invoicing
Billing Rate Management
CRM
Calendar Management
Calendar Sync
Client Portal
Contact Database
Contact Management
Contract/License Management
Contractor Management
Credit Card Processing
Customer Database
Customer History
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Dispatch Management
Document Imaging
Document Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Email Invitations & Reminders
Email Management
Email Tracking
Employee Management
Employee Scheduling
Equipment Tracking
Estimating
Facility Scheduling
Feedback Management
File Storage
Fleet Management
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
For Pest Control Companies
GPS
Groundskeeping Management
Group Scheduling
Historical Reporting
Inspection Management
Interaction Tracking
Inventory Control
Inventory Management
Invoice Management
Invoice Processing
Job Management
Job Scheduling
Job Tracking
Lead Generation
Lead Management
Location Tracking
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Mobile Signature Capture
Monitoring
Multi-Location
Offline Access
Online Booking
Online Time Clock
Payment Collection in the Field
Payment Processing
Payroll Management
Performance Metrics
Pest Activity Tracking
Pesticide Usage Tracking
Preventive Maintenance
Pricing Management
Product Configurator
Project Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Recurring Appointments
Recurring Tasks
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Scheduling
Route Optimization
Routing
SMS Messaging
Scheduling
Search/Filter
Self Service Portal
Service History
Status Tracking
Subcontractor Management
Summary Reports
Task Scheduling
Team Calendars
Technician Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timesheet Management
Transaction History
Work History
Work Order Creation
Work Order Management
Workflow Management
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Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Management
Automated Quoting
Automated Scheduling
Automatic Backup
Barcode / Ticket Scanning
Billing & Invoicing
Billing Rate Management
CRM
Calendar Management
Calendar Sync
Client Portal
Contact Database
Contact Management
Contract/License Management
Contractor Management
Credit Card Processing
Customer Database
Customer History
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Dispatch Management
Document Imaging
Document Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Email Invitations & Reminders
Email Management
Email Tracking
Employee Management
Employee Scheduling
Equipment Tracking
Estimating
Facility Scheduling
Feedback Management
File Storage
Fleet Management
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
For Pest Control Companies
GPS
Groundskeeping Management
Group Scheduling
Historical Reporting
Inspection Management
Interaction Tracking
Inventory Control
Inventory Management
Invoice Management
Invoice Processing
Job Management
Job Scheduling
Job Tracking
Lead Generation
Lead Management
Location Tracking
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Mobile Signature Capture
Monitoring
Multi-Location
Offline Access
Online Booking
Online Time Clock
Payment Collection in the Field
Payment Processing
Payroll Management
Performance Metrics
Pest Activity Tracking
Pesticide Usage Tracking
Preventive Maintenance
Pricing Management
Product Configurator
Project Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Recurring Appointments
Recurring Tasks
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Scheduling
Route Optimization
Routing
SMS Messaging
Scheduling
Search/Filter
Self Service Portal
Service History
Status Tracking
Subcontractor Management
Summary Reports
Task Scheduling
Team Calendars
Technician Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timesheet Management
Transaction History
Work History
Work Order Creation
Work Order Management
Workflow Management
Visit WebsiteCompare App
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Management
Automated Quoting
Automated Scheduling
Automatic Backup
Barcode / Ticket Scanning
Billing & Invoicing
Billing Rate Management
CRM
Calendar Management
Calendar Sync
Client Portal
Contact Database
Contact Management
Contract/License Management
Contractor Management
Credit Card Processing
Customer Database
Customer History
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Dispatch Management
Document Imaging
Document Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Email Invitations & Reminders
Email Management
Email Tracking
Employee Management
Employee Scheduling
Equipment Tracking
Estimating
Facility Scheduling
Feedback Management
File Storage
Fleet Management
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
For Pest Control Companies
GPS
Groundskeeping Management
Group Scheduling
Historical Reporting
Inspection Management
Interaction Tracking
Inventory Control
Inventory Management
Invoice Management
Invoice Processing
Job Management
Job Scheduling
Job Tracking
Lead Generation
Lead Management
Location Tracking
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Mobile Signature Capture
Monitoring
Multi-Location
Offline Access
Online Booking
Online Time Clock
Payment Collection in the Field
Payment Processing
Payroll Management
Performance Metrics
Pest Activity Tracking
Pesticide Usage Tracking
Preventive Maintenance
Pricing Management
Product Configurator
Project Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Recurring Appointments
Recurring Tasks
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Scheduling
Route Optimization
Routing
SMS Messaging
Scheduling
Search/Filter
Self Service Portal
Service History
Status Tracking
Subcontractor Management
Summary Reports
Task Scheduling
Team Calendars
Technician Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timesheet Management
Transaction History
Work History
Work Order Creation
Work Order Management
Workflow Management
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projectquoting.com Feature Reviews

8 reviewers had the following to say about projectquoting.com's features:

Tawni J.

Great Customer Service

2019-09-20

We are working to save time and add automation.

Pros

Software is easy to set up and well designed.

Cons

Customer Management section can be overwhelming upon first use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
DENNIS N.

Unbelievable cooperation with request for features

2017-07-05

Able to send out quotes quicker.

Pros

Does more in one platform than any other software for quoting. Fast support turn around.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rob L.

Had an issue with adding a service to my business for quotes. Rep called me and followed up quickly

2018-02-24

Pros

The convenience and ability to structure your business quotes, remain competitive within your area, tracking your quotes and ability to offer online self quoting to potential customers

Cons

The need to insert zip codes for every service instead of setting up zip codes within your account, then importing to the services.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Stephen L.

Awesome Software Product

2017-11-19

Quicker quotes, easy lead tracking, etc.

Pros

Clients can get quotes online, you can track leads and opportunities, and the customer service is phenomenal.

Cons

It's a little slow sometimes if you're using it heavily, and there are some minor customization limitations, but Customer Service has taken care of everything immediately each and every time I reach out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Gary Q.

great customer service and lead generating machine

2018-02-03

i get tons of leads everyday thanks to Project Quoting. it saves us time and has paid for itself many times over.

Pros

i suggested a few things to him before the end of the day he had it fixed and added the feature i suggested

Cons

honestly none. when i used the free trial i noticed that a glitch was not allowing the transfer of square footage in the widget. i emailed to support and he fixed it right away. cant recommend project quoting enough!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dave W.

Quoting software met expectations

2019-03-02

I liked the quick response of the owner when I had an issue and the fact that he implemented some changes I suggested to make the app better.

Pros

The ability to send multiple quotes at once

Cons

Not being able to customize or add a logo to the instant quote widget page

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert D.

Easy to use, Great Features, Nice addition to our Sales Dept.

2017-09-15

Pros

In the customer detail section all the information & history of the selected client is easily accessible and the ability to have a good line of communication with the potential client and a history of the correspondence thru a customer portal.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Ismael O.

I'm a small business and this program helps me look professional and helps me get paid on time.

2018-03-01

It makes my small business look big. It makes us look like we're miles ahead of our competition.

Pros

Their customer service is also great!

Cons

It's a new system. It takes time to learn it and there are no tutorials. But it's not that bad to learn on your own

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more