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 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.
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 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.
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 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.
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