Service365

Service365

Service365 Inc.
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About

PlanProphet is a customer relationship management and marketing automation engine tailored for the printing and graphics industry. Powered by Salesforce, it integrates seamlessly with your print estimating platform to provide lead management, data analytics, and comprehensive customer relationship management. PlanProphet automates customer-facing communications, such as quote follow-ups and post-sale check-ins, to boost productivity and enhance the customer experience. Its system optimizes the approval process by allowing users to send proofs to clients, monitor them live, and automatically send reminders. The platform also offers a mobile app, enabling users to access customer data, view and send quotes, and manage prospects in real time. PlanProphet's project management module, powered by Asana, helps track projects, streamline communication, and boost productivity effortlessly.

About

Service365 is an end to end field service management platform that manages customers and quotes, jobs, purchases, and invoicing all in one place. Scope out a quote for customer approval. Build a quote worksheet. Schedule your field service teams. Simplify project and cost management. Purchase materials and link them directly to jobs. Confirm all costs from purchase orders make it to the job. Generate invoices and send customer summaries for approval. All in one platform for a nominal monthly Service365 offers a seamless way to track customer contact data, transactions, communications, opportunities, and invoices in one place. Easy to use and extremely powerful. Plan your resources and client time today, tomorrow and into the future with confidence and commitment to your client’s success.

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

Audience

Companies interested in a solution to enhance customer relationships, automate marketing efforts, and streamline business operations

Audience

Businesses seeking an end-to-end field service management platform that manages customers, quotes, jobs, purchases and accounting all in one place

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$50 per month
Free Version Supported
Free Trial Not Supported

Pricing

One-time onboarding fee
Ongoing subscription per user
Free Version Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

PlanProphet
Founded: 2018
United States
www.planprophet.com

Company Information

Service365 Inc.
Founded: 2019
Canada
service365.com

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WERX

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Categories

CRM Supported

Categories

Electrical Estimating Features

Billing & Invoicing Supported
Change Orders Supported
Cost Database Not Supported
Project Management Supported
Quotes / Proposals Supported
Takeoff Not Supported

Field Service Management Features

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

HVAC Estimating Features

Billing & Invoicing Supported
Commercial/Industrial Not Supported
Cost Database Not Supported
Data Import / Export Not Supported
Equipment Maintenance Not Supported
Financing Management Not Supported
Labor Rates Supported
Quotes/Proposals Supported
Scheduling Supported
Takeoff Not Supported

Integrations

Asana Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Salesforce Supported

Integrations

Asana Not Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Salesforce Not Supported
Claim PlanProphet and update features and information
Claim PlanProphet and update features and information
Claim Service365 and update features and information
Claim Service365 and update features and information