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Description

Always keep tabs on your clientele! Our system will automatically notify you when it's time for their next service. You can choose from a variety of calendar views, complete with color coding, job totals, and options for printing or exporting. Thanks to our broad customization features, you can design invoices that perfectly fit your style and easily send them via email or print. We also offer seamless integration with two different credit card processors, allowing payments to be made by you or your customers directly. Additionally, a wide range of reports is at your disposal, including insights into sales, profit and loss, sales taxes, expenses, employee hours and pay, as well as income forecasting to help guide your business decisions. This comprehensive system ensures that you have all the tools you need to manage your operations efficiently and effectively.

Description

Effectively oversee your service business and enhance routing capabilities with premier software designed for service enterprises that seamlessly integrates with QuickBooks™. This software is compatible with QuickBooks™, ensuring a straightforward setup and user-friendly experience. It provides a customer portal alongside a variety of robust mobile solutions. With seamless integration into QuickBooks™, you can easily post invoices, track employee hours, manage bills, and more, eliminating the need for double data entry, as it supports classes and sales representatives. You can also enter and complete tasks and work orders, capture before-and-after images of your jobs, and manage customer equipment with features that allow for signature capture and transaction printing or emailing. This specialized software not only enables tracking of customer profitability but also enhances communication among staff and streamlines route management. By optimizing routes based on area, day, and technician, you can view detailed information for each stop, access maps for service calls while traveling, and generate route maps to improve stop order efficiency, ultimately leading to a more organized and productive service operation. Additionally, the software provides analytics to help identify trends and areas for improvement in your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online No 
QuickBooks Online Advanced No 
RealWork Yes 
Wufoo Yes 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
RealWork No 
Wufoo No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$49.00/month/user
Free Trial Yes 
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 Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

The Customer Factor

Founded

2004

Country

United States

Website

www.thecustomerfactor.com

Vendor Details

Company Name

Westrom Software

Founded

2006

Country

United States

Website

theserviceprogram.com

Product Features

Cleaning Services

Billing & Invoicing Yes 
Client Management No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Mobile Access No 
Payroll Management No 
Quotes / Estimates Yes 
Recurring Appointments No 
Routing No 
Scheduling Yes 
Service History Tracking No 
Work Order Management No 

Product Features

Cleaning Services

Billing & Invoicing Yes 
Client Management Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Payroll Management Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking No 
Work Order Management Yes 

Equipment Maintenance

Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Warranty Tracking Yes 
Work Order Management Yes 

Facility Management

Asset Management Yes 
Commercial Properties Yes 
Equipment Management Yes 
Facility Scheduling No 
Incident Management No 
Inspection Management Yes 
Inventory Control Yes 
Maintenance Tracking Yes 
Preventive Maintenance Yes 
Residential Properties Yes 
Room Scheduling No 
Schools Yes 
Space Planning No 
Vendor Management Yes 
Visitor Management No 
Work Order Management Yes 

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 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management No 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat No 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

HVAC

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking No 
Technician Management No 
Work Order Management No 

IT Service

Contract Management Yes 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Management Yes 
Release Management Yes 
Self Service Portal Yes 
Service Catalog Yes 
Service Reporting Yes 
Ticket Management Yes 

Landscape Management

Billing & Invoicing Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Groundskeeping Yes 
Inventory Control Yes 
Irrigation Tracking Yes 
Job Management Yes 
Landscape Design No 
Mobile Access Yes 
Payroll Management No 
Plant Database No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling & Appointments Yes 
Work Order Management No 

Maintenance Management

Asset Tracking Yes 
Billing & Invoicing No 
Calibration Management Yes 
Dispatch Management No 
Inventory Control Yes 
Inventory Management Yes 
Key & Lock Management Yes 
Mobile Access Yes 
Planning Calendar Yes 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Pest Control

Billing & Invoicing Yes 
Customer Service History Yes 
Dispatch Management Yes 
Fleet Management Yes 
Inventory Control Yes 
Mobile Access No 
Pest Activity Tracking Yes 
Pesticide Usage Tracking Yes 
Property Layouts Yes 
Quotes / Estimates Yes 
Scheduling 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 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
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 

Towing

Billing & Invoicing Yes 
Client Management Yes 
Commission Management Yes 
Fleet Management Yes 
Fuel Management Yes 
Lot Management No 
Maintenance Management Yes 
Routing 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 

Transportation Dispatch

Billing & Invoicing Yes 
Computer Aided Dispatch No 
Customer Database Yes 
Emergency Dispatch No 
Fuel Management No 
Mileage Tracking No 
Order Management No 
Routing Yes 
Scheduling Yes 
Vehicle Tracking Yes 

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