Click a feature set below for details:
Valued
COMPLETE
COMPLETE
Valued
PRO
PRO
Valued
BASIC
BASIC
PUBLIC WEB PAGES
Easily input content for the front end of your website. You can edit them whenever you like. If you can use a word processor, you already have all the skills you’ll need. Multiple menu options including drop-downs, sidebar, and footer navigation.
Easily input content for the front end of your website. You can edit them whenever you like. If you can use a word processor, you already have all the skills you’ll need. Multiple menu options including drop-downs, sidebar, and footer navigation.
ROCK-SOLID HOSTING
Hosting is the service that keeps your web software live on the web 24/7, and it’s included in your package price. Hosting is managed by a datacenter in Dallas with backup systems, firewall, and a server team that stays on top of things at all times. Uptime is routinely above 99.95%.
Hosting is the service that keeps your web software live on the web 24/7, and it’s included in your package price. Hosting is managed by a datacenter in Dallas with backup systems, firewall, and a server team that stays on top of things at all times. Uptime is routinely above 99.95%.
EDIT CONTENT YOURSELF
If you can use a word processor and a browser, you can change your website’s content yourself using our in-the-browser editor. Only the master admin can make changes.
If you can use a word processor and a browser, you can change your website’s content yourself using our in-the-browser editor. Only the master admin can make changes.
PROFESSIONAL DESIGN
For the overall look of your website, choose one of our great looking templates, supply one of your own or from a 3rd party, or have us custom-create one.
For the overall look of your website, choose one of our great looking templates, supply one of your own or from a 3rd party, or have us custom-create one.
WORKS IN ALL DEVICES
The admin and staff sections of the site are designed to look good in computers, tablets and smart phones. Pages automatically reconfigure themselves to use the available screen space when using a modern browser. The client areas are designed to look good in computers and tablets.
The admin and staff sections of the site are designed to look good in computers, tablets and smart phones. Pages automatically reconfigure themselves to use the available screen space when using a modern browser. The client areas are designed to look good in computers and tablets.
ONLINE MARKETING
Comes with contact form, lead capture form, pay-per-click (PPC) landing page with popup ‘contact us’ form, "download free white paper" function, social networking link icons (LinkedIn, Facebook, Twitter, Youtube, Blog/RSS). Form submissions emailed and saved to database. Easily plug in a free Google Analytics account for marketing analytics.
Comes with contact form, lead capture form, pay-per-click (PPC) landing page with popup ‘contact us’ form, "download free white paper" function, social networking link icons (LinkedIn, Facebook, Twitter, Youtube, Blog/RSS). Form submissions emailed and saved to database. Easily plug in a free Google Analytics account for marketing analytics.
SEARCH ENGINE OPTIMIZED (SEO)
Comes with editable areas for title, meta tags, headlines, and more, so you can write the unique content that will get your site high search engine rankings.
Comes with editable areas for title, meta tags, headlines, and more, so you can write the unique content that will get your site high search engine rankings.
PRIVATE (LOGGED-IN) PAGES
Require clients to login before they can see a particular page. Useful for an "Our Licenses" type of page, or to keep your rates for your client’s eyes only.
Require clients to login before they can see a particular page. Useful for an "Our Licenses" type of page, or to keep your rates for your client’s eyes only.
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Valued
COMPLETE
COMPLETE
Valued
PRO
PRO
Valued
BASIC
BASIC
MASTER ADMINISTRATOR
This is the ‘master user’ of your website, and controls all its configuration settings. This account has access to all your site’s order and user account information.
This is the ‘master user’ of your website, and controls all its configuration settings. This account has access to all your site’s order and user account information.
SUB-ADMINISTRATORS / ACCOUNT EXECS
In conjunction with the Teams function (see below), has access to only assigned clients, orders, and staff/contractors. Does not have access to site configuration settings.
In conjunction with the Teams function (see below), has access to only assigned clients, orders, and staff/contractors. Does not have access to site configuration settings.
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STAFF MEMBERS / CONTRACTORS
Staff members use the site to view and edit orders that have been assigned to them, and to upload reports for an admin to review. See the Staff Management section below for more on staf members/contractors.
Staff members use the site to view and edit orders that have been assigned to them, and to upload reports for an admin to review. See the Staff Management section below for more on staf members/contractors.
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CUSTOM USER TYPES
Up to four available custom user types per order, each with individual field viewing and editing permissions.
Up to four available custom user types per order, each with individual field viewing and editing permissions.
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CLIENTS
Clients submit and update orders, upload files, download reports that an admin has approved, and pay their invoices. See the Client Management section below for more on clients.
Clients submit and update orders, upload files, download reports that an admin has approved, and pay their invoices. See the Client Management section below for more on clients.
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TEAMS / WORKGROUPS / DIVISIONS
Easily assign everyone who uses your website to various teams with a different sub-admin overseeing each team’s clients, staff, and orders. People can be members of more than one team.
Easily assign everyone who uses your website to various teams with a different sub-admin overseeing each team’s clients, staff, and orders. People can be members of more than one team.
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Also see the staff and client sections below.
Valued
COMPLETE
COMPLETE
Valued
PRO
PRO
Valued
BASIC
BASIC
UNLIMITED ORDERS
No per-order fees.
No per-order fees.
CUSTOMIZABLE ORDER FORM
The most flexible order form around! All order form sections, fields, and field options can be renamed and moved around. Turn fields on or off. Make them required or not. Make each field visible, editable, or neither for clients or staff. Add new fields.
The most flexible order form around! All order form sections, fields, and field options can be renamed and moved around. Turn fields on or off. Make them required or not. Make each field visible, editable, or neither for clients or staff. Add new fields.
ORDERS EMAILED AND SAVED
When an order is submitted by a client (or entered into the system by you) you’ll get a notification email and the client will get an automated thank you note. But you don’t just get an email (emails can get lost). The order is also saved in the database and accessible from any browser.
When an order is submitted by a client (or entered into the system by you) you’ll get a notification email and the client will get an automated thank you note. But you don’t just get an email (emails can get lost). The order is also saved in the database and accessible from any browser.
PER-FIELD PERMISSIONS
You can make each order form field viewable, non-viewable, or editable depending on who’s looking at the order (staff/contractor or client).
You can make each order form field viewable, non-viewable, or editable depending on who’s looking at the order (staff/contractor or client).
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PRINTABLE / FAXABLE ORDER FORM
Offer a two-click order form printout which they can then mail or fax to you. Uses the same fields as your online order form, or you can upload a custom PDF.
Offer a two-click order form printout which they can then mail or fax to you. Uses the same fields as your online order form, or you can upload a custom PDF.
ADMIN APPROVES STAFF WORK
When a staff member uploads a report, an admin must first approve it before the client can see it. When the report is approved, you can automatically email the client a copy of the report, or make them pay first. It will also be ready for downloading within their client area.
When a staff member uploads a report, an admin must first approve it before the client can see it. When the report is approved, you can automatically email the client a copy of the report, or make them pay first. It will also be ready for downloading within their client area.
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SEARCH / FILTER / EXPORT ORDERS
Perform all common database functions on your orders: search, filter, edit. Export your orders as Excel-compatible CSV files.
Perform all common database functions on your orders: search, filter, edit. Export your orders as Excel-compatible CSV files.
CALENDAR
Monthly overview calendar of all orders that have been scheduled, inspected, completed, or any custom date field. Shows property address and assigned staff member.
Monthly overview calendar of all orders that have been scheduled, inspected, completed, or any custom date field. Shows property address and assigned staff member.
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REPORTS
Create any number of custom reports or use one of the built in reports: billing, turnaround times, fees, calculator.
Create any number of custom reports or use one of the built in reports: billing, turnaround times, fees, calculator.
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OFFER ORDERS
Staff / contractors select what areas they service, and you can then offer new orders to them based on their location. The software can make recommendations based on distance.
Staff / contractors select what areas they service, and you can then offer new orders to them based on their location. The software can make recommendations based on distance.
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RUSH JOBS
Urgent orders will appear higher in lists and be marked red.
Urgent orders will appear higher in lists and be marked red.
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Valued
COMPLETE
COMPLETE
Valued
PRO
PRO
Valued
BASIC
BASIC
CREATE OWN ACCOUNTS
Save time and let staff members or contractors create their own accounts. An admin must approve the account before it becomes active.
Save time and let staff members or contractors create their own accounts. An admin must approve the account before it becomes active.
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STAFF REPORTS
Reports include the staff / contractor fees report and the turnaround times report. Filter results by date range, person and/or company. Export results to Excel-compatible CSV file. Or create custom reports.
Reports include the staff / contractor fees report and the turnaround times report. Filter results by date range, person and/or company. Export results to Excel-compatible CSV file. Or create custom reports.
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UPLOAD FILES
Staff members or contractors can upload up to ten supporting files (license, insurance, resume, headshot, sample report, etc).
Staff members or contractors can upload up to ten supporting files (license, insurance, resume, headshot, sample report, etc).
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STAFF REVIEWER
Optional second staff member / contractor that you can give access to orders to allow them to review the work of the primary staff member / contractor.
Optional second staff member / contractor that you can give access to orders to allow them to review the work of the primary staff member / contractor.
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CUSTOMIZABLE PERMISSIONS
Perfect for larger offices or management companies, you can select whether staff / contractors can or can’t do certain things. Assign certain privileges to specific individuals.
Perfect for larger offices or management companies, you can select whether staff / contractors can or can’t do certain things. Assign certain privileges to specific individuals.
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MEMBERSHIP FEES
Set an optional membership fee that contractors have to pay before their account is activated. Set the number of days and amount. Contractors can pay online or off. After the membership period expires (an email automatically reminds them), they have to renew or else their account becomes inactive.
Set an optional membership fee that contractors have to pay before their account is activated. Set the number of days and amount. Contractors can pay online or off. After the membership period expires (an email automatically reminds them), they have to renew or else their account becomes inactive.
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Valued
COMPLETE
COMPLETE
Valued
PRO
PRO
Valued
BASIC
BASIC
CREATE OWN ACCOUNTS
Save time and let clients create their own accounts. An admin must approve the account before it becomes active.
Save time and let clients create their own accounts. An admin must approve the account before it becomes active.
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SECURE CLIENT AREA
Clients can see all their orders, submit new orders, make notes, download files, and pay invoices.
Clients can see all their orders, submit new orders, make notes, download files, and pay invoices.
MASTER CLIENT
Allows one account to view all orders for their company, across multiple sub-accounts.
Allows one account to view all orders for their company, across multiple sub-accounts.
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Valued
COMPLETE
COMPLETE
Valued
PRO
PRO
Valued
BASIC
BASIC
ONLINE PAYMENTS
Secure online payments using a merchant account or PayPal.
Secure online payments using a merchant account or PayPal.
INVOICING
Client invoicing is robust, flexible, and easy to use. The website records all payments, keeping track of what orders are paid for and what orders still need to be invoiced. All billing and payment features are secure and don’t expose client card data ("PCI compliance").
Client invoicing is robust, flexible, and easy to use. The website records all payments, keeping track of what orders are paid for and what orders still need to be invoiced. All billing and payment features are secure and don’t expose client card data ("PCI compliance").
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PDF INVOICE / RECEIPT
A PDF invoice including orders you select to be part of the invoice is automatically generated. After it’s paid, the client gets a PDF receipt.
A PDF invoice including orders you select to be part of the invoice is automatically generated. After it’s paid, the client gets a PDF receipt.
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ASSIGNMENT FEE / SERVICE CHARGE
Charge a per-order service charge above the quoted fee, which isn’t included in staff/contractor fee split calculations, and appears separate from the staff/contractor fees in invoices.
Charge a per-order service charge above the quoted fee, which isn’t included in staff/contractor fee split calculations, and appears separate from the staff/contractor fees in invoices.
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Valued
COMPLETE
COMPLETE
Valued
PRO
PRO
Valued
BASIC
BASIC
UPLOAD / DOWNLOAD FILES
Site users can upload and download files. Strict permission settings available. You can make it so clients have to pay for an order before they can download any files.
Site users can upload and download files. Strict permission settings available. You can make it so clients have to pay for an order before they can download any files.
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FILE VIEWER / REVIEWER
Easy overview screen to view all files attached to an order. Pictures, PDFs, MP3’s and text files can be viewed right in the browser without having to open separate software. ValuedCOMPLETE adds ability to accept or reject the order and send an email and zip file of selected files to various parties.
Easy overview screen to view all files attached to an order. Pictures, PDFs, MP3’s and text files can be viewed right in the browser without having to open separate software. ValuedCOMPLETE adds ability to accept or reject the order and send an email and zip file of selected files to various parties.
CLOUD-BASED FILE STORAGE
Highly secure and backed up several times. Costs just pennies per gigabyte per month.
Highly secure and backed up several times. Costs just pennies per gigabyte per month.
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Valued
COMPLETE
COMPLETE
Valued
PRO
PRO
Valued
BASIC
BASIC
TRAINING AND SUPPORT
Unlimited support and training for one person who knows how to use a computer and a web browser. Includes learning how to use features, and troubleshooting. You also get a half hour of set-up time. We’ll subtract from this set-up time for any customization, data import, or design changes before we start charging our $75 hourly rate.
Unlimited support and training for one person who knows how to use a computer and a web browser. Includes learning how to use features, and troubleshooting. You also get a half hour of set-up time. We’ll subtract from this set-up time for any customization, data import, or design changes before we start charging our $75 hourly rate.
BACKUPS
Site files and database are backed up daily by the hosting datacenter. You can also make manual on-demand backups.
Site files and database are backed up daily by the hosting datacenter. You can also make manual on-demand backups.
NEWSLETTERS / GROUP EMAIL
Easily send email newsletters or other group emails to your clients, staff/contractors, and/or sub-admins. Send to all members of the group or specify individuals. Send as a batch or customize each one and send one at a time.
Easily send email newsletters or other group emails to your clients, staff/contractors, and/or sub-admins. Send to all members of the group or specify individuals. Send as a batch or customize each one and send one at a time.
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EMAIL, POPUP, AND TEXT NOTIFICATIONS
Easily customize all the automatic notifications that the website sends (new order submitted, new client or staff account created or edited, report file uploaded for review, etc.). Variables let you to easily personalize each email. Notifications saved in database. Create notifications based on events happening or not happening. Each notification can be emailed, a popup, and some can be sent to a mobile phone as a text message (requires third party transaction fees, a couple cents each).
Easily customize all the automatic notifications that the website sends (new order submitted, new client or staff account created or edited, report file uploaded for review, etc.). Variables let you to easily personalize each email. Notifications saved in database. Create notifications based on events happening or not happening. Each notification can be emailed, a popup, and some can be sent to a mobile phone as a text message (requires third party transaction fees, a couple cents each).
REMINDERS
Easily customize all the automatic emails that the website sends (new order submitted, new client or staff account created or edited, report file uploaded for review, etc.). Variables let you to easily personalize each email. Notifications saved in database. Create notifications based on events happening or not happening.
Easily customize all the automatic emails that the website sends (new order submitted, new client or staff account created or edited, report file uploaded for review, etc.). Variables let you to easily personalize each email. Notifications saved in database. Create notifications based on events happening or not happening.
