Insight & Management Desktop

Harness the power of data-driven insights to make informed decisions and drive your contractor business towards growth.
Harness the power of data-driven insights to make informed decisions and drive your contractor business towards growth.

Actionable insights for informed decision making

Unlock more growth opportunities with intelligent analytics

Leverage insights

LeverageInsights.svg
Gain insight into your business performance with a powerful dashboard, detailed reports, and real-time tracking of aging receivables.

Track & analyze

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Track job performance efficiently with detailed summaries by appointment and utilize target lists for effective planning and execution.

Make strategic decisions

StrategicDecisions.svg
Leverage a comprehensive dashboard, equipment and warranty reports, and targeted lists to drive your business forward.

Leverage insights

LeverageInsights.svg
Gain insight into your business performance with a powerful dashboard, detailed reports, and real-time tracking of aging receivables.

Track & analyze

TrackAnalyze.svg
Track job performance efficiently with detailed summaries by appointment and utilize target lists for effective planning and execution.

Make strategic decisions

StrategicDecisions.svg
Leverage a comprehensive dashboard, equipment and warranty reports, and targeted lists to drive your business forward.

Actionable insights for informed decision making

Unlock more growth opportunities with intelligent analytics

Quickbooks sync

Quickbooks sync

Streamline your accounting process with our seamless Quickbooks Sync, eliminating the need for double-entry. Enjoy real-time updates across all devices and users within Payzer, ensuring accurate and up-to-date information. With customizable permissions settings, you have full control over key accounting functions. Empower each user with the ability to accept card payments, handle credits and voids, set up financing options, and manage recurring payments. Gain valuable insights by accessing job profit reports, invoice details, and employee productivity, allowing you to assess payment activity in the field effectively.

Job costing

Job costing

By tracking revenues versus costs for every job, our comprehensive system enables you to obtain a true profit and loss (P&L) analysis. Gain valuable insights into the financial performance of each job, allowing you to make informed business decisions. Moreover, our software goes beyond tracking expenses by calculating the cost of labor based on the technician’s rates, providing a comprehensive understanding of the true costs associated with each project and ensuring accurate financial evaluations.

Electronic purchasing & purchase orders

Electronic purchasing & purchase orders

Make ordering simple with our supplier integration, and order parts or materials on the spot with mobile purchase orders, communicating with the back office as needed through the app. Convert an invoice to a purchase order in seconds and submit it electronically to your supplier for delivery or pickup. Name and save frequent orders, such as Truck Stock, as favorites to speed things up even more. Track orders placed through the integrated supplier catalogs and eliminate chasing down paper order forms, so that you can spend more time on the business — not in it.

GPS vehicle tracking

GPS vehicle tracking

Leverage the power of real-time alerts, geofencing, easy-install devices, vehicle cameras, and AI capabilities to optimize driver and vehicle performance. Stay proactive with data on speeding, hard braking, cell phone distractions, and service warnings, allowing you to address potential issues promptly and ensure safety on the road. With additional features like vehicle maintenance reminders and tracking, real-time location updates with traffic, weather, and hazard reporting, our comprehensive solution enables optimal dispatching and empowers you to keep your drivers and vehicles operating at their best.

Payments dashboard

Payments dashboard

Track and project your business growth seamlessly with our operational and financing dashboards, providing you with comprehensive visibility and management of all payments processed through Payzer. With our user-friendly activity screen, conveniently view and access payment information, invoices, and receipts in one centralized location. Verify batches, issue refunds, and effortlessly navigate through payment details, ensuring transparency and efficiency in your financial operations. Stay in control of your business’s financial health with our expertly designed payment management features, empowering you to make informed decisions and streamline your processes.

Marketing

Marketing

Send targeted promos to specific customer cohorts, such as those with old equipment, non MP customers, or MP customers, leveraging custom target lists. Communicate effectively with mass updates and messages to your customer base, while our reporting functionality enables you to track the success and impact of your marketing campaigns.

Employee time tracking

Employee time tracking

Leverage an integrated time clock for ease of use, straightforward management and effortless reporting. Track key metrics in the system to monitor goals and activity versus time clocked in.

Reporting & dashboards

Reporting & dashboards

Gain valuable insights and make informed business decisions with our comprehensive reporting and dashboards. Access sales, appointment, time, P&L, productivity, tax, customer, maintenance plan, and receivables reporting all in one centralized platform. Analyze key metrics, track performance, and optimize your operations with the transparency and convenience of our expertly designed reporting and dashboard capabilities.

Checklists

Checklists

Streamline your field processes and eliminate the need for manual paperwork by collecting essential information directly in the field. Our innovative solution allows you to digitize checklists and other necessary documentation, ensuring efficient and paperless operations. Furthermore, you have the flexibility to require customer signatures on checklists, providing a secure and verified confirmation for job closure when necessary

Call tracking & lead management

Call tracking & lead management

Uncover valuable call metrics, and efficiently track and manage leads from initial contact to successful conversion. Gain full visibility into customer interactions, enabling you to optimize lead generation, streamline sales processes, and deliver exceptional customer satisfaction.

Price book

Price book

Gain better control of pricing for field users by incorporating commonly used products into the pricebook, expediting job form creation to save time and ensure efficiency. With the ability to easily manage and update pricing, including discounts and upcharges, you can adapt to changing needs effortlessly. Additionally, assigning warranties, costs, and serializing parts allows for automated tracking when items are sold.

Flat rate pricing

Flat rate pricing

Our comprehensive flat rate pricing feature ensures your profitability by offering industry-standard pricing. With a turnkey solution, you can seamlessly sign up and start using this transparent pricing system. Customize your experience by hiding irrelevant items and favoriting frequently used items for quick and easy access, enhancing your efficiency and streamlining your workflow.

Quickbooks Sync

Streamline your accounting process with our seamless Quickbooks Sync, eliminating the need for double-entry. Enjoy real-time updates, ensuring accurate and up-to-date information. With customizable permissions settings in Payzerware, you have full control over key accounting functions. Gain valuable insights by accessing job profit reports, invoice details, and employee productivity, allowing you to assess payment activity in the field effectively.

Job Costing

By tracking revenues versus costs for every job, our comprehensive system enables you to obtain a true profit and loss (P&L) analysis. Gain valuable insights into the financial performance of each job, allowing you to make informed business decisions. Moreover, our software goes beyond tracking expenses by calculating the cost of labor based on the technician’s rates, providing a comprehensive understanding of the true costs associated with each project and ensuring accurate financial evaluations.

Electronic Purchasing & purchase orders

Make ordering simple with our supplier integration, and order parts or materials on the spot with mobile purchase orders, communicating with the back office as needed through the app. Convert an invoice to a purchase order in seconds and submit it electronically to your supplier for delivery or pickup. Name and save frequent orders, such as Truck Stock, as favorites to speed things up even more. Track orders placed through the integrated supplier catalogs and eliminate chasing down paper order forms, so that you can spend more time on the business — not in it.

GPS Vehicle Tracking

Leverage the power of real-time alerts, geofencing, easy-install devices, vehicle cameras, and AI capabilities to optimize driver and vehicle performance. Stay proactive with data on speeding, hard braking, cell phone distractions, and service warnings, allowing you to address potential issues promptly and ensure safety on the road. With additional features like vehicle maintenance reminders and tracking, real-time location updates with traffic, weather, and hazard reporting, our comprehensive solution enables optimal dispatching and empowers you to keep your drivers and vehicles operating at their best. Additional costs may apply. 

Payments Dashboard

Track and project your business growth seamlessly with our operational and financing dashboards, providing you with comprehensive visibility and management of all payments processed through Payzer. With our user-friendly activity screen, conveniently view and access payment information, invoices, and receipts in one centralized location. Verify batches, issue refunds, and effortlessly navigate through payment details, ensuring transparency and efficiency in your financial operations. Stay in control of your business’s financial health with our expertly designed payment management features, empowering you to make informed decisions and streamline your processes.

Marketing

Send targeted promos to specific customer cohorts, such as those with old equipment, non MP customers, or MP customers, leveraging custom target lists. Communicate effectively with mass updates and messages to your customer base, while our reporting functionality enables you to track the success and impact of your marketing campaigns.

Employee time tracking

Leverage an integrated time clock for ease of use, straightforward management and effortless reporting. Track key metrics in the system to monitor goals and activity versus time clocked in.

Reporting & Dashboards

Gain valuable insights and make informed business decisions with our comprehensive reporting and dashboards. Access sales, appointment, time, P&L, productivity, tax, customer, maintenance plan, and receivables reporting all in one centralized platform. Analyze key metrics, track performance, and optimize your operations with the transparency and convenience of our expertly designed reporting and dashboard capabilities.

Checklists

Streamline your field processes and eliminate the need for manual paperwork by collecting essential information directly in the field. Our innovative solution allows you to digitize checklists and other necessary documentation, ensuring efficient and paperless operations. Furthermore, you have the flexibility to require customer signatures on checklists, providing a secure and verified confirmation for job closure when necessary.

Call Tracking + Lead Management

Uncover valuable call metrics, and efficiently track and manage leads from initial contact to successful conversion. Gain full visibility into customer interactions, enabling you to optimize lead generation, streamline sales processes, and deliver exceptional customer satisfaction.

Price book

Gain better control of pricing for field users by incorporating commonly used products into the pricebook, expediting job form creation to save time and ensure efficiency. With the ability to easily manage and update pricing, including discounts and upcharges, you can adapt to changing needs effortlessly. Additionally, assigning warranties, costs, and serializing parts allows for automated tracking when items are sold.

Flat rate pricing

Our comprehensive flat rate pricing feature ensures your profitability by offering industry-standard pricing. With a turnkey solution, you can seamlessly sign up and start using this transparent pricing system. Customize your experience by hiding irrelevant items and favoriting frequently used items for quick and easy access, enhancing your efficiency and streamlining your workflow. Additional costs may apply. 

Hear it From Our Customers

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