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Description
Service365, built on Microsoft's world-class Dynamics 365 Business Central platform is an end-to-end field service management platform. It manages customers, quotes, jobs and purchases all from one place. Scope out a quote for customer approval. Create a quote worksheet. Your field service teams will be scheduled. Reduce project and cost management. Purchase materials and link them to timesheets. Confirm all costs associated with purchase orders before the job begins. Get customer approval and generate invoices. All this in one platform. All the benefits of Customer Relationship Management (CRM), all in one platform. Service365 provides a seamless way for customers to keep track of their contact data, transactions and communications, as well as invoices. It is easy to use and powerful. With confidence and commitment to the success of your client, plan your resources and client time today and tomorrow.
Description
As a contractor in plumbing, electrical, or HVAC services, what challenges does your business face? Are you dealing with fluctuating pricing? Do your technicians express frustration about the need to upsell? Perhaps your closing rates are not where you want them to be, or you suspect that you might be missing out on significant profits. In light of these issues, how can you effectively tackle these concerns and enhance the quality of life for yourself, your family, your customers, and your team? The New Flat Rate offers a comprehensive solution for your business needs. By implementing fully developed service menus, your technicians can concentrate on delivering quality service without the pressure to upsell, allowing them to focus on their current tasks instead of worrying about your financial success. This approach eliminates the discomfort associated with discussing prices on-site, ensuring a seamless experience for everyone involved. Ultimately, this results in complete customer satisfaction and a more harmonious work environment for your technicians.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
No
QuickBooks Online Advanced
No
Pricing Details
One-time onboarding fee
Ongoing subscription per user
Ongoing subscription per user
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Service365 Inc.
Founded
2019
Country
Canada
Website
service365.com
Vendor Details
Company Name
The New Flat Rate
Founded
2011
Country
United States
Website
thenewflatrate.com
Product Features
Construction Estimating
Accounting Integration
No
Audit Trail
No
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
No
Customizable Templates
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
No
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
No
Quote Management
No
Reporting/Analytics
No
Scheduling
No
Subcontractor Management
No
Takeoff
No
What-if Analysis
No
Electrical Estimating
Billing & Invoicing
Yes
Change Orders
Yes
Cost Database
No
Project Management
Yes
Quotes / Proposals
Yes
Takeoff
No
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
No
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
No
Work Order Management
Yes
HVAC Estimating
Billing & Invoicing
Yes
Commercial/Industrial
No
Cost Database
No
Data Import / Export
No
Equipment Maintenance
No
Financing Management
No
Labor Rates
Yes
Quotes/Proposals
Yes
Scheduling
Yes
Takeoff
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
Product Features
Electrical Contractor
Billing & Invoicing
No
Commercial / Industrial
No
Contract Management
No
Customer Database
No
Electronic Signature
No
Mobile Access
Yes
Quotes / Estimates
Yes
Scheduling
No
Time Tracking
No
Work Order Management
Yes
Electrical Estimating
Billing & Invoicing
No
Change Orders
No
Cost Database
No
Project Management
No
Quotes / Proposals
No
Takeoff
No
HVAC
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
Yes
Maintenance Scheduling
No
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
Yes
HVAC Estimating
Billing & Invoicing
No
Commercial/Industrial
No
Cost Database
No
Data Import / Export
Yes
Equipment Maintenance
No
Financing Management
No
Labor Rates
No
Quotes/Proposals
No
Scheduling
No
Takeoff
No
Plumbing
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
Yes
Plumbing Estimating
Change Orders
No
Commercial / Industrial
No
Cost Database
No
Data Import / Export
No
Fitting Management
No
For General Contractor
No
Overhead Costs Estimating
No
Prebuilt Assembly
No
Quotes / Proposals
No
Takeoff
No
