Cuotaro

About Cuotaro

Deep Dive with Clara AI

Cuotaro is a simple field service and operations app for small service businesses that need to keep requests, customers, quotes, jobs, files, reminders and pending payments organized in one place. It is designed for maintenance businesses, installers, repair services, cleaning companies, property service providers and small teams that receive work through calls, emails, messages or direct customer requests. Cuotaro helps turn that scattered work into a clear workflow: customer request, quote, scheduled job, follow-up and payment tracking. Teams can keep customer records, service addresses, notes, request details, quote proposals, job status, attached files and payment follow-ups connected to the same customer context. This makes it easier to know what needs attention next without relying on spreadsheets, separate notes or a heavy CRM. Cuotaro is intentionally focused. It is not an accounting system, ERP, route optimization platform or complex enterprise field service suite. It gives small service teams a lightweight workspace for the daily operational flow: who asked for what, what was quoted, what work must be done, what files belong to the job and what still needs to be collected. The app is web-based and can be used from desktop and mobile devices, with packaged versions for major app stores.

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Pricing

Free Trial Available
Starts at $15.83.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

72%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows, Mac)

Organization Types Supported

Small Business
Freelancers
Individuals

API Support

Not available

Modes of Support

Business Hours, Online

Cuotaro Features

Show Feature Explanation

Show Missing Features

Field Service Management Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

72%

Real-time Job Tracking

Allows you to view your workforce in real time and improve strategy

Job Scheduling

Helps in allocating jobs to the right person at the right time

Document Management

Ability to store and manage various information and documents in electronic format.

Offline Reporting

Helps you to save the data offline and synchronize as soon the device connects to the internet

Analytics (Workforce)

Helps you track and analyse the performance of the workforce

Reporting

Sends instant status reports about the task with customer feedback

Route Optimization

Determines the cost efficient route to perform the order

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature

A facility to capture digital signature in a secure format

Attendance Management

Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Claims Management

Helps to organize and keeping track of insurance claims and as such claims made by patients.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Business Management Features

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Scheduling

Manages and helps to prepare schedules in an appropriate and timely manner

Performance Metrics

Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Marketing Management

Documents, tracks and also helps to access all data pertaining to the marketing department

Employee Management

Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Vendor Management

Helps to manage necessary data concerning vendors and allows easy access

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Financial Management

Handles functions like management of cash and utilisation of funds

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Purchasing

Acquiring goods or services required for the business at minimal cost

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

CRM Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customization

Helps to customize the system for use in industry-specific use cases

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

List Management

Enables management of multiple lists and communications with them

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Cuotaro Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Solo $15.83 $19.00 per month

Solo

For owner-operators and independent service professionals.

EUR19/ month

EUR 190 / year

1 user
5 GB storage
Core workflow included
Monthly or annual billing

Start Free Trial

Team $40.83 $49.00 per month

Team

For small teams that manage customer work and follow-ups together.

EUR49/ month

EUR 490 / year

3 users
15 GB storage
Core workflow included
Monthly or annual billing

Start Free Trial

Ops $74.17 $89.00 per month

Ops

For growing service teams with more users, files and work history.

EUR89/ month

EUR 890 / year

8 users
50 GB storage
Core workflow included
Monthly or annual billing

Start Free Trial

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Cuotaro Screenshots

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Cuotaro FAQs

What is Cuotaro?

Cuotaro is a field service and operations app for small service businesses that need to organize customer requests, quotes, jobs, files, reminders and pending payment follow-ups in one place.

Who is Cuotaro designed for?

Cuotaro is designed for maintenance businesses, repair services, installers, cleaning companies, property service providers and other small service teams.

What workflow does Cuotaro help manage?

Cuotaro helps manage the daily workflow from customer request to quote, from quote to scheduled job, and from completed work to payment follow-up.

Is Cuotaro a CRM?

Cuotaro includes customer records and contact context, but it is focused on service operations rather than being a complex sales CRM.

Does Cuotaro include invoicing or accounting?

Cuotaro helps track pending payments and follow-ups, but it is not an accounting, tax or full invoicing system.

Can Cuotaro be used by teams?

Yes. Cuotaro offers plans for solo professionals and small teams, with different user and storage limits depending on the plan.

Can I attach files and documents?

Yes. Cuotaro lets users keep files, photos, quote PDFs and job-related documents connected to the relevant customer or service work

Is there a free trial?

Yes. Cuotaro offers a 21-day trial with no payment details required.

Can Cuotaro be used on mobile and multiple devices?

Yes. Cuotaro is designed for mobility and multi-device access. It can be used from desktop and mobile devices, with cloud-based data and files so service information stays centralized and available wherever the team needs it.

What makes Cuotaro different from larger field service platforms?

Cuotaro is intentionally simple and focused. It helps small service businesses organize requests, quotes, jobs and payment follow-ups without the complexity of enterprise field service software.