XActRateXActRate Business Management
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Related Products
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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.
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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.
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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
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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
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Audience
Field service businesses seeking a solution to facilitate their work
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Audience
HVAC companies seeking a tool to perform all of the functions needed by the HVAC service contractor
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Support
Phone Support
Supported
24/7 Live Support
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
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationSmartServ
Founded: 2017
United States
www.smartserv.io
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Company InformationXActRate Business Management
Founded: 2011
United States
getstarted.xactrate.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
No info available.
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Integrations
No info available.
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