The Service Program

The Service Program

Westrom Software
+
+
Visit Website

About

Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price.

About

Manage your service business effectively and route more efficiently with the industry leading, service business software that seamlessly integrates with QuickBooks™. QuickBooks™ compatible. Easy to set up. Simple to use. Customer portal and robust mobile solution options. Seamlessly integrate with QuickBooks™. Post Invoices, employee time, bills etc. Works with classes and sales reps, no need for double entry. Enter/complete tasks & work orders. Take before and after pictures of jobs. Enter and view customer equipment, signature capture, print and/or email transactions. Service business software allows you to track customer profitability, improve staff communications, and effectively manage your routes. Optimize routes by area, day and tech. View details of each stop, map to each stop or service call while on the road. Generate Route Maps and optimize your stop order to be more efficient.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Businesses of all sizes with deskless teams, no matter where they are.

Audience

Companies that use QuickBooks in need of a solution to improve their operations

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29 for up to 30 users
We keep it simple and affordable:
Free 14-day trial (no credit card required) includes all features, so you can truly experience the product with no limitations.
Small Business plan is free for up to 10 users.
Premium plans start at $29/month, fixed price for the first 30 users.
Free Version Supported
Free Trial Supported

Pricing

$49.00/month/user
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.6 / 5
support 4.9 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros from Real Users

Pros

  • This has been fantastic! Not only does it keep everyone's hours organized, but it also gives us real-time insights into staffing and project timelines. This information is invaluable for accurate bidding on future jobs.
  • This solution is great! It's easy to use, looks good, and offers fantastic value. Plus, the developers keep adding new features and updates, which is awesome. I highly recommend it!
  • Easy to use mobile app for organization wide communication. It also provides a variety of communication channels like chat, email, surveys & alerts.
  • What I appreciate most about Connecteam is its ability to serve as a comprehensive platform for employee contentment. From user-friendly surveys to effective communication tools, Connecteam streamlines the process of understanding and addressing employee needs, creating a bridge to a more satisfied and engaged workforce.
  • Connecteam offers several advantages including its comprehensive suite of features for scheduling, communication, and task management. Its user-friendly interface and mobile accessibility make it an efficient and accessible choice for businesses seeking to optimize workforce management.
  • This app excels with user-friendly tools, enhancing seamless communication & collaboration effortlessly.
  • Finally an app with all the tools we were looking for! Up until now needed to pay for 4 different apps, and to ask our employees to download them.
  • More effective management and monitoring of employees along with their progress in their tasks & projects.
  • I rely on this software to effectively manage my small remote team, providing essential tools for management, communication, monitoring, and collaboration. Its user-friendly interface complements the extensive range of features, making it a cost-effective investment for our organization. This software significantly enhances our daily operations, ensuring that our team's needs are met efficiently and effectively.
  • One advantage of using this software is the effectiveness of the management and communication of this software.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Connecteam
Founded: 2015
United States
connecteam.com

Company Information

Westrom Software
Founded: 2006
United States
theserviceprogram.com

Alternatives

Alternatives

SingleOps

SingleOps

SingleOps by Granum
Time Management from ISGUS

Time Management from ISGUS

ISGUS America LLC
The Service Program

The Service Program

Westrom Software
Jobber

Jobber

Jobber Software

Categories

Categories

Cleaning Services Supported
Help Desk Supported
HVAC Supported
IT Service Supported
Pest Control Supported
Plumbing Supported
Service Dispatch Supported
Snow Removal Supported
Towing Supported

Cleaning Services Features

Billing & Invoicing Not Supported
Client Management Not Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Not Supported
Recurring Appointments Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Work Order Management Supported

Field Service Management Features

Billing & Invoicing Not Supported
Contact Database Supported
Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Not Supported
Mobile Access Supported
Payment Collection in the Field Not Supported
Quotes / Estimates Not Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Not Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Maintenance Management Features

Asset Tracking Not Supported
Billing & Invoicing Not Supported
Calibration Management Not Supported
Dispatch Management Supported
Inventory Control Not Supported
Inventory Management Not Supported
Key & Lock Management Not Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Not Supported
Preventive Maintenance Supported
Purchasing Not Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Plumbing Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Not Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Not Supported
Call Center Management Supported
Contract Management Not Supported
Customer Database Supported
Inventory Control Not Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Not Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Tradesman Job Management Features

Contract Management Not Supported
Customer Database Not Supported
Dispatch Management Supported
For Builders Not Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Not Supported
Job Tracking Supported
Payments Not Supported
Quoting Not Supported
Reporting Not Supported
Scheduling Supported
Time Tracking Supported

Absence Management Features

Analytics/Reporting Supported
Approval Process Control Supported
Attendance Tracking Supported
Calendar Management Supported
Compliance Management Supported
Employee Database Supported
Employee Scheduling Supported
Leave Policy Management Supported
Notifications/Alerts Supported
Overtime Management Supported
Role-Based Permissions Supported
Time Off Management Supported
Timesheet Management Supported

Attendance Tracking Features

Absence Management Supported
Calendar Management Supported
Employee Scheduling Supported
Employee Time Clock Supported
FMLA Tracking Supported
Overtime Tracking Supported
Reporting/Analytics Supported
Self Service Portal Supported
Time Tracking Supported
Timesheets Supported
Vacation / Leave Tracking Supported

Collaboration Features

Brainstorming Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Not Supported
Real Time Editing Supported
Task Management Supported
Version Control Not Supported
Video Conferencing Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Supported
Version Control Not Supported

Employee Communication Tools Features

Activity / News Feed Supported
Audio / Video Conferencing Not Supported
Blogs Not Supported
Chat / Messaging Supported
Employee Directory Supported
Event Calendar Supported
File Sharing Supported
Knowledge Management Supported
Newsletter Management Supported
Surveys & Feedback Supported

Employee Engagement Features

Benchmarking Supported
Cultural Alignment Supported
Employee Awards Supported
Employee Guides Supported
Employee Recognition Supported
Feedback Management Supported
Goal Management Not Supported
Health & Wellness Programs Not Supported
Performance Management Supported
Pulse Surveys Supported

Employee Recognition Features

eCards Supported
Goals Not Supported
Leaderboards / Activity Tracking Supported
Manager-to-Peer Recognition Supported
Mention Management Supported
Nominations Not Supported
Peer-to-Peer Recognition Supported
Performance Management Not Supported
Rewards Catalog Supported
Rewards Points Supported
Social Recognition Supported

Employee Scheduling Features

Appointment Management Not Supported
Automated Scheduling Supported
Calendar Management Supported
Employee Database Supported
Group Scheduling Supported
Messaging Supported
Mobile Access Supported
Payroll Management Supported
Reporting/Analytics Supported
Resource Management Supported
Schedule Distribution Supported
Scheduling Supported
Shift Scheduling Supported
Shift Swapping Supported
Time Clock Supported
Time Tracking Supported
Vacation / Leave Tracking Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Not Supported
Version Control Not Supported

Human Resources Features

360 Degree Feedback Supported
Applicant Tracking Not Supported
Attendance Management Supported
Benefits Management Supported
Career Development Planning Not Supported
Compensation Management Not Supported
Compliance Management Supported
Employee Database Supported
Employee Lifecycle Management Supported
Onboarding Supported
Payroll Management Supported
Performance Management Supported
Recruiting Management Not Supported
Self Service Portal Supported
Succession Planning Not Supported
Time & Attendance Management Supported
Time Off Management Supported
Timesheets Supported
Training Management Supported

Internal Communications Features

App Integration Not Supported
Blogs Not Supported
Chat/Messaging Supported
Email Management Not Supported
Employee Directory Supported
Event Calendar Supported
Newsletter Management Supported
Photo Gallery Supported
Social Sharing Supported
Survey Management Supported
Telephony Not Supported
Video Chat Not Supported
Voice Chat Supported

Leave Management Features

Approval Process Control Supported
Calendar Management Supported
Employee Scheduling Supported
FMLA Tracking Supported
Leave & Absence Reporting Supported
Leave Policy Management Supported
Self Service Portal Supported

Medical Scheduling Features

Appointment Management Not Supported
Billing & Invoicing Not Supported
Drag & Drop Supported
Facility Scheduling Not Supported
Multi-Location Supported
No-Show Tracking Supported
On Call Scheduling Supported
Patient Records Not Supported
Patient Scheduling Not Supported
Physician Management Not Supported
Recurring Appointments Not Supported
Self Service Portal Supported
Staff Scheduling Supported

Onboarding Features

Course Management Supported
Document Management Supported
E-Verify / I-9 Forms Supported
Electronic Forms Supported
Electronic Signature Supported
Employee Handbook Supported
Employee Portal Supported
File Management Supported
Job Description Management Not Supported
Orientation Management Supported
Self Service Portal Supported
Task Management Supported
Tax Forms Not Supported
Training Management Supported

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling Not Supported
Automated Scheduling Supported
Calendar Management Supported
Class Scheduling Supported
Employee Scheduling Supported
Facility Scheduling Supported
Group Scheduling Supported
Interview Scheduling Not Supported
Meeting Room Booking Not Supported
Multi-Location Supported
Online Scheduling Supported
Payment Processing Not Supported
Real-time Scheduling Supported
Reservations Not Supported
Resource Scheduling Supported
Room Booking Management Not Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Not Supported
Gantt Charts Not Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Team Chat Features

End-to-End Encryption (E2EE) Not Supported
File Sharing Supported
Groups / Channels Supported
Payments Not Supported
Search / Filter Supported
Self-Destructing Messages Not Supported
Stickers / GIFs Supported
Threaded Discussion Supported
Video Conferencing Not Supported
Voice Calling Not Supported

Team Communication Features

Activity / News Feed Supported
Audio Calls Not Supported
Calendar Management Supported
Chat / Messaging Supported
Discussion Threads Supported
File Sharing Supported
Mobile Access Supported
Push Notifications Supported
Search Supported
Surveys & Feedback Supported
Task Management Supported
Video Conferencing Not Supported

Team Management Features

Assignment Management Supported
Commenting / Notes Supported
Goal Setting / Tracking Supported
Messaging Supported
Productivity Analysis Supported
Progress Tracking Supported
Project Planning Not Supported
Resource Management Supported
Task Management Supported
Third Party Integration Supported
Time Tracking Supported

Time Clock Features

Biometric Recognition Not Supported
Hourly Employee Tracking Supported
Messaging Supported
Mobile Access Supported
Online Punch Card Supported
Payroll Management Supported
Punch card Supported
Reporting/Analytics Supported
Salaried Employee Tracking Supported
Sick Leave Tracking Supported
Vacation / Leave Tracking Supported
Workstation Tracking Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Not Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Not Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Training Features

Academic / Education Not Supported
Asynchronous Learning Not Supported
Blended Learning Not Supported
Built-In Course Authoring Supported
Built-in LMS Supported
Certification Management Not Supported
Corporate / Business Not Supported
eCommerce Not Supported
Learner Portal Supported
Mobile Learning Supported
Simulation Not Supported
Synchronous Learning Not Supported
Training Companies Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Workforce Management Features

Budgeting & Forecasting Not Supported
Contractor Management Supported
Employee Lifecycle Management Supported
Labor Projection Not Supported
Performance Appraisal Supported
Recruiting Management Not Supported
Scheduling Supported
Skills Tracking Supported
Time & Attendance Supported
Variable Workforce Supported

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking Not Supported
Work Order Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Not Supported
Calibration Management Supported
Dispatch Management Not Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Equipment Maintenance Features

Customer Database Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Warranty Tracking Supported
Work Order Management Supported

Facility Management Features

Asset Management Supported
Commercial Properties Supported
Equipment Management Supported
Facility Scheduling Not Supported
Incident Management Not Supported
Inspection Management Supported
Inventory Control Supported
Maintenance Tracking Supported
Preventive Maintenance Supported
Residential Properties Supported
Room Scheduling Not Supported
Schools Supported
Space Planning Not Supported
Vendor Management Supported
Visitor Management Not Supported
Work Order Management Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Supported
Community Forums Not Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Not Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Not Supported
Multi-Channel Communication Supported
Multiple Brands / Products Supported
Network Monitoring Supported
Real-time Chat Supported
Self Service Portal Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

IT Service Features

Contract Management Supported
Incident Management Supported
IT Asset Management Supported
Knowledge Management Supported
Release Management Supported
Self Service Portal Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Supported

Landscape Management Features

Billing & Invoicing Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Groundskeeping Supported
Inventory Control Supported
Irrigation Tracking Supported
Job Management Supported
Landscape Design Not Supported
Mobile Access Supported
Payroll Management Not Supported
Plant Database Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling & Appointments Supported
Work Order Management Not Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Supported
Inventory Control Supported
Mobile Access Not Supported
Pest Activity Tracking Supported
Pesticide Usage Tracking Supported
Property Layouts Supported
Quotes / Estimates Supported
Scheduling Supported

Towing Features

Billing & Invoicing Supported
Client Management Supported
Commission Management Supported
Fleet Management Supported
Fuel Management Supported
Lot Management Not Supported
Maintenance Management Supported
Routing Supported

Transportation Dispatch Features

Billing & Invoicing Supported
Computer Aided Dispatch Not Supported
Customer Database Supported
Emergency Dispatch Not Supported
Fuel Management Not Supported
Mileage Tracking Not Supported
Order Management Not Supported
Routing Supported
Scheduling Supported
Vehicle Tracking Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Dropbox Supported
Google Calendar Supported
Google Drive Supported
Gusto Supported
NextBee Supported
PayCheck Supported
Paychex Flex Supported
QuickBooks Payroll Supported
Xero Supported
YouTube Supported
Zapier Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Dropbox Not Supported
Google Calendar Not Supported
Google Drive Not Supported
Gusto Not Supported
NextBee Not Supported
PayCheck Not Supported
Paychex Flex Not Supported
QuickBooks Payroll Not Supported
Xero Not Supported
YouTube Not Supported
Zapier Not Supported
Claim The Service Program and update features and information
Claim The Service Program and update features and information