Aimsio Essentials
The perfect solution for digitizing your processes and manage your crew's time.

Designed with Your Operations in Mind

If you a a small to medium company working with field operations and you are looking for a solution that allows not only to digitize your operations and streamline your processes, but also that helps you manage your crew, and create estimates to help you manage your expendings, Aimsio Essentials is perfect for you! Aimsio Essentials has all the powerful features of Aimsio Lite that allows you digitize your tickets and processes but it also lets you to create timesheets for your crew, track their activities and hours, and generate estimates for your projects.
Let’s Get Invoicing
With the added features to create and export invoices, Aimsio Revenue will transform the way you invoice.
Plus, eSignatures makes WMT and Timesheet approval a breeze.
Features
Aimsio Revenue includes all of the features in Aimsio Lite, plus all of the following.

Unlimited Users

Up to 2,000 Timesheets or Tickets per month
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Everything in Aimsio Lite
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Jobs
Jobs are the first step in streamlining your work and optimizing operational efficiency. Create and manage all projects in one easily accessible location. Track progress and status, store client and employee documents to ensure your mobile users have what they need.
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Unlimited Price Books
Price Books are flexible, independently management rate sheets. This feature allows you to apply markups or discounts to customize your prices for different Jobs. With Price Books, you can easily control and update your pricing strategy in Aimsio.
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Access Management
Aimsio provides a comprehensive set of roles and permissions that determine the level of access you give to your users. Whether you need to control the features, actions or fields your users see, Aimsio has you covered with 6 configurable roles and a user-friendly Access Management page.
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Tickets
With Aimsio's Tickets you can easily track and bill your field work in one place. Whether you need to charge by time, material, service, or flat rate, you are covered with tickets. Plus, they integrate with other Aimsio features like Dispatch, Timesheets, Purchase Orders, and Job Performance. Aimsio's Tickets are the ultimate solution for your field operations.
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Invoice
With Aimsio, you can convert your field tickets into invoices in a snap. If you don't have a field ticket, no problem! You can create standalone invoices too. Aimsio makes invoicing simple and fast with support for both Canadian and US tax rates.
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Standard CSV Export
With Aimsio's standard CSV exports, easily access and manage your data anytime. Whether you need to backup, report, or batch process your data, Aimsio lets you do it in a snap.
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Client eSignature Approval
Say goodbye to delays and hassles with Aimsio's Client eSignature Approval! Send your Field Tickets, Estimates or Change Orders to your customers and have them signed electronically. Plus, you can customize your logo, email subject and message to make a great impression.
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Flexi-Forms
Flexi Forms is a convenient tool for creating branded forms from any image or PDF. With Flexi Forms, you can easily transform your documents into official forms that can be accessed at the Job level. Flexi Forms work seamlessly on Aimsio’s web portal, Android and iOS devices.
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Branding Headers
We ensure all the client-facing forms, emails and invoices generated by Aimsio reflect your company identity with branding headers, that places your logos and colors front and center.
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Non-Recurring Billables
Non-Recurring Billables (NRBs) let you bill back the cost of any third-party items or services you purchase for a job. Easily convert items on a Purchase Order to a NRB or simply add the charge directly from a Job. NRBs help you track and manage your third-party charges and ensure you get paid by billing them back on a Work Management Ticket.
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Web Access
Aimsio's web portal lets authorized employees manage projects, track progress, and collaborate via a web browser. All they need is a computer with internet connection to start boosting productivity and efficiency.
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Mobile Access (iOS and Android)
Aimsio's Mobile App for iOS and Android is the ultimate solution for remote work. Your remote employees can conveniently manage jobs, tickets, timesheets and documents from their mobile device. Whether they are online or offline, Aimsio keeps your field and office employees connected and productive.
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Revenue Dashboard
Want to see how much revenue you're generating from your field tickets? Aimsio's Revenue Dashboard lets you view field ticket revenue over time, and revenue by client. You'll get a clear picture of your income and expenses in a snap!
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Report Center Tabular Reports
Aimsio's Report Center provides quick access to the data captured within your account and presents it in a tabular format. This feature allows you to filter and customize report layouts to suit your needs. You can also export your reports in various formats. Gain insights and make data-driven decisions to optimize your operations.
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Billable Item Management
Easily create and manage chargeable items and rates for your projects. Whether it's labor, equipment, materials or any other category, use these items to generate accurate and detailed Estimates, Tickets, Timesheets and Change Orders. Plus, you can add extra fees for special circumstances like mileage, per diem and accommodation.Streamline your billing process and increase your profitability.
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Master Data
Easily create and manage chargeable items and rates for your projects. Whether it's labor, equipment, materials or any other category, use these items to generate accurate and detailed Estimates, Tickets, Timesheets and Change Orders. Plus, you can add extra fees for special circumstances like mileage, per diem and accommodation.Streamline your billing process and increase your profitability.
Tasks
Easily create and manage different types of tasks in Aimsio. Assign tasks to users or roles, track their status, and communicate assignments by SMS. Tasks will help you streamline your workflow and boost your productivity.
T&M Estimates
Easily create and manage quotes or bids for upcoming jobs. Apply discounts, markups, or bundles and instantly convert awarded estimates into a price book for the associated job. Aimsio's T&M Estimates feature works on both web and mobile app, so you can create and send quotes anytime, anywhere.
Timesheets
Track your crew's time and activities with ease. Whether you need a crew timesheet for your supervisor or an individual timesheet for each employee, Aimsio has you covered. Crew members can create a daily timesheet for each job they worked at that day and submit it to an authorized user for review.
Timesheets Automation
Say goodbye to double entry and data-entry errors and hello to Timesheets Automation! Easily convert your timesheets into billable tickets with just a few clicks. Aimsio helps you save time and money by streamlining your timesheet to tickets workflow.
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Add-Ons
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Dispatch + Compliance
Do you want to communicate with your crew more efficiently? Do you want to assign them to jobs that match their skills and certifications? Do you want to have a clear view of their availability and status? If you answered yes to any of these questions, then consider our Dispatch + Compliance module add-on.
Dispatch + Compliance is a powerful feature that lets you schedule, notify, and verify your crew with ease. You can send SMS and email notifications to your crew once they are assigned to a job, and they can confirm their assignment via SMS. You can also see their calendars and availability, and ensure that they are fully certified for the job.
Dispatch + Compliance gives you three perspectives to work with when executing dispatch-related tasks. Each view provides its own level of control and advantages depending on how you prefer to manage your resources.
With Dispatch + Compliance, you can streamline your dispatch process, reduce errors, and improve your crew's performance. It's the ultimate tool for managing your crew.
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Dedicated Azure Database
Dedicated Azure Database is the add-on feature that gives you the power and flexibility of a multi-model cloud database that scales to your needs. With Aimsio, you can have your own dedicated Azure SQL database that syncs with our production server in real-time. This lets you create reports, integrate with other systems, and more. Don't miss this opportunity to take your data to the next level with Dedicated Azure Database!
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Embedded PowerBI
With Embedded PowerBI, you can access amazing analytics right inside your Aimsio account. No need to switch apps or buy a PowerBI license. Just enjoy the stunning charts and dashboards that show you everything you need to know about your business. Whether you are a PowerBI expert or a beginner, we have something for you. You can use or modify our 5 pre-built reports, or create your own from scratch. Our pre-built reports cover key metrics such as ticket revenue, days to invoice, labor hours, and more. You can also control who can see each report in your organization. Embedded PowerBI is the ultimate add-on feature for Aimsio users who want to make data-driven decisions.
Why Choose Aimsio Essentials?
Aimsio Essentials is the perfect step up from Aimsio Lite. It’s a tried and tested solution that our customers love because of the time returned to them after taking their operations digital.
Looking for a different plan?
Aimsio Lite
A basic, yet powerful tool to help companies take the first step towards digitizing their field operations.

Check out Aimsio Lite
Aimsio Performance
Our most popular product, particularly for companies who want to streamline their entire operations.
Check out Aimsio Performance
