The Service Program Software
A field service management software offering equipment tracking, route management, and client portals.
Product Overview
The Service Program is a field service management software. Key features include route management, equipment tracking, and online customer portals. The software’s integration with accounting tools like QuickBooks Online and Desktop simplifies billing and financial management. It also integrates tools for work order scheduling, inventory tracking, and invoice generation.Pros
- Integrates with QuickBooks Online and Desktop
- Customizable filtering and reporting
- Online customer portal for service requests and payments
Cons
- Mobile app needs improvement
- Complex setup
- Rigid scheduling system
Target Market
Small to mid-sized businesses in service-based industries like construction, HVAC, and plumbing.About The Service Program
The Service Program is a field service management software designed to work with QuickBooks Desktop and Online. It’s tailored for businesses in lawn care, HVAC, plumbing, and pest control, helping organize route management, track equipment, and facilitate communication between employees. The software includes an online portal for customers to request services and make payments. It also offers features for scheduling work orders, tracking inventory, and creating invoices.
- QuickBooks™ Integration: Allows for direct integration with QuickBooks™, enabling automatic posting of invoices, employee time, and bills. It supports classes and sales representatives, reducing the need for duplicate data entry.
- Organization Tools: The software aids in tracking customer profitability, improving staff communication, and managing routes more effectively.
- Service Management: Users can enter work orders both on a PC and in the field, with features to track missed tasks and set up recurring tasks like annual maintenance. It also helps in optimizing route schedules.
- Enhanced Communication: Facilities to enter and complete tasks, capture before and after job images, manage customer equipment details, capture signatures, and print or email transactions.
- Route Optimization: Offers tools to optimize routes by area, day, and technician, providing details for each stop and mapping capabilities for service calls.
- Equipment Tracking: Enables entering and viewing equipment details in the field, tracking repair history, and creating custom lists based on different types of equipment.
The Service Program Features
- Customer Portal and App
- Generate invoices, quotes and emails that include your logo
- Dynamically add line items and search inventory
- Simultaneously search item list by item name & description
- Load customer-preferred pricing for products you provide
- Modify description of an item
- View totals, including tax line
- Signature capture
- Mobile forms
- Route scheduling
- Route tickets
- Map stop
- Task list
- Invoices
- Customer list
- Customer detail
The Service Program Pricing
The cost of The Service Program starts at $99.95/month, plus a $249 onboarding fee for the One Office User subscription plan. The subscription plan pricing is dependent on the number of users needed. With the purchase of any subscription plan, you can add-on the mobile solution for field users for $59.95/month for the first 14 users or $109.95/month for 15-50 users.
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