Average Ratings 1 Rating

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Our software is tailored specifically for family-owned field service companies, streamlining operations, enhancing communication, and managing jobs effectively. Gain valuable insights into your most significant revenue sources with our user-friendly dashboard and comprehensive reports. Identify top performers among your office and field personnel effortlessly. Monitor jobs, track tickets, manage memberships sold, and keep tabs on revenue generated, including any missed opportunities. Reduce manual labor and eliminate double entries through seamless Quickbooks auto-sync functionality. Keep a close eye on all technicians, job hours, and payroll details efficiently. Access a complete history of every customer, thanks to integrated call features. With our digitized processes, technicians can easily upload notes, images, and checklists for every assignment. Instantly obtain customer information and invoices right in the field, and facilitate payment collection upon job completion. Our field service management software allows you to schedule tasks in seconds, categorize jobs, and stay informed about each technician’s availability. Save both time and money with a real-time dispatch screen, while ensuring smooth communication between technicians and the back office. In addition, our platform empowers you to make data-driven decisions that can further enhance your business operations and customer satisfaction.

Description

WinSIMS organizes installation and project documentation for clients across ten main categories, including Site Visit History, contract information, notes, and documents related to installed specification items, among others. It offers robust analytical and reporting tools, along with seamless integration with MS Office, enabling efficient execution of routine tasks like scheduling engineers, invoicing at set intervals, managing customer communications, and generating reports with ease. The platform features advanced diary management capabilities that facilitate the scheduling and oversight of engineers' tasks effectively. Additionally, WinSIMS can be connected with various accounting software, such as Sage Line 50, Line 100, and Pegasus Opera, ensuring a smooth workflow. Designed specifically for the 32-bit Windows environment, it employs ODBC-compliant data storage technology. Its close integration with MS Office enhances usability, while the extensive data analysis and reporting functions provide valuable insights. Furthermore, the system is highly customizable to align with the unique requirements of your business, making it a versatile tool in managing project installations. Such adaptability not only streamlines operations but also improves overall productivity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Xinix

Integrations

Xinix

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SmartServ

Founded

2017

Country

United States

Website

www.smartserv.io

Vendor Details

Company Name

ACA Systems

Founded

1994

Country

United Kingdom

Website

www.acasystems.co.uk/products/

Product Features

Field Service Management

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

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Field Service Management

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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