About SOMIS
SOMIS is a financial software platform from SOMIS that focuses on investment management. It provides portfolio tracking, risk assessment, and performance analytics so users can make informed financial decisions. This platform is designed to support individual investors and financial professionals in managing their investment portfolios effectively. SOMIS integrates various financial data sources to give users a comprehensive view of their investments. Key capabilities: portfolio tracking risk assessment performance analytics data integration user reporting Best for: individual investors and financial advisors that need effective tools for investment management.
SOMIS by SOMIS is a comprehensive scheduling software designed to streamline the scheduling process for contractors, service businesses, and field workers across various industries, including electricians, plumbers, HVAC professionals, and technicians. The primary purpose of SOMIS is to optimize workforce management by offering an intuitive platform that allows businesses to efficiently schedule jobs, manage employee availability, and coordinate tasks in real-time. Its key features include job scheduling, time tracking, customer management, invoicing, and integration with payment systems like Stripe, providing a complete solution for managing service-based businesses. The user interface of SOMIS is clean and user-friendly, making it easy for businesses to adopt the platform without a steep learning curve. The interface is designed to be intuitive, with job schedules clearly displayed in a calendar format, allowing users to quickly identify open time slots, upcoming tasks, and employee assignments. The software’s drag-and-drop feature for scheduling tasks adds to the ease of use, enabling managers to efficiently reschedule or assign jobs with minimal effort.
Pros & Cons
- +Ease of Use: Both reviewers emphasize the ease of use. Nolvia R. states, "I love how easy it is to use." Drew W. echoes this, implying its user-friendliness by praising the "communication and functionality."
- +Mobile Accessibility: Nolvia R. highlights the software's excellent performance on smartphones, eliminating the need for tablets: "We did not have to buy tablets because it works so great on smartphones."
- +Comprehensive Features: SOMIS aims to be an all-in-one solution, and Drew W. confirms this by stating they "run our entire company and clients from it." The Capterra listing also shows a wide array of features, including scheduling, invoicing, payment processing, and more.
- +Branded Invoices and Payment Links: Drew W. specifically mentions the ability to create branded invoices with company information and payment links: "The ability to create invoices and send them to customers with my branding and company info, as well as a link for payment and reviews."
- +QuickBooks Sync: Integration with QuickBooks is a significant advantage for accounting: "It also syncs with my Quickbooks."
- +Positive Customer Experience: Both reviews are overwhelmingly positive, with high ratings for ease of use, customer service, features, and value for money. This suggests a generally positive user experience.
- +Designed by Contractors for Contractors: The description emphasizes that SOMIS was created by contractors, implying a deep understanding of the industry's specific needs.
- −Limited Reviews: Only two reviews are available, which is a very small sample size. This makes it difficult to get a complete and unbiased view of the user experience and potential issues.
- −No Free Version: There's no free version available, limiting accessibility for very small businesses or those on a tight budget.
Features
Key features
- All-in-one solution for commercial and residential field service businesses.
- User-friendly interface for easy scheduling, invoicing, and inventory management.
- Real-time business insights and data visualization.
- Increased booking rates and average ticket generation.
- Improved staff empowerment through readily available customer information and service history.
Additional features
- Dispatch
- Assign field workers to scheduled jobs with real-time updates.
- Time Management
- Track employee time allocation and identify areas for improvement.
- Fleet Management
- Gain real-time insights into vehicle location, status, and inventory.
- Automatic Reordering
- Set automatic reordering for low-stock items with specific distributors.
- Automatic Markups & Flat Rates
- Establish custom markups and flat rates for automatic pricing.
- Payment Processing
- Industry-low payment processing fees at 2.65% per transaction.
- Reporting
- Generate detailed reports on daily operations and tasks.
- Invoicing & Estimates
- Create, edit, and send professional invoices and estimates to customers.
- Inventory Management
- Manage all inventory aspects, from distributors to shops and field vehicles.
- Additional Industry-Specific Features
- Plumbing software features to streamline operations and enhance customer experience.
- Electrical software functionalities to empower electricians and grow businesses.
- HVAC software tools to increase revenue and manage HVAC businesses efficiently.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About SOMIS
SOMIS is a financial software platform from SOMIS that focuses on investment management. It provides portfolio tracking, risk assessment, and performance analytics so users can make informed financial decisions. This platform is designed to support individual investors and financial professionals in managing their investment portfolios effectively. SOMIS integrates various financial data sources to give users a comprehensive view of their investments. Key capabilities: portfolio tracking risk assessment performance analytics data integration user reporting Best for: individual investors and financial advisors that need effective tools for investment management.
SOMIS Details
SOMIS's In-App Market Place
Does SOMIS have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CHF (CHF), CNY (¥), INR (₹), RUB (₽)
Pros & Cons
- Ease of Use: Both reviewers emphasize the ease of use. Nolvia R. states, "I love how easy it is to use." Drew W. echoes this, implying its user-friendliness by praising the "communication and functionality."
- Mobile Accessibility: Nolvia R. highlights the software's excellent performance on smartphones, eliminating the need for tablets: "We did not have to buy tablets because it works so great on smartphones."
- Comprehensive Features: SOMIS aims to be an all-in-one solution, and Drew W. confirms this by stating they "run our entire company and clients from it." The Capterra listing also shows a wide array of features, including scheduling, invoicing, payment processing, and more.
- Branded Invoices and Payment Links: Drew W. specifically mentions the ability to create branded invoices with company information and payment links: "The ability to create invoices and send them to customers with my branding and company info, as well as a link for payment and reviews."
- QuickBooks Sync: Integration with QuickBooks is a significant advantage for accounting: "It also syncs with my Quickbooks."
- Positive Customer Experience: Both reviews are overwhelmingly positive, with high ratings for ease of use, customer service, features, and value for money. This suggests a generally positive user experience.
- Designed by Contractors for Contractors: The description emphasizes that SOMIS was created by contractors, implying a deep understanding of the industry's specific needs.
- Limited Reviews: Only two reviews are available, which is a very small sample size. This makes it difficult to get a complete and unbiased view of the user experience and potential issues.
- No Free Version: There's no free version available, limiting accessibility for very small businesses or those on a tight budget.
SOMIS's Support Options
Email Address
sales@somis.comContact
+1 210-728-3812Community Forums
https://www.somisapp.com/communitySOMIS's Alternatives
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