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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Rather than dealing with a barrage of emails, clients can easily select a time on the calendar with a designated technician or the next available team member. ServiceTree is tailored specifically for the unique requirements of Managed Service Providers (MSPs), built using insights gained from over 100,000 service tickets. This platform integrates effortlessly into everyday workflows as a downloadable Chrome extension. With a quick setup that takes only 5-10 minutes, technicians can efficiently transition to their next ticket with just a click. Managers benefit from a different interface compared to their technicians, allowing them to view the upcoming five tickets assigned to the techs. By pressing the OpenNext™ button, technicians can instantly change the ticket status to "in progress" while initiating time tracking. ServiceTree is making significant strides in transforming professional services automation within the MSP sector through its innovative OpenNext™ technology, making operations smoother and more efficient than ever before. This approach not only enhances productivity but also improves client satisfaction by streamlining communication and service delivery.

Description

Understanding your company's break-even costs is fundamental to achieving profitability in any business. The break-even point represents the total revenue required to cover all expenses before any profit can be realized. XactRate offers a comprehensive suite of tools designed for HVAC companies, including office scheduling, dispatch capabilities, truck inventory management, and the ability to monitor travel time and diagnostics for each service ticket. Additionally, it enables field-generated service tickets that can be printed or emailed, tracks service technician productivity, facilitates equipment sales, and allows multiple technicians to work on a single ticket, all while providing extensive reporting features. Utilizing cutting-edge Cloud technology, XactRate operates in real-time on both iPads and PCs, ensuring you have access to vital information without requiring an internet connection when in the field. Before heading out or upon returning, simply sync the data from your iPad or Android device. Moreover, it eliminates the need for complicated and expensive heat load calculators, delivering precise BTU results for accurately sizing air conditioning equipment. This streamlined approach not only enhances operational efficiency but also contributes to increased profitability.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Datto RMM

Integrations

Datto RMM

Pricing Details

$0.99 per month
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

ServiceTree

Founded

2016

Country

Australia

Website

service-tree.com

Vendor Details

Company Name

XActRate Business Management

Founded

2011

Country

United States

Website

getstarted.xactrate.com

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

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

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

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

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