Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Numerous businesses similar to yours have discovered how to gain and maintain a competitive advantage by optimizing their operational workflows and enhancing client satisfaction. Field technicians have access to their scheduling details, can manage their calendars, and update order statuses seamlessly. They also have the capability to obtain customer signatures directly on work orders or invoices. The system updates the central corporate database whenever they are within the service region. Features like one-click phone dialing and the ability to attach images taken with the device's camera to orders streamline the process. Managing billing for thousands of clients has never been simpler. Are you in need of a recurring billing solution that enables you to establish automated billing plans linked to your service offerings? With our innovative software, you can easily convert a finalized sales order into an automated process, ensuring efficiency and accuracy in your operations. This not only saves time but also enhances the overall customer experience, making it a valuable addition to your business toolkit.
Description
Enhance your operational efficiency with service management software designed to provide a competitive edge. Equip your team with essential tools that enable them to work productively from any location and device, fostering a more competitive environment. With a wealth of advanced features and smart data insights, you can distinguish yourself in the marketplace. Cut down on expenses by eliminating the need for expensive hardware installations and outdated software maintenance. Accelerate task completion, increase productivity, and minimize unnecessary administrative burdens and paperwork. Enjoy the flexibility of a scalable, all-in-one cloud solution that adapts and grows alongside your business. By utilizing this powerful software, you can ensure your business remains at the forefront of the industry, fostering seamless connections between your engineers, administrative staff, and clients. This comprehensive approach not only streamlines operations but also positions your company for long-term success and innovation.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Infor CRM
No
Infor CloudSuite ERP
No
Infor M3
No
KashFlow
No
Microsoft Dynamics 365
No
Oracle CRM On Demand
No
Oracle Fusion Cloud ERP
No
SAP CRM
No
SAP ERP
No
Integrations
QuickBooks Online
Yes
Infor CRM
Yes
Infor CloudSuite ERP
Yes
Infor M3
Yes
KashFlow
Yes
Microsoft Dynamics 365
Yes
Oracle CRM On Demand
Yes
Oracle Fusion Cloud ERP
Yes
SAP CRM
Yes
SAP ERP
Yes
Pricing Details
$40 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Prosite Business Solutions
Founded
1998
Country
United States
Website
www.probusinesstools.com
Vendor Details
Company Name
Key Computer Applications
Founded
1986
Country
United Kingdom
Website
servicegeeni.com
Product Features
Appointment Scheduling
Appointment Reminders
Yes
Automated Scheduling
Yes
Calendar Sync
Yes
Client Database
Yes
Group Scheduling
Yes
Mobile Access
Yes
Multi-Location
Yes
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
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
Plumbing
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
Yes
Contract Management
No
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
Yes
Technician Management
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
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Calibration Management
Calibration Instructions
No
Calibration Schedules
No
Compliance Management
No
Device History
No
Due Date Tracking
No
Gage Management
No
Label Printing
No
Measurement Readings
No
Multi-Station Management
No
Out-of-Tolerance Notification
No
Statistical Data Reporting
No
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
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
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