Mobile Field Service Software

Mobile Field Service Software and field service management software that is QuickBooks compatible.

QuickBooks Compatible Mobile Field Service Software

Why You Should Choose Our Mobile Field Service Software

- The leading QuickBooks compatible mobile field service software
- Seamless integration with QuickBooks
- Field service software that is compatible with mobile devices like iPhones, iPads, and Android devices
- Track material usage, view last stop history and enter arrival/departure times

- Manage your service department and create recurring services
- Customer Portal where customers can report problems, make payments and see service history
- Track equipment repairs with QR Codes and more!
- A software program designed for mobile field service companies

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Cockpit

- Shows work to be performed today within the maintenance software
- Whenever a tech creates or modifies a transaction his location is logged via GPS so  you can see where your techs have been

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Route Schedule

- Limit who can see which stops within our mobile field service management software
- Ability to change route (based on security)
- Easily see which stops have been completed

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pool service software route details

Route Detail

- Displays route notes and specific info regarding stops
- Create a task, route ticket or invoice right from this section of field service software for Quickbooks

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Route Ticket

-Record arrival/departure time
-You define what materials you want to track
-Readings can be emailed to the customer
-See last readings by field
-Group like readings and checkmarks into 3 collapsible grouping areas
-Bill line items into QuickBooks
-Each customer can have their own unique pricing

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Map Stop

- Map from where you are standing to the next stop
- This is great for a tech filling in for another tech or if you add a new stop to a route

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Task List

- Show all tasks pending for a tech
- Managers can see all tasks for his/her people and filter accordingly
- Tasks are color coded (red is past due, yellow is due today, green is due after today) within our software for pool service

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Quote Detail

- Create a quote for a customer or a lead
- Email quote to the customer/lead
- Link pictures or drawings to a quote
- Print or email quote in the field with our software

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Invoices

- Create invoices in the field
- Email or print invoice in the field
- Load customer pricing
- Signature capture
- Attach photos to invoice

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Customer List

- Limit what customers and a tech can see
- Limit who can make changes to accounts

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Customer Detail

- Create a transaction from customer detail
- See what equipment customers have
- See service history for a customer
- Track up to 25 customizable fields per customer

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Features And Benefits

Following are some of the mobile field service software tasks that The Service Program can help you record, track and manage and report to your residential and commercial customers, if appropriate:

  • Document what services are performed each visit
  • Customer can exist on multiple routes on multiple days
  • Record time of day and weather conditions
  • Keep track of equipment checks, maintenance and repairs
  • Create routes
  • Track houses by subdivision
  • Analyze route profitability
  • Create checklists to accompany routes or work tickets or both
  • Print custom mailing lists based on subdivision, who has what equipment
  • Managers can view entire route schedule from their smartphone or tablet to be able to check on routes as they are in the field
  • Seamlessly email customer and/or property manager after a stop
  • Email a customer and/or property manager after work has been performed at a location
How To Videos
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