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Description
The customers are prominently displayed on the website's home page, allowing you to access all their details without the need for extensive searches. When creating this software, we prioritized the needs of contractors, ensuring that information is readily available and easy to navigate. No one enjoys sifting through data, so simplicity and accessibility were crucial in our design process. For customers with multiple properties, the system allows for the addition of an unlimited number of properties, which is evident since this particular customer has two listed. You can click on each property to view comprehensive details about it, highlighting our commitment to keeping everything organized and user-friendly. Depending on your subscription, you can add as many properties as you need, and we have tailored plans to suit your business requirements. When adding a property, you can conveniently input the address, contract date, contract duration, billing method, and even upload both the contract and a photo of the property. It can be challenging to locate properties by address alone, so including an image of the property proves beneficial, particularly for identifying high-rises or properties in low visibility situations. This thoughtful approach enhances the overall user experience and facilitates efficient property management.
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
API Access
Has API
Integrations
QuickBooks Online
QuickBooks Online Advanced
Pricing Details
$18 per month
Free Trial
Free Version
Pricing Details
$49.00/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Sunshine Trackers
Founded
2018
Country
United States
Website
hvacmaintenancetracker.com
Vendor Details
Company Name
Westrom Software
Founded
2006
Country
United States
Website
theserviceprogram.com
Product Features
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Maintenance Management
Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Product Features
Cleaning Services
Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management
Equipment Maintenance
Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management
Facility Management
Asset Management
Commercial Properties
Equipment Management
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Residential Properties
Room Scheduling
Schools
Space Planning
Vendor Management
Visitor Management
Work Order Management
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Help Desk
Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
IT Service
Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management
Landscape Management
Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management
Maintenance Management
Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Pest Control
Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling
Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Service Dispatch
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Towing
Billing & Invoicing
Client Management
Commission Management
Fleet Management
Fuel Management
Lot Management
Maintenance Management
Routing
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Transportation Dispatch
Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking