ServiceSight

ServiceSight

Protean Software
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About

Schedule service calls and dispatch opportunities. Track technicians in the field via GPS mapping. See tech sales and set sales goals on real-time dashboard. Find the fastest route to your appointments with GPS mapping. Create premium, mid-range and economy choices in one click, proven to boost sales. Scan credit cards, capture signatures and generate invoices all in the app, no paperwork. Import and export to QuickBooks to keep all transactions in sync. Get your own branded homeowners app to stay connected with customers. Customers can track service plans, warranties and service history right from their phone. Maintain relationships and ensure customer satisfaction. Easily track purchasing trends on the real-time results dashboard. As a contractor, the jobi homeowners app is branded for your contracting business complete with your company logo. It keeps you in touch with your customers and provides them with a valuable tool for tracking services, maintenance plans and more.

About

Our cloud-based software provides you with the information you need to grow your business in real-time. Improve efficiency of your teams effortlessly meaning you can plan more work each day without increasing costs – and it’s FREE up to 5 users. Get more done in less time! Simplify everyday tasks by eliminating paperwork from your employees and engineers’ life. They will love our online forms, replacing the need for time-consuming paperwork – and they can access all necessary history and certifications all in one place. Going paper-free is also a great step in helping the environment. Reduce your service to cash cycle and issue invoices faster by completing & invoicing jobs directly on engineers’ mobile devices – and they can even collect payments as well via our seamless Stripe integration. Even if you want to collect cash in the traditional way you can invoice as soon as the job is completed without having to wait for the paperwork.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a schedule service solution for their calls and dispatch opportunities.

Audience

Global Markets

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$149 per month
Free Version
Free Trial

Pricing

5 Free users
Free Version
Free Trial

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:

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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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Jobi
Founded: 2017
United States
www.jobi.pro/

Company Information

Protean Software
Founded: 1999
United Kingdom
www.proteansoftware.com

Alternatives

Alternatives

ConnectFSM

ConnectFSM

CherryTree Technology
Key2Act

Key2Act

KEY2ACT
GeoOp

GeoOp

Geo
CMA

CMA

Use CMA

Categories

Categories

Field Service Management Features

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

Fleet Management Features

Dispatch Management
Employee Management
Fuel Management
GPS Tracking
Incident Reporting
Inspection Management
Inventory Management
Maintenance Management
Mileage Tracking
Motor Pool
Routing
Tire Management
VIN Lookup
Work Order Management

Scheduling Features

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Field Service Management Features

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

Integrations

QuickBooks Online
QuickBooks Online Advanced
ACCOUNTS
CallRail
PayPal
Stripe
Xero

Integrations

QuickBooks Online
QuickBooks Online Advanced
ACCOUNTS
CallRail
PayPal
Stripe
Xero
Claim Jobi and update features and information
Claim Jobi and update features and information
Claim ServiceSight and update features and information
Claim ServiceSight and update features and information