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features
design
support

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Write a Review

Description

Service365, built on Microsoft's world-class Dynamics 365 Business Central platform is an end-to-end field service management platform. It manages customers, quotes, jobs and purchases all from one place. Scope out a quote for customer approval. Create a quote worksheet. Your field service teams will be scheduled. Reduce project and cost management. Purchase materials and link them to timesheets. Confirm all costs associated with purchase orders before the job begins. Get customer approval and generate invoices. All this in one platform. All the benefits of Customer Relationship Management (CRM), all in one platform. Service365 provides a seamless way for customers to keep track of their contact data, transactions and communications, as well as invoices. It is easy to use and powerful. With confidence and commitment to the success of your client, plan your resources and client time today and tomorrow.

Description

Streamline the workflow in your organization from the initial customer interaction to invoicing with our intuitive CRM and project management software. Businesses utilizing Simplicate are statistically outpacing their rivals in growth. For agencies, achieving an optimal workflow is crucial. By integrating Simplicate with Jira, we've significantly enhanced our efficiency. Envision your organization experiencing a seamless flow from the first customer touchpoint all the way to billing. Picture your business reaching new heights of success; it’s entirely up to you to define what that success looks like. Whether your goal is to increase revenue per employee, maximize your team's capacity, or simply to free up time to create exceptional offerings for your clients, we are here to assist. Our objective is straightforward: to enhance your success as a service provider. We accomplish this by eliminating unnecessary complexities from your daily operations, ensuring a smooth process from the initial customer contact through to invoicing. Simplicity is at our core, and that’s exactly why we are named Simplicate. With us, you can focus on what truly matters: delivering excellence to your customers.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Client Online No 
ClockAssist No 
Exact Online No 
Gmail No 
HubSpot CRM No 
HubSpot Customer Platform No 
Hyarchis No 
Jira No 
Leadinfo No 
Mailchimp No 
Microsoft Bookings No 
Microsoft SharePoint No 
Moneybird No 
Nextensor No 
Payt No 
QuickBooks Online Advanced Yes 
Sheets Genie No 
Slack No 
SnelStart No 
Zapier No 

Integrations

Client Online Yes 
ClockAssist Yes 
Exact Online Yes 
Gmail Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Hyarchis Yes 
Jira Yes 
Leadinfo Yes 
Mailchimp Yes 
Microsoft Bookings Yes 
Microsoft SharePoint Yes 
Moneybird Yes 
Nextensor Yes 
Payt Yes 
QuickBooks Online Advanced No 
Sheets Genie Yes 
Slack Yes 
SnelStart Yes 
Zapier Yes 

Pricing Details

One-time onboarding fee
Ongoing subscription per user
Free Trial Yes 
Free Version Yes 

Pricing Details

Free
Free Trial Yes 
Free Version Yes 

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 Yes 
Android App Yes 
Windows No 
Mac Yes 
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 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

Service365 Inc.

Founded

2019

Country

Canada

Website

service365.com

Vendor Details

Company Name

Simplicate

Country

Netherlands

Website

www.simplicate.com

Product Features

Construction Estimating

Accounting Integration No 
Audit Trail No 
Bid Management No 
Billing & Invoicing No 
Building Product Database No 
Calculators No 
Change Orders No 
Contract Management No 
Cost Database No 
Customer Management No 
Customizable Templates No 
Electrical Estimating No 
HVAC Estimating No 
Historical Database No 
Job Costing No 
Plumbing Estimating No 
Price Data / Price Books No 
Project Management No 
Quote Management No 
Reporting/Analytics No 
Scheduling No 
Subcontractor Management No 
Takeoff No 
What-if Analysis No 

Electrical Estimating

Billing & Invoicing Yes 
Change Orders Yes 
Cost Database No 
Project Management Yes 
Quotes / Proposals Yes 
Takeoff No 

Field Service Management

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

HVAC Estimating

Billing & Invoicing Yes 
Commercial/Industrial No 
Cost Database No 
Data Import / Export No 
Equipment Maintenance No 
Financing Management No 
Labor Rates Yes 
Quotes/Proposals Yes 
Scheduling Yes 
Takeoff 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

CRM

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

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