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Monthly Annually (save 20%)

Pick A Plan For ‘Services Based Business’.

Business Simple

Priced at

$15 $19

Per user / month

Per user / month | billed annually

billed monthly per user

billed ~~$228~~ $180/yr per user

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Cancel anytime within 14 days.

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BUSINESS PLUS

Priced at

$23 $29

Per user / month

Per user / month | billed annually

billed monthly per user

billed ~~$348~~ $276/yr per user

Try Now

Cancel anytime within 14 days.

Everything in 'Business Simple' plus…

See Detailed Features

$39 $49

Per user / month

Per user / month | billed annually

billed monthly per user

billed ~~$588~~ $468/yr per user

Try Now

Cancel anytime within 14 days.

Everything in 'Business Plus' plus…

See Detailed Features

Need help deciding? Speak to our technical manager

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Faster deployment with free setup.

Price increases across all packages soon. Lock-in your rates today.

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Compare Features

Suitable for small or large teams.

	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM

CUSTOMER RELATIONSHIP MANAGEMENT	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM
Contacts (All)USAGE BASED	500	1000	Unlimited
360 Customer View Keep track of important customer details whether you’re at the office or out in the field.
Relationship Management Manage interaction with your customers using statistics to provide best nurturing expereince.
Dashboard & Reports With over 50 built in reports, know exactly how your business is performing.
Customer Conversations Recond and track conversations with your customers incluing calendar invites, meeting notes, ideas, questions etc.
Conversational Channels Track conversations with sepcifcally segmented customers in an aggregated view.
Accounts Management Manage customers belonging to same company under one umbrella. Store records for every company in your database. View all your company details and communications in a single place.
Address Management Add and manage additional addresses for customers and companies and associate them in your invoice.
Customer Segmentation Get more engagement by creating customized segments using contact activity, tags, profiling information and more	2	10	Unlimited

QUOTE MANAGEMENT	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM
Quotes (Total)	50	300	Unlimited
Quotes Tracking Create and share professional quotes with your clients in just a few clicks.
Quote Templates Build and save standard templates for estimates, products and materials to build quick Quotations with repetative data.
Consumer Financing Provide customers the ability to buy now and pay later to make it convinient and sell bigger jobs.
Automated Quote Follow-ups Up your sales game and win faster by sending automatic email follow ups to clients about quotes you haven’t heard back on.
Estimate Builder Build estimates with standard and customized rates for your customers to best serve them according to their budget and requirements.
Order Customization Build and quote customers for personalized and customized made-to-order items based on needs.
Product Customizations Customize your products and materials as per your client needs and add additional services and instructions in the Quotations.
E-Sign & Quote Interactions Clients can e-sign the quote and accept, reject or request for modifications. No more calling, downloading, printing, signing and scanning documents.
Recurring Services Build recurring services and manage recurrsive billing for daily, weekly and monthly services you offer to the customers in matter of few clicks.
Branded Invoices Look professional and get paid faster with branded and customizable invoice templates and automated calendar reminders.	JT Branded
Invoice Formats & Configurable options Predefined invoice formats that are completely configurable and you can choose what you want to show or hide in the invoice.	1 Access (Full Invoice)

JOB MANAGEMENT	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM
Jobs Tracking Create detailed one off or recurring jobs for your team to access all work order requirements in the field.
Tax Management Setup dynamic taxes to fulfill taxation subjected for your city, state, country and international services.
Delivery Zones Setup delivery zones to manage delivery cost for your services based on the service destination address.
Invoicing Build professional invoices with your business branding and send out to you customers in few clicks.
Tip Collection Customers can add a tip when paying an invoice online from Jacktrade. Tips are configurable by the business.
Order Fulfillment Manage fulfillment of products and materials to your clients along with returns and payments.
Automated Invoice Follow-Ups Set automatic follow-ups on the invoices on which you are awaiting client's reponse or payment.
Promotions Configure promotions for segmented customers and apply it in Quotes and Jobs to provide them discounts on their purchases.
Recurring Payment Policy Configure policies to setup recurring services for your clients. Policy can be configured for recursive daily, weekly, monthly and annually (future) services.
Payment Policy Setup payment policies for your suppliers to expect payment against the purchase orders.
Site Photo Uploads Upload and mark the photos from the site to work orders and opportunity deals.
Documents & Drawings per Job Upload documents and diagrams in functions as needed as supportive documents.

PAYMENTS	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM
Payments Digitize payments and accelerate revenue growth with one-time and recurring payments integrated within your Quotes and Jobs.
One Time Payment Take entire payment from your customers either before or after the services.
Automatic Payments Take first payment and then automatically take the rest of the payment automatically.
Partial Payments Break your payments into easy set of multiple pays as desired.
Credit Card Processing Braintree offers mobile and web payment systems. They provide clients with a merchant account to process payments.
Secured Payments Completely secured payment transactions enables your customers to make easy payments through authorized payment processors.
Recurring Payments Set up automatic recurring payment plans as needed for either daily, weekly, monthly or yearly.
Web Payments Make it easy for your customers to pay you by taking payment online on the web.
Multiple Currencies Manage multiple currencies in your Jacktrade account by setting up different regions.	1	3	10

SALES MANAGEMENT	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM
Boards (Active)	2	15	50
Opportunities Keep track of deals, manage sales follow-ups and predict future revenue based on how likely they are to close.
Multiple Pipelines Build and manage multiple deal pipelines at a time with configurable views for the business.
Account Priority & Tracking Increase efficiency and profitablity on the business by marking priority deals to inform your sales representatives which deals to focus and tackle on priority.
Account Distribution Have your sales representatives accountable for closing the deals by distrubuting customers and opportunites.
Smart Status Updates At a glance you can know status of orders and different activities that helps you plan your next steps effectively.
Integrated Emails Send emails to customers with professionally pre-scripted email templates embedding dynamic data.
Sales Forecasting Estimate future revenue by predicting the amount of services and products you would be selling by estimating the potential opportunity amount.
Email Insights Track which contacts have viewed and replied to each email sent. Use that data in reporting and automating conversations and effective sales.
Mobile & Tablet App You and your team can run your day-to-day operations from anywhere with our iOS and Android mobile apps.

MARKETING	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM
Marketing Campaigns	3	10	Unlimited
Drip Campaigns Plan ahead and run campaigns effectively for destined dates important to you.
Data Personalization Use artificial intelligence to render the tokens set in your campaigns and notifications to send out personalized emails to you customers and team.
Subscriber Management Add, store, and organize your contacts and subscription status in one place.
Opt-Out & Unsubscribe Provide ability to clients to unsubscribe or opt out of the email campaigns and news letters from your business.
Email Validation Validate emails of your customers and send out emails only to the valid email addresses.
Email Send, Open & Click Tracking See who’s opening, clicking, and sharing your emails. Spot trends and plan your next steps.
Mobile Friendly Emails Build mobile friendly emails and newsletters from Jacktrade.
One Time Campaigns Run campaign to target your list once to start and finish your campaigns on time.
Seasonal Campaigns Run campaigns to target your list for a specific time period.
Always On Campaigns Build evergreen campaigns that continuously runs for any new contacts get added to your list.
100+ Email Templates 100’s of pre-constructed templates are ready with you to add your twist that integrate as part of your workflow.	Access To Free Versions
Email Sending Capacity USAGE BASED	100	500 (View tiered pricing)	1000 (View tiered pricing)

CALENDAR	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM
Personal Calendar View functions assigned to you in the business and your personal events in the personal calendar.
Business Calendar View all the functions and events scheduled in the business in the business calendar.

TEAM COLLABORATION	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM
Business Entities	1	3	10
Business Entities Add multiple business entities and manage business locations, invoices, and work orders per business entity.
Teams & Organizations Organize your users into teams based on departments, role types and business locations. Assign specific tasks and services to your teams and track the progress real time.
User Permission Management Set and edit the level of access for each new or existing user. Control what functions they can use and whether they can view, edit, or have no access at all.
Data Sharing Rules
Email Templates & Tracking 50+ predefined email templates in functions and the ability to add custom templates per function to standardize communication across your business. Track email status posts sending out the emails.
Action Items (Task Management) Task list in Quotes, Jobs, Opportunities, Campaigns, and Teams to manage to-do list and collaborate on the tasks to perform for each of the associated functions.
User Activities System generated user activities to track who has updated what in each of the modules.
Online Storage Store your files and images on our cloud and attach them to the required functions.	1 GB/Business	5 GB/Business (View tiered pricing)	10 GB/Business (View tiered pricing)
Documents (Aggregation) Aggregated view of all the documents stored per function in your business in one place.
Multiple Locations & Currencies Manage multiple locations per region and currencies in your business.
Business Contacts Manage the contact book of your business contacts by grouping them into required categories.

REPORTS	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM
Reporting Dashboard	5	15	30
Campaign Reporting See who’s opening, clicking, and sharing your emails. Spot trends and plan your next steps.
Role Based Dashboards Assign and set up epic dashboards for every role that needs to digest data as the job requires. Monitor the success of your workforce.
Financials Automated financial reports for pay-ins and pay-outs in your business.

DATA & ACCESS	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM
Mobile & Tablet App You and your team can run your day-to-day operations from anywhere with our iOS and Android mobile apps.
Customer Data Import Import your customers' data into the application in a few clicks from CSV files.
Business Contact Data Import Import your business contacts into the application in a few clicks from CSV files.
Document Management Manage business documents as part of your services or internal workflow.
Open API	Limited	Unlimited (View tiered pricing)	Unlimited (View tiered pricing)

INTEGRATION	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM
Gooogle Drive Jacktrade makes it easy to integrate Google drive to upload files and media into the business.
Dropbox Jacktrade makes it easy to integrate Dropbox to upload files and media into the business.
Zoom Integration Integrate Zoom for your team members embedded natively in your app by quickly enabling the feature an quick authentication.
Quickbooks Online Sync Quickbooks sync works behind the scenes to make sure your accounting needs are covered, while you use Jacktrade to power your business.
Google Calender Sync Sync your calendar events with Google calendar with a configurable one-way and two-way sync.
Microsoft Calendar Sync Sync your calendar events with MS calendar by quickly enabling the feature and quick authentication.
Custom Forms Every business is different. Track whatever additional information is important to you and your business by setting up custom forms.	1	10	Unlimited
Freedom Forms Setup free forms in your business to add them into the functions to add and track additional information required by your business.	1	5	Unlimited
Web Conversion Convert your leads into customer contacts from emails coming into your inbox.	1	5	Unlimited

AUTOMATION	BUSINESS PLUS	BUSINESS PREMIUM
Communications (Email Setup, Branding and Templates) Setup default from emails, independent senders, and alias for your business. Brand your emails to give professional look to your emails.
Reminders & Notifications Setup automated reminders and notifications for follow-ups and reminders of important business functions.
Trigger Automation Automate tasks, notifications, and campaigns by setting up flexible rule sets like function details, tags, due date etc.	20	Unlimited
Guided Smart Actions Automate tasks to create guided action items based on your business activity.

SCHEDULING	BUSINESS SIMPLE	BUSINESS PLUS	BUSINESS PREMIUM
Resource Management Organize your users into teams, based on business locations, departments, and role types. Assign sales functions and services to your teams and track their progress.
Meeting Scheduling Schedule, track and manage meetings with your customers.
Service Scheduling Schedule, track and manage services for your customers with estimates, products, and materials. Manage invoices and work orders for both regular and recurring services.
Mutil-User Event Assignment Assign multiple resources belonging to relative business location as of the function to events and send reminders and notifications.
Status Milestones System-defined status in functions to track milestones of the operational and sales cycles for better decision making and taking appropriate actions for effective business process.
Services on Maps Maps showing service locations to manage your travel and efficient business and resource management.
Workorders Send configurable work orders to your resources to provide the details of the service they need to execute at the customers' end.
Job Surveys Documented sign-off is important but it can be time-consuming. Once you’ve experienced a better way, you’ll never want to go back to an email-based process.
Gantt Chart Gantt for managing projects and resources, setting tasks, and monitoring their execution.
Operational Events Add operational events to Gantt chart to manage additional tasks resources need to execute while executing services like travelling, picking up products etc.

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Have questions? Give us a call at +1 (908) 679-9944

Monthly Annually (save 20%)

Pick A Plan For ‘Inventory-Dependent Business’.

Business Simple

Priced at

$23 $39

Per user / month

Per user / month | billed annually

billed monthly per user

billed ~~$348~~ $276/yr per user

Try Now

Cancel anytime within 14 days.

Top Features

See Detailed Features

BUSINESS PLUS

Priced at

$39 $49

Per user / month

Per user / month | billed annually

billed monthly per user

billed ~~$588~~ $468/yr per user

Try Now

Cancel anytime within 14 days.

Everything in 'Business Simple' plus…

See Detailed Features

$55 $69

Per user / month

Per user / month | billed annually

billed monthly per user

billed ~~$828~~ $660/yr per user

Try Now

Cancel anytime within 14 days.

Everything in 'Business Plus' plus…

See Detailed Features

Need help deciding? Speak to our technical manager

EARLY ADOPTER PRICING