Platform
Cloud-native (web + mobile)
Self-hosted private cloud (Filemaker-based)
Access
Any device, any browser, anywhere
Native Mac, iOS, Windows clients; browser access on Android / ChromeBook
Hosting
Fully hosted. No IT overhead.
Windows server you own by default; cloud-hosted option on request
Mobile app
iOS and Android
Native iOS technician app; Android via browser
Proposals
Branded templates, e-signatures, Stripe payments, QuickBooks payment links
Yes, integrated proposals
Product database
600,000+ products with supplier pricing
Extensive product database (size not publicly disclosed)
CRM
Full CRM with pipeline management, lead scoring, email sync
Contact and client management
Email & calendar integration
Native Gmail, Outlook, and calendar sync
Gmail integration, Google Calendar sync, and email marketing listed
Project management
Work orders, scheduling, task management, mobile updates
Yes, comprehensive project tracking
Time tracking
Yes, mobile and desktop
Yes
Inventory management
Included on all plans
Yes, deep multi-location inventory with decades of refinement
Service management
Via customer portal and work orders
Yes, comprehensive service management
Website builder
SEO-ready website and blogs included
Not available
Social media management
Echo social media, SEO, and blogs included
Not available
Email marketing
Included via Echo + CRM workflows
Email Marketing included in Core Platform
Managed marketing services
Available for existing customers
Not available
Customer portal
Yes: invoices, change orders, service booking, project visibility
Client Portal listed as included
Extended warranty
SureBright extended warranty options included
Not available
FINANCIALS & INTEGRATIONS
Invoicing
Built-in, QuickBooks, Xero, Stripe, and QuickBooks payment links included
Yes, QuickBooks integration included
Recurring invoicing
On the 2026 roadmap
Yes, with stored payment methods for auto-charge
AI features
Bob the AI, email intelligence, content generation, product search
Not available
Pricing model
Tier-based, all features included
$150 /mo base + $60 /user /mo
Starting price
From £119 /mo1 office + 2 field users, all features included
~£111 /mo + £44 /user BaseCore platform plus active-user rate; named features appear included (£1 = $1.35)
Support
Included on all plans, unlimited ongoing training
Yes
Onboarding
2x monthly subscription (one-time)
Contact vendor (not publicly available)
Free trial
14 days
Not publicly available
Prices exclude VAT, GST, US sales tax, and other applicable local taxes unless stated otherwise.