ShopBoardShopBoard, LLC
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Summit Service SystemRitam Technologies
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Related Products
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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.
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About
Whether performing services scheduled in advance or on an emergency response basis, Summit Service System helps you regain control of your business, improve customer service and job management, and build your business with automatic scheduling of next services (contracts) or automatic repeat business reminders (customer marketing). Service frequencies are tunable to each job, with complete details, diagrams, site photos, and parts inventory control for each technician. Flat-rate pricing or detailed invoicing capabilities are included. Workflow is managed with the Summit dispatch screen, where you have control over technicians' schedules, jobs by priority and service date/time. Additional information screens allow tracking of site tank details, lab samples, manifests, and disposal information. Grease and bio-fuel collectors can quickly manage customer reimbursements. When jobs are completed, a few clicks transform the work orders into payments and invoices.
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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
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Small HVAC, plumbing, electrical and other trades shops with 1-8 trucks
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Audience
Equipment rental businesses in need of a tool to improve customer service
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$59/month
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationShopBoard, LLC
useshopboard.com
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Company InformationRitam Technologies
Founded: 1981
United States
www.ritam.com/serviceprogram
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Integrations
No info available.
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Integrations
No info available.
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