#1 Choice for Commercial Contractors
Easy Migration, Smooth Workflows, Higher Revenues
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Service Trade® |
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Per user license
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$95.00
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$190 (estimated)
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Onboarding fees
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FREE
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$7,000 (estimated)
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Vehicle Management |
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In-vehicle hardwired GPS tracking
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Requires third-party add-on
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Alerts for overspeeding, brakes, acceleration, geofencing, idle time, and ignition
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Requires third-party add-on
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Maintenance tracking - Get alerts for oil changes, tire rotations, and other preventive maintenance checkups
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Requires third-party add-on
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Maintenance logging - Record all preventive and non-preventive maintenance checkups
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Requires third-party add-on
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Mileage - Track mileage in state and out of state, and run IFTA reports
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Requires third-party add-on
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Engine hours - Track engine hours for all assets and equipment
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Requires third-party add-on
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Inventory Management |
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Track inventory, & non-inventory items - Track the life of a part all the way from warehouse to tech, customer installation, and invoice
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Generate barcodes and QR codes using bin and aisle numbers for your warehouses
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Track equipment and warranty by a serial number, QR code, or barcode
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Track inventory by warehouses and trucks
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CRM |
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All your customer information is in one place, organized by tabs for estimates, invoices, service locations, notes, service contracts, and much more
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Scheduling / Dispatching |
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Create schedules, add tasks, attach parts, and manage resource availability. Dispatch jobs and equipment to techs, and see the availability
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Mobile App |
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Techs can track time, add jobs, create estimates and invoices, receive payments, view job history, get equipment details, complete forms, and capture signatures
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A configurable mobile client based on the technician’s workflow
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Limited
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Customer Experience |
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Create an online portal for each customer with a unique login ID and password
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Send notifications to customers for jobs scheduled, techs en route, and jobs completed
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Send the technician's information and photo to a customer prior to a job
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Estimates / Quotes |
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Create estimates using flat-rate price books or inventory and convert them to jobs
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Create customized and branded proposals from configurable templates with terms & conditions, and signature field
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Send proposals directly to customers online and get signature approvals
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Create estimates in the field and convert them to jobs with a click
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Invoicing |
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Create invoices in the field or office from jobs, estimates, or from scratch
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Send auto reminders for overdue invoices and automatically add late fees
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Add pictures and forms from jobs as attachments
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Take payments in the field or in the office with integrated payment processing
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Service Contracts |
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Generate profitable service contract estimates that will include equipment items, services for all equipment, and the duration of the contract
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Requires commercial package |
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Send service contracts electronically to customers and get online signature approval
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Requires commercial package |
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Convert service contracts and automatically generate a list of jobs based on the contract
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Requires commercial package |
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Keep track of all jobs performed for a given contract using reports
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Requires commercial package |
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Run reports based on the work history of each piece of equipment
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Requires commercial package |
Memberships |
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Generate templated, customized memberships for residential customers and automatically schedule future services
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Custom Forms |
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Create unlimited forms and checklists using the drag-and-drop tool. Select from 30+ different options to build any type of form including pictures, signatures, and more
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Set up form triggers for techs - Remind them to complete forms at job start or completion
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Time Tracking |
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Automatically create timesheets for techs as they start and end jobs
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Supervisors can clock in and clock out crew members on jobs
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Allow techs to view their timesheets and supervisors to approve timesheets
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Reporting |
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Basic, advanced, and customized reporting and dashboards
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Integrations |
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Complete integration module with both sync and import capabilities
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Stop the endless search for missing tools.
- Create a barcode or a QR code for every tool and scan it to add to the inventory.
- Techs can scan the tool, add to the job and the warehouse people can scan it back to the warehouse.
- Keep track of tools' location, at the warehouse or at the job site, and know who last checked it out.
- Run reports for tools to know the detailed usage history, including tech's details for scanning in or out.
Integrated Maps.
- Always know where your technicians are, by having both customers' and technicians' exact locations on the map.
- View all the jobs assigned with up-to-the-minute changes.
- Easily switch between the street for satellite view and search customers, jobs, vehicles, or techs.
