Service365

Service365

Service365 Inc.
YourTradeBase

YourTradeBase

Forty Two
+
+

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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.

About

Run every job like clockwork and keep everything on track. Save time, take control and make everyone happy with smart scheduling, messaging and job sheets. So make life easier with tools made for trades, and keep your customers coming back for more. Schedule work fast and confirm in a flash. Get jobs booked in better with online scheduling, customer messaging and easy ways to keep everyone in the loop. Make managing teams a total breeze. Take charge of your teams with super-clear calendars, need-to-know notes and daily tasks that make teamwork a doddle. Track jobs and tasks so you know where you’re at. Manage multiple projects with job sheets and pipelines that help you run things like clockwork, day in, day out. Hold every job in the palm of your hand. Find every quote, note and task in a flash with on-your-phone job files that make managing work a million times easier.

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

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

Audience

Trade and field service businesses

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

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

Pricing

$31 per month
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

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Reviews/Ratings

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

Pros & Cons from Real Users

Pros

  • The template that comes with the app out the box is very good. Customisation of a quote or invoice is second to none. You can show everything or just what you feel is enough. Layout of your work/job can be set out in sections and priced in individual sections. You can even have an option section that does not show in the final price (superb). I have been using this software/app for years and I find hard to set aside of any of the others. Merges and work perfect with Xero Great job from the developer who was a trades person himself. Try it you wont regret it.

Cons

  • Doesn't have any 3D scanning features to help with room design. Does not have any external add-on library so it cannot be extended by the user. Geo-tracking not yet added (in the pipeline) Minimal staff management

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Service365 Inc.
Founded: 2019
Canada
service365.com

Company Information

Forty Two
Founded: 2009
United Kingdom
www.yourtradebase.com

Alternatives

Alternatives

BlinQ

BlinQ

BlinQ Software
CMA

CMA

Use CMA
360e

360e

360 Enterprises
WERX

WERX

Werx App Construction Software
Jobber

Jobber

Jobber Software

Categories

Categories

Electrical Estimating Features

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

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 Estimating Features

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

Electrical Estimating Features

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

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

Plumbing Estimating Features

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

QuickBooks Online
QuickBooks Online Advanced
Stripe
Xero

Integrations

QuickBooks Online
QuickBooks Online Advanced
Stripe
Xero
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