ProfitZoom is a cloud-based and mobile-ready field service solution specifically developed for HVAC, fire and life safety, plumbing and other specialty subcontractors.

ProfitZoom can invoice jobs, track field service and schedule inspections through the mobile field service module. It provides a customer portal that allows customers to create there own personalized dashboard and view invoices, work orders, reports, worksites and alerts. They can even request service work through the portal. The CRM module helps to capture and track leads, assign leads to sales personnel and prospect leads to evaluate sales performance.

Information from the payroll module flows to the job costing module to provide cost details. A transaction-source detail in the accounts receivable module assures a balance between job costing, general ledger and customer history. Accounts payable is integrated with general ledger, inventory and job costing and purchase orders/receiving.

Other features include customized reporting, job and order templates, job history tracking and payroll management.

Account activity inquiry
Account activity inquiry
Account activity inquiry
Dashboards
Dashboards
Dispatch
Dispatch
Job inquiry
Job inquiry
Jobs all report
Jobs all report
Workbench
Workbench

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8



1 Reviews of ProfitZoom

Overall rating

5.0 / 5 stars

Write a review

Showing 1 - 1 of 1 reviews

Start your review of ProfitZoom

Write a review

Jeremy from Sarcos

Specialty:  Engineer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

All in one time keeping and accounting

Pros

Billing and Invoicing is super easy, Business Intelligence reports are great, Customer information management is well done, Staff scheduling and routing with the GPS tracking is a good way to tell true time ETA and staffs hours.

Cons

A bit clunky in the user portals, takes massive amounts of time for users to get used to the product and where things are located.


Displaying 1 - 1 of 1 reviews