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Description
Field service management solution designed to manage job cards, purchase orders, maintenance contracts, timesheets, and customers.
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
Yes
API Access
Has API
No
Integrations
Asset Vision
Yes
Espro
Yes
MYOB AccountRight
Yes
MYOB Acumatica
Yes
MYOB Exo
Yes
MYOB Greentree
Yes
Oracle Access Management
Yes
Oracle Aconex
Yes
Oracle Advanced Security
Yes
Oracle Audit Vault and Database Firewall
Yes
Integrations
Asset Vision
No
Espro
No
MYOB AccountRight
No
MYOB Acumatica
No
MYOB Exo
No
MYOB Greentree
No
Oracle Access Management
No
Oracle Aconex
No
Oracle Advanced Security
No
Oracle Audit Vault and Database Firewall
No
Pricing Details
$45 per user/month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
The Service Manager
Country
Australia
Website
www.theservicemanager.com
Vendor Details
Company Name
XActRate Business Management
Founded
2011
Country
United States
Website
getstarted.xactrate.com
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
No
Quotes / Estimates
Yes
Routing
Yes
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
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
