The Service Program

A QuickBooks Desktop and Online Compatible Service Business Software.

About The Service Program

The Service Program is a service business software for QuickBooks Desktop and QuickBooks Online. The solution helps manage your service business and route more efficiently with the combination of their strong service solution and a popular accounting software.

  • QuickBooks™ Integration: Seamlessly integrate with QuickBooks™. Post Invoices, employee time, bills etc. Works with classes and sales reps, no need for double entry.
  • Get Organized: Service business software allows you to track customer profitability, improve staff communications, and effectively manage your routes.
  • Service Management: Enter work orders on PC or in the field and quickly see if something gets missed. Setup recurring tasks like annual filter changes or optimized route schedules.
  • Improved Communications: Enter/complete tasks & work orders. Take before and after pictures of jobs. Enter and view customer equipment, signature capture, print and/or email transactions.
  • Route Management: Optimize routes by area, day and tech. View details of each stop, map to each stop or service call while on the road.
  • Equipment Tracking: Enter/view equipment in the field. Track repair history on equipment. Create custom lists based on types of equipment.

Video Overview

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 $74.95/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.

Product Overview

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