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CertainPath

by CertainPath

Packages expert coaching with proprietary contractor management software and financial training, integrating software and business coaching from day one.

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About This Product

CertainPath provides personalized one-on-one business coaching paired with contractor management software. Serves HVAC, plumbing, electrical, and roofing contractors. Coaches work with members on financial management, sales, and marketing. Overlaps with Software directory.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

Training Details

Format
Virtual Live
Credential
None
Audience
Business Owner
Region
National

FSH Score Breakdown

Ease of Use
5.0
Features
9.0
Support
5.0
Value
4.0
Integrations
6.5
AI Capabilities
1.5

Customer Reviews

Features

35 features confirmed across 10categories· Showing confirmed capabilities only

CRM & Sales9features

CRMBusiness ConsultingClub Membership ProgramContractor NetworkGroup PurchasingPeer Advice from Leading ContractorsRatings And ReviewsReputation Management SystemSEO Optimization
Show 1 more
Intelligent Lead Generation

Reporting & Analytics5features

ReportingReportingAnalyticsReporting & AnalyticsReporting ForecastingForecasting & BudgetingCustomer Profitability AnalysisBusiness EvaluatorPricebook

Technician Management4features

Training CoursesAccess to 2,000+ pages and 1,000+ videosTechnician CoachingBusiness CoachingRecruiting & StaffingCertification ManagementContractor management software

Customer Communication3features

Call Flow AutomationCommunity ForumPeer networkingVideo ConferencingCall Tracking and Recording

Platform & Customization3features

BIM Content LibraryAccess to 2,000+ pages and 1,000+ videosOrganizational Chart CreationDocument ManagementExclusive Content Library

Training & Education3features

1:1 Expert CoachingIndividual Training PathsSales & Customer RelationsCustomer and Lead Tracking

Invoicing & Payments2features

AHRI Rebate TrackingMatrix Pricing

Mobile & Field Tools2features

Technician Mobile AppDigital FormsGPS Fleet Tracking

Equipment & Asset Management2features

Remote MonitoringJob ManagementAir Quality MonitoringGPS Tracking

Accounting Integration2features

Accounting IntegrationBudgeting

Integrations 2 across 1 category

Accounting 2
QuickBooks Desktop

QuickBooks Desktop

QuickBooks Online

QuickBooks Online

Pricing

Model
Quote Only
Starting at
Contact for pricing
Notes
Contact for pricing; includes bundled software tools and coaching.
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