XActRate

XActRate

XActRate Business Management
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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.

About

Making a profit in any business all stems from knowing your company’s break-even costs. And break-even is the amount of money needed to pay all bills before you make a profit. XactRate has packed all of the necessities in a system to operate an HVAC company from; office scheduling dispatch; truck inventory; trackable travel time and diagnosis per service ticket; field generated service tickets; printable or email; Service tech productivity; equipment sales; multiple service techs on the same ticket and much more in reporting. Everything about XactRate is in real-time operating in Cloud technology on an iPad or PC. Internet connection not required in the field. Simply sync iPad or Android data before you head out and when you get back Say goodbye to the overly complicated and costly Heat Load calculator tools. Exact heat load BTU results to properly size air conditioning equipment.

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Field service businesses seeking a solution to facilitate their work

Audience

HVAC companies seeking a tool to perform all of the functions needed by the HVAC service contractor

Support

Phone Support Supported
24/7 Live Support 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

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

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

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

SmartServ
Founded: 2017
United States
www.smartserv.io

Company Information

XActRate Business Management
Founded: 2011
United States
getstarted.xactrate.com

Alternatives

Alternatives

SmartHVAC

SmartHVAC

Blynk
FieldEdge

FieldEdge

Xplor
HVAC Load Calculator

HVAC Load Calculator

Energy Design Systems
SurveyXact

SurveyXact

Ramboll Management Consulting
XactPRM

XactPRM

Xactware

Categories

Fire Inspection Supported
HVAC Supported
Service Dispatch Supported

Categories

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

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Integrations

No info available.

Integrations

No info available.
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Claim SmartServ and update features and information
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