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 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

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

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$31 per month
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 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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

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 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

Electrical Estimating Features

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

Field Service Management Features

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

Plumbing Estimating Features

Change Orders Supported
Commercial / Industrial Supported
Cost Database Supported
Data Import / Export Supported
Fitting Management Not Supported
For General Contractor Supported
Overhead Costs Estimating Supported
Prebuilt Assembly Not Supported
Quotes / Proposals Supported
Takeoff Not Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Not Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Stripe Not Supported
Xero Not Supported

Integrations

QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Stripe Supported
Xero Supported
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Claim Service365 and update features and information
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