Easily manage your schedules and changed schedule with auto notifications sent to customers and your techs.
Work orders, inspections, employee assignments – you can input all of the needed information in the format that works best for you (by day, by week or by month) and it has color coding options to help you visualize what needs to be done and when.
ServiceWorks can have custom Job Types per company. The job types can then be used in many places in the system to filter out the jobs. Any number of job types can be created. Other than Job Types ServiceWorks has more ways of classifying a job like Call Type, Call Source, Request Type.
In ServiceWorks our quoting and estimation workflow is very flexible. It is not limited to just 3 or 4 tiers. Businesses can send combined estimation for as many as they choose. The architecture and design are simple and user friendly
ServiceWorks has a bundle element which comprises of parts and services. Customers can pre-create bundles and use them in the jobs or create a bundle on the fly. Very flexible and powerful. Bundles also have a disposition status which they can custom configure to impact inventory and/or invoice.
ServiceWorks has more than basic CRM functionality. It not only has information about customers and their work history, but it also has payment history, customer account receivable, statements, and customer portal. ServiceWorks lets you categorize the customer by Leda status and enables you to send email campaign.
ServiceWorks has powerful two-way text messaging for internal and external communication. All the messages are visible from web portals and mobile apps. All relevant messages related to a job are tied to the job otherwise it is tied to a customer. ServiceWorks can also provide custom phone numbers per company to send SMS text from.
ServiceWorks can store and apply documents for a job. ServiceWorks also has a task feature that can be associated with the customer to set reminder for preventive maintenance.
ServiceWorks has many templates throughout different stages of job life cycle and order life cycle. All these notifications are not only available for email, but they can also be used for SMS and Robocall. The templates can be customized with dynamic variables or tokens. The branding of companies can be incorporated in the template design.
ServiceWorks pricelist can be customized to offer flat rate price. The services offered can be grouped by category and subcategory. We are also working on production rate as a feature for the services offered. This feature will let you automatically calculate the job hours when the service and quantity is selected.
ServiceWorks has in-built costing for all parts or services offered. The job costing report shows the information by job or by parts. ServiceWorks doesn’t have the ability to track additional expenses currently.
ServiceWorks tracks the time of employees systematically which can also be manually overridden if permitted. We also have elaborate employee commission to track not only the work hours, but also the miles travelled, and their commission amount based on flat price or percentage. ServiceWorks doesn’t process payroll but generates data so that you can plug into your payroll system easily.
ServiceWorks tracks the employee in the field while they use their mobile application. The system geo time stamps their location. And the history of their route is also available.
ServiceWorks makes is easy for you to keep track of inventory across multi location. You can not only track inventory, you can also adjust inventory and also transfer items between locations with ease.
ServiceWorks can enable P.O. creation for approved vendors from job, sales order or on its own. We currently integrate with Marcone inventory to automatically send P.O. request to Marcone and then automatically get the status of the P.O. from the source. We can implement similar integration with Larson Order System.
ServiceWorks has a document library where unlimited documents can be stored.
ServiceWorks ability to create multiple custom forms and associate these forms to a job. The forms can be of any purpose. It can be used as a pre-checklist or during the job checklist. ServiceWorks can also send survey forms to customers.
Invoice is very simple and easy in ServiceWorks. Automatically send invoice, process payment and send receipt to your customer for desktop or mobile platform.
ServiceWorks has an integrated payment mechanism to process credit card payments. ServiceWorks can also reconcile cash, check, EFT payments which are collected elsewhere. The platform has the capability of automatically processing invoices when a card is on file.
