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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Does your organization utilize a call center, maintain a website, or offer email, text, or chat client options to gather customer feedback on their reasons for reaching out? Our aim is to gain a deep understanding of YOUR business, including its specific needs and challenges, allowing you to concentrate on providing products and services that truly meet the expectations of YOUR customers. If you eventually find yourself in need of an advanced SRM software solution, we will be there to assist you. Unlike many larger competitors, we will not push a software solution that doesn’t align with your requirements or promote a 'plug and play' or 'one size fits all' approach, as we recognize that such options are unrealistic. We will collaborate with you to pinpoint and implement the solution that is ideally suited to your business model, ensuring the right level of automation is achieved—nothing more, nothing less. Our dedication is to provide tailored support that empowers you to thrive in your industry.

Description

Reliable and accessible from virtually anywhere, this tool allows you to monitor payment histories and outstanding items for each client effortlessly. It is compatible with any PC, Mac, or mobile device, and you can set up appointments in as little as three seconds. You can manage all your appointments, with the option to filter by staff or client. Additionally, data can be downloaded in Excel or PDF formats using tailored filters and reports. With Google Maps integration, finding staff and clients becomes a seamless experience. You can modify appointment details on the spot to cater to the needs of your staff or clients. This system also connects with Quickbooks, Freshbooks, and various billing software, ensuring that you never miss a scheduled appointment thanks to Google Calendar integration. Create to-do lists for technicians that can be modified or transformed into appointments. The Slack API integration enables technicians to provide updates on their status and location. Real Scheduler stands out by offering a wide range of flexible options tailored to your business's evolving requirements. What truly differentiates Real Scheduler is its commitment to delivering affordable custom features designed specifically according to your needs, ensuring you have a personalized experience that grows with your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

CSDP

Founded

2007

Country

United States

Website

www.csdpcorp.com

Vendor Details

Company Name

Real Scheduler

Founded

2011

Country

United States

Website

realscheduler.com

Product Features

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management No 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics No 
Queue Management No 
Self Service Portal Yes 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access No 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

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 

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling No 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location No 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
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 

Alternatives

Alternatives

The Service Program Reviews

The Service Program

Westrom Software