order-management

Best Work Order Management Software

Easily manage Everything from Estimation, Work Order, Warranty, Parts Inventory, to Purchase Order, Route Optimization and GPS Tracking is available under one platform.

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Scheduling & Dispatching

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.

Job Type Categorization

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.

Schedule
Estimation

Multi Option Quoting

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

Product Bundles/Assembly for Easy Quoting

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.

Customer Information and History

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.

Outbound Text/ Two Way SMS

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.

customer-information

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