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About

The vision of Team Management Systems (TMS) began in the 1980s by Chuck and Yvonne Tuttle, while working for a software company that was not meeting the demands and needs of their clients. With Chuck’s extensive experience with designing, programming, selling and supporting contractor software, and Yvonne’s success at running mechanical contracting companies, and later selling and supporting contractor software, they knew that they had a winning combination to make their vision a reality. Tracking the effectiveness of your marketing campaigns is key to growing and managing your business. Whether you have one marketing source, or hundreds, ServiceFactor will show you which ones are generating calls and jobs, as well as the revenue generated. Gathering and using customer information is vital to the success of your business. Whether the customer has one site, or hundreds, complete history and profitability will be tracked for each individual site.

About

Shark Byte was an idea dreamed up by the creators of Perfectware, industry consultants, and other service contractors. A group that has over 50 years of experience in the Mechanical Service Industry working in sales and management positions. We identified a need to create an integrated sales tool designed specifically for the Mechanical Service Contractor. As we talked with contractors it became clear there is not a solution that meets all the needs. The available options include single disconnected tools, add-ons to service management software, or customizing other commercial CRM packages. So, we designed a solution that encompasses a customer and sales tracking CRM, mobile surveying tool, contract and project estimating, and electronic proposal generation. Throughout the design and programming process, we surveyed contractors to validate Shark Byte methodology and tools and, to create the best Sales Relationship Manager for the industry.

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

Companies searching for a solution to manage and improve their marketing campaigns and operations

Audience

Companies searching for a solution to manage and improve their operations

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

No information available.
Free Version
Free Trial

Pricing

No information available.
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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ServiceFactor
Founded: 1991
United States
www.servicefactor.com

Company Information

SharkByte
Founded: 2010
United States
shark-byte.com

Alternatives

Alternatives

360e

360e

360 Enterprises
Ventus

Ventus

Vertical Market Software
Ascente

Ascente

Compusource

Categories

Categories

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

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

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

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time 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 Estimating Features

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

Integrations

Cosential
Salesforce
XOi

Integrations

Cosential
Salesforce
XOi
Claim ServiceFactor and update features and information
Claim ServiceFactor and update features and information
Claim Shark Byte Sales and Estimating CRM and update features and information
Claim Shark Byte Sales and Estimating CRM and update features and information