The Service Program
UnclaimedSeamlessly manage and optimize your service business operations with robust QuickBooks integration.
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TL;DR - The Service Program
- Optimizes route planning and scheduling for field service businesses.
- Integrates seamlessly with QuickBooks Desktop and Online to prevent double entry.
- Includes a customer portal and mobile solution for enhanced communication and efficiency.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
Pros
- Eliminates double data entry with comprehensive QuickBooks integration.
- Significantly improves route efficiency and reduces travel time.
- Enhances customer satisfaction and retention through a dedicated portal.
- Provides a user-friendly interface with a familiar Windows 'look and feel'.
- Offers private training to help businesses quickly adopt the software.
Cons
- Requires QuickBooks 2018 or newer for desktop integration.
- Specific pricing details are not publicly available, requiring a request for information.
Key Features
QuickBooks Desktop & Online IntegrationRobust Mobile Solution for Apple and Google devicesCustomer Portal & App with online payment optionsRoute Management and Optimization with GPS trackingWork Order and Service Call SchedulingEquipment Inventory Tracking and Rental TrackingEmployee Communication and Task ManagementSales Leads and Estimates Management
Pricing Plans
One Office User Subscription Plan
$99.95 Per Month
- Low monthly payment
- Support included
- Software updates included
Two Office Users Subscription Plan
$134.95 Per Month
- Low monthly payment
- Support included
- Software updates included
Three Office Users Subscription Plan
$169.95 Per Month
- Low monthly payment
- Support included
- Software updates included
Five Office Users Subscription Plan
$219.95 Per Month
- Low monthly payment
- Support included
- Software updates included
Ten Office Users Subscription Plan
$344.95 Per Month
- Low monthly payment
- Support included
- Software updates included
Mobile Solution (1-14 users)
$79.95/month
- Includes 1 to 14 total mobile field users
Mobile Solution (15-50 users)
$129.95/month
- Includes 15 to 50 total mobile field users
The Customer Portal
$59.95/mo
- Displays customer specific pricing
- Customers can request service
- Review service history
- View QuickBooks invoices
- View payment history
- Make payments online
About The Service Program
By Toolradar Team·
The Service Program is a comprehensive service business management software designed to streamline operations for a wide array of field service industries. It offers deep integration with QuickBooks Desktop (2018 and newer) and QuickBooks Online, eliminating the need for double data entry and ensuring financial records are always in sync. The software provides tools for efficient route management, work order scheduling, inventory tracking, and enhanced communication within the company and with customers.
This solution is ideal for small to mid-sized service companies such as pool service, lawn care, landscaping, plumbing, HVAC, pest control, and equipment rental businesses. It empowers businesses to improve route efficiency by 200-300%, enhance customer satisfaction through a dedicated customer portal, and boost employee productivity with mobile field service capabilities. The Service Program aims to help businesses grow by optimizing daily operations, improving communication, and providing actionable insights.
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The Service Program FAQ
How does The Service Program handle inventory management, especially for items used on service trucks?
The Service Program allows for detailed inventory tracking, including managing multiple inventory locations such as individual service trucks. It can track equipment and materials consumed on jobs or route stops, including specific chemicals used, and this inventory data posts directly into QuickBooks.
Can The Service Program assist with lead generation and the estimation process for new clients?
Yes, The Service Program can help generate leads in your service area. Once leads are imported or entered, it tracks calls and visits. It also facilitates creating quote comparisons for prospects and can seamlessly email these quotes. Upon acceptance, it automatically creates the customer in QuickBooks, generates work orders, and sets up the first service order.
What specific route optimization capabilities does The Service Program offer beyond basic mapping?
Beyond basic mapping, The Service Program features 'Map Wise Smart Routing' which recommends optimal routes and stop placements for new customers to maintain route density. It also allows for optimizing routes by area, day, and technician, and includes stop verification, GPS pinpointing of technicians upon arrival/departure, and the ability to drag and highlight crisscrossing routes for reassignment.
How does the customer portal enhance customer interaction and what financial functionalities does it provide?
The customer portal connects customers 24/7, allowing them to view customer-specific pricing, request service, review QuickBooks invoices, view payment history, and make payments online. These payment transactions post directly into QuickBooks, improving communication and customer satisfaction.
Is The Service Program customizable to fit unique business needs, and what aspects can be tailored?
Yes, The Service Program is highly customizable. Businesses can tailor custom fields and templates for lists, reports, work orders, and invoices. It also allows for generating custom reports specific to an industry or modifying reports by client, ensuring flexibility for almost any mobile service business.
Source: theserviceprogram.com