Product Plan
Aimsio Essentials
The perfect solution for digitizing your processes and managing your crew’s time.
Who is this plan for
Designed with your operations in mind
If you are a small to medium sized company, have field operations, and are looking for a more robust solution, Aimsio Essentials is 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 time and materials Estimates for your projects.
About this plan
What is 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.
Unlimited users
Every Aimsio plan includes unlimited users, which means you won’t have to pay up each time your headcount grows. Choose a software that grows with you, not against you.
Up to 2,000 Tickets or Timesheets per month
Step up from Lite’s 500 Tickets per month to 2,000. Plus, now you have the option to include Timesheets.
Why choose Aimsio Essentials?
Manage your crew’s time and activities with ease
Create and manage quotes
Timesheet automation
Why choose Aimsio Essentials?
Manage your crew’s time and activities with ease
Create and manage quotes
Save time by creating Estimates in the field, and easily track margins to ensure a profitable outcome. Automatically convert an approved Estimate to a Price Book.
Timesheet automation
Aimsio Essentials makes converting Timesheets to Tickets a breeze with Timesheet Billing Automation.
Features in this plan
Explore all the features in Aimsio Essentials
Explore all of features included with Aimsio Essentials and then take a look at the add-ons to really amp up your operations.
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.
Add-ons
Elevate your plan with these powerful add-ons
Add these modules onto your existing plan to take your operations to the next level.
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.
Insights
Access amazing analytics, via PowerBI, that show you everything you need to know about your business to make data-driven decisions.
Explore other plans
Looking for a different plan?
Aimsio Lite
A basic, yet powerful tool to help companies take the first step towards digitizing their field operations.
Aimsio Performance
Our most popular product, particularly for companies who want to streamline their entire operations.
Your don’t have to do it alone
Get a personalized demo of Aimsio and we’ll recommend a product plan for you based on your requirements.