ServiceBridge

2 Reviews 5/5

A multi-module management system designed by Advocate Software.

Geo Tracking
Customer Records
Calendar

About ServiceBridge

ServiceBridge is a premier software product for service-based businesses. ServiceBridge employs the industrial strength relational database technology of MS SQL Server. This architecture provides single user capability as well as unlimited network scalability. ServiceBridge offers a direct link to BusinessWorks and Quick Books accounting packages. This link includes full synchronization of invoices and customer information. ServiceBridge also features comprehensive service contract management functions and recurrent scheduling.

The ServiceBridge Suite comes complete with Customer Maintenance, Inventory Control, Equipment Tracking, Service Tickets and Order Entry, Technician Scheduling and Dispatching, Service Plans and Warranty Management, recurrent scheduling, Quotation and Invoice administration and report creation using Crystal Decision’s Crystal Report Writer.

ServiceBridge can be purchased from licensed, trained VARs or direct from the company.

Customer Management

  • Multiple locations
  • Equipment location
  • Equipment history
  • Service history by location v
  • Multiple contacts by location
  • Service Plan customization
  • Service Plan tracking
  • Service Plan usage alerts
  • Warranty tracking
  • Warranty usage alerts
  • Default Pricing, discounts
  • Default technician assigned
  • Default part assignment (i.e. consumable)
  • Invoice history
  • Payment history
  • Default Tax codes by location
  • Customer search
  • Default billing terms
  • Credit hold
  • Third party billing

Financial Management

  • Paper or electronic invoices
  • Batch invoice processing
  • Consolidation of invoices by customer/location
  • Point of sale invoicing
  • Full audit trail
  • Third party billing
  • Bill to and Ship to
  • Purchase Order handling
  • Deferred billing
  • Multi-copy printing
  • Customizable invoice
  • Credit hold
  • Synchronize invoices with accounting
  • Invoice history by customer
  • Payment history by customer
  • A/R tracking and aging
  • Manual or automated payment entry
  • Auto-charge parts and labor
  • Customizable payment terms
  • Multiple billing locations by customer
  • No-charge parts and invoices
  • Warranty processing
  • Batch processing
  • Backup and recovery
  • Sort options
  • Multiple sales account support
  • Multiple tax codes by location
  • Synchronize with General Ledger
  • Accept payment info from accounting
  • Customizable invoice numbers
  • Customizable ticket numbers
  • Variable discounts
  • Variable tax rates
  • Definable tax cutoffs
  • Customizable payment options
  • Notes on invoice

Inventory Management

  • Part number
  • Part description
  • Serial number tracking
  • Multiple warehouse locations
  • Allocation committed by status code
  • Multiple product lines
  • Customizable product lines
  • Kits
  • Assemblies and sub-components
  • Auto-charge
  • Manufacturer reference
  • Multiple price levels
  • Cost tracking
  • Invoice descriptions for parts
  • Forecasted usage
  • Intelligent parts search within database
  • Part weight tracking
  • Searchable warehouses
  • Synchronize inventory with accounting
  • Average cost parts accounting
  • Flexible reporting capability

Service Management

  • Customizable incident status codes
  • Customer location types
  • Recurrent scheduling
  • Purchase Order identification
  • Maintain or assign sales representatives
  • Incident initial log date
  • Incident projected date
  • Incident adjustable duration
  • Incident actual date & duration
  • Auto lookup for equipment
  • Auto lookup for Service plan
  • Auto lookup for Warranty
  • New equipment assignment
  • Process templates
  • Documentation templates
  • Auto lookup & select for templates
  • General notes field
  • Diagnostics notes field
  • Resolution notes field

Schedule Board

  • Up to 50 technician or vehicles
  • Customer ID by time and technician
  • Adjustable default time blocks
  • Cut and paste job reassignment
  • Change to board, auto change to ticket
  • Specific day search

Product Overview

Industry Focus

Ratio of reviewers by sector.

53%
53%
HVAC
35%
35%
Service
11%
11%
Construction

User Reviews of ServiceBridge

Submitted on June 13th, 2019 by a ServiceBridge user from Protec Petroleum

Since we started using ServiceBridge two years ago we have experienced growth nearing 60% and we have separated ourselves from our competition. We have recently entered into a service agreement with a Canadian grocery store chain that has 300 plus outlets throughout the country.

A major reason we were able to obtain this large account was due to the power of ServiceBridge. Our ability to produce a work order/invoice quicker than anyone in the country is a huge benefit both to us and our customers. Through ServiceBridge we can track customers warranty parts and ensure they receive full value of manufacturer’s warranties.

The way ServiceBridge allows us to manage call loads and respond to our customer’s needs so efficiently cannot be overstated. We are able to save this particular customer time and money through the powerful customer web portal, which allows their district managers to spend more time increasing profits and less time tracking work progress and invoices.

Submitted on April 30th, 2014 by a ServiceBridge user from Critter Control

ServiceBridge has increased our lead to-sale ratio, as we are now able to show the customer photographs of the damage we find during the inspection on their homes. Customers better understand our pricing and requirements for the work to be completed. This has been and continues to be a great selling tool and is great for increasing our reputation as an honest and transparent company.