Management software for contractors
Centralize all your business information in one place
Quotes and invoices
Create quotes and pro forma invoices in a matter of seconds.
Securely integrate electronic invoicing and ensure compliances with the most recent regulations in this area.
Send quotes and invoices with read receipts.
Collect payment online via credit card or PayPal.
Send your customers past-due notices in just one click.
Create CORE, COR1 and B2B direct debit transfers that are compatible with all banks.
Automate regular payments to suppliers and recurring invoicing on a monthly basis or as needed.
Customer Relationship Management (CRM)
Manage all your customers from your PC, tablet, or cell phone.
Mass import your customer and lead lists quickly and easily.
Set special prices for each customer.
View all the sales documents for each customer and manage job requests in the Client Hub.
Create customer categories.
Add our ratings widget to your emails and solicit feedback from your customers.
Online catalog, multiwarehouse, and bundled products
Detailed tracking of on hand and future inventory in your warehouses.
Set the gross margins and markup on each item in your catalog and take care of your bottom line.
Identify which products and services generate the best margins and which are your top-sellers.
Efficiently transfer inventory between warehouses and locations and create real-time low stock alerts for each warehouse.
Add bundled products to your quotes and modify their composition and pricing in one click.
HVACR contractors that use STEL Order to manage their businesses
JMC
“JMC was STEL Order’s first client. José Morales explains why he decided to give STEL Order a chance and tells us the story of his business.”
Client stories
3 businesses with very different needs that span multiple industries. All of them have one thing in common: they use STEL Order to simplify how they run their businesses.
Here’s what they have to say about us
4 businesses with unique needs from very different industries talk about STEL Order. Find out why we’re one of the top-rated solutions on the market.
Expense tracking and supplier management
View detailed supplier files and manage your POs quickly and easily.
Create supplier invoices from multiple packing lists in one click in under a minute.
Track and document expenses, so you’re always ready for an audit.
Manage your cost prices quickly and easily: the system will prompt you to update them in your catalog based on changes in your supplier purchase orders.
Create different document templates for each type of order and include the required information for different suppliers.
Integrated ecommerce platform and client hub
It’s a snap to create an ecommerce platform that is fully integrated with STEL Order using Shop. No need for web design experience or hosting services.
Connect with your customers through STEL Shop and monitor their purchases, job requests, and invoices.
Your customers can use secure payment platforms like PayPal and Stripe to make purchases on your Shop.
STEL Shop’s design adapts to any type of device: cell phones, tablets, and PCs.
Frequently Asked Questions about STEL Order’s field service software for contractors
STEL Order has a wide range of features purpose-built for contractors and small businesses. This includes the Jobs feature, which is perfect for residential and commercial contractors. Likewise, you can manage sales, installs, projects, and maintenance agreements. STEL Order also boasts a comprehensive invoicing feature, CRM, catalog management, inventory tracking and tools to streamline your sales management and field service, among many others!
STEL Order’s integrated CRM helps you to efficiently manage customer information. It includes customer files, multiple price lists and a client hub. It also improves sales management by facilitating the creation of quotes, orders, work notes, and customized statuses. This helps contractors to provide a more personal customer experience and to optimize the sales process.
Yes. STEL Order is extremely versatile and adapts well to many different industries. It is perfect for field service and maintenance businesses, repair businesses, professional services as well as retail distribution and ecommerce. Thanks to its flexible design, STEL Order is a great fit for contractors from multiple industries to streamline their businesses.
Yes. STEL Order’s online catalog provides detailed tracking of on hand and future inventory in your warehouse, optimizing inventory control. This is particularly useful for contractors that need to keep product and service data up to date, which improves organization and ensures efficient inventory management.
Yes. You can set fixed sales margins or markup on each item to ensure your sales and operations are profitable. You can also view daily expenses. This is key to tracking profit margins and evaluating the financial performance of your business and helps you to make informed pricing and sales decisions based on accurate data.
Yes. STEL Order’s Online Catalog makes it easy to create special prices for products, services, customers or leads. This gives you the freedom and flexibility to define and adjust your pricing strategy for each customer separately and quickly respond to changing market conditions.
STEL Order’s reports provide a clear and detailed view of the performance of your business, from both the revenue and expense side, with graphs and charts that can be filtered by time periods. This means you can analyze the financial health of your business, identify important trends, and base your strategic decisions on real-time, up-to-date data.
Yes, you can set up alerts based on specific criteria from reports. This is an inredibly powerful tool to make sure key areas of your business are front and center and to help you be proactive in decision making.
Create multiple calendars and organize different areas of your business easily. Create custom event types and manage all your activities and tasks. Never miss an important meeting with instant push-notifications on your phone and in your email. Create recurring events to help you automate periodic and repetitive tasks and activities. This ensures all your meetings, jobs, tasks and other important events are centralized in a single place, so nothing falls through the cracks.
