Category: Professional Services | Quickbase Exchange | Quickbase

Professional Services Apps

Professional Services

Professional Services All-in-One Master

Keep all aspects of your business in a single place. QuickBase allows you to track your engagements from proposal through completion and ongoing support.
(2 Ratings)
Professional Services

ABC Customer Request Tracker

ABC Customer Request Tracker keeps track of web requests without being a QuickBase user. Customers, clients and team members do not have to be QuickBase users to: 1. Visit a support request portal 2.…
(1 Rating)
Professional Services

Support Customers

Organize, prioritize and engage with customers on support requests to ensure accurate and timely responses with this robust customer support app. Increase agent productivity and customer service,…
(4 Ratings)
Professional Services

Customer Service Help Desk

Manage customer calls and create support tickets to solve customer issues. Track average handle time, view all cases by status, and manage your support team to provide to highest service level…
(4 Ratings)
Professional Services

Simple Customer Service Tracker

View the historical phone calls, emails, and important documents for a customer all in one central location.
(2 Ratings)
Professional Services

Contact Manager

Access your contact database from anywhere. Easily import/export data from Microsoft Outlook.
(3 Ratings)
Professional Services

Project Sales & Scheduling

Keep track of your project pipeline in a central place. Puts your clients, project opportunities, proposals and contracts together in one integrated application.
Professional Services

Feature and Bug Tracker

Everyone wants to track bugs their own way. But that doesnt mean you have to use a spreadsheet or develop your own software. Multiple levels of access enable you to make the bug triage process as…
(5 Ratings)
Professional Services

Simple Project Manager with Subtasks

Simple Project Manager that allows you to track Projects, Tasks, and Subtasks. This is a tweak on one of our most popular applications, Simple Project Manager, with a Subtasks function added.
(1 Rating)
Professional Services

Client Services Call Log

Log inbound and outbound calls made to clients and manage future call backs with this simple CRM. Manage call workflow and agent productivity, keep on top of appointments and scheduled meetings, and…
(1 Rating)
Professional Services

Legal Time & Billing

Designed specifically for law firms, this application provides the ability to track and report on time and expenses spent on each case.
Professional Services

Customer Call Log

Help your team track incoming calls to ensure every request is resolved, then report by department, employee, severity and more with this customizable Customer Call Log App. This call log template is…
Professional Services

Simple To-Do List

See What To Do. Get Stuff Done.
(4 Ratings)
Professional Services

Change Requests

Track incremental change requests from internal or external customers; then prioritize, assign, and track through completion. Your internal customers can even attach their own requirements documents,…
(2 Ratings)
Professional Services

Project Management with Invoicing for a Service Busin

Project, Task, Time and Billing system for professional services companies.
(1 Rating)
Professional Services

Project Manager with Estimates and Invoices

This application allows you to prepare Estimates for customers, then turn them into projects and once a project is complete you can then Invoice, and Receive Payments against those invoices.
(1 Rating)
Professional Services

Simple Estimate and Quote Tool

This Non-Industry specific application was created to be used as a standalone estimate/quote tool, or it can be incorporated into another application.
(2 Ratings)
Professional Services

Fleet Management

Keep track of your fleet and deliveries with a simple starter application. This application gives you a place to keep track of your clients, vehicles, dispatches, maintenance, and equipment on your…
(1 Rating)
Professional Services

Resource Management for Landscaping Services

Your customers, jobs, employees and equipment -- all in one place.
(1 Rating)
Professional Services

RFP to Purchasing R2P2P and Expense System

This application will enable your company to go out to bid on projects and needs, purchase goods and services, and manage expense reports. Manage which RFP were sent out to which vendors, update…
(1 Rating)
Professional Services

Law Firm Case and Billing Manager

An App to Manage and Track Cases, Contacts, Billable Hours and Expenses. Includes: Assignable Tasks with Due Dates, Attachment Field and Billable Hours calculated by rates in the Rate Table Tracks…
(1 Rating)
Professional Services

Appointment Tracker

Use this app to schedule appointments with students, track student and course data, enter expenses, and administer feedback surveys.
Professional Services

Essential Professional Services All-in-One Master

This is an essential ready version of the original Professional Services All-In-One Application.
(1 Rating)
Professional Services

Research & Usability Tracker Basic

You can effectively run a complete research department with this single app. Keep an ongoing list of potential participants for research, create studies, schedule participants for research or…
(2 Ratings)
Professional Services

All-Star Appointment Scheduler

An easy way to make appointments available for people to schedule meetings and calls with you. Much like TimeTrade. ****NOTES FROM THE CURATOR**** This is a simple and complete app for setting up…
Professional Services

Entity & Event Management Portal

Track Entities and the Events scheduled. This application has the ability to Import Standard To-Dos (or tasks) and has a built in formula that auto populates the To-Do dates based on specific date…
Professional Services

Team Complete Appointment Tracker

Use this Essential Plan app to schedule appointments with students, track student and course data, enter expenses, and administer feedback surveys.
Professional Services

Insurance Sales: Insurance Policy Tracking

Track major insurance companies, their contacts, your Insured, their policy types, all activities related to policy and Insured and your Insurance Agents.
Professional Services

ABC Tracking In/Out Time

ABC Tracking In/Out Time is a project manager application that allows task owners to clock in and clock out of task and the time is totaled for each task. Works great on mobile devices too.
Professional Services

GPS Project Manager

GPS Project Manager - This application contains all the features and functions of ABC Project Manager 1 and ABC Project Manager 2 as well the capability to create budgets, resources and time cards.
(2 Ratings)
Professional Services

Six Sigma Project Charters

This application was designed to provide teams with a structure for evaluating if a Six Sigma Project should be implemented. It includes the Business Case, Problem Statement, Project Scope,…
(1 Rating)
Professional Services

Oasis: Project Management Suite

This is a general Project Management Application which starts you off with the required architecture needed to support both the MCF Gantt Pro and MCF MS Project Fusion plugins! With the Gantt Pro,…
Professional Services

Automotive Service Tracker

This application is designed to track the service performed on your auto fleet. This could be a personal application to track all your upcoming and past service records, or may be used as part of a…
Professional Services

Junkyard Parts Tracker

Keep track of all vehicles in the yard and what parts are still on them for sale. Quickly search for a part to see if you have one available. Track contacts, phone calls, emails, and future…
Professional Services

DC Timely

A full featured Quick Base application for Professional Services companies and others to track time and manage projects. This application hosts the DC Timely service. DC Timely is a Kanban style…
Professional Services

GPS Project Portfolio Manager

The GPS Project Portfolio Manager allows you to examine a collection of projects as if it were a portfolio of investments. The portfolio can be examined along many dimensions, such as present value,…
Professional Services

Project Management Auto Status Change

Manage multiple projects and tasks in one central location. You'll have the visibility you need to get the best performance from your team. Track customers, time spent on tasks, project expenses,…
Professional Services

Cell Tower Project Tracker

Track your Cell Tower projects at multiple sites. Keep track of the Longitude & Latitude and the Geo Coordinates for cell towers. ****Curator Notes***** Complete application that tracks cell…
(1 Rating)
Professional Services

Consultant's Project Management Tool

This is a consultant's Project Management tool that allows you and your client to maintain an auditable record of all project meetings, documents, personnel, tasks, scheduling. It has been used to…
Professional Services

Transportation Broker Manager

Track Customers, Quotes, Carriers, Carrier Bids, Carrier Lanes, Call Activities on Quotes ****Curator Notes***** This app accurately tracks your trucking needs from quotes to bids.
Professional Services

Travel Agency Management Application

Manage your Clients and their Trips as well as payments received.
Professional Services

Training Database

Good way to track required training
Professional Services

Repair Order Management

Track contacts, phone calls, emails, and future appointments, and upload important documents in this simple, yet versatile CRM app. Not powerful enough? Try the Contact Management Portal template…
Professional Services

Software Implementation Solution

Track projects and tasks with this easy to use, yet fully featured project management app. It's simple, but built to handle the challenges of any business project. ****Notes from Curator**** This is…
Professional Services

LED Lighting Account Management

Input audit reports to create LAR's and Price Quotes for clients. Manage wholesalers information and available products and inventory.
Professional Services

Offshore Resources - Vendor Management Office

A database that helps you setup, track, and rate offshore resources. Keep track of contracts, expiration dates, average cost etc. ***Notes from the Curator*** An easy to use solution to track your…
Professional Services

Legal Case Management App

Manage your clients and their cases, the discoveries, defendants, co-defendants, etc. ***Notes from the Curator*** What Makes This App Different: - Co-Defendants - Depositions - Local Counsel -…
(1 Rating)
Professional Services

Essentials Production Tracker with Simple Budgets

Track TV production projects with budgets from multiple sources and expenses in a simple application.
Professional Services

Cleaning Services

Maintain your accounts and cleaning services for those accounts. Have your employees clock in and clock out when they are on the job site.
Professional Services

ABC QRCode Scanning Parts

If you've ever wanted to scan parts for an order or maybe scan parts for a shipping pallet, you can do that with QuickBase's built in scanning function. You can scan both bar codes as well as…
Professional Services

General Installation Tracker

General application structure for Installations.
Professional Services

File Sharing Site for Large Projects

File Sharing Site for Large Projects
(1 Rating)
Professional Services

Roofing Application with Adjuster Appointments

Track your roofing projects. Track the Adjusters and their Appointments. Track Suppliers, Material and Expenses related to the Roofing Projects. ***NOTES FROM CURATOR*** This is an expanded version…
Professional Services

Video production tracker

Track Customers, Accounts, Video projects, Sessions, Producer availability, Start Time for Video Shoot etc.
Professional Services

Tree Removal Sales

Track all tree removal estimates and sales. ***Note from the Curator*** This app is a customized version of Complete Order Manager, intended to be a sales solution for any tree removal business.…
Professional Services

Vendor Training Management

The Vendor Training Management application is designed to keep training companies organized. Store your course catalog and your upcoming training course schedule. Register your students and keep…
Professional Services

Proposal Tracking

Resource for tracking and managing proposals ****Notes from the Curator**** This is a simple two table app that lets one effectively track proposals and the line items needed for that proposal. While…
(2 Ratings)
Professional Services

Waste Management Pick Up Tracker

Track your Customers and the Trash Services provided to them.
(1 Rating)
Professional Services

Conference and Task Management

This application will help you track conferences and tasks that you need done to set up these conferences. It will also help you manage the companies and contacts that are attending specific…
Professional Services

State Assistance Applicants

This application was designed to track Public Assistance applicants and services for a state wide community project.
Professional Services

XD Service Request Form

Welcome to Experience Design as a Service! XD as a Service provides teams without embedded XD access to visual design, prototyping, research, and content design. We are here to help you deliver…
Professional Services

Recruitment Projects

A Project Management System centered around managing recruiting for educational institutions.
Professional Services

Disc Jockey Event and Song Coordinator

DJs can easily catalog their songs by artist, book, and page number. Track all events in a calendar format, what songs were requested, and who requested them. You can also allow people to request…
Professional Services

Rep Submissions - Document Storage

This application will allow your consultant to submit ideas for help documents. It is also designed to allow upper management to add help documents that are unrelated to consultant submissions. It…
Professional Services

Insight Media Production Tracker

This application is set up to track client productions. Our sale's teams fill out requests and our production offices across Indiana update each status of each production as they proceed from…
Professional Services

Stakeholders Visability

Allow your stakeholders to see an associates availability to assign to cases as needed.