Tigerpaw One business management software provides everything you need to begin the automation process, increase collaboration, streamline project management, increase cash-flow, expand your sales pipeline through sales automation, minimize costs and improve customer service. Instead of using a variety of software solutions to track and manage day-to-day business operations, you’ll log into a single, user-friendly portal.
I love that this is an all in one solution for your business. It allows you to maintain inventory, create price-book items, quoting, input service orders, invoice clients, manage purchase orders along with a ton of other features. once of the best things is the service orders where technicians can login and add a service order. in here they can type up their notes, add in time logs, attach expense logs and items serviced. it allows you to basically keep track of client inventory and the age of client items. The reporting functionality along with the other functions are completely customization to each individual organization.
the only issue with this software that when you try to email a quote, invoice, service order or other document through the software, the client will sometimes receive it as a winmail.dat file instead of a PDF file. this is due to the PDF converter in the software not completing the conversion correctly even though it looks like it created the PDF successfully. but this does not happen all the time.
I am very pleased that we have chosen Tigerpaw Software.
The platform is what I call a full circle software for our business. CRM, ERP, Etc. All in One! Tigerpaw allows integration with Quickbooks and other programs which make it even more powerful. The structure of Tigerpaw allows a great deal of flexibility, allowing business's to tailor the Software to their business needs. Mobile Portals, Employee Portal and Customer Portals allow a diverse method of working with Tigerpaw while providing an ability to service our Customers at a much higher level. Allowing our com to mover from Service Contracting model to a SaaS, CaaS and MSP platform.
As we have discovered, companies looking to move to a new software system need documented existing SOP's and best business practices and then apply them to the software implementation. We have been using the product exclusively for two years come July and are still implementing and automating our process's. You can start very simple and then build the system to meeting your criteria in terms of operations.
The matrix in Tigerpaw is possibly the most extremely powerful tool in Tigerpaw, allowing management of data as well as nearly any process you can imagine. Workflows are also a very powerful tool within this system that we use extensively to automate operations.
It's easily the best and the most affordable platform we have used. (If you are a Salesforce user I feel for you!) We can do nearly everything we need from development to reporting without the need for a professional developer.
We are very mobile dependent and the Mobile Ap could use some updating. We have roughly 30 technicians that are very dependent upon the Mobile AP to perform their daily duties. At times they must toggle between our Tigerpaw Employee portal and the Mobile portal to perform their jobs. As with many Aps field length on phones can be a struggle. Longer field length for Account names and display of Opportunity and SO numbers would greatly enhance our mobile operation experience.
Before Tigerpaw: Our company operated with SalesForce as the CRM, ACT! as the scheduling software for our Installation Department, QuickBooks for quoting and purchasing, and a variety of Excel spreadsheets used to track one issue or the other. We were a paper based operation with hundreds of active projects and service orders stacked in in/out boxes throughout the company. Everything worked fine as a small company but was we grew we needed a software vendor that could stitch the various departments together.
The APP: Allows all the employees to see what jobs they are scheduled for, the password keeper has helped immensely by managing the various customer’s network and password information in a completely secure manor. It also allows the technicians in the field to take pictures of before and after work is finished and immediately it is available for the customer to review on the Customer Portal or the staff back at the office.
Pros: I am treated, and I treat, the staff at Tigerpaw as a member of our own team here at USA Security. The service department answers the phone in less than a few minutes (most of the time). The training department has a few options for your staff to learn the program: online self-learning through the academy, 1-2PM daily “Ask the Experts” for a round robin style Q&A, and you can pay to have one-on-one time when/if needed.
The Customer Portal and Employee Portal have made our interactions with our national accounts much easier to manage. Customers now have access to all the service orders opened by their regional managers, attached documents have a central home, and clients can manage access to Tigerpaw to open trouble tickets, request a quote, or look in at the progress of a project. The Employee Portal allows our technicians to upload documents, request changes to projects, and write detailed scopes of work from their laptops in the field.
The Microsoft Exchange integration with Tigerpaw has enabled us to share and create graphical calendars with the install teams that show us availability of the teams months in advance. We have coupled this feature with the dispatch board built into Tigerpaw to create a Project Service command level view of the company.
We file in over 22 states – with the Avalara AvaTax Integration all of our taxes are handled electronically and days’ worth of computing taxes has been reduced to minutes. The anxiety of all the various tax districts and changes in the law are handled seamlessly and we never need to second guess the tax rate at the county, state, or city level any longer.
The QuickBooks integration is easy to manage and run. QBTraks integration will show you errors when it finds a problem and gives you the opportunity to fix them before they go into QuickBooks. This saves time in not having to clean up two separate databases.
Quotes are easily transferred to projects and service orders when they are won. Creation of Purchase Orders for the projects, receiving goods, tracking programming and building time logged are all extremely easy to use and track. Customer assets are easy to manage and when a RMA is required for a product you have sold Tigerpaw makes it easy to create a RMA and track the flow of product from return to service.
With their built-in Matrix feature you can create any customizable tracking matrix you need to monitor your company. There is no need to create custom reports in Crystal Reports if the built in reports are lacking some data point you require. You have access to the entire database and if Excel is your thing you can create the Matrix and export it to Excel if that’s where you feel more comfortable working.
Cons: Would like to see the APP work as a payroll tracking device as well. We currently have two APPs, one for the employees to check in for payroll purposes and the Tigerpaw APP to track travel and site work time. This is more of a feature request than a con.
I've read some of the other reviews posted here about Tigerpaw. I certainly hope you will take my comments as factual coming from someone who has invested the proper time and energy into Tigerpaw for the last 18 years. Much of what I read and see regarding negative feelings comes from a place beyond the control of Tigerpaw. Tigerpaw is a line of business application; the most important one in our organization. The operational excellence we have achieved using it came from the marrying of Tigerpaw to well-established business processes. Period. No LOB software, including Tigerpaw will be successful without solid, clearly-defined business processes. If you learn the software and its capabilities, and allow yourself to refine your business processes to work with it, Tigerpaw becomes the sun in your service business universe. No gimmicks, no craziness, no runarounds. That is just not their style. And, if you don't know the answers or need assistance, the trail has been well tamped by a strong community full of ambassadors and experts that can show you the way.
In my career as an IT professional and owner, I have often observed the collusion and confusion of the words installation and implementation. Two very different things yet people see them as the same. Our current mobile culture leads people to believe an application can be installed on a Friday and go live on Monday. That is not the case with a product as sophisticated as Tigerpaw. Installation is first. Next comes thought, discussion, planning, programming, and implementation. At that point you can measure with accuracy and make decisions based on relevent information. That is the process.
Somewhere along the way, people forgot that software companies are...well...software companies. They develop products and offer setup instructions. Implementation is shaped by those instructions but not performed by them. People buy cars from a car dealership. And the process usually ends the same way. Here is how you start the car; the instructions are in the glove box or online; don't forget to give me 5-stars on the survey you receive next week. And then, you drive away. No one learns how to drive a car at the car dealer. They learn from a sibling, a parent or a professional driver. Line of business applications are exactly the same. In Tigerpaw's case (thankfully) there are a number of professional driving instructors out there to teach you how to drive...and drive well.
- All-encompassing product that touches every facet of our 20-year-old IT managed services/PrivateCloud/hosting firm
- The Matrix...perhaps the most powerful tool available in any PSA for easily assembling information in an actionable view (you can even export it to Excel). No SQL dev needed; no Crystal dev needed. Just all your info with cool calculations, drill-downs, and filters. Simply awesome
- Automatic synchronization with QuickBooks. No export/import files or juggling data around. It just synchronizes our Tigerpaw data right to QuickBooks
- Excellent workflow engine. Love this feature. Keeps our sales and technical teams in-the-know. If something is taking too long, getting too old, or amassing too much time, Tigerpaw tells us. It also alerts us about warranty expirations, software license renewals, carrier contracts, even sales tax certificates...long before they expire.
- Connect pretty much any way you want. Use your desktop, use the web interface, use the mobile interface...Tigerpaw is everywhere on every device all the time.
- Automatic contract and agreement invoicing. As an MSP, this is crucial for operation. Contracts and agreements automatically invoice and process credit cards for us. Huge time savings
- Time sheets. I've seen other systems and no one has anything quite like it. Check the availability, utilization, and billable time for techs in a single view. Great for finding gaps in billable times. Wonderful for techs to make sure they are hitting the mark.
- They listen. Perhaps the most important thing! Contacting Tigerpaw with suggestions or reaching to support is a positive experience handled by thoughtful people that actually use the software each and every day.
- Some things take a few more mouse clicks than we prefer.
- The interface needs a bit of love
- More partnerships and tie-ins would send help and would send the product into orbit.
Tech support is top notch and the Ask The Expert webinars Tigerpaw puts on each day are extremely helpful. It provides these webinars know their product inside and out.
We've been on Tigerpaw two years and two days as this review is being written. Our company can not express enough how happy we are with our choice to move to Tigerpaw. Wish we would have done it 12 years ago when it was unfortunately outvoted by the owners would picked a CRM solution that we had to create multiple workarounds in Microsoft Access and other applications just to make useable. A lot of time and money wasted. Now that we are on Tigerpaw, life is a whole lot easier especially for the I.T. Department. As of today we have 26679 active accounts and roughly 1500 active Subcontractors loaded in Tigerpaw. With these numbers it's easy to see that we use Tigerpaw to it's fullest capabilities. We just upgraded to Version 17 so we can take advantage of the new REST API integration that Tigerpaw has added. We plan on bringing in a 3rd party Helpdesk solution to further enhance our capabilities and the new API should make the connection seamless.
The Web Portal does not work well for a company like ours and the way we have the Tigerpaw database set up. However, with an open API we can overcome this.
Contact Tigerpaw for pricing.
Below are some frequently asked questions for Tigerpaw.
Tigerpaw offers the following pricing plans:
Pricing model: Subscription
Free Trial: Not Available
Contact Tigerpaw for pricing.
Tigerpaw offers the following features:
Tigerpaw has the following typical customers:
Mid Size Business, Small Business
Tigerpaw supports the following languages:
Tigerpaw has the following pricing plans:
We do not have any information about what devices Tigerpaw supports
Tigerpaw integrates with the following applications:
Avalara, ConnectWise Automate, ESET Endpoint Security, Esticom, IT Glue, Kaseya VSA, Kaseya VSA, Sage 50cloud, ShoreTel, SolarWinds Network Performance Monitor
Tigerpaw offers the following support options:
Knowledge Base, Online Support, Phone Support