QUICKBOOKS MECHANICAL CONTRACTOR SOFTWARE

With its seamless integration with QuickBooks, its compatibility with mobile devices (iPhones and Android), and its many functional features, The Service Program is the optimal software solution for your Mechanical Contractor service business. Especially when it’s also one of the most affordable solutions on the market.

The following are some of the Mechanical Contractor Service tasks that The Service Program can help you record, track, manage and report to your residential and commercial customers, if appropriate:

Enter Customers once in The Service Program or in QuickBooks and it seamlessly will update the other program. When a customer calls you can open a work ticket in The Service Program then it will seamlessly go to a PDA.  Once closed it posts as an invoice in QuickBooks where you can print it out. Continue to receive payments in QuickBooks and do your other normal accounting functions.  The Service Program does all the other little tasks that QuickBooks doesn't do. Create recurring work orders for PM's or recurring visits and things Schedule when services need to be performed with our drag and drop calendar Create routes for services that need to be performed on a certain frequency like weekly, biweekly, monthly, etc Track when your guys arrive and depart a location Email notify a customer/property manager when work is complete Profile your customers by creating 20 custom fields to your liking.  You can then export the list for marketing and use popular email newsletter systems like www.contantcontact.com Create Quotes for customer and leads that are not QuickBooks customers.  Email the quote right out of The Service Program to your lead! Create custom service contract templates and track which service contracts are up for renewal and when Track customer specific equipment Track subcontractors as well.  If you need to dispatch a subcontractor or you are awaiting parts from a supplier for a job The Service Program gives you an easy way to track them as well as notify you when things fall behind schedule Track inventory in multiple locations like vans, warehouses, etc.  Inventory will then tie right back into QuickBooks!
Service Call Scheduling	Past Due/Recurring Work Orders	PDA's
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We now support 2-Way Google Calendar integration!		Watch Video
Routing	Route Tickets	Route Mapping
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Inventory	Customer Detail	Monthly Billing
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Service Contracts	Ticket Analysis	Leads/Quotes
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Below are some Screen Shots of our iPhone and Android Version
Create, View and Complete Work Orders	Create Invoices, View Customer Info, sync remotely	Run a route, create route tickets, record what was done at a stop