Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Technicians are able to efficiently handle and revise their jobs, work orders, customer details, and vehicle information right from their mobile devices. They receive instant notifications regarding job status, which promotes improved workflow and effective time management. With digital work orders, a more streamlined and environmentally conscious approach to managing job assignments is achieved. Enhanced operational transparency is made possible through comprehensive visibility into the status of current, completed, and future jobs. Digital payment options, including the ability to send payment links via email and text, simplify the process for customers, ensuring timely invoice payments. Text links can also be used to optimize scheduling, confirm work orders, and facilitate payment transactions. For smooth financial oversight, invoices and payments are automatically synchronized in both systems. Additionally, secure links can be sent for electronic signatures on work orders, along with convenient credit card payment options. This comprehensive system allows technicians to focus more on their core tasks rather than administrative burdens.
Description
ShopBoard is a comprehensive scheduling and dispatch solution designed for small businesses in the HVAC, plumbing, electrical, and similar trades. Its intuitive drag-and-drop interface allows office personnel to see all technicians' assignments alongside a section for unassigned jobs, making it easier to manage and modify schedules. Field technicians are equipped to access job details from their mobile devices, receive notifications while en route, and upload photos and customer signatures directly related to their tasks. The platform offers customizable quoting options, enabling businesses to present good, better, and best pricing to customers through user-friendly links, alongside job-specific invoicing and Stripe payment integration. Additionally, ShopBoard displays outstanding invoices and quotes in clear dollar amounts, providing business owners with an overview of pending approvals and payments. Tailored for operations with approximately one to eight service vehicles, it operates on a SaaS subscription model. By streamlining processes such as scheduling, estimates, technician communications, and invoicing, the software enhances the overall efficiency of service job management. This unified approach not only simplifies operational tasks but also improves customer service and satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$19 per month
Free Trial
Yes
Free Version
No
Pricing Details
$59/month
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
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
GlassBiller
Website
glassbiller.com
Vendor Details
Company Name
ShopBoard, LLC
Website
useshopboard.com
Product Features
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