| CRM and leads | 3 of 5 | 0 of 5 | 0 of 5 | 0 of 5 | 0 of 5 | 0 of 5 | 0 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 | PartlyDocument and payment reminders; work reminders to assignees | PartlyFollow-ups on unsigned estimates and unpaid invoices; task emails | PartlyPlan not stated. Crew schedule texts and emails; expiration reminders | PartlySchedule and lead activity reminders; email not stated | From Connect$99 a month | Run, $70Visit reminder emails to the client and payment reminders; none to you |
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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 | PartlyBooking confirmation and calendar invite; no reminder stated | Not foundGeneral notifications only | Not foundReminders go to crews, not clients | Not foundSchedule reminders go to users and subs | From Connect, $99Confirm only; the business reschedules | Run, $70Email reminders of visits; no confirm or reschedule by the customer |
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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 | Not foundScreening questionnaire, no score | Not foundLead forms and pipeline only | Not foundLead stages and sources; custom fields only | PartlyManual confidence level on a lead | Not foundRequest forms only | Not foundClient profiles record how each customer found you; no lead scoring or pipeline |
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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 | PartlyLead Insights; no lost reasons or export stated | PartlyCustom reports, Leads by Source; close rate not stated | PartlyPlan not stated. Lead stats by source, stage and timing; no close rate | Not foundNo lead reports listed | Plus, or $49 add-onSales pipeline | Elite, $32Sales and estimate reports; no close rate by lead source or lost reasons |
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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 | PartlyHomepage: projects, leads, schedule, tasks | PartlyCustom KPI dashboards | PartlyPlan not stated. Dashboard of widgets you pick | PartlySummary page: overdue, due today, week schedule | PartlyHome: today's visits, overdue balances | Elite, $32Monthly Snapshot of the current month; no daily view |
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| Estimating | 7 of 7 | 3 of 7 | 3 of 7 | 2 of 7 | 2 of 7 | 2 of 7 | 3 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 | PartlyRetainers for design time | Not foundContract language on estimates | Not foundDocument Writer contracts and warranties | Not foundPresale jobs; no paid design agreement | Not foundContract text on quotes | Not foundContracts and terms attach to an estimate; no paid design agreement |
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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 with assemblies | ✓ IncludedBudgets from a cost catalog, takeoff quantities | ✓ IncludedPlan not stated. Estimates; 1build pricing not on Basic or Standard | ✓ Every planEstimates from a cost catalog | ✓ Every planQuotes | ✓ Pro, $17Basics makes estimates; the pricing page lists line items from Pro |
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| Estimate templatesSave an estimate as a template for work done often. | ✓ Every planSolo, $12.50 a month billed annually | ✓ IncludedTemplate Center; plan not stated | ✓ IncludedBudget and job templates | ✓ IncludedPlan not stated. Estimate templates (KB title only) | ✓ Every planEstimate and proposal templates | ✓ Every planQuote templates | ✓ IncludedProject templates; the pricing grid does not show which plan |
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| Proposals with multiple package tiersGood, better, best packages in one proposal. | ✓ Every planSolo, $12.50 a month billed annually | Not foundPick items from selections only | ✓ IncludedGood, better, best options | PartlyPlan not stated. Optional items, selections and options (KB titles only) | PartlySeveral lead proposals, client approves one (legacy) | Grow, $149Optional line items; Quote Options in beta | Not foundNo options or packages in one estimate |
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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 | ✓ IncludedHouzz AI; Gemini pricing, own rates not stated | PartlyAI Estimating drafts budgets; input not described | Not foundAI assistant for takeoffs only | Not foundBuildertrend AI covers bills, selections, updates | PartlyJobber AI drafts from your quote templates | ✓ Every planEstimate with AI from a typed or spoken description |
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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 foundJoist says it is not a construction cost estimating program |
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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 foundMaterial and labor items, no hours | Not foundNot stated on estimating pages | Not foundLabor pricing in the cost database; no hour ranges | Not foundLabor rates in the catalog; hours not stated | Not foundUnit cost and markup only | Not foundLabor is a line item you price yourself |
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| Contracts and invoicing | 5 of 5 | 5 of 5 | 5 of 5 | 3 of 5 | 3 of 5 | 3 of 5 | 4 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 | ✓ IncludedDeposit and scheduled payments on estimates | ✓ IncludedPayment schedules, progress billing | ✓ IncludedPlan not stated. Schedule of values and progress invoicing; deposits not stated | ✓ Every planPayment Schedule draws | ✓ Every planProgress invoicing | ✓ IncludedDeposits and milestone payments; the pricing grid does not show which plan |
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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 | ✓ IncludedTax rates; Sales Tax Liability report | ✓ IncludedTax rate or fixed amount; no tax report found | PartlyPlan not stated. Tax rates by location; no tax report found | PartlyTax on invoices; no collected-tax report found; roadmap and help differ on change order tax | ✓ Every planTax rates and Taxation report | ✓ IncludedSaved taxes per line item; Sales Tax Summary in reports |
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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 | ✓ IncludedCredit memos, retainers; refunds recorded only | ✓ IncludedLog credits and refunds (2023 update) | Not foundKB credit article did not load; offline payments recorded | PartlyPayment refunds; Credit Memo as a payment method | PartlyRefunds only, no credits | Refunds onlyRefunds of Joist Payments within 60 days; no credits or balance adjustments |
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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 | ✓ Pro, $199E-signed, invoice the difference | ✓ IncludedFrom the budget, approved by link | ✓ IncludedPlan not stated. Contract amount updates on approval | ✓ Every planInvoice on client approval | Not foundThrough DocuSign | ✓ Elite, $32 |
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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 planConverted from the estimate | ✓ IncludedTurned from estimates | ✓ IncludedPlan not stated. Progress, AIA and time and material invoices | ✓ Every planDraws, progress invoices, retainage | ✓ Every plan | ✓ Every planEstimates convert to invoices |
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| Customer portal | 0 of 6 | 4 of 6 | 4 of 6 | 2 of 6 | 3 of 6 | 2 of 6 | 2 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 | ✓ Client DashboardOpen by link; links expire after a year | ✓ 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 | PartlyClient Portal; client sets a password | ✓ Client HubEvery plan | Shared linksCustomers review, sign and pay each document by link; no persistent project portal |
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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 | ✓ IncludedPublish files, folders and photos; no cap stated | ✓ IncludedUnlimited documents and files | ✓ IncludedPlan not stated. Pick files and photos to share; limits not stated | ✓ Every planUnlimited file storage, client folders | PartlyAttachments | Pro, $17Up to 20 photos on each estimate or invoice; no portal |
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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 | ✓ Pro, $199Contracts signed from any device | ✓ IncludedSign and approve in the portal | ✓ IncludedPlan not stated. Estimates by link, no account; change orders | ✓ Every planProposals and change orders signed from email | ✓ Quote approvalsTyped or drawn | ✓ IncludedClient signs from the emailed link on any device |
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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 | Pro, $199Fields for clients and team; no signer tracking stated | Not foundOne signer described | Not foundCourtesy copies on estimate approvals only | PartlyJob proposals only; change orders take one approval | Not foundOne client signs | Several recipientsSends to several emails; signing shows you and one client, no per-signer tracking or reminders |
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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 | ✓ IncludedProject updates; selection approvals | ✓ IncludedMessages and e-signed selections | PartlyPlan not stated. Approvals of estimates, change orders, RFIs and submittals | ✓ Every planClient Updates and Selections | Not foundChoices at quote time only | Not foundNo project updates or customer decisions after signing |
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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 | ✓ Every planUndelivered status in the document list plus an email to you; resend by text |
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| Expense tracking | 5 of 5 | 2 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 found | Not foundGPS waypoints only | Not found |
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| Automatic time on siteGPS geofence tracking of hours at the jobsite. | ✓ Every planSolo, $12.50 a month billed annually | PartlyPrompt to clock in within 150 m; user confirms | Not foundManual clock-in with location on a map | PartlyPlan not stated. GPS and geofenced time cards; automatic clock-in not stated | PartlyManual clock-in; geofence checks location | ✓ Grow, $149Location timers by geofence; need a connection | Not found |
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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 | ✓ IncludedAI receipt scan into project expenses | ✓ IncludedAI receipt scanning | ✓ IncludedPlan not stated. Expenses; receipt photos not stated | ✓ Every planReceipt scan to a job | ✓ From Connect, $99Expenses with receipt photo | ✓ IncludedExpense tracking with receipt photos tied to jobs; plan not shown on the grid |
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| Purchase ordersCommitted costs captured between the estimate and the receipt. | ✓ Every planSolo, $12.50 a month billed annually | ✓ IncludedFrom estimates or selections, per vendor | ✓ IncludedPOs and work orders | ✓ IncludedPlan not stated. One-click bill from a PO | ✓ Every planSub approves the PO | Not found | Not found |
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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 | PartlyBilled POs sync to QuickBooks; no bill tracking described | ✓ IncludedBill approval, reconciled with POs | ✓ IncludedPlan not stated. Bills tied to POs and subcontracts | ✓ Every planBills with approvals and Bill Pay | Not found | Not foundExpenses and receipts only; no bills or vendor records |
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| Job costing and reports | 3 of 3 | 2 of 3 | 1 of 3 | 2 of 3 | 1 of 3 | 1 of 3 | 0 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 | ✓ Pro, $199Budget vs. approved estimate | ✓ IncludedBudget vs actual, variance | ✓ IncludedPlan not stated. Original and revised budgets; job costing reports | ✓ Every planBudget and profitability reports | Grow, $149Not on Core or Connect | Elite, $32Job expenses and profit-margin reports; no estimate-against-actual review |
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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 OnlineOne-way sync; no Xero | QuickBooks OnlineTwo-way sync | QuickBooks syncTwo-way, Online and Desktop | QuickBooks, XeroIntegrations | QuickBooks, XeroIntegrations | CSV and QuickBooksMonthly CSV of document totals from the web; QuickBooks Online sync |
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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 | ✓ IncludedTime Billing reports, Excel export | PartlyHours to QuickBooks Time; CSV table export | ✓ IncludedPlan not stated. Time card reports; Gusto export | PartlyLabor actuals report; Gusto and QuickBooks sync; CSV not stated | ✓ From Connect, $99Timesheet report, Excel export | Not found |
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| Jobsites and teams | 2 of 8 | 8 of 8 | 7 of 8 | 7 of 8 | 8 of 8 | 6 of 8 | 0 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 | ✓ $50 per extra userUnlimited users on Teams, from $399 | ✓ Priced per user$20 each extra, users 2 to 10 | ✓ Standard, $105Up to 3 users; feature pages say unlimited users | ✓ Unlimited usersNo extra cost per user | ✓ Priced per user$29 each extra | NoOne user, one login per account |
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| Role-based permissionsFive roles: owner, admin, staff, contributor, viewer. | ✓ TeamsTeams, $83.33 a month billed annually | ✓ Three rolesAdmin, Field Crew, Finance; editable | ✓ IncludedCustom roles | ✓ IncludedPlan not stated. Custom roles, four access levels per feature | ✓ Every planDefault and custom roles | ✓ Every plan | NoOne user, one login per account |
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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 sub linkNo login or seat; daily logs need an account | ✓ Free, unlimitedSub and vendor portals | Not foundSub project access exists; seat use not stated | ✓ Free for subsSub Portal | Not foundSubs need a paid seat | NoOne user, one login per account |
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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 | ✓ IncludedProjects | ✓ IncludedUnlimited jobs | ✓ IncludedPlan not stated. Projects | ✓ Every planJobs with schedule, logs, files | ✓ Every planJobs | Run, $70Jobs and visits in a calendar, for one person; no photos, crew or subs |
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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 | ✓ Pro, $199Gantt, calendar and list | ✓ IncludedCalendar, Gantt and list | ✓ IncludedPlan not stated. Gantt scheduling per project | ✓ Every planGantt schedule | ✓ Every planScheduling | Run, $70Visits on each job with overlap alerts; no suppliers or assignees |
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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 | ✓ Pro, $199Conflicts spotted by eye in multi-project view | ✓ IncludedTasks to multiple people, calendar sync | ✓ IncludedPlan not stated. Gantt and crew schedule; no clash alerts found | ✓ Every planClash warnings not found | ✓ Every plan | NoRun scheduling is for one person |
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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 | ✓ IncludedPunchlist; client dashboard, PDF export | PartlyTasks and to-dos | ✓ IncludedPlan not stated. Punchlists, sent as PDF | ✓ Every planTasks, shared through portals | From Connect, $99Checklists, emailed as PDF | Not found |
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| Job site photosPhotos saved to the project with full-screen viewing. | ✓ Every planSolo, $12.50 a month billed annually | ✓ IncludedFiles & Photos, daily logs | ✓ IncludedFiles, photos and video; daily logs | ✓ IncludedPlan not stated. Files and Photos, with markup | ✓ Every planFiles and photos | ✓ Every planAttachments | Pro, $17Photos attach to estimates and invoices (up to 20); not to jobs |
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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 | PartlyView-only; notes, photos and scans offline | Not foundOffline not stated | Not foundOffline use not stated | PartlyDaily logs and time clock only | PartlyForms, visit details and time only | NoJoist says it needs an internet connection to work |
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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 | ✓ Every planData lives on Joist's servers; data may be deleted without a paid plan |
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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 app | ✓ Web app | ✓ Every planFull web app at pro.joistapp.com, not read-only |
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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 | PartlyContact import; report CSV exports only | PartlyCSV export of tables, data imports | PartlyCSV import and export of some records | PartlyLead import from Excel; file downloads | PartlyClient CSV import and export only | CSV export onlyMonthly CSV from the web; no backup, restore or import |
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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 | Not foundStarts from a Houzz Pro sign-up | Not foundStarts from a paid subscription | Not foundStarts from a 30-day trial on the plans page | NoNo free trial; sales demo first | Not foundStarts from a Jobber subscription | NoData is hosted online and reached with your login; 14-day trial, no card |
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