Scheduling Manager

Scheduling Manager

Thoughtful Systems
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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).

About

ServiceM8 is a cloud-based field service software for trades and service-based businesses. Built exclusively for Apple hardware, ServiceM8 makes it easy for field service organizations to run their business from anywhere, anytime. It cuts admin time dramatically by offering access to a host of tools, including scheduling, invoicing, credit card processing, communication, online booking, forms, reports, and more.

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

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

Audience

Electrical, plumbing, landscaping, IT, cleaning, HVAC, pest control, locksmith, real estate, security, solar, property services and appliance repair industries.

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

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

Pricing

$29.00/month
Starter - $29/mo
Growing - $79/mo
Premium - $149/mo
Premium Plus - $349/mo
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 4.7 / 5
ease 5.0 / 5
features 4.7 / 5
design 4.7 / 5
support 4.7 / 5

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.

Pros & Cons from Real Users

Pros

  • This software provides an all in one management experience. Through it, we are able to schedule work, track progress, get real time updates and information, including messaging and photos. Forms can be created to streamline the process causing us less filing and paper issues for things like safety and maintenance reports. This software has saved us a lot of money and administrative time.
  • With servicem8 you can manage simple or highly complex operations involving invoicing or store data management processes. In terms of field services servicem8 has tools to connect to databases within different clouds, either to manage electronic signatures or online invoicing requiring mobile or routing tools.
  • The fact that the platform is very stable/future proof - due to the fact that it has been designed with iOS in mind! The simplicity of design also shines through, when it demonstrates that a sole trader to the MD of a multi branch business can pick up the APP with basic training and deliver massive efficiency savings - within busy organisations.

Cons

  • I can honestly say I do not have any complainants about this software so far.
  • Within servicem8 we can annotate and prioritize all our work orders depending on which client we want to give more importance at the moment, and that is enough to not give servicem8 a negative review. We liked that the platform integrates so many tools for scheduling processes.
  • The (sometimes) limiting functionality! With this in mind, the clear and transparent reason for ServiceM8’s existence is to remove inefficiency from modern service based businesses. If there is a better way of working, which improves the lot of its core market - they will listen and take all feedback into consideration when developing core product. There are also third party development companies that have and will develop Add-Ons and specific ‘tools’ if and when required.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Thoughtful Systems
Founded: 2000
United States
thoughtfulsystems.com

Company Information

ServiceM8
Founded: 2009
Australia
www.servicem8.com

Alternatives

Alternatives

BrandWide

BrandWide

Soffront Corporation
Smart Service

Smart Service

My Service Depot

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

HVAC Features

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

Pest Control Features

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

Plumbing Features

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

Carpet Cleaning Features

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

Cleaning Services Features

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

Janitorial Features

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

Waste Management Features

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

HVAC Features

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

Pest Control Features

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

Plumbing Features

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

Franchise Management Features

Appointment Scheduling
Automatic Re-ordering
Commission Management
Construction Tracker
Contract Management & Signature
CRM
Franchise Intranet
Job Scheduling
LMS / Training
Marketing
Onboarding
Online Store
Reputation Management
Website Manager

Landscape Management Features

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Locksmith Features

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Service Dispatch Features

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

Integrations

QuickBooks Online
Xero
Axis LMS
Cognito Forms
Deputy
Gmail
Google Analytics
HubSpot Customer Platform
Lyftrondata
MYOB
Mailchimp
Microsoft 365
Microsoft Outlook
Nango
QuickBooks Online Advanced
Quickwork
Raklet
Sage 100 Contractor
Workato

Integrations

QuickBooks Online
Xero
Axis LMS
Cognito Forms
Deputy
Gmail
Google Analytics
HubSpot Customer Platform
Lyftrondata
MYOB
Mailchimp
Microsoft 365
Microsoft Outlook
Nango
QuickBooks Online Advanced
Quickwork
Raklet
Sage 100 Contractor
Workato
Claim Scheduling Manager and update features and information
Claim Scheduling Manager and update features and information
Claim ServiceM8 and update features and information
Claim ServiceM8 and update features and information