360e

360e is an all-in-one quoting, scheduling, tracking, and billing software designed for small and medium-sized businesses in the electrical, HVAC, and plumbing industries. According to the vendor, this software aims to streamline the workflow process, from quoting to invoicing, making it a potentially valuable tool for professionals in these industries.

Key Features

Quoting Features: According to the vendor, 360e's quoting features cover all aspects of the quoting process, from initial opportunity to conversion of sold work orders. The software offers a flexible quote builder that allows for quick completion of small jobs or detailed quotes using assembly groups, parts configurations, and custom pricing guidelines. It also tracks multiple quote revisions and handles multiple jobsite and billing addresses, third party contacts, and outsourcing.

Scheduling System: The vendor claims that 360e's scheduling system is designed to meet the fast-paced demands of growing contracting businesses. It offers visual scheduling, color coding, and multiple screen views for high-level or detailed scheduling. The software provides an intuitive tool for executing multiple actions in one step, such as assigning work teams across multiple days or setting up recurring service calls. Additionally, the dispatch clipboard keeps new and unscheduled work visible to prevent oversight, while the field module empowers workers with daily work schedules, instructions, special contacts, and access codes, accessible on any mobile device.

Real-Time Tracking: According to the vendor, 360e connects the office to the field with its real-time tracking capabilities. It captures labor hours, materials used, status updates, change orders, permit details, photos, documents, and inventory. The software includes a built-in alerting system for critical job details and actions like customer deposits, permits, inspections, and completion dates. Job dashboards and snapshots provide a high-level progress view with drill-down capability. The material ordering and purchase tracking feature includes a custom parts catalog and built-in purchase ordering system. The field module allows workers to track time, materials, daily job notes, and upload photos and documents from the jobsite.

Intuitive Billing Process: The vendor states that 360e offers an intuitive billing process for prompt and accurate invoices. It tracks labor hours, material use, daily job notes, jobsite photos, and permit information. The software handles small change orders and other billing details. Multiple invoice building options, including automated steps and custom tools for various billing scenarios, are available. Integration with QuickBooks and other accounting systems is also possible.

Metrics and Reporting: According to the vendor, 360e provides metrics and reporting features to support better business decisions. The software offers snapshots and meaningful metric displays throughout the system, covering sales, production, best practice alerts, and callback reminders. Real-time, relevant reports and metrics enable informed decision-making. Custom report options are also available.

Dashboards: 360e offers quick stat lists, dashboards, and snapshot screens, according to the vendor, for zooming in and out of business details, providing users with a comprehensive overview of their operations.

Auto-Alerting: The vendor claims that 360e includes a built-in alerting system for reminders and notifications related to leads, permits, budgets, and more. The system is customizable to meet specific needs.

Document Management: According to the vendor, 360e features an intuitive system for uploading and storing documents, photos, and files within customer, quote, and job folders. It allows users to manage and track new versions and revisions easily.

Messaging and Email Tracking: The vendor states that 360e includes a communication module that enables users to execute and track all communication within specific quote and job folders. It offers messaging, comments, and email functionality for real-time connection between the field and the office.

Activity Logs: According to the vendor, 360e automatically tracks every action within the system against respective customers, quotes, and jobs. The activity logs are time-stamped by date, time, and user, providing a comprehensive audit trail.