ServiceWorks connects scheduling, warranty dispatches, technicians, parts ordering, purchase orders, inventory, customer communication, invoicing, payments and reporting for appliance repair and HVAC service companies.
Built for service operations with parts and repeat visits
The first appointment is only part of the job. Warranty dispatches must be received, technicians need the right history, parts often have to be ordered, customers need updates, the return trip has to be scheduled, and billing has to close the loop. ServiceWorks keeps those handoffs connected so fewer jobs get stuck between departments.
The connected service lifecycle
Create the job directly or receive warranty dispatch information.
Match the technician by availability, zone, skill and location.
Keep the diagnosis and required parts tied to the job.
Move the job into the correct status while parts are outstanding.
Receive the PO, update inventory and keep the job synchronized.
Surface the job when all required parts are received.
Finish the return trip with history, parts and documentation available.
Close the operational and financial workflow from the same platform.
Warranty & third-party dispatch workflows
ServiceWorks can synchronize dispatch information from supported warranty and service networks into work orders, helping teams reduce duplicate entry and keep claim activity tied to the service job.
Integrated parts & purchase orders
ServiceWorks connects purchase orders, receiving and returns with integrated distributor workflows so the purchasing activity stays tied to the repair.
Parts inventory & barcode receiving
Track inventory across multiple locations, receive parts against purchase orders, scan barcodes and keep shortages or overages visible.
Scheduling, dispatch & GPS
Use availability, skills, zones and location to make better assignment decisions, then keep dispatch informed throughout the day.
SWOpsCenter mobile field service
SWOpsCenter keeps appliance and HVAC technicians connected to assigned jobs, customer and equipment history, parts, forms, signatures, invoicing and payment activity.
Customer communication
Automate reminders and technician updates, and notify customers when parts arrive so they know it is time to schedule the return visit.
The parts needed for your service have been received. Please contact us to schedule your return appointment.
Invoicing, payments & A/R
Create invoices from completed work, collect payment in the field or by payment link, and keep customer receivables and warranty receivables visible to the office.
Analytics & operational visibility
Use operational and financial reporting to understand job performance, technician productivity, parts status, receivables and profitability.
Explore Analytics & ReportingAppliance & HVAC software FAQ
ServiceWorks supports integrations with ServiceBench and ServicePower for supported dispatch and claim workflows.
Yes. ServiceWorks supports integrated parts workflows with distributors including Marcone, Encompass, Reliable and Sundberg.
The job can automatically move to Waiting on Parts so dispatch and the office can clearly see why the job is paused.
When required parts are received, the job can automatically move to Ready to Be Rescheduled.
Yes. Customer communication can be triggered when parts arrive so the customer can be prompted to schedule the return visit.
Yes. SWOpsCenter supports mobile access to jobs, customer history, parts, forms, documentation, invoicing and payments.
Yes. ServiceWorks supports multi-location inventory, receiving, barcode workflows and cycle counts.
See how ServiceWorks connects warranty work, scheduling, technicians, parts, purchase orders, inventory, customer communication, invoicing and reporting for appliance repair and HVAC operations.
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