| CRM and leads | 3 of 5 | 0 of 5 | 0 of 5 | 0 of 5 | 0 of 5 | 0 of 5 | 3 of 5 |
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| Email remindersEmail reminders before appointments, follow-ups, and scheduled installs, deliveries, and inspections. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | PartlySchedule and lead activity reminders; email not stated | PartlyFollow-ups on unsigned estimates and unpaid invoices; task emails | PartlyPlan not stated. Crew schedule texts and emails; expiration reminders | PartlyUnpaid invoice and service appointment reminders; app alerts for schedule changes | PartlyDocument and payment reminders; work reminders to assignees | ✓ Plan not statedClient reminders; crew get push alerts |
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| Customer appointment remindersHomeowners get an email before an appointment, with confirm and reschedule built in. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | Not foundSchedule reminders go to users and subs | Not foundGeneral notifications only | Not foundReminders go to crews, not clients | Service work onlyAutomated reminders; confirm or reschedule not described | PartlyBooking confirmation and calendar invite; no reminder stated | ✓ Plan not stated24-hour email; how clients confirm or reschedule not described |
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| Five-factor lead scoringA clear yes, no, or maybe on a lead before driving out. | ✓ Every planSolo, $12.50 a month billed annually | PartlyManual confidence level on a lead | Not foundLead forms and pipeline only | Not foundLead stages and sources; custom fields only | Not foundCRM pipeline stages only | Not foundScreening questionnaire, no score | Not foundManual qualification stage |
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| Lead reportingClose rate, revenue won, open pipeline, close rate by lead source, and lost leads by reason, on Home and the stats screen, with CSV and PDF export. Revenue by source does not exist; see _excluded. | ✓ Every planSolo, $12.50 a month billed annually | Not foundNo lead reports listed | PartlyCustom reports, Leads by Source; close rate not stated | PartlyPlan not stated. Lead stats by source, stage and timing; no close rate | PartlyPipeline board and bid value; no close rate or source reports | PartlyLead Insights; no lost reasons or export stated | ✓ Lead reportsClose rate and revenue by source, lost reasons; plan not stated |
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| Daily briefingOverdue invoices, detected trips, follow-ups, appointments, and open proposals in one morning view. | ✓ Every planSolo, $12.50 a month billed annually | PartlySummary page: overdue, due today, week schedule | PartlyCustom KPI dashboards | PartlyPlan not stated. Dashboard of widgets you pick | PartlyDashboard: today's jobs and check-ins; no overdue invoices | PartlyHomepage: projects, leads, schedule, tasks | Not foundOn-demand AI questions on Pro only |
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| Estimating | 7 of 7 | 2 of 7 | 3 of 7 | 2 of 7 | 2 of 7 | 3 of 7 | 2 of 7 |
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| Design agreementsPaid preconstruction sits in the document chain, so planning work is paid work. | ✓ Every planSolo, $12.50 a month billed annually | Not foundPresale jobs; no paid design agreement | Not foundContract language on estimates | Not foundDocument Writer contracts and warranties | Not foundProposals carry terms | PartlyRetainers for design time | Not found |
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| Itemized estimatesAssembly-based estimates with quantities and rates the contractor can inspect line by line. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planEstimates from a cost catalog | ✓ IncludedBudgets from a cost catalog, takeoff quantities | ✓ IncludedPlan not stated. Estimates; 1build pricing not on Basic or Standard | ✓ Every planBudget, then markup per line | ✓ Every planEstimates with assemblies | ✓ Starter, $199Line items and assemblies |
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| Estimate templatesSave an estimate as a template for work done often. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planEstimate and proposal templates | ✓ IncludedBudget and job templates | ✓ IncludedPlan not stated. Estimate templates (KB title only) | ✓ Every planBudget templates | ✓ IncludedTemplate Center; plan not stated | ✓ Starter, $199Save any estimate as a template |
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| Proposals with multiple package tiersGood, better, best packages in one proposal. | ✓ Every planSolo, $12.50 a month billed annually | PartlySeveral lead proposals, client approves one (legacy) | ✓ IncludedGood, better, best options | PartlyPlan not stated. Optional items, selections and options (KB titles only) | WorkaroundOptions as $0 lines; client notes choices when signing | Not foundPick items from selections only | Pro, $1,199Selections inside one estimate; one estimate per lead |
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| AI estimating from a plain-language job descriptionDescribe the job in plain words and get an itemized draft: assemblies, quantities, researched baseline rates, with the contractor's own saved rates taking over once set. | ✓ Every planSolo, $12.50 a month billed annually | Not foundBuildertrend AI covers bills, selections, updates | PartlyAI Estimating drafts budgets; input not described | Not foundAI assistant for takeoffs only | Not found'Knowify AI' teased; no AI estimating described | ✓ IncludedHouzz AI; Gemini pricing, own rates not stated | Pro, $1,199Drafts from your templates through your own ChatGPT, Claude or Gemini |
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| Remodel and new-home estimatingOne estimator covers remodels and new homes and detects which one a description is. Detect is the default job type; a contractor can pick Remodel or New home per estimate, or set Kind of work to Remodeling to turn the choice off. | ✓ Every planSolo, $12.50 a month billed annually | Not foundNo job-type detection | Not foundNo job-type detection | Not foundResidential and commercial templates; no job-type detection | Not foundNo job-type detection | Not foundNo job-type detection | Not foundNo job-type detection |
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| Labor hours on estimatesEstimated labor hours, shown as a range, on every labor line, with an allowance for setup, cleanup, and material runs (15% by default) the contractor can change in Settings or per estimate. A planning figure; it never appears on proposals, PDFs, or the portal. | ✓ Every planSolo, $12.50 a month billed annually | Not foundLabor rates in the catalog; hours not stated | Not foundNot stated on estimating pages | Not foundLabor pricing in the cost database; no hour ranges | Not foundLabor priced in the budget; no hour ranges described | Not foundMaterial and labor items, no hours | PartlyLabor hours in assemblies at a crew rate; no range or allowance |
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| Contracts and invoicing | 5 of 5 | 3 of 5 | 5 of 5 | 3 of 5 | 3 of 5 | 5 of 5 | 3 of 5 |
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| Payment schedulesSplit a proposal into a deposit, milestone payments, and a final payment, then invoice each one from the signed contract. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planPayment Schedule draws | ✓ IncludedPayment schedules, progress billing | ✓ IncludedPlan not stated. Schedule of values and progress invoicing; deposits not stated | ✓ Every planProgress billing, AIA G702/G703 | ✓ IncludedDeposit and scheduled payments on estimates | ✓ Core+, $599Progress billing by milestone or percentage |
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| Sales tax on documentsAdd a sales tax rate or a flat amount to invoices and other documents, with collected tax totaled by quarter and year. The contractor enters the rate; Clamp does not look rates up. | ✓ Every planSolo, $12.50 a month billed annually | PartlyTax on invoices; no collected-tax report found; roadmap and help differ on change order tax | ✓ IncludedTax rate or fixed amount; no tax report found | PartlyPlan not stated. Tax rates by location; no tax report found | PartlyTax rates sync from QuickBooks; no tax report described | ✓ IncludedTax rates; Sales Tax Liability report | PartlyTax rate on estimates and invoices; no tax report found |
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| Customer credits and refundsApply a customer's credit to an open invoice, record a refund, or adjust a balance, with the history kept on the job. Recorded only; Clamp moves no money. | ✓ Every planSolo, $12.50 a month billed annually | PartlyPayment refunds; Credit Memo as a payment method | ✓ IncludedLog credits and refunds (2023 update) | Not foundKB credit article did not load; offline payments recorded | Not foundRetainage adjustments only | ✓ IncludedCredit memos, retainers; refunds recorded only | PartlyRefunds of Projul card and ACH payments only; no credits |
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| Change orders that update the contractScope changes get written up and tied to the original contract, so verbal changes stop costing money. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planInvoice on client approval | ✓ IncludedFrom the budget, approved by link | ✓ IncludedPlan not stated. Contract amount updates on approval | ✓ Every planE-signed, feed the billing schedule | ✓ Pro, $199E-signed, invoice the difference | ✓ Core, $399E-signed; updates the budget, contract update not stated |
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| Invoices tied to the contractEvery invoice belongs to the contract or change order it bills. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planDraws, progress invoices, retainage | ✓ IncludedTurned from estimates | ✓ IncludedPlan not stated. Progress, AIA and time and material invoices | ✓ Every plan | ✓ Every planConverted from the estimate | ✓ Starter, $199Created from the estimate |
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| Customer portal | 0 of 6 | 3 of 6 | 4 of 6 | 2 of 6 | 3 of 6 | 4 of 6 | 4 of 6 |
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| Password-free customer portalThe homeowner opens a link. No account, no password, no app to install. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | PartlyClient Portal; client sets a password | ✓ Customer portalOpens from the email link; password for app or payments | PartlyPlan not stated. Client Portal per contact; no-account access stated only for estimate links | ✓ Advanced, $329 or $399No-login link; portal page says from $99, pricing page says Advanced | ✓ Client DashboardOpen by link; links expire after a year | ✓ Core+, $599Feature page: no account or password; help center: link plus login instructions |
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| Unlimited documents and photos shared to the portalShare job documents and photos to the customer portal without a count cap, subject to per-item size limits. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | ✓ Every planUnlimited file storage, client folders | ✓ IncludedUnlimited documents and files | ✓ IncludedPlan not stated. Pick files and photos to share; limits not stated | ✓ Advanced, $329 or $399Photos, invoice PDFs, shared files | ✓ IncludedPublish files, folders and photos; no cap stated | ✓ Core+, $599Documents and photos; no limit stated |
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| E-signing on the homeowner's phoneDocuments get signed on the homeowner's own phone, no account required. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | ✓ Every planProposals and change orders signed from email | ✓ IncludedSign and approve in the portal | ✓ IncludedPlan not stated. Estimates by link, no account; change orders | ✓ Every planBids and change orders | ✓ Pro, $199Contracts signed from any device | ✓ Core, $399Email or text link, no account |
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| Several signers on one documentSend one document to up to five people, each signing their own line, see who has signed, and remind anyone who has not. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | PartlyJob proposals only; change orders take one approval | Not foundOne signer described | Not foundCourtesy copies on estimate approvals only | Not found | Pro, $199Fields for clients and team; no signer tracking stated | Not found |
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| Project updates and decisions in the portalPost project updates to the customer's portal and ask the customer to make a decision, which they answer from their phone. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | ✓ Every planClient Updates and Selections | ✓ IncludedMessages and e-signed selections | PartlyPlan not stated. Approvals of estimates, change orders, RFIs and submittals | Advanced, $329 or $399Optional project log; no decisions | ✓ IncludedProject updates; selection approvals | ✓ Core+, $599Messages and updates; selection decisions on Pro |
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| Not delivered email handlingWhen a customer email Clamp sends bounces, the document is marked Not delivered so the contractor can fix the address and resend, or copy the link to text it. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | Not found | Not found | Not foundKB troubleshooting article only; body did not load | Not found | Not found | Not foundShows sent and opened only |
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| Expense tracking | 5 of 5 | 3 of 5 | 3 of 5 | 3 of 5 | 3 of 5 | 2 of 5 | 1 of 5 |
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| Automatic GPS mileage trackingBackground trip detection, route maps, IRS rates, trips linked to the job that caused the drive. | ✓ Every planSolo, $12.50 a month billed annually | Not found | Not foundNot on pricing or mobile pages | Not foundVehicle logs record mileage for maintenance | Not foundFleet vehicle tracking add-on from $25 a vehicle | Not found | Not foundGPS location while clocked in only |
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| Automatic time on siteGPS geofence tracking of hours at the jobsite. | ✓ Every planSolo, $12.50 a month billed annually | PartlyManual clock-in; geofence checks location | Not foundManual clock-in with location on a map | PartlyPlan not stated. GPS and geofenced time cards; automatic clock-in not stated | Every planClock in with optional geofence; not detected automatically | PartlyPrompt to clock in within 150 m; user confirms | Pro, $1,199Geofence checks a tapped clock-in |
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| Receipts and expenses on the jobReceipts logged against the job they belong to. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planReceipt scan to a job | ✓ IncludedAI receipt scanning | ✓ IncludedPlan not stated. Expenses; receipt photos not stated | ✓ Every planPurchases with receipt photo | ✓ IncludedAI receipt scan into project expenses | Core+, $599Expenses on the budget; receipt capture not described |
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| Purchase ordersCommitted costs captured between the estimate and the receipt. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planSub approves the PO | ✓ IncludedPOs and work orders | ✓ IncludedPlan not stated. One-click bill from a PO | ✓ Every planPurchases; POs from the budget | ✓ IncludedFrom estimates or selections, per vendor | ✓ Pro, $1,199 |
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| Accounts payable and vendor billsVendor bills tracked and surfaced in the attention flows, with first-class vendor records. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planBills with approvals and Bill Pay | ✓ IncludedBill approval, reconciled with POs | ✓ IncludedPlan not stated. Bills tied to POs and subcontracts | ✓ Every planBills sync both ways with QuickBooks | PartlyBilled POs sync to QuickBooks; no bill tracking described | Pro, $1,199Vendor profiles; supplier invoice matched to PO; no AP |
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| Job costing and reports | 3 of 3 | 1 of 3 | 1 of 3 | 2 of 3 | 2 of 3 | 2 of 3 | 2 of 3 |
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| Job costingWhat the job actually cost, with a variance and catalog learning loop. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planBudget and profitability reports | ✓ IncludedBudget vs actual, variance | ✓ IncludedPlan not stated. Original and revised budgets; job costing reports | ✓ Advanced, $329 or $399Feature page says from $99; pricing page lists Advanced only | ✓ Pro, $199Budget vs. approved estimate | ✓ Core+, $599Estimate against actual |
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| Accountant export packageA package of the business's records prepared for an accountant. | ✓ Every planSolo, $12.50 a month billed annually | QuickBooks, XeroIntegrations | QuickBooks OnlineTwo-way sync | QuickBooks syncTwo-way, Online and Desktop | QuickBooks syncSync and Accountant's View, no export package | QuickBooks OnlineOne-way sync; no Xero | QuickBooks, Core+QuickBooks Online Core+, Desktop Pro; CSV export |
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| Time reporting with CSV exportReported labor time with a time-tracking CSV export for payroll preparation and per-person rate decomposition. | ✓ Every planSolo, $12.50 a month billed annually | PartlyLabor actuals report; Gusto and QuickBooks sync; CSV not stated | PartlyHours to QuickBooks Time; CSV table export | ✓ IncludedPlan not stated. Time card reports; Gusto export | ✓ Every planTime, labor and payroll reports; export format not stated | ✓ IncludedTime Billing reports, Excel export | ✓ Starter, $199Timesheets, CSV export; QuickBooks from Core+ |
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| Jobsites and teams | 2 of 8 | 8 of 8 | 7 of 8 | 7 of 8 | 6 of 8 | 8 of 8 | 6 of 8 |
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| Teams: up to 5 linked accountsUp to 5 accounts, including the owner, sharing one business. | ✓ TeamsTeams, $83.33 a month billed annually | ✓ Unlimited usersNo extra cost per user | ✓ Priced per user$20 each extra, users 2 to 10 | ✓ Standard, $105Up to 3 users; feature pages say unlimited users | ✓ Priced per user1 user on Core, 10 on Advanced, $29 each extra | ✓ $50 per extra userUnlimited users on Teams, from $399 | ✓ Starter, 3 usersCore 10 users, $399 |
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| Role-based permissionsFive roles: owner, admin, staff, contributor, viewer. | ✓ TeamsTeams, $83.33 a month billed annually | ✓ Every planDefault and custom roles | ✓ IncludedCustom roles | ✓ IncludedPlan not stated. Custom roles, four access levels per feature | ✓ Per-user permissionsAccess type plus module checkboxes; plan not stated | ✓ Three rolesAdmin, Field Crew, Finance; editable | ✓ Permission profilesView, add, edit, delete per feature; plan not stated |
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| Unlimited subcontractor linkingSubs share jobsite photos and notes into the business account without consuming a seat. | ✓ TeamsTeams, $83.33 a month billed annually | ✓ Free for subsSub Portal | ✓ Free, unlimitedSub and vendor portals | Not foundSub project access exists; seat use not stated | Paid seatsSubs who need the app are paid users; no guest access | ✓ Free sub linkNo login or seat; daily logs need an account | Core+, $599Unlimited sub profiles; help center says subs cannot log in |
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| Jobsites tab: jobs and schedule in one placeA Jobsites tab with Jobs and Schedule views. With Assistant each job has its own screen with its schedule, photos, and updates, and the Schedule view holds every install, delivery, inspection, appointment, and follow-up; Teams adds the crew and subs on each job, shaped by role. Subs invited to a job use it free and see their own jobs grouped by builder. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | ✓ Every planJobs with schedule, logs, files | ✓ IncludedUnlimited jobs | ✓ IncludedPlan not stated. Projects | ✓ Every planJobs, job board and calendars | ✓ IncludedProjects | ✓ Starter, $199Projects with schedule, photos and files |
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| Job scheduleSchedule installs, deliveries, and inspections on each job, with the contractor, a supplier, or nobody yet on each item, and see them all in the Jobsites tab. Putting crew or subs on an item is the Teams shared schedule. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | ✓ Every planGantt schedule | ✓ IncludedCalendar, Gantt and list | ✓ IncludedPlan not stated. Gantt scheduling per project | ✓ Every planGantt with dependencies | ✓ Pro, $199Gantt, calendar and list | ✓ Starter, $199Tasks; Gantt from Core+ |
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| Shared job scheduleOne schedule for the business: installs, deliveries, and inspections visible to the team, with clash notes when dates collide. | ✓ TeamsTeams, $83.33 a month billed annually | ✓ Every planClash warnings not found | ✓ IncludedTasks to multiple people, calendar sync | ✓ IncludedPlan not stated. Gantt and crew schedule; no clash alerts found | ✓ Every planJob and resource boards, crew notifications | ✓ Pro, $199Conflicts spotted by eye in multi-project view | ✓ Starter, $199Calendar views; overbooking heat map |
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| Punch listsThe small final items that close a job out, tracked per job and shareable as a text message or a PDF. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planTasks, shared through portals | PartlyTasks and to-dos | ✓ IncludedPlan not stated. Punchlists, sent as PDF | Not foundTasks and deficiency notes only | ✓ IncludedPunchlist; client dashboard, PDF export | PartlyTask steps; printable, not shared as text or PDF |
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| Job site photosPhotos saved to the project with full-screen viewing. | ✓ Every planSolo, $12.50 a month billed annually | ✓ Every planFiles and photos | ✓ IncludedFiles, photos and video; daily logs | ✓ IncludedPlan not stated. Files and Photos, with markup | ✓ Mobile appPhotos uploaded to the job; plan not stated | ✓ IncludedFiles & Photos, daily logs | ✓ Photo captureTags, galleries, markup; plan not stated |
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| Backup and offline | 3 of 5 | 2 of 5 | 2 of 5 | 2 of 5 | 2 of 5 | 2 of 5 | 2 of 5 |
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| Full job workflow, offlineLeads, design agreements, estimates, proposals, change orders, and invoices on the phone, working without a connection. | ✓ Every planSolo, $12.50 a month billed annually | PartlyDaily logs and time clock only | Not foundOffline not stated | Not foundOffline use not stated | PartlyTime check-in only; estimates and invoices not stated | PartlyView-only; notes, photos and scans offline | PartlyPhotos queue on a weak signal; nothing else stated |
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| Cloud backupBusiness data backed up to the cloud and restorable on a new device. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | ✓ Cloud software | ✓ Cloud software | ✓ Cloud softwareWeb and mobile app | ✓ Cloud software | ✓ Cloud software | ✓ Cloud software |
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| Business portal: read-only web viewA read-only view of the business in a browser. | ✓ Assistant and TeamsAssistant, $41.67 a month billed annually | ✓ Web app | ✓ Web app | ✓ Web app | ✓ Web appFull office web app | ✓ Web app | ✓ Web app |
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| Device backup, restore, CSV export, bulk importLocal backup and restore with CSV export and bulk import. | ✓ Every planSolo, $12.50 a month billed annually | PartlyLead import from Excel; file downloads | PartlyCSV export of tables, data imports | PartlyCSV import and export of some records | PartlySpreadsheet import only; no export or backup described | PartlyContact import; report CSV exports only | PartlyCSV export and import; no backup or restore |
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| No account required to startThe app opens to local use; an account is needed only for server features or subscribing. | ✓ Every planSolo, $12.50 a month billed annually | NoNo free trial; sales demo first | Not foundStarts from a paid subscription | Not foundStarts from a 30-day trial on the plans page | Not foundStarts from a 14-day trial account | Not foundStarts from a Houzz Pro sign-up | Not foundStarts from a Projul signup |
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