Overview
What is Project 2 Payment?
Project 2 Payment is a contractor estimate and invoice software designed to streamline the payment process for field service contractors, electrical contractors, HVAC contractors, landscaping professionals, and masonry contractors. According to the vendor, this software is aimed at businesses of all...
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Product Details
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- Tech Details
What is Project 2 Payment?
Project 2 Payment is a contractor estimate and invoice software designed to streamline the payment process for field service contractors, electrical contractors, HVAC contractors, landscaping professionals, and masonry contractors. According to the vendor, this software is aimed at businesses of all sizes, offering a solution for creating project estimates, sending invoices, and collecting payments. With its versatile billing options, simple tracking and reporting features, and mobile-optimized platform, Project 2 Payment is positioned as a valuable tool for contractors in various professions and industries.
Key Features
Contractor Estimate and Invoice Software: According to the vendor, users can easily add customers, create project estimates, send invoices, and collect payments. This feature is said to provide a smooth experience for field service contractors, offering fast project estimation, versatile billing options, and simple tracking and reporting.
Field Service Management Software: The vendor claims that this feature saves time by providing a single tool to create projects and invoices from scratch. It is also said to improve accuracy by allowing users to create itemized project estimates with a click. Additionally, users can enhance communication by adding personalized messages to customers, while streamlining the project approval process.
Payment Processing: According to the vendor, this feature boosts cash flow and frees up time by offering semi-automated invoicing. Users can create itemized invoices with a click and choose from multiple payment options, including card, eCheck, paper check, or cash. The vendor also states that users have the option to add optional down payment details.
Data Management and Reporting: The vendor claims that this feature simplifies record-keeping by storing customer contacts in one place. Users can review project payment status and generate reports on payment history. The software offers an easy-to-use interface for tracking projects and payments.
Live Support: According to the vendor, users have access to live support to assist with any questions or issues that may arise during product usage.
Unrivaled Security: The vendor asserts that the software provides top-notch security measures to protect user data and information.
Mobile Optimized: The vendor states that the software is optimized for mobile devices, allowing users to access and manage their projects and payments on the go.
Project 2 Payment Features
- Supported: Activity Dashboard
- Supported: Approval Process Control
- Supported: Billing & Invoicing
- Supported: Client Portal
- Supported: Contact Management
- Supported: Customizable Branding
- Supported: Electronic Payments
- Supported: Estimating
- Supported: Pricing Management
- Supported: Proposal Generation
- Supported: Quotes/Estimates
- Supported: Reminders
- Supported: Template Management
- Supported: Third Party Integrations
- Supported: Billing Portal
- Supported: Contact Database
- Supported: Customizable Invoices
- Supported: Hourly Billing
- Supported: Mobile Payments
- Supported: Online Invoicing
- Supported: Online Payments
- Supported: Payment Processing
- Supported: Project Billing
- Supported: Tax Calculation
- Supported: Bid Management
- Supported: Customer Management
- Supported: Data Import/Export
- Supported: Job Management
- Supported: Reporting & Statistics
- Supported: Cost Estimating
- Supported: Customizable Templates
- Supported: For HVAC Companies
- Supported: Reporting/Analytics
- Supported: Customer Database
- Supported: Mobile Access
- Supported: Credit Card Processing
- Supported: PCI Compliance
- Supported: Receipt Management
- Supported: ACH Payment Processing
- Supported: Data Security
- Supported: Debit/Credit Card Processing
- Supported: In-Person Payments
- Supported: Multiple Payment Options
- Supported: Payment Fraud Prevention
- Supported: Payment Processing Services Integration
- Supported: Invoice Management
Project 2 Payment Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Web-Based, Mac, Windows, Linux, Chromebook |