ShopBoard

ShopBoard

ShopBoard, LLC
Summit Service System

Summit Service System

Ritam Technologies
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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

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.

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 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

Audience

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

Audience

Equipment rental businesses in need of a tool to improve customer service

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not 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 Not Supported

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

Training

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

Company Information

ShopBoard, LLC
useshopboard.com

Company Information

Ritam Technologies
Founded: 1981
United States
www.ritam.com/serviceprogram

Alternatives

Doing Work

Doing Work

Doing Work LLC

Alternatives

Run a Call

Run a Call

Runacall, Inc
Rental360

Rental360

Nexvue

Categories

Categories

Equipment Rental Supported

Integrations

No info available.

Integrations

No info available.
Claim ShopBoard and update features and information
Claim ShopBoard and update features and information
Claim Summit Service System and update features and information
Claim Summit Service System and update features and information