The Service Program

The Service Program

Westrom Software
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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

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
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 that use QuickBooks in need of a solution to 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

$49.00/month/user
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 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

Westrom Software
Founded: 2006
United States
theserviceprogram.com

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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

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

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

Equipment Maintenance Features

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

Facility Management Features

Asset Management
Commercial Properties
Equipment Management
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Residential Properties
Room Scheduling
Schools
Space Planning
Vendor Management
Visitor Management
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

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

IT Service Features

Contract Management
Incident Management
IT Asset Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

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

Maintenance Management Features

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
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

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

Towing Features

Billing & Invoicing
Client Management
Commission Management
Fleet Management
Fuel Management
Lot Management
Maintenance Management
Routing

Transportation Dispatch Features

Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking

Integrations

QuickBooks Online
QuickBooks Online Advanced

Integrations

QuickBooks Online
QuickBooks Online Advanced
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