ALTO Exchange vs. vCita

This is a good portal for accounting and even sales personel to use in their jobs if they are needing to access purchase orders from our customers

It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

Incentivized

• Clean easy to navigate interface
• Excellent and accurate customer service
• Easy to get activated for both customer and vendor relations

• Great for online appointment bookings.
• Good for taking payments.
• Good for onboarding new clients.
• Integrates with your website.
• Integrates with Facebook Pages.

Incentivized

• When submitting an invoice and error is generated the error is not too clear on how to fix the issue
• Ability to scan or upload PDF invoice to customer
• Email confirmation that invoice has been successfully submitted

• Payment collection: We want to have an option to allow clients to choose the amount they wish to pay.
• Improved ease of use with forms.

Incentivized

Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).

Incentivized

I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.

Incentivized

N/A this was setup by my customer for us to use

I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.

Incentivized

• Too early to tell just started using it

• I have no clue
• I'm assuming that we would not have people making appointments with us if we didn't have this service

Incentivized