Proposals / quotes
Branded proposals with e-signatures, Stripe payments, and QuickBooks payment links
Interactive quotes with live distributor pricing and custom branding
Live supplier pricing
Growing network with direct supplier pricing
100+ UK distributors, live stock levels, nightly price updates
CRM
Full CRM with pipeline, lead scoring, email sync
Zoho CRM connection available as a paid add-on, not native CRM
Email & calendar integration
Native Gmail, Outlook, and calendar sync. Create customers, projects, work orders, invoices from email
Not available
Project management
Work orders, scheduling, task management
WorkHub add-on: tasks, work orders, time tracking, profit vs actual cost
Procurement
Purchase orders included
Procurement module: request carts, order approvals, vendor tracking, consolidated POs
Inventory
Included on all plans
Inventory module: stock allocation by project/location, barcode scanning, min-max alerts, auto-reorder
Time tracking
Yes
Via WorkHub and SNAGG technician app
Technician field app
Mobile app with work orders, time, photos
SNAGG app: clock in/out, progress tracking, photos, notes, offline capability
FINANCIALS & INTEGRATIONS
Invoicing
Built-in with QuickBooks, Xero, Stripe, and QuickBooks payment links
Basic invoicing
Integrations
QuickBooks, Xero, Stripe, QuickBooks payment links (all included)
QuickBooks, Xero, Zoho (paid add-on, £10 / $15 per connection, included on Enterprise)
Website builder
Yes
Not available
Social media
Echo social media, SEO, and blogs included
Not available
Marketing services
Managed marketing services available for existing customers
Not available
Customer portal
Yes: projects, invoices, change orders, service
Not available
Extended warranty
SureBright extended warranty options included
Not available
Bob the AI
Included across the platform
Not available
Markets
UK, US, Canada, Australia
Primarily UK
Support
Included, unlimited ongoing training
Free basic on quoting-only plans; Bronze £450, Silver £850, Gold POA
Starting price
From £119 /mo1 office + 2 field users, all features included
£149 /mo Pro (quoting only)Unlimited office users, £25 per field user
Pricing with PM + full ops
Same tier, same price. All features included
£349 /mo Premium + add-onsUnlimited quotes, £25 /field user, WorkHub + Inventory + Procurement priced on top
Field user costs
Included to plan limits; extra field users from £12 / $15
£25 /field user (Pro & Premium), unlimited on Enterprise (POA)
Add-on costs
Everything included at every plan level
Zoho CRM, Inventory & Procurement, Integrations, scanner/barcode tooling (paid add-ons at £10 / $15 per month, bundled on Enterprise)
Pricing model
Fixed monthly subscription, no usage limits
£80K/mo Pro quota, rollover to £160K/mo, then auto-upgrade
Onboarding
2x monthly subscription (one-time)
Bronze £750, Silver £1,500, Gold POA from £2,500
Prices exclude VAT, GST, US sales tax, and other applicable local taxes unless stated otherwise.