Trades & Field Services
The problem: Quoting eats your evenings and half of them never get followed up.
Quote from the job site, send for signature on the spot, and have the accepted quote raise the invoice and book the crew automatically.
The same eight modules, arranged differently. These are the setups we see most often — yours will not match exactly, and it does not need to.
The problem: Quoting eats your evenings and half of them never get followed up.
Quote from the job site, send for signature on the spot, and have the accepted quote raise the invoice and book the crew automatically.
The problem: Client intake is six manual steps and every one of them can be forgotten.
Engagement letters, conflict checks, matter setup and kickoff run as one workflow — with a record of who agreed to what, and when.
The problem: Admin paperwork consumes the front desk, and retention rules are handled by hope.
Intake forms, consent capture and scheduling in one flow, with retention schedules and legal hold applied automatically.
The problem: Stock lives in one system, orders in another, and neither talks to your accountant.
Inventory, point of sale, online orders and invoicing on one record — with reordering and review responses handled automatically.
The problem: Retainers get invoiced late and scope creep goes unbilled.
Recurring billing with usage tracking, proposals sent for signature, and project time captured against the client record.
The problem: Documents scattered across email, and compliance deadlines tracked in a spreadsheet.
Listings, agreements, renewals and disclosures in one filed, searchable, deadline-aware system.
Most businesses aren't. Tell us what you do and where the retyping happens, and we'll tell you whether MangoPly fits.
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