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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
Effortlessly monitor materials and resources from the initial quote all the way to project completion. Are you finding it difficult to manage projects and resources while ensuring profitability? If you need to oversee the items and materials utilized in various business endeavors while maintaining a strict control over expenses, TidyWork can help. It allows you to manage budgets in real time while keeping your clients updated throughout the entire process, from the initial quotation to ongoing tasks, approvals, and invoicing. Generate precise project quotes based on materials, time, and costs efficiently. Stay organized by assigning and prioritizing tasks to ensure you remain on schedule for delivery. Keep track of progress at every stage, from the quotation to the work phase, completion, and final invoice. Instantly log materials and resources used for each project from your mobile device, tablet, or laptop, ensuring that your records are both accurate and current. By providing timely updates, you can deliver outstanding customer service and keep clients informed about the progress of their projects every step of the way. This seamless approach not only enhances efficiency but also leads to higher customer satisfaction.
API Access
Has API
API Access
Has API
Integrations
Capsule
Dropbox
Microsoft Outlook
Microsoft Project
QuickBooks Online
QuickBooks Online Advanced
Xero
Integrations
Capsule
Dropbox
Microsoft Outlook
Microsoft Project
QuickBooks Online
QuickBooks Online Advanced
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Service365 Inc.
Founded
2019
Country
Canada
Website
service365.com
Vendor Details
Company Name
Tidy International Group
Founded
2000
Country
United Kingdom
Website
tidyinternational.com/solutions/tidywork
Product Features
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
Electrical Estimating
Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff
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
HVAC Estimating
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
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
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
