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Overview
Ozbee centralizes contractor operations on Salesforce, connecting sales, production, and service in one system. While setup requires Salesforce configuration, its annotated photo management, customizable inspection templates, and integrated scheduling provide clear visibility and standardized workflows for teams across multiple job sites.
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Starting Price
Custom
Ozbee Specifications
- Project Planning And Scheduling
- Document Management
- Bid Management
- Subcontractor Management
What Is Ozbee?
Ozbee is a Salesforce-native platform designed for specialty contractors to manage sales, production, and service in one system. It offers annotated photo management to maintain accurate job records, customizable inspection templates for consistent quality checks, and event scheduling with time-zone awareness to reduce missed milestones. These features help teams streamline field documentation, improve quality control, and coordinate projects more effectively across multiple locations.
Ozbee Pricing
The vendor offers two Ozbee price plans that include onboarding hours and annual billing:
- Professional: $35/user/month (20 onboarding hours, $5,000 setup and activation fee)
- Enterprise: $35/user/month (40 onboarding hours, $10,000 setup and activation fee)
Disclaimer: The pricing is subject to change.
Ozbee Integrations
Who Is Ozbee For?
Ozbee software is ideal for a wide range of industries and sectors, including:
- Construction
- Engineering
- Real estate
- Mechanical contracting
- Electrical contracting
- Roofing
- Home building
Is Ozbee Right For You?
Ozbee may be the right choice if you are a specialty contractor or construction-focused team seeking a Salesforce-native platform that unifies sales, production, and service in one place. Its annotated photo management, customizable inspection templates, and event scheduling with calendar sync help streamline operations and improve quality control.
Still doubtful if Ozbee is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Ozbee Features
OzbeeCam Photo Management And Annotations
OzbeeCam centralizes job photos within Salesforce records, capturing site images from mobile or desktop with annotations, labels, renaming, and descriptions, creating organized archives. Attaching visuals to the correct opportunity, building, or job improves traceability, reduces rework, and creates reliable evidence for service, warranty, transparency, and compliance reports.
Buildings Hub And Linked Records
The Buildings feature acts as a single hub for each job site address, linking opportunities, production jobs, work orders, inspections, warranties, and documents to one record. Teams gain context quickly, run sectioned analyses, and make consistent decisions while keeping client communications organized and searchable over a project’s lifecycle.
Inspection Templates And Quality Control
Inspection Templates standardize data capture across vehicles, initial assessments, and maintenance checklists on mobile or desktop. Clear fields, repeatable sections, and required inputs reduce omissions and inconsistent terminology, producing cleaner datasets that support quality control, trend analysis, and faster handoffs between field crews and office staff.
Event Scheduler And Calendar Sync
Ozbee features an event scheduler that manages milestones such as site visits, pre-bid meetings, and presentations, with built-in time zone and travel considerations. Linking events to opportunity records and syncing with user calendars helps prevent missed deadlines and enhances team coordination.
Observation Reports And Client PDFs
Observation Reports turn walk-through findings into structured documents with sections, prioritized deficiencies, photos, and optional pricing. Consistent PDFs clarify recommended actions for clients, support faster approvals, and preserve an auditable record that helps teams plan corrective work, track recurring issues, and measure outcomes over time.
Pros And Cons of Ozbee
Pros
Salesforce-native contractor operations platform
Annotated photo and document management
Customizable inspection templates for quality
Cons
Requires Salesforce setup and configuration
Subcontractor portal setup may be complex
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Frequently Asked Questions
Does Ozbee offer an API?
No public API is listed by third-party directories.
Does Ozbee have a mobile app?
No, Ozbee does not offer a dedicated mobile app. It runs within Salesforce’s mobile experiences, including Salesforce Mobile and Field Service Mobile, rather than a separate standalone app.
What other apps does Ozbee integrate with?
No integrations are disclosed by the vendor at this time.
Who are the typical users of Ozbee?
Specialty contractors, construction firms, roofing companies, home builders, mechanical and electrical trades, and real estate teams.
What language does Ozbee support?
Ozbee is available in English.
What types of pricing plans does Ozbee offer?
Professional at $35/user/month and Enterprise at $35/user/month, with annual billing and setup fees. For a custom Ozbee cost estimate, contact our team.
What level of support does Ozbee offer?
Ozbee offers support via email and phone, along with the option to schedule a demo.
