ServiceWorks Reviews & Pricing

Key Features

• CRM: Manage multiple contacts, multiple locations, equipment, service lists, price levels, job details and job history for each contact from a central platform. Engage both potential and existing customers. 
• Online Booking: Allow customers to initiate service requests with an embedded website widget. 
• Documents: Capture, store and share various document formats such as images, diagrams, notes, field reports and graphs with back-office staff and clients over job reports. 
• Contact Database Management: Create and store a central database of all contacts, including details like address, phone number, email ID and more. Categorize contacts into employees, technicians, third-party vendors and customers. Maintain vital information related to each contact in a single place. 
• Calendar Management: Create, edit and manage color-coded calendars for field staff members and teams. Integrate with Google Calendar and iCal to send notifications for each job order and status. 
• Communication Management: Communicate directly with staff and clients via email and message services using pre-built customizable templates. 
• eSignature: Capture client signatures with touch-enabled devices for approvals, invoices, feedback forms and more. 
• Estimates: Create customizable quotes and estimates using templates, add required products and services, and adjust margins and mark-ups based on client or job type. Share estimates with clients through email and text messages. 
• Invoicing: Create and share customizable invoices individually or in bulk, using pre-built templates. Track sent invoices, save credit card details for automated payments and follow up on past due invoices. 
• Forms: Create, save and share customized forms and reports using an online form editor with flexible question type options. 
• Warranty Management: Upload, save, view, manage, share and update all warranty documents. Notify customers about expiring warranties using automated reminders. 
• Offline and Mobile Access: Get full mobility and real-time accessibility with native apps for iOS and Android devices. Offline updates are synced as soon as the network is available. 
• Material Tracking: Accurately track materials used for a work order with key metrics like products, equipment counts, usage, returns to vendors and returns from customers. Check, update and adjust stock levels for various materials and assets in real time with GPS tracking. 
• Scheduling: Schedule jobs by field staff availability, open time slots and nearest available resource for an open work order. Manage all staff and work orders centrally with a color-coded calendar to define timesheets for all field staff members and job statuses. 
• Routing: Create and share the most cost-, time- and fuel-efficient route for staff members, track locations to assign last-minute jobs, cut down transit time and optimize route planning to increase efficiency. 
• Notifications: Send automated reminders to field staff for daily tasks and appointments. Notify clients of upcoming service orders. 
• Payment Collection: Facilitate instant invoice payments through integrated payment gateways with lower processing fees. Integrate any payment gateway through Zapier. 
• QuickBooks Sync: Get seamless integration with QuickBooks to handle accounting operations, track transactions, handle price levels and more. Manage accounts receivable, accounts payable, cash receipts, purchase orders and project costing centrally. 
• Analytics: Access data-rich reports for all operational and financial aspects of business, such as job profits, lead generation, revenue generation, ROI, payroll, invoice, transaction, timesheets and more. Customize reports to view real-time data and handle critical decisions. 
• Purchase Orders: Manage purchase order processes from placing the order to receiving inventory within the system. Automatically create purchase orders based on existing parts requisition and inventory levels. 
• Automated SMS: Send automated SMS to clients for upcoming service orders, assigned field staff, ETAs, quotes, estimates, invoices, job reports and feedback forms to stay connected at all stages of the service delivery process. 
• Team Roles: Define and set up access levels for standard users such as employees and vendors to control the modules they can access. Access all software modules as an admin to get complete control and visibility. 
• Point of Sale: Manage retail purchases and expedite the checkout process with touchscreens, barcode and QR code scanning and payment gateways through an integrated POS system. 
• Inventory Management: Keep track of equipment, tools and machinery available in storage or assigned to field staff. Track usage to predict wear and tear, repairs and replenishments. 
• Task Management: Assign tasks to field staff, track clock-in and clock-out times, progress and current status of individual tasks for cost breakdown, pending tasks and more to competently manage each work order. 
• Employee Commissions: Incentivize sales and performance by calculating commissions for each work order automatically. Integrate commissions into monthly payroll at the time of processing. 
• Customer Portal: Enable customers to submit work order requests, view open jobs, access invoices, pay bills and check service history with a customizable branded self-service portal. 

Limitations

•  Onboarding and setup are time-consuming. 
•  Software is full of bugs and glitches. 
•  Accounting integration is not functional. 
•  Interface and navigation are not user-friendly. 

Suite Support