Start on web. Add iPhone + iPad field access when your crews need it. Migration support is included on every plan.
The iOS app is included with the Field plan and unlocks on-site quoting, surveys, proof capture, and offline updates that sync back to the workspace.
| Capability | Starter | Production | Field |
|---|---|---|---|
| Workspace | |||
| Seats included | 3 | 10 | Unlimited |
| Quotes, jobs, invoices | ● | ● | ● |
| Customer + product catalog | ● | ● | ● |
| Production board + tasks | — | ● | ● |
| Proofs, surveys, call logs | — | ● | ● |
| Field (iOS) | |||
| iPhone + iPad app | — | — | ● |
| On-site quoting + invoicing | — | — | ● |
| Offline updates + sync | — | — | ● |
| Migration & setup | |||
| ShopVox import assistant | ● | ● | ● |
| QuickBooks two-way sync | ● | ● | ● |
| Priority migration queue | — | ● | ● |
| Dedicated rollout manager | — | — | ● |
| Team & admin | |||
| Role-based access control | — | ● | ● |
| Granular entitlements | — | — | ● |
| Stripe billing + payments | ● | ● | ● |
| Support | |||
| Email + chat | ● | ● | ● |
| Priority phone | — | — | ● |
Add web users beyond your plan limit. Each seat keeps role-based access and audit trail.
Bolt the iPhone + iPad app onto Starter or Production. Tick "Include iOS field access add-on" at checkout. Field plan already includes this.
We do the migration for you — ShopVox export, customer dedup, accounting reconciliation, and validation.
Two-hour live training for your team, recorded for new hires. Tailored to your workflow.
Most shops are imported and validated within 5–7 business days. We stage the rollout with you so you don't lose history. White-glove migration cuts that to 2–3 days.
Yes. Customers, items, and invoices sync both ways. The migration assistant maps your existing chart of accounts. QuickBooks Online and Desktop are both supported.
The iOS app caches active jobs and queues updates. Once a device reconnects, changes sync to the workspace with conflict resolution.
No setup fee on Starter or Production. Field plans include a dedicated rollout manager at no additional cost.
Your workspace stays live. Add a payment method to keep working — no data is deleted, no records disappear.
Yes, anytime. Upgrades take effect immediately and we prorate the difference. Downgrades take effect at the next billing cycle.
Annual billing saves 20% across all plans. Larger shops can negotiate custom terms — talk to sales.
Start a 7-day trial with your real data. We'll handle the migration and walk you through every step.