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Description
Experience the advantages of immediate insights into your team's productivity and current status. Enhance your scheduling and dispatch capabilities through a unified management system. Minimize the time between task completion and payment by accelerating your invoicing process and providing impactful service reports as evidence of work done. Change the way you organize, dispatch, and work together by creating a seamless digital connection between your field and office personnel. Eliminate the need for traditional timecards and spreadsheets. Our automated payroll system reduces the reconciliation duration from two days down to merely two hours. Gain a comprehensive understanding of your operation's profitability with a continuous flow of real-time data from the field to your financial management system. Revolutionize your business operations through automation, covering everything from invoices and billing rates to scheduling, and bid farewell to cumbersome paper-based methods. Embrace this transformation to enhance efficiency and foster better communication across all levels of your organization.
Description
Our software is tailored specifically for family-owned field service companies, streamlining operations, enhancing communication, and managing jobs effectively. Gain valuable insights into your most significant revenue sources with our user-friendly dashboard and comprehensive reports. Identify top performers among your office and field personnel effortlessly. Monitor jobs, track tickets, manage memberships sold, and keep tabs on revenue generated, including any missed opportunities. Reduce manual labor and eliminate double entries through seamless Quickbooks auto-sync functionality. Keep a close eye on all technicians, job hours, and payroll details efficiently. Access a complete history of every customer, thanks to integrated call features. With our digitized processes, technicians can easily upload notes, images, and checklists for every assignment. Instantly obtain customer information and invoices right in the field, and facilitate payment collection upon job completion. Our field service management software allows you to schedule tasks in seconds, categorize jobs, and stay informed about each technician’s availability. Save both time and money with a real-time dispatch screen, while ensuring smooth communication between technicians and the back office. In addition, our platform empowers you to make data-driven decisions that can further enhance your business operations and customer satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
No
Sage 100
No
XOi
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Operix
Country
United States
Website
www.operix.com
Vendor Details
Company Name
SmartServ
Founded
2017
Country
United States
Website
www.smartserv.io
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
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
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
No
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
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
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
No
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
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
