YES! The Service Program seamlessly interfaces with QuickBooks meaning any customers entered in QuickBooks will automatically appear in The Service Program. You can also enter customers in The Service Program and they will seamlessly be added to QuickBooks realtime!
Service business software, route management software, FAQs, frequently asked questions,
Click on a question below to learn more about The Service Program:
You receive payments in QuickBooks. Any accounts receivable functions are handled in QuickBooks as well as all the normal accounting functions.
We recommend that you setup Jobs in QuickBooks for each location that a customer may have. By creating jobs you will have the ability to route each location as well as know exactly how much money each location has generated and how much m
YES! Each customer can literally have unique pricing for every item. This customer specific pricing will also flow over to the website for your customers to place orders online. If your company uses PDAs then the customer specific pricing will be available on route tickets, invoices and open work orders on the PDA.
We encourage you to tell your customers about their capability to order online. In any event when a customer calls, faxes or emails in an order you enter that order directly into The Service Program. While entering the order you will see their average usage of an item as well as any items they may be forgetting. You can also generate order sheets for your customers and email the order sheets to them to fill out.
There are 2 ways to handle pre-calling your customers: You can create a route for the office person responsible for pre-calling customers or you can create a recurring order task to remind that office person to call the customer. An email can also be generated reminding the customer that their order is due.
YES! There are 3 reasons why you may suspend a route stop. 1 may be if the customers account is past due and you want to get their attention. 2 may be because the customer is out of town or under construction, 3 may be if you close the account for the season.
The Service Program seamlessly interfaces with Microsoft Mappoint as well as MapQuest for location mapping and route/service call mapping.
YES! The Service Program tracks all of your equipment whether you charge rent for the equipment or not. You can bill on a daily, weekly, monthly or quarterly basis. Best of all, the equipment will bill directly into QuickBooks!
YES! You can email customers their invoices from QuickBooks or from The Service Program. You can even email them a signed copy of their invoice.
YES! Customers have the ability to pay their balance online through QuickBooks services. If you are unsure on how that works we would be happy to assist you in setting that up.
The Service Program works on iPhone, iPad and Android devices. You may purchase the iOS and Android apps through either app store. We don't require that you spend thousands of dollars per driver. Nor do we require that you buy your hardware through us! If you currently own equipment and want to know if our software is compatible please email us the specifics on your hardware.