ShopBoard

ShopBoard

ShopBoard, LLC
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About

ShopBoard is field service scheduling and dispatch software for small HVAC, plumbing, electrical, and related trade businesses. Its shared drag-and-drop board displays each technician's jobs alongside a dock for unscheduled work, helping office staff assign and rearrange calls. Field technicians can view jobs on a phone, receive on-the-way messages, and add job photos and customer signatures. The software supports good/better/best quotes with customer-facing links, job-based invoicing, and Stripe card payments. ShopBoard also presents unpaid invoices and quotes in dollar amounts, giving shop operators a view of work awaiting approval or payment. It is intended for shops with about one to eight trucks and offered as a SaaS subscription. The workflow brings scheduling, estimates, technician updates, and invoicing together around each service job.

About

Our software is configured for family-owned field service businesses to automate operations, communication & jobs. Gain insights of your biggest income drivers with dashboard and reports. Identify best performers in your office and field staff. Track jobs, tickets, memberships sold, revenue generated & missed. Eliminate double entry & manual work with Quickbooks auto-sync. track all technicians, job hours, payroll. See every customer’s history with call integration. With the digitized process techs can upload notes, images & checklists for any job. Instant customer information & invoices on the field. Collect payments on job completion. With our field service management software, schedule in seconds, categorize jobs, and know each technician’s availability. Save time and dollars with a real-time dispatch screen while maintaining clear communication between techs and the back-office.

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 Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Small HVAC, plumbing, electrical and other trades shops with 1-8 trucks

Audience

Field service businesses seeking a solution to facilitate their work

Support

Phone Support Not 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

$59/month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not 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 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Pros & Cons from Real Users

Pros

  • NONE, they were great at selling us on a dream. They were great at making promises that they could not provide. We kept getting the excuses... "We are beta testing it!"

Cons

  • They demanded that we pay 3 years in advance to use their software. We have a contract releasing funds if we decided to not go with their software. We canceled and now they will not return our phone calls or emails!!!

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

ShopBoard, LLC
useshopboard.com

Company Information

SmartServ
Founded: 2017
United States
www.smartserv.io

Alternatives

Doing Work

Doing Work

Doing Work LLC

Alternatives

FieldEdge

FieldEdge

Xplor
Run a Call

Run a Call

Runacall, Inc

Categories

Categories

Fire Inspection Supported
HVAC Supported
Service Dispatch Supported

Field Service Management Features

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

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not 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

Integrations

No info available.

Integrations

No info available.
Claim ShopBoard and update features and information
Claim ShopBoard and update features and information
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Claim SmartServ and update features and information