Field Service Scheduling & Management Software for QuickBooks™
Field Service Management Made Easy
Dramatically improve Your Business work flow with field service software from The Service Program.
Assign your techs to field tasks and track performance with field service management software built for the industry. Simplify the scheduling process by tracking field techs in real time using the latest dispatch software.
Eliminate double entry. Post invoices, employee time, bills, etc.
Optimize routes by area, day and tech.
A self service option for your customers to connect with your business for payments, place orders, etc.
Track rentals using QR Codes and geo-referencing.
Enter work orders from desktop or in the field. Set up recurring tasks.
Track profitability, material costs of parts used, improve communications between all staff.
We can also digitize your forms and documents.
Features & Benefits
Efficiently manage business operations by documenting, scheduling and tracking services performed.
Document Important Details.
Maintain a record of type of service including; equipment checks, maintenance and repairs, etc. Track parts and inventory usage from multiple locations. Keep track of time onsite. Scan and track equipment with affordable, easy bar coding labels.
Streamline Scheduling & Dispatching.
Manage job scheduling and dispatching in real-time. From the built in scheduler the drag and drop feature allows you to assign a task to a specific employee or route and updates will appear on the employees route schedule on the mobile device.
Bill Efficiently.
Generate invoices in the field that seamlessly post to QuickBooks.
- Print invoices right out of QuickBooks™
- Bill on any billing cycle in advance or arrears
- Bill for hours of use
- Bill on any frequency: by day, week or month & prorate returns
The Mobile Solution.
This option allows your techs to know when, where and what needs top be serviced while being both paperless and efficient while in the field.
- Scan QR Codes on equipment
- Create and complete repair orders
- Receive payments in the field
- Google Web Mapping
- Enter bills from parts warehouse and into QuickBooks™
- Schedule and complete PMs & much more!
Get Organized
- Track field service customer profitability
- Improve staff communications
- Quickly know if a something gets missed
- View customer details
Seamless QuickBooks™ Integration
- Seamlessly integrates with QuickBooks Desktop & Online
- Post invoices, employee time, bills, etc.
- Works with classes and sales reps
- Eliminates double entry!
Route Management
- Map to each stop or service call while on the road
- Optimize routes by area, day and tech
- Enter equipment and materials used (bill/non billable)
- GPS pinpoint the truck upon arrival/departure (requires mobile)
Improved Field Communications
- Enter/complete tasks and work orders
- Enter time and parts used on any repairs and post as bill/nonbillable
- Enter/view customer equipment
- Signature capture, print and/or email transactions
Service Department Management
- Enter work orders on desktop or in the field
- Quickly know if something gets missed
- Set up recurring tasks like annual filter changes, maintenance, PM's, etc.
Customer Portal & App
- Your customers simply download the app on their iOS or Android devices and connect with your business ANYTIME, ANYWHERE!
- Customers can enter work orders (with images) of service issues
- View QuickBooks™ invoice and payment history
- Online Store
- Bill Pay
- Accept quotes and electronically capture signatures
Equipment Tracking
- Enter and view equipment in the field
- Track repair history on equipment
- Create custom lists based on types of equipment