Built for

Built for


Scheduling, Quoting, and Job Management software for small to medium sized businesses
who want professional software without hiring an IT staff.

Scheduling, Quoting, and Job Management software for small to medium sized businesses
who want professional software without hiring an IT staff.




Sign up for a free 21-day trial
or Schedule a Free Live Demo
Benefits

Easy to Start and User Friendly


Look Professional

Create professional looking estimates with only a few mouse clicks. You can print it or email it directly to the customer.

Increase Productivity

The Cobra5 dashboards and power search features allow you to find the information you need quickly.

Increase Revenue

Increase revenue by turning more estimates into jobs using the automatic follow-up functionality which emails reminders to customers.

Streamline Operations

The information in Cobra5 flows from appointments to estimates to jobs without you ever having to enter the same information more than once.

Save Time

By sending email confirmations and appointment reminders to the customer you will reduce the number of cancelled appointments and time wasted traveling to a customer only to find out they forgot about the appointment.

Save Money

Since Cobra5 is located in the cloud, you do not need to purchase expensive servers to install the software. You simply sign up and we manage the system, so you can focus on your business.

Features

Appointment Scheduling


Cobra5 features robust appointment scheduling functionality.

Color Coding

Appointments are color coded based on each estimator’s assigned color.

Notifications

EMail notifications are sent to the customer when the appointment is created. A reminder is also sent 48 hours before scheduled appointment.

Multiple Views

The calendar allows users to view by day, week, month, or agenda listing.


Additional Information about Appointments

Estimates


Easily create professional looking estimates using
the information already entered on the appointment.

Email to Customer

Estimates can be printed or automatically emailed to the customer as an attached PDF document.

Attachments

Attached photographs, drawings, documents and spreadsheets directly to the estimate.

Notifications

After an estimate has been submitted to the customer, automatic reminders can be sent thanking the customer or reminding them the estimate is outstanding.


Additional Information about Estimates

Jobs


Once a customer accepts the estimate and wants to start a job, you can quickly create a job from an estimate without having to re-enter any information. You can specify the date and time the job is going to start, and it will automatically appear on the Job calendar.

Creation

Jobs can be created directly from the estimate which eliminates double entry and minimizes errors.

Payments

Record customer deposits and payments and related payment information for a job.

Schedule

Specify days and crew that are needed for the job. The Job calendar is segmented by job types.

Permits

Specify if the job requires permits. Also, keep track of the status of permit acquisition to make sure you don’t start a job without a permit. The permit dashboard displays all of the jobs that require permits.

Utility Markings

If the job requires outside digging, you can specify if the utility companies need to mark the job location to prevent damage. Much like permits, there is a dashboard that helps make sure utility markings are ordered ahead of the job.

Dispatch

Include dispatch instructions on the job to detail what equipment, tools and crew are required for the job. A job ticket can be printed to communicate job details to the crew.


Additional Information about Jobs

Dashboards


Dashboards connect users with critical information and data at-a-glance.

Estimator Dashboard

Estimators can view their upcoming appointments and jobs at a glance. Dial the customer or view the map location with a click.

Permits Dashboard

View all of the upcoming jobs that require permits. Once obtained, the job can be updated directly from the dashboard.

Utility Markings Dashboard

View all of the upcoming jobs that need to have utility markings ordered at a glance. Once ordered, the job can be updated directly from the dashboard.


Additional Information about Dashboards

21 Day Free Trial


We are so confident you will love Cobra5 we are offering a free trial. You can experience the benefits risk free for 21 days. Come see what you’re missing.

21 Day Free Trial
or Schedule a Free Live Demo