Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The concept behind Team Management Systems (TMS) was conceived in the 1980s by Chuck and Yvonne Tuttle, who were employed at a software company that failed to fulfill the expectations of its clients. With Chuck’s rich background in designing, programming, selling, and supporting contractor software, combined with Yvonne’s successful track record in managing mechanical contracting firms and her expertise in the software sector, they recognized that they had the perfect blend of skills to turn their vision into a tangible business. Monitoring the success of your marketing strategies is crucial for the growth and administration of your enterprise. Regardless of whether you utilize a single marketing avenue or an extensive array, ServiceFactor can identify which sources are driving calls and generating jobs, in addition to the revenue produced. It is essential to collect and utilize customer data effectively, as this is fundamental to your business's achievements. No matter if a customer has one location or many, the complete history and profitability for each site will be meticulously tracked, ensuring comprehensive oversight of operations. This thorough tracking enables businesses to make informed decisions and optimize their strategies based on real-time data.
Description
XOi enables field service businesses throughout North America to enhance their operations by utilizing eco-friendly technologies and reducing the need for multiple truck rolls. Each technician already has access to a high-definition camera, and with XOi, they can efficiently document their work sites in a secure manner. This improvement leads to superior record-keeping, a decrease in customer disputes, and potentially lower insurance premiums. It's a fact that sending out an additional truck, costing nearly $600, can severely diminish your profit margins. Instead, consider equipping your technicians with a comprehensive content portal that includes training manuals, wiring diagrams, and manufacturer resources, along with the option for virtual coaching to prepare them for any challenges they might face on the job. As the workforce faces a shortage, with over 30 million field service positions expected to remain unfilled by 2020, XOi creates a vital link between inexperienced technicians on-site and seasoned professionals in the office. This innovative approach not only enhances service delivery but also ensures a smooth transition of knowledge and skills, effectively tackling the looming talent gap in the industry.
API Access
Has API
No
API Access
Has API
No
Integrations
Davisware Vision
No
FieldConnect
No
Jonas Enterprise
No
NodeOps
No
Operix
No
Shark Byte Sales and Estimating CRM
No
Integrations
Davisware Vision
Yes
FieldConnect
Yes
Jonas Enterprise
Yes
NodeOps
Yes
Operix
Yes
Shark Byte Sales and Estimating CRM
Yes
Pricing Details
No price information available.
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
ServiceFactor
Founded
1991
Country
United States
Website
www.servicefactor.com
Vendor Details
Company Name
XOi Technologies
Founded
2013
Country
United States
Website
www.xoi.io
Product Features
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
No
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
HVAC
Billing & Invoicing
No
Customer Database
No
Dispatch Management
Yes
Inventory Control
No
Job Management
Yes
Maintenance Scheduling
No
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
No
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Plumbing
Billing & Invoicing
No
Customer Database
No
Dispatch Management
Yes
Inventory Control
No
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
No
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