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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

BoltWright is a comprehensive service-management platform tailored for commercial HVAC contractors. It seamlessly integrates customers, buildings, equipment, and service visits, facilitating efficient scheduling, maintenance agreements, quotes, and invoicing. Technicians in the field have the ability to document their work through voice notes, written notes, and photographs, even in locations with limited connectivity thanks to offline capabilities. The office staff can then assess the completed work and generate detailed customer service reports that include findings, images, and necessary follow-up tasks organized by specific equipment. The history of the equipment remains linked to the building, along with records of all maintenance performed. Additionally, the pricing structure is based on the number of operational trucks instead of individual user licenses, allowing owners, dispatchers, administrators, helpers, and apprentices to engage without incurring separate charges for each user seat, thus promoting a more collaborative environment. This approach not only enhances efficiency but also fosters communication among all team members involved in the service process.

Description

Exoserva offers a comprehensive customer relationship management and field service solution tailored for contractors and home-service enterprises. This platform consolidates various functionalities, including customer and lead management, communication through calls and texts, scheduling and dispatching, as well as processing estimates, invoices, payments, and automated follow-ups. Its AI receptionist efficiently manages incoming calls and messages, qualifies service requests, and has the capability to schedule appointments, while staff can utilize web and mobile applications to organize jobs and technicians seamlessly. Additionally, the platform features portals for both customers and vendors, provides customer-facing documentation, and integrates smoothly with QuickBooks Online and Google Calendar. Subscription plans are determined based on fleet size and come with monthly allowances for AI voice and SMS services. Technicians are equipped with a mobile application that allows them to access job details, navigate to on-site locations, and capture photos and signatures for verification. Potential customers also have the opportunity to experience an interactive AI voice demo and can request guided setup assistance to better understand how the system can streamline their operations. By integrating these various tools into one cohesive platform, Exoserva aims to enhance efficiency and improve overall service delivery for its users.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Google Calendar No 
QuickBooks Online No 

Integrations

Google Calendar Yes 
QuickBooks Online Yes 

Pricing Details

$129 CAD/working truck/month
Free Trial No 
Free Version No 

Pricing Details

$499/month
The Wedge plan starts at $499/month. Plans vary by fleet size and include monthly AI voice and SMS allowances. Month-to-month plans are available without a long-term contract, and annual billing is also offered.
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 No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

BoltWright

Country

Canada

Website

boltwright.com

Vendor Details

Company Name

Knock Knock Contractor LLC

Website

exoserva.com

Product Features

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 

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

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