Scheduling Manager

Scheduling Manager

Thoughtful Systems
The Service Program

The Service Program

Westrom Software
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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

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 Supported
Mac 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

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

Audience

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

Support

Phone Support Supported
24/7 Live Support Not 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

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

Pricing

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

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 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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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 Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Thoughtful Systems
Founded: 2000
United States
thoughtfulsystems.com

Company Information

Westrom Software
Founded: 2006
United States
theserviceprogram.com

Alternatives

Alternatives

SingleOps

SingleOps

SingleOps by Granum

Categories

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

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 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

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

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

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

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

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

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

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

Integrations

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