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features
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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Datto RMM Yes 

Integrations

Datto RMM No 

Pricing Details

$0.99 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

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 Yes 

Types of Training

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

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 Yes 
CRM No 
Client Portal Yes 
Collaboration Tools No 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Maintenance Scheduling No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work 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 

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