Plumbing Business Software for QuickBooks™
Optimize plumbing management with easy to use, customizable scheduling software and mobile
solutions from The Service Program.
solutions from The Service Program.
Plumbing Business Management Made Easy
Track time, manage work orders and post plumbing invoices seamlessly into QuickBooks™ from the field or office.
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
Following are some of the plumbing service tasks that The Service Program can help you record, track, manage and report to your residential and commercial customers:
Effective Business Management
Manage installation, repair and replacement of sinks and faucets, garbage disposals, dishwashers, toilets, drains, septic tanks, sewer lines, washing machines and water heaters.
Record types of repairs including scheduled, emergency and warranty repairs. Track inventory used off of trucks. Analyze win/loss estimates. Select inventory or job. Track sales commissions.
Streamline Scheduling & Dispatching.
Manage job scheduling and dispatching in real-time. Schedule and record preventative maintenance. 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.
Estimate & Bill Efficiently.
Generate invoices in the field that seamlessly post to QuickBooks.
- Print invoices right out of QuickBooks™
- Generate estimates and convert estimates to orders
- 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 plumbing job profitability
- Improve staff communications
- Quickly know if a something gets missed
- Track onsite time for employees and material costs of parts used
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
- General delivery crew tracking
- Stop verification
- Optimize routes by area, day and tech
- Track when driver arrives/departs (requires mobile)
- Take pictures once a stop has been serviced
- GPS pinpoint vehicle upon arrival/departure (requires mobile)
- Map to each stop or service call while on the road
Improved Field Communications
- Enter/complete plumbing tasks and work orders
- Take pictures of service requested before and after completion
- 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 PM's
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
- Attach weatherized QR code to equipment
- Scan QR Code to view service history (requires login)
- Customer can scan to report a problem
- GPS locate equipment
- Scan QR Code to deliver, repair and pickup equipment
- Employees can scan to verify there were on the job
- If property sells, the new owner can scan and report an issue!