QuickService and QuickMobile

QuickService Software is a complete software solution for service industry companies with five to one hundred trucks. Scheduling, dispatching, work orders, purchase orders, inventory, accounting integration, and more make QuickService Software a complete service software solution.

QuickMobile Software is a wireless mobile software package for field service techs. It runs directly on laptops or PDAs and communicates with QuickService in the office. QuickMobile provides techs with all the job information they need and management control over technicians.

Accounts Payable

• Tied into purchase order system
• Track payments made & balances owed to vendors
• Synchronizes with QuickBooks, Peachtree, MS Dynamics GP, or MasterBuilder

Accounts Receivable

• Track invoices & payments automatically
• Collect payments & signatures in the filed
• Track customer account & overdue balances
• Synchronizes with QuickBooks, Peachtree, MS Dynamics GP, or MasterBuilder

Custom Development

• Custom design any report, modify any module
• Strength of QuickService is the development staff
• Meet all business needs at a very reasonable price

Customer Web Portal

• Customers login directly from YOUR website
• Enter service requests online & page the default tech after hours
• Update customer profile online, including adding new service locations
• Search & view full service & invoice history
• Track the status of current work tickets, including in progress work tickets
• View unpaid invoices & submit payments online

Flat Rate

• Integrates directly with popular third-party flat rate systems
• Use the built-in flat rate system to construct your book
• Import an electronic version of most popular flat rate books
• Update costs based on what you pay on purchase orders
• Import vendor price lists to update parts costs
• Print off a new manual yourself from the software whenever needed
• Update prices with costs & markup rates when you want
• Changes to the flat rate manual are updated immediately on tech’s mobile device
• Techs add tasks directly to invoices in the field & modify line items without affecting price
• Never need to buy another flat rate book update
• Never have your costs & prices out of balance again

Inventory

• Multi-location inventory tracking, including truck inventories
• Bar coding
• Restock reports & purchase orders
• Serialized equipment tracking
• Multi-vendor history & cost tracking per item
• Multiple pricing mechanisms available per item
• Designed to control truck & shop stock levels so every part used is billed

Projects & Quotes

• Multi-phase project management
• Full estimating & job costing
• Unlimited change orders
• Multiple billing functions, including AIA & progress billing
• Setup & process invoicing automatically
• Create & save kits: parts, labor & services added to jobs
• Schedule work tickets & generate purchase orders
• Separate module for quick quotes & smaller projects

Purchase Orders

• Purchase orders for inventory restock or large projects
• Field purchase orders for individual work orders
• Email or fax purchase order to multiple vendors for price query
• Charge PO costs & prices to invoices
• Automatically assign PO items to lowest cost vendor or primary vendor
• Receive partial purchase orders
• Enter vendor invoice information after purchase order is received
• Send all items back to accounting once purchase order is closed

QuickMobile

• Mobile software runs directly on techýs laptop or PDA
• Print invoices & work tickets
• Full service history for customers, locations, maintenances, equipment, & more
• Capture signatures & payments
• Create field POs
• Complete truck inventory control
• Technician time card tracking
• Consistently updates office system

QuickService Enterprise

• Industry leading scheduling & dispatching to mobile devices
• Handle billing for all types of service, maintenance, & installation
• Multi-day calendar & automatic schedule optimization
• Drag & drop, color-coded dispatch board
• Technician time capture & job status change
• Mapping & routing with GPS integration
• Full service history by location or by unit
• Automatic alarms for priority accounts
• Complete office system for 10 users with all major modules
• Work orders, POs, accounting, projects, agreements, quotes, & more

QuickService for Dynamics GP

• Interfaces directly with Microsoft Dynamics GP
• Import & export customers & vendors
• Export technician time card
• Send purchase orders, items, payments, & vendor balances to Dynamics GP
• Export every invoice line item, parts, cost, price, & customer payment
• Balance inventory in Dynamics GP & QuickService with one entry
• Easily separate out service from every other part of your business
• Automatically makes all necessary journal entries
• Setup synchronization schedule

QuickService for MasterBuilder

• Interfaces directly with Sage MasterBuilder
• Import & export customers & vendors
• Export technician time card
• Send purchase orders, items, payments, & vendor balances to MasterBuilder
• Export every invoice line item, parts, cost, price, & customer payment
• Balance inventory in MasterBuilder & QuickService with one entry
• Easily separate out service from every other part of your business
• Automatically makes all necessary journal entries
• Setup synchronization schedule

QuickService for Peachtree

• Interfaces directly with Sage Peachtree
• Multiple years & versions supported
• Import & export customers & vendors
• Export technician time card
• Send purchase orders, items, payments, & vendor balances to Peachtree
• Export every invoice line item, parts, cost, price, & customer payment
• Automatically makes all necessary journal entries
• Setup synchronization schedule
• Control inventory in multiple locations while using Peachtree

QuickService for QuickBooks

• Interfaces directly with Intuit QuickBooks
• Multiple years & versions supported, including Enterprise editions
• Import & export customers & vendors
• Export technician time card
• Send purchase orders, items, payments, & vendor balances to QuickBooks
• Export every invoice line item, parts, cost, price, & customer payment
• Automatically makes all necessary journal entries
• Setup synchronization schedule
• Control inventory in multiple locations while using QuickBooks

Service Agreements

• Residential, light commercial, & heavy commercial service agreement tracking
• Reminder & renewal features
• Auto-generate & schedule maintenance work tickets
• Service agreement automatic invoicing
• Maintain locations with hundreds of pieces of equipment to maintain on each
• Flexibility to meet specific regulations & documentation procedures
• Combine annual, semi-annual, quarterly, monthly, or weekly inspections on one agreement
• Unlimited quoting functions, job costing, & profit analysis
• Track history of every piece of equipment serviced
• Build task kits to quickly apply labor, parts, & services to each agreement section
• Create task lists for tech to check off maintenance procedures on-site

Technician Web Portal

• Login from most computers & mobile devices through a web browser
• Connects directly to QuickService in the main office
• Search, edit, & add new customers
• Create new work tickets & assign to technicians
• View & complete work tickets based on tech or sub-contractor login
• Create invoices & accept payments
• Access to location service history, equipment history, & service agreement info

Work Orders

• Industry leading work order management system
• Service calls, scheduled maintenances, & large projects
• Multi-tech, multi-day capabilities
• Auto-scheduling options
• Attach purchase orders & installed equipment
• Mapping, location history, job info, & much more dispatched to techýs mobile device