Scheduling Manager

Scheduling Manager

Thoughtful Systems
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About

Thousands of businesses around the world use Formitize everyday to perform a range of business activities. They’ve developed an intimate knowledge of Formitize and here, we give them centre stage to share their experiences about how and why Formitize works for them. Transform to a paperless business with instant templates from our FormBank or simply use the drag and drop Form Builder to build the perfect forms for your business. Incredible visibility, automated reminders & updates with so many features to help streamline your job management. It’s time to get your health & safety forms and processes paperless and compliant. No more carrying around folders of outdated information. Everyone has access to latest versions, all the time. Finally! All of your sales and customer information in one place. Schedule and automate with smart, complete job management.

About

Scheduling Manager Gemini is a multi-functional software management tool for field service businesses. It incorporates robust CRM features, as well as Job Scheduling, Employee Scheduling, Accounts Receivable, Payroll, Mapping, SMS and Caller ID to help a wide range of service businesses improve their efficiency and customer service capabilities. Scheduling Manager Gemini interfaces with several off-the-shelf business accounting and payroll solutions including QuickBooks, ADP, Sage, Xero, MYOB, Infusionsoft, Paychex and Act!. The software is available as either a desktop or web-based application and can be tailored to meet the specific needs of each customer. Industries serviced include residential and commercial cleaning, carpet cleaning, fire extinguisher maintenance, janitorial, home health care, HVAC, pest control and many others. It interfaces with SM-Mobile, our mobile app (runs on Android or Apple).

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

Audience

Businesses searching for a solution to improve their services and increase sales

Audience

Field service businesses -- Cleaning, pest control, HVAC maintenance, carpet cleaning, window cleaning, residential cleaning (maid service), liquid waste, air duct maintenance, etc.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29.99 per user pm
Free Version Not Supported
Free Trial Supported

Pricing

$795.00/one-time
Additional fees for multi user and for advanced features.
Monthly payments also supported
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Dream to use once all set up. Great for on the road Inspection forms for technicians to fill out. CRM is very good. Customer service is great.

Cons

  • Difficult to get head around the terminology and the setup process.

Pros & Cons from Real Users

Pros

  • We have used Scheduling Manager Gemini software from Thoughtful Systems for over 12 years now, for our residential cleaning business Before we started using Thoughtful’ s software, we relied on some paper and pen methods, also spreadsheets and data on customers in QuickBooks. When we first implemented Scheduling Manager Gemini software, we were pleased that the software could import all our customer information from QuickBooks. Since that time, we have maintained the link between Thoughtful Systems and QuickBooks, so all invoices and payments we create in Scheduling Manager Gemini are exported seamlessly to QuickBooks. Also, any new customers we enter into Gemini are transferred. From time to time, we have asked Thoughtful Systems for modifications to certain parts of the software, and they have been great at implementing what we want at reasonable rates. We have found the support staff to be helpful in promptly attending to any questions or issues that have occurred with the software. We like also that Thoughtful Systems adds new features from time to time -- their mobile app is great. Also, the text messaging features, which let us send reminders to all customers via text message each day.
  • It makes job scheduling much more manageable -- a huge improvement over what we used to do more than 12 years ago, before we started using Scheduling Manager. Invoicing is made easy too. We can keep track of all info for our customers easily.

Cons

  • The only regret I have is that we didn’t start using this software sooner!
  • I couldn't say I don't like something particular about Thoughtful Systems' software.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Formitize
Founded: 2012
Australia
formitize.com/en/

Company Information

Thoughtful Systems
Founded: 2000
United States
thoughtfulsystems.com

Alternatives

Alternatives

Nexus Service Manager

Nexus Service Manager

Nexus Digital Technology
The Service Program

The Service Program

Westrom Software

Categories

Cleaning Services Supported
Forms Automation Supported
HVAC Supported
Pest Control Supported
Plumbing Supported
Scheduling Supported
Service Dispatch Supported

Categories

Carpet Cleaning Supported
Cleaning Services Supported
HVAC Supported
Janitorial Supported
Pest Control Supported
Plumbing Supported
Waste Management Supported

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking 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 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 Supported
Technician Management Supported
Work Order Management Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Supported
Inventory Control Supported
Mobile Access Supported
Pest Activity Tracking Supported
Pesticide Usage Tracking Supported
Property Layouts Supported
Quotes / Estimates Supported
Scheduling 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

Tradesman Job Management Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
For Builders Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Supported
Job Tracking Supported
Payments Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking Supported

Building Maintenance Features

Asset Tracking Supported
Commercial Properties Supported
Customer Database Supported
Dispatch Management Supported
Inventory Management Supported
Job Costing Supported
Job Management Supported
Maintenance Scheduling Supported
Residential Properties Supported
Routing Supported
Scheduling Supported
Work Order Management 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 Supported
Version Control 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 Supported
Plant Database Supported
Quotes / Estimates Supported
Routing Supported
Scheduling & Appointments Supported
Work Order Management Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Supported
Calibration Management Supported
Dispatch Management 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

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling 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 Supported
Real-time Scheduling Supported
Reservations Supported
Resource Scheduling Supported
Room Booking Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not 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

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking 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 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 Supported
Technician Management Supported
Work Order Management Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Supported
Inventory Control Supported
Mobile Access Supported
Pest Activity Tracking Supported
Pesticide Usage Tracking Supported
Property Layouts Supported
Quotes / Estimates Supported
Scheduling 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

Carpet Cleaning Features

Billing & Invoicing Supported
Customer Management Supported
Dispatch Management Supported
Equipment Tracking Supported
Mobile Access Supported
Online Booking Supported
Scheduling Supported
Work Order Management Supported

Janitorial Features

Bid Management Supported
Billing & Invoicing Supported
Client Management Supported
Employee Scheduling Supported
Inventory Management Supported
Mobile Access Supported
Payroll Management Supported
Quality Control Supported
Surveys & Feedback Supported
Time Tracking Supported
Work Order Management Supported

Waste Management Features

Billing & Invoicing Supported
Customer Accounts Supported
Customer Database Supported
Equipment Tracking Supported
Inventory Management Supported
Routing Supported
Scheduling Supported
Waste Disposal Supported
Work Order Management Supported

Integrations

MYOB AccountRight Supported
QuickBooks Online Supported
Xero Supported
Mailchimp Supported
Microsoft Outlook Not Supported
QuickBooks Enterprise Not Supported
Sage 100 Contractor Not Supported
Zapier Supported

Integrations

MYOB AccountRight Supported
QuickBooks Online Supported
Xero Supported
Mailchimp Not Supported
Microsoft Outlook Supported
QuickBooks Enterprise Supported
Sage 100 Contractor Supported
Zapier Not Supported
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