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features
design
support

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Description

Effortlessly oversee your maintenance and interventions with just a few clicks. The software as a service platform, Bob! Desk, streamlines the management of building and equipment upkeep by enabling you to effectively handle requests for corrective interventions, automate preventive maintenance tasks, oversee service providers, and monitor ticket statuses. It features an interface for external service providers or subcontractors, allowing them to view ticket lists, upload quotes and invoices, and complete intervention reports. Additionally, technical companies can conveniently assign customer requests to technicians or subcontractors, ensuring efficient workflow management. This comprehensive approach not only enhances efficiency but also promotes better communication among all parties involved.

Description

Understanding your company's break-even costs is fundamental to achieving profitability in any business. The break-even point represents the total revenue required to cover all expenses before any profit can be realized. XactRate offers a comprehensive suite of tools designed for HVAC companies, including office scheduling, dispatch capabilities, truck inventory management, and the ability to monitor travel time and diagnostics for each service ticket. Additionally, it enables field-generated service tickets that can be printed or emailed, tracks service technician productivity, facilitates equipment sales, and allows multiple technicians to work on a single ticket, all while providing extensive reporting features. Utilizing cutting-edge Cloud technology, XactRate operates in real-time on both iPads and PCs, ensuring you have access to vital information without requiring an internet connection when in the field. Before heading out or upon returning, simply sync the data from your iPad or Android device. Moreover, it eliminates the need for complicated and expensive heat load calculators, delivering precise BTU results for accurately sizing air conditioning equipment. This streamlined approach not only enhances operational efficiency but also contributes to increased profitability.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Thirst Yes 
Workers by Delos Yes 

Integrations

Thirst No 
Workers by Delos No 

Pricing Details

$10 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Bob! Desk

Founded

2015

Country

France

Website

bob-desk.fr

Vendor Details

Company Name

XActRate Business Management

Founded

2011

Country

United States

Website

getstarted.xactrate.com

Product Features

Building Maintenance

Asset Tracking No 
Commercial Properties Yes 
Customer Database No 
Dispatch Management No 
Inventory Management Yes 
Job Costing No 
Job Management No 
Maintenance Scheduling Yes 
Residential Properties Yes 
Routing No 
Scheduling Yes 
Work Order Management Yes 

CMMS

Asset Tracking No 
Calibration Management No 
Inventory Control No 
Key & Lock Management No 
Mobile Access Yes 
Preventive Maintenance Yes 
Purchasing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management No 

EAM

CMMS Yes 
Energy Management No 
Equipment Management Yes 
Facility Management Yes 
IT Asset Management No 
Inventory Management No 
Maintenance Management Yes 
Parts Management Yes 
Preventive Maintenance Scheduling Yes 
Software License Management No 
Warranty Management Yes 
Work Order Management Yes 

Equipment Maintenance

Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Warranty Tracking Yes 
Work Order Management Yes 

Facility Management

Asset Management No 
Commercial Properties No 
Equipment Management Yes 
Facility Scheduling Yes 
Incident Management Yes 
Inspection Management Yes 
Inventory Control Yes 
Maintenance Tracking No 
Preventive Maintenance Yes 
Residential Properties Yes 
Room Scheduling No 
Schools No 
Space Planning Yes 
Vendor Management No 
Visitor Management No 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Maintenance Management

Asset Tracking Yes 
Billing & Invoicing Yes 
Calibration Management Yes 
Dispatch Management Yes 
Inventory Control Yes 
Inventory Management Yes 
Key & Lock Management No 
Mobile Access Yes 
Planning Calendar Yes 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Preventive Maintenance

Condition Monitoring Yes 
Inspection Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Predictive Maintenance Yes 
Purchasing Yes 
Reminders Yes 
To-Do List Yes 
Vendor Management No 
Work Order Management Yes 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling No 
Calendar Management No 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling Yes 
Group Scheduling No 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location Yes 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling Yes 
Reservations No 
Resource Scheduling Yes 
Room Booking Management No 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Task Management Yes 

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Maintenance Scheduling No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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