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QUICKBOOKS WINDOW AND DOOR INSTALLATION & SERVICE SOFTWARE

The Service Program seamlessly interfaces with QuickBooks.  This means any work orders entered in The Service Program or on PDA devices, such as iPhones or Androids, will seamlessly post into QuickBooks as an invoice under the customers account.  When a customer pays you all you have to do is enter the payment directly into QuickBooks like you do right now!  Additionally, any customers or items entered into QuickBooks will post over to The Service Program!

The following are some of the items 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.
  • Schedule when services need to be performed with our drag and drop calendar
  • Create recurring work orders for PM's or recurring visits and things
  • 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!

 

    iPhone and Android Pool Service Software
 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

 
 
 
Mobile Service Software
Track Equipment with QR Codes


The Service Program is a QuickBooks add-on that can help you manage contacts, track leads, schedule appointments, plan routes, generate estimates, manage equipment rentals, track materials and equipment, produce invoices in the field, manage multiple inventory locations, create reports and fulfill service contracts. The Service Program also works with handheld personal digital assistants (PDAs), so it's mobile, just like your business.
 
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