Unlimited Users
Up to 4,000 Timesheets or Tickets per month
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Everything in Aimsio Essentials
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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
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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
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Mobile Access (iOS and Android)
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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.
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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.
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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.
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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.
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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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Resource Costing
Calculate the labor, equipment and material costs while on a job, including the complexities of pay rates and holidays. Aimsio will then help facilitate the export of this data to your accounting or payroll system. Resource costing provides greater visibility and accuracy in your Job Performance reporting.
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Purchase Orders
Purchase Orders provide a formalized process for managing your non-recurring expenses. Get orders approved, attach supporting documents, add a markup and bill your clients back with confidence.
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Job Performance Reporting
Track your profitability, in near real-time. Whether you have short hourly jobs or long running projects, you need to know how much revenue you are generating and how much cost you are incurring. Easily compare your billable and non-billable work to the cost of your labor, equipment and third-party charges. See the health of your operation at a glance and proactively address any issues that surface. Take your operational efficiency to the next level.
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WBS Phase Management
Break the structure of your jobs down into manageable and reportable deliverables. Each deliverable represents a phase that can have every billing opportunity attributed to it. Not only can phases help track revenue, they can also be leveraged to track and measure overall project completion. Simplify your project management and achieve your goals faster.
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Cost and Actual per WBS
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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
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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.
Aimsio Essentials
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Aimsio Ultimate
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