Eazy Contracting

Eazy Contracting is a cloud-based operations and field service management software solution designed to streamline the day-to-day operations of businesses in various industries. According to the vendor, this versatile software caters to professionals in the electrical and energy, refrigeration and air conditioning, property maintenance and management, and plumbing and sanitation sectors. The vendor claims that Eazy Contracting is suitable for businesses of all sizes, providing them with the tools they need to manage their contacts, quotes, projects, jobs, invoicing, inventory control, user management, business-to-business collaborations, file storage, contracting, reporting, and seamless integration with Xero accounting software.

Key Features

Contact Manager: According to the vendor, users can track their contacts and clients with activity tracking to ensure important interactions are not missed.

Quotes, Projects & Jobs: The vendor claims that users can create detailed quotes that seamlessly transition into jobs upon acceptance. The system supports various quote item types, including material, labor, travel, and more. Electronic job cards provide comprehensive information, checklists, materials, documents, and electronic signatures. Additionally, a call-out log keeps a record of all service requests.

Invoicing: The vendor states that users can generate detailed invoices automatically from completed jobs and call-outs. The system also allows for the creation of ad-hoc invoices to accommodate any additional billing needs.

Inventory Control: According to the vendor, users can take control of their stock items, equipment/tools, and manufacturing processes. They can keep track of stock movement with detailed logs, track serial numbers, place orders with suppliers, receive invoices, and manage sub-stores and stock takes.

User Management: The vendor claims that users can efficiently schedule and notify users, including electronic time-sheets, to effectively manage their workforce.

Business 2 Business: According to the vendor, users can establish a seamless link between their business and sub-contractors who perform call-outs on their behalf. They can share stock items and collaborate effortlessly.

File Storage: Users can easily upload and access important documents related to jobs, clients, and more, according to the vendor, ensuring all necessary information is readily available.

Contracting: The vendor states that users can manage retainer-type contracts efficiently, ensuring all contractual obligations are met.

Reporting: According to the vendor, users can access built-in reports essential for effectively managing a contracting company. They can generate reports on work in progress, cost center gross profit, sales and transactions, hour sheets, salaries/wages, and more.

Seamless Integration with Xero: The vendor claims that users can seamlessly synchronize data with Xero accounting software, allowing for automatic posting of customer and supplier invoices, as well as the creation of monthly inventory control and cost of sales journals.