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Description

Service Hub CRM delivers exceptional service effortlessly. Typically, it may require more than three calls to connect with a customer for setting an appointment, which can be frustrating. Empower your employees to deliver outstanding customer service by utilizing our tools. Effective communication is essential in building any relationship, and we understand that every detail counts. Our software can be tailored specifically to meet the unique demands of your business. Instead of juggling multiple systems, why not unify them for a smoother experience? Our dedicated team is here to guide you through our platform, ensuring you master its features. Access all necessary information directly from your dashboard, enhancing your workflow. Technicians can provide real-time updates on ticket statuses to both you and your clients. Manage your orders seamlessly through our app for greater productivity. With our GPS features, never lose your way to your next appointment. Easily upload files from your device for quick retrieval, and stay informed with notifications about your order statuses directly on your phone. All these features work together to create a more streamlined and efficient service experience.

Description

Salesforce Orders: Next-Level Order Management Bridging the Gap between CPQ and Billing. What is required. Who needs to do it. When does it have to be done? Imagine being able to see every step required to get your product to customers. This is possible with every Salesforce order. You can keep everyone on the same page with gantt charts for every order. The gantt charts allow users to perform the steps of Start, Complete, or Reassign directly from their computer. Users won't get lost among a long list of related records.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Service Technologies

Founded

2017

Country

United States

Website

servicehubcrm.com

Vendor Details

Company Name

Taveza

Website

www.taveza.com

Product Features

Claims Processing

Adjustor Management Yes 
Case Management Yes 
Claim Resolution Tracking Yes 
Co-Pay & Deductible Tracking No 
Compliance Management Yes 
Customer Management Yes 
Electronic Claims Yes 
Forms Management Yes 
Paper-Based Claims No 
Payor Management No 
Policy Administration Yes 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Delivery Management

Customer Portal Yes 
Dispatch Management Yes 
Driver ETA Yes 
Driver Management Yes 
For Courier Services Yes 
For Freight Yes 
For Restaurants Yes 
Order Tracking Yes 
Routing Yes 
Scheduling Yes 
Signature Capture Yes 
Surveys & Feedback Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management No 
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 

Order Management

Back Order Management Yes 
Catalog Management No 
Inventory Management No 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders No 
Returns Management Yes 
Shipping Management Yes 
Special 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 

Transportation Dispatch

Billing & Invoicing Yes 
Computer Aided Dispatch Yes 
Customer Database Yes 
Emergency Dispatch No 
Fuel Management Yes 
Mileage Tracking Yes 
Order Management Yes 
Routing Yes 
Scheduling Yes 
Vehicle Tracking Yes 

Product Features

Order Management

Back Order Management Yes 
Catalog Management Yes 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders Yes 
Returns Management Yes 
Shipping Management Yes 
Special Order Management Yes 

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