MobileSerwis vs Estimate Master

MobileSerwis is the app for field technicians of companies running the MobileSerwis system. Your work schedule, customer data, photos, parts and billing — all in your pocket, even with a poor connection. WORK ORDERS & CALENDAR A day and week planner (change days with a swipe), a list view or the day map, priority dots under each day, a counter of new orders, search by customer/phone/address/appliance/serial number, and filters. Full order details with labels. Multi-day jobs show which day of how many. You decide what the list shows — from full details down to just the address and the reported fault. YOUR DAY ON A MAP The whole day on one map: the order of visits, the route along real roads, kilometres driven and left, and your own position. You can see how far the next customer is — and on the job list, how far each one is from you. WORK IN THE FIELD Multiple photos per order with full-screen preview — the office sees them instantly in the web panel. Parts from the catalogue with your van stock. Simple billing: enter the amount due and labour is calculated automatically by repair type. A payment can be split across methods (cash, transfer, card), and for a fiscal receipt you scan the customer's e-receipt code instead of writing out paper. Collect the customer's signature on screen and email them the job card as PDF. Plus manufacturer protocol fields, repair history and service reminders. WORK TIME & FOLLOW-UPS On jobs that require it, measure the time you spend at the customer's with one button — pause and resume as you like; closing the job stops it for you. When the visit ends but the job doesn't, send a follow-up to the office: the type, what is left to do and a suggested date. MESSAGES Talk to the office right from the app — a separate conversation for every job, plus a general one. You can format your messages and see whether the office has read them. New messages arrive as a notification, and tapping it opens that exact conversation. CASH & DOCUMENTS Technician's cash register (deposits, payouts, balance), customer quotes from your company price list sent as PDF, technical documentation at hand. WORKING OFFLINE In a boiler room or a basement the app keeps going: photos, parts, signatures and billing are saved on the phone and sent on their own once you are back online. Nothing is lost and nothing waits for you to tap "retry" — a status bar shows how many items are still queued. The app works with the MobileSerwis system (mobileserwis.pl). Signing in requires a technician account created by your company. Some features (signatures, quotes, documentation, e-receipts, Messages, follow-ups, the work timer) depend on what your company has enabled.

An Estimating tool for any business A estimating app that is flexible and customizable for your business Easily create estimates that fit your business Customizable estimate fields and unit pricing categories Create custom labor tasks using multiple labor rates Create custom estimate / proposal / bid documents for your business SEE MORE SCREEN SHOTS AND VIDEO TUTORIALS AT COONCREEKSOFTWARE.COM Highlights * A database of your customers, estimates, parts, materials, labor tasks / rates, taxes, and markup percentages. * Allows you to define parts, materials and labor rates and activities specific to your business. * Quick, easy and accurate estimate creation from your database of parts, materials and labor items. * Calculation templates that allow arithmetic operations on 1, 2 or 3 inputs that simplify estimate creation. * Easy to duplicate, combine and update estimates. * Organizes parts, materials and / or labor items into assemblies for fast estimate creation. * Creates a formal bid / proposal document with your personalized comments that you can print or email directly to customers using unlimited number of customizable templates. * Multiple templates contain logo image, standard terms text, formatting and page size, orientation and positioning information. Use templates to create bids, proposals, estimates and invoices * Markup can be applied to all, materials separately & labor separately, or individually to material / labor items. * Customizable estimate columns. * Unlimited customizable cost basis categories including per item, per length, per length - weight, percentage of job, etc. * Estimate items can be partitioned, grouped and subtotaled with custom ordering. * Keep unlimited notes by estimate project. * Totals costs and optionally weight. * Works with English Standard and Metric measurements. * Supports full international languages and keyboards in database text items. * Works with any currency supported by IOS. * Works with any size iPad. * Compatible with IOS 12 and later. * Does not require internet access to function. * No purchase required with one month free trial, monthly ($3.99) or annual subscription ($35.99) required after free trial ends (US Dollars). Easily works with any tax structure * Keeps tax info for multiple taxing districts. * Choose to include markup or not in taxes. * Exempt certain items from taxes. * Apply "piggy back" taxes as in some Canadian provinces. * Apply taxes (or not) individually by estimate. Apply markup intelligently * Keep your commonly used markups for different customers. * Add different or same markup to labor and materials. * Exempt certain items from markup. * Apply markup individually by estimate. Protect your database * Backup, archive and restore your Estimate Master database via email. Sync with iCloud * Share your Estimate Master database between users in your organization. * Compatible with Estimate Master on both iPads and Macs. * No additional cost.