Key Features
Lead List
This list represents all of your customers and their information. Would access to these details anywhere anytime be helpful? We sure think so!
Drawing Diagram
Potential customers, and eventually installers, need a clear diagram of the proposed work. Say goodbye to those sloppy, handwritten diagrams and having to draw them multiple times. The Diagram Drawing feature is super easy to use and allows you to produce very professional looking drawings.
Photo Gallery
Store and use jobsite photos to show your installers what the house looks like, and any nuances in the installation process. Taking photos and storing them is a snap and this feature alone can save a ton of callbacks.
Product List & Pricing
When quoting jobs, simply select from the product lists your company sells, and the app will automatically calculate the total! No more calculator mistakes, no more running the totals 2 or 3 times to make sure it's accurate.
Professional Quotes
No more handwritten, carbon copy proposal forms! Quickly produce quotes with your company logo, scope of work or any information you wish to share. You will ooze "professionalism" with great looking estimates.
Email or text these (even the diagrams) to your customers.
Material List
Jobs need materials. Material lists have to be produced. No need to figure materials for the job, it is already done! The products selected to produce the quote is the material list. Just print it off! Or email it to the supply house!
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E- Signatures & Deposits
Ever felt vulnerable doing jobs without signed contracts or a deposit toward the materials? Contractor BOS makes getting and managing signatures and deposits easy.
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Customized Invoices
Let's face it, installers can be great craftsmen, but their handwriting can be downright awful. Print professional looking invoices and send with installers. They'll appreciate not having to take the time to write them out at the end of each job.
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Dashboard System
Keeping track of where customers are in the sales, scheduling, installation and accounting processes is not easy. The Dashboard System helps your staff not lose track of the people who are your customers. We all want to give each person a seamless, start to finish, experience.
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Reporting
It's real hard to make good decisions without good information. Produce a variety of reports to help analyze your business.
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Flexibility
Contractor BOS is designed to work in both mobile and desktop environments. The flexible design keeps everyone productive in the field and office.
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User Control
Level of access to the app and information is completely determined by you. Administrators, sales people and installers can have different levels of access, depending on your systems and methods.
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Payroll
Whether you pay commission or by the hour, use this feature to produce your payroll information and reports.