Features
With every Aimsio plan you get unlimited users, offline capabilities, and an easy-to-use web-based platform plus a mobile app. But there’s oh-so-much-more! Take a look at every single one of Aimsio’s features.
All Features
Everything you need to go from field to finance
Explore all of our features and then take a look at how we’ve bundled them into packages to make it easy to get started.
Jobs
Create and manage projects in one, accessible hub. Track progress, store documents, and set up mobile users for success in the field.
Price Books
Flexible Price Books let you customize rates for Jobs. Apply markups or discounts and effortlessly manage your pricing strategy.
Access Management
Gain precise control over user access levels, ensuring security and flexibility in customizing features, actions, and fields.
Tickets
Track and bill field work with Field Tickets, LEMs, or Daily Tickets. Tickets can be connected with other features for ultimate efficiency.
Invoices
Convert field Tickets into Invoices or create standalone Invoices. Both Canadian and US tax rates are supported.
Standard CSV Exports
Use CSV exports to access and manage your data effortlessly. Backup, report, or batch process data.
Client Portal
Send Tickets, Estimates, or Change Orders for electronic approval. Customize the logo, email subject, and message for a great impression.
Flexi Forms
Effortlessly turn images or PDFs into branded forms.
Divisional Branding
Reflect your company identity with branding headers, which place your logo and colors front and center.
Non-Recurring Billables
NRBs allow for easy billing of third-party items or services. Convert PO items or add charges directly from a Job.
Tasks
Create and manage different types of Tasks. Assign Tasks to users or roles, track their status, and communicate assignments by SMS.
T&M Estimates
Create and manage quotes for upcoming Jobs. Apply discounts, markups, or bundles and convert awarded Estimates into a Price Book.
Timesheets
Choose from crew Timesheets for supervisors or individual Timesheets for employees. Timesheets can be submitted for approval.
Timesheet Billing Automation
Effortlessly convert Timesheets into Tickets with just a few clicks and have confidence you’re billing your customers accurately.
Timesheet Payroll Automation
Hours are entered into Timesheets and then automatically converted into the correct number of Overtime hours, Double time hours and more.
Resource Costing
Calculate the labor, equipment, and materials costs of a Job. Export data to your accounting or payroll system.
Purchase Order
POs provide a formalized process for managing non-recurring expenses. Approve orders, attach documents, add markups and bill clients.
Job Performance Reporting
Track profitability in near-realtime by comparing billable and non-billable work against the cost of labor, equipment, and third-party charges.
WBS Phase Management
Break down jobs into manageable deliverables, aiding in tracking revenue and project completion.
Cost and Actual per WBS
Conduct detailed comparisons between the estimated and actual costs for every phase of a Job.
Budget and Contract Values
Track items such as Original Contract Value, Changes to Contract Value, and Amended Contract Value.
Change Orders
Formalize, document, and track approval for changes to project scope, schedule or cost with detailed breakdowns for client approval.
RFI
Easily request any additional information you need from clients through the web portal. Link RFIs to any change order in a snap.
Dispatch and Compliance
Drag-and-drop Dispatch, Resource Timeline, Job Timeline, and Certificate Compliance.
Dedicated Azure Database
Access all of your data, hosted and maintained on an Azure database. Simply connect your own analytics engine.
Embedded PowerBI
Access amazing analytics, via PowerBI, that show you everything you need to know about your business to make data-driven decisions.
Explore plans
Not sure where to start? Start right here
All of our features have been bundled into four products. Choose the one that fits your business or ask our team to recommend one to you.
Digitize and optimize your operations
Get a personalized demo with us and see all you will be able to accomplish with Aimsio.