On-Screen Takeoff is a construction takeoff and estimating solution. It is intended to streamline takeoff, RFI, and bidding processes.
N/A
Zoho Books
Score8.8 out of 10
N/A
Zoho Books is an accounting solution that is designed to help small businesses manage their finances. This solution includes dashboards and a wide variety of reports. Business users can automate tasks and set up custom workflows.
Zoho offers a 14 day free trial.
$20
per month
Pricing
On-Screen Takeoff®
Zoho Books
Editions & Modules
No answers on this topic
Free
$0
For businesses with turnover <50K USD per annum
Standard
$20
per month per org
Professional
$50
per month per org
Premium
$70
per month per org
Offerings
Pricing Offerings
On-Screen Takeoff®
Zoho Books
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
On-Screen Takeoff® pricing varies based on licensing options and specific business needs. The annual subscription plans are designed to scale with project and team size.
Available Subscription Options:
•On-Screen Takeoff
•On-Screen Takeoff with Takeoff Boost™
•On-Screen Takeoff and Quick Bid®
•On-Screen Takeoff with Takeoff Boost and Quick Bid
Each subscription is customized to match the subscriber's workflow requirements. A 14-day free trial is available.
Zoho Books is available for both monthly and yearly plans. Users who sign up for the annual plan get a discount.
I think most of the reasoning was just provided on the previous pros and cons questions. On-Screen Takeoff (OST) is well suited for doing either quick takeoffs or getting into an elaborate, detailed takeoff. All though the viewing tools are quick and easy, I would still very much prefer using BlueBeam for looking through an overall set of drawings. With all of the hyperlink and bookmark functions of BlueBeam, OST doesn't compare and I rarely use OST unless I'm actually doing a takeoff.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
If using other cloud applications and you wish to create Zoho Books transactions via APIs, Zoho Books is great. The overall UI and flow of the application are great. If you need a detailed job cost accounting solution and robust reporting there is some room for improvement here.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The biggest thing for me is that it is so easy to use, which allows it to be used widely throughout our organization without a lot of intense training.
Another great thing is that it does not matter how big or little the scope of the take off may be, it works just as well for a whole 12 story building take off as it does for a stretch of sidewalk.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Zoho Books invoicing and receipting features are second to none. We find it easy to quickly invoice clients and add items to their bills and also for our own receipting internally.
The accounting features are great for our accounting team to be able to see where we are financially and how the business is doing.
The ability to add contacts and run a mini CRM channel with clients within Zoho is invaluable. Since we use this in conjunction with our other CRM channels, it helps to have a centralized place to follow up and see through a sales funnel.
Zoho Books allows us to take payments from clients around the globe a feature we didn't have when we used another accounting system.
The pricing for Zoho Books is fairly reasonable for an SME organization which is a great for us as it pays itself back many times over every month.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Zoho Books is only available in Texas and California. There is no integration allowed for paying employee expenses. The absolute worst aspect is the fact that if you make even the slightest error in data input there is no backing up. You cannot undo an error.
The system does not allow change once implemented, so you must get every one of your beginning balances perfect. The practice of Journal Entries is cumbersome. When reconciling, Zoho Books has adopted a number of required steps that significantly overcomplicate reconciliation using practices that are not consistent with general accounting principles in the US.
On the customer side, you must look in two places to see the beginning balance and the current receivables that might exist for current invoicing.
The way the system works, you must avoid having much trust with the balances depicted. So far, it appears that Zoho Books uses what we called in school "that new math."
It would be terrifying to rely on this bookkeeping system to support an IRS Audit. The system violates too many fundamental accounting principles.
The software is used by so few people that there is concern that we might never find a skilled bookkeeper.
It provides invaluable communication, organization, and flexibility to generate a project overview both visually and by the numbers. In addition to the overview it makes getting into the project details easy and quick, so our takeoff is accurate and correct every time
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
On Screen Takeoff is a valuable tool for what it does. Across the board it can keep track of the critical data and corresponding values without extra legwork. While powerful, it is prone to user error, and the problem can compound quickly if not realized up front. Overall a great project tool, but not without limitations
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Customization is the biggest struggle for us and most of the time we need to involve a tech person. The chat support is a great feature and very helpful. It would be great to be able to customize and create invoices and correspondence (templates) such are reminders in multiple languages within one organization. The currency (USD) would be the same. We have clients in different countries that don't speak English but pay in USD.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I have had very few issues with the software which is probably the first sign that there is a good customer support team, since I am sure they are working and fixing problems for everyone when they get a report from somewhere. The few times I have had to reach out to support they have been knowledgeable and on top of helping me quickly get my issues resolved.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The support team feels very disjointed. We have filtered through a number of "lead" contacts and are frequently spammed by other Zoho members. Once getting an appropriate support contact on the phone - the team is very helpful, it just takes a lot of hoop jumping to get there. We actually unsubscribed from their support package as we were not getting the value we were looking for.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Implementation was as simple as setting up the program and creating databases. Everything else was already in use and this was a supplement to the final organization of the system
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Being able to train individuals in a single afternoon on the program and trusting them to get you something usable as soon as possible is quite invaluable. It is also something that I feel is unique to this program. It is just easier.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We had a lot of problems with Exact Online, support-wise and price-wise. So Zoho Books wins on every point there. While Exact offers way more options, it tends to be really slow... and complex. Again Zoho Books wins. If you want an easy-to-use tool and not pay a lot of money, or if you are a small administration office with a few clients, this tool will be perfect for you.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The software has more than paid for itself because the company has been able to save lots of money when awarding to subs since it is easy to verify quantities to qualify their bids.
Less of a chance of under-ordering products since the visible audit trail improves accuracy. Also you spend less since you aren't ordering more than you should be.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Integration: Zoho Books offers out of the box integrations to extend the functionality and connect with the applications you love like MailChimp, Microsoft Outlook, PandaDoc, and Quickbooks, etc.
Flexibility makes Zoho Books great!
Since I can use forecast reports, I can create customizable sales forecast data from the dashboard to accurately measure revenue forecasts and establish sales quotas.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
