FloorSchedule vs Canopy

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FloorSchedule

Category: Task Management Tool

Industries: Marketing, Real Estate, Education, Communicatiom

Pricing

Monthly Subscription

$16/month

Prepaid 12 Months

$168/year ($14/month prepaid)

Canopy

Category: Task Management Tool

Industries: Communication, Marketing, Business, Education

Pricing

Client Management*

$2.50

1 Client Per Year

Transcripts & Notices

$33.00

1 User Per Month

Document Management*

$40.00

1 User Per Month

Workflow*

$30.00

1 User Per Month

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Most popular feedback for FloorSchedule

Once I learned the basics of using it, the software is easy. I just have to figure out the logistics of the cumbersome properties I mentioned above, and I'm not sure how to do that. But from the standpoint of creating a schedule at the click of a button, it's been a great help!

Andrea L.

About FloorSchedule

Brokers and Managers: It's time to do your floor time / phone time schedule and everyone has a different request. Create a fair and balanced schedule in minutes. Includes Requests Off, Holidays, Vacations, Automatic and Manual Scheduling, Editing, Unlimited Shifts, One or more per Shift, 99+ agents. On Line Viewing, Printing, Email, Reports, Multiple Locations, Export, Custom events, Full Support! Free to try. No credit card required. $12/month or $10/month prepaid. Read our Realtor reviews.

Most popular feedback for Canopy

Document collection and management was great. They also have a great product roadmap and I got the impression the product is only going to get better as time goes on. It took a while, but we finally got a "collapse/expand all" feature for the documents. Very impressed with the customer service. Also, the UI is very clean and overall pleasant to use. The only feature I didn't pay for was the workflows, because I was already disappointed with the way that "tasks" were tracked, and didn't feel optimistic more money would make me more satisfied.

Austin M.

About Canopy

Unclunk your accounting firm with Canopy's cloud-based practice management suite. It's client, document, workflow, time, billing, email, tax, and staff management. But that's a mouthful. Doing all of these things in one software eliminates switching and clicking, which will help you and your staff improve efficiency, organization, and accuracy. You'll even be able to help keep your clients efficient and organized with the client portal, automated reminders, eSign, payments, and more. Try Canopy!

FloorSchedule reviews

I like that I can add request off for agents and change it each month. I like that it auto saves what I am doing. I like that when I have added special requests in and I go to make a change, it reminds me that the agent has asked for that off but will also still let me override that and still put them in. I like that I can print the reports and have it in front of me while I make changes to the schedule. Easy to pdf and save copies in my computer.

- The overall experience has been positive. It is a helpful tool for a large office.

The overall experience has been positive. It is a helpful tool for a large office.

- Tamera H. Administrative Manager

When I change a shift to Available that the system sent out an automatic email to everyone letting them know or show in red on the agent/participant's view.

- Lauren B. Office Manager

Canopy reviews

The most helpful aspect of Canopy is the ease in which clients are able to use the client portal and use the associated app. Even the clients that are technology challenged find the app easy to use. If they are happy using the portal, that makes my life much easier.

- Henrietta "Hank" W. Certified Public Accountant

I like Canopy and I'll continue to use it. I'm glad I'm working on the conversion in November rather than Feb/March. I expect to have everything perfect by the chaos of tax season.

- Nicole H. Manager/Owner

Improved practice management and time management. As well as a simple way for clients to securely share their files with me.

- Danny N. Owner

Pros & cons

FloorSchedule

Pros
Being able to enter the parameters into the software for each agent's schedule, and have the software create the schedule was the reason I reached out to my Corporate office for help
We've been able to save man hours every month on what is sometimes a complicated schedule, which more than pays for using the program
FloorSchedule does a better job at distributing shifts evenly than an individual does
I have found this software to be very use friendly."
Cons
I also find it strange that when I go to print the calendar pdf, that there is no actual "print" button and that I have to right click to open my printers
I solve the problem of unfairness and also scheduling on days people aren't available
The option buttons should be larger
Also, I find it difficult to work in a backwards way of thinking: 'What shifts can't people do
With multiple locations, the calendar orders the shifts in an odd way
However, it gets the job done."

Canopy

Pros
An easy place to track my clients and prospects and archive our emails instead of having a million saved emails
Project tracking is also super helpful
I would recommend it to anyone who regularly deals with IRS transcripts
Has saved us so much time
Purchased a license in order to use their Tax Prep software (NOT the tax management software - ability to track clients and manage the funnel of taxes)
The software is cloud based and therefore easy to access."
Cons
It appears that it is designed to offer more practice management functionality but it seems once I paid for it, the support to train how to use it disappeared
No phone calls, just pop up messages
Lack of charts showing all clients and the status of their case
This may be because I don't pay for all the bells and whistles
The company said I could try the product and cancel for up to 6 months
They now are refusing to cancel
Not the company you want to go with when you need something dependable
They're a tax company which makes it even more absurd that they mess around with deadlines."

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