The Service Program

The Service Program

Westrom Software
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About

Manage your service business effectively and route more efficiently with the industry leading, service business software that seamlessly integrates with QuickBooks™. QuickBooks™ compatible. Easy to set up. Simple to use. Customer portal and robust mobile solution options. Seamlessly integrate with QuickBooks™. Post Invoices, employee time, bills etc. Works with classes and sales reps, no need for double entry. Enter/complete tasks & work orders. Take before and after pictures of jobs. Enter and view customer equipment, signature capture, print and/or email transactions. Service business software allows you to track customer profitability, improve staff communications, and effectively manage your routes. Optimize routes by area, day and tech. View details of each stop, map to each stop or service call while on the road. Generate Route Maps and optimize your stop order to be more efficient.

About

Simpro is field service management software for trade and service businesses that manage work across the office and the field. The platform helps teams coordinate estimating, quoting, scheduling, dispatch, job management, invoicing, reporting, customer communication, inventory-related work, assets, and maintenance workflows in one system. Simpro supports contractors and service organizations in industries such as HVAC, plumbing, electrical, fire and security, facilities maintenance, and other residential and commercial trades. Field teams can access job information on mobile devices while office teams manage schedules, customer details, invoices, and operational reporting. Simpro Lightning adds an AI intelligence layer designed to help field service teams ask questions, find insights, and support day-to-day decision-making from their business data.

Platforms Supported

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

Companies that use QuickBooks in need of a solution to improve their operations

Audience

Trade and service businesses, including HVAC, plumbing, electrical, fire and security, facilities maintenance, contractors, and other commercial or residential service teams.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49.00/month/user
Free Version Not Supported
Free Trial Supported

Pricing

Our pricing is designed to fit your business, tailored to your team size, whether in the office or field, and customized to include the add-ons you need to achieve real results. You can choose monthly or annual billing to align with your budget, so you can focus on delivering profitable projects to grow your business without compromise.
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

This software hasn't been reviewed yet. Be the first to provide a review:

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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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Westrom Software
Founded: 2006
United States
theserviceprogram.com

Company Information

Simpro
Founded: 2002
USA
www.simprogroup.com

Alternatives

SingleOps

SingleOps

SingleOps by Granum

Alternatives

Categories

Cleaning Services Supported
Help Desk Supported
HVAC Supported
IT Service Supported
Pest Control Supported
Plumbing Supported
Service Dispatch Supported
Snow Removal Supported
Towing Supported

Categories

CMMS Supported
Forms Automation Supported
Garage Door Supported
HVAC Supported
HVAC Estimating Supported
Job Costing Supported
Plumbing Supported
Pool Service Supported
Quoting Supported
Service Dispatch Supported
Work Order Supported

Equipment Maintenance Features

Customer Database Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Warranty Tracking Supported
Work Order Management Supported

Facility Management Features

Asset Management Supported
Commercial Properties Supported
Equipment Management Supported
Facility Scheduling Not Supported
Incident Management Not Supported
Inspection Management Supported
Inventory Control Supported
Maintenance Tracking Supported
Preventive Maintenance Supported
Residential Properties Supported
Room Scheduling Not Supported
Schools Supported
Space Planning Not Supported
Vendor Management Supported
Visitor Management Not 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

HVAC Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Not Supported
Calibration Management Supported
Dispatch Management Not Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management 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

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking Not Supported
Work Order Management Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Supported
Community Forums Not Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Not Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Not Supported
Multi-Channel Communication Supported
Multiple Brands / Products Supported
Network Monitoring Supported
Real-time Chat Supported
Self Service Portal Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

IT Service Features

Contract Management Supported
Incident Management Supported
IT Asset Management Supported
Knowledge Management Supported
Release Management Supported
Self Service Portal Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Supported

Landscape Management Features

Billing & Invoicing Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Groundskeeping Supported
Inventory Control Supported
Irrigation Tracking Supported
Job Management Supported
Landscape Design Not Supported
Mobile Access Supported
Payroll Management Not Supported
Plant Database Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling & Appointments Supported
Work Order Management Not Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Supported
Inventory Control Supported
Mobile Access Not Supported
Pest Activity Tracking Supported
Pesticide Usage Tracking Supported
Property Layouts Supported
Quotes / Estimates Supported
Scheduling Supported

Towing Features

Billing & Invoicing Supported
Client Management Supported
Commission Management Supported
Fleet Management Supported
Fuel Management Supported
Lot Management Not Supported
Maintenance Management Supported
Routing Supported

Transportation Dispatch Features

Billing & Invoicing Supported
Computer Aided Dispatch Not Supported
Customer Database Supported
Emergency Dispatch Not Supported
Fuel Management Not Supported
Mileage Tracking Not Supported
Order Management Not Supported
Routing Supported
Scheduling Supported
Vehicle Tracking Supported

Equipment Maintenance Features

Customer Database Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Warranty Tracking Supported
Work Order Management Supported

Facility Management Features

Asset Management Supported
Commercial Properties Supported
Equipment Management Supported
Facility Scheduling Supported
Incident Management Not Supported
Inspection Management Supported
Inventory Control Supported
Maintenance Tracking Supported
Preventive Maintenance Supported
Residential Properties Not Supported
Room Scheduling Not Supported
Schools Supported
Space Planning Not Supported
Vendor Management Supported
Visitor Management Not 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

HVAC Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Supported
Calibration Management Not Supported
Dispatch Management Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Not Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management 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 Not Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Tradesman Job Management Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
For Builders Not Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Supported
Job Tracking Supported
Payments Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking Supported

CMMS Features

Asset Tracking Supported
Calibration Management Not Supported
Inventory Control Supported
Key & Lock Management Not Supported
Mobile Access Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Contractor Management Features

Contractor Database Supported
Insurance Tracking Not Supported
License Tracking Not Supported
Permit Tracking Supported
Skills & Competencies Not Supported
Task Management Supported
Work Hour Tracking Supported

Electrical Contractor Features

Billing & Invoicing Supported
Commercial / Industrial Supported
Contract Management Supported
Customer Database Supported
Electronic Signature Supported
Mobile Access Supported
Quotes / Estimates Supported
Scheduling Supported
Time Tracking Supported
Work Order Management Supported

Garage Door Features

Billing & Invoicing Supported
Contract Management Supported
Customer Management Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Management Supported
Job Costing Supported
Scheduling Supported
Warranty Tracking Supported

HVAC Estimating Features

Billing & Invoicing Supported
Commercial/Industrial Supported
Cost Database Supported
Data Import / Export Supported
Equipment Maintenance Supported
Financing Management Supported
Labor Rates Supported
Quotes/Proposals Supported
Scheduling Supported
Takeoff Supported

Inventory Management Features

Alerts/Notifications Not Supported
Barcoding / RFID Not Supported
Forecasting Supported
Inventory Optimization Supported
Kitting Supported
Manufacturing Inventory Management Not Supported
Mobile Access Not Supported
Multi-Channel Management Supported
Product Identification Supported
Reorder Management Supported
Reporting/Analytics Supported
Retail Inventory Management Not Supported
Supplier Management Supported
Warehouse Management Supported

Job Costing Features

Bills of Material Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Supported
Invoice Management Supported
Overrun Reporting Supported
Percent-Complete Tracking Supported
Production Cost Tracking Supported
Purchase Order Management Supported
Quotes / Estimates Supported
Time Tracking Supported
Work Order Management Supported

Plumbing Estimating Features

Change Orders Supported
Commercial / Industrial Supported
Cost Database Supported
Data Import / Export Supported
Fitting Management Supported
For General Contractor Supported
Overhead Costs Estimating Supported
Prebuilt Assembly Supported
Quotes / Proposals Supported
Takeoff Supported

Pool Service Features

Billing & Invoicing Supported
Chemical Readings Not Supported
Customer Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Work Order Management Supported

Preventive Maintenance Features

Condition Monitoring Supported
Inspection Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Predictive Maintenance Supported
Purchasing Supported
Reminders Supported
To-Do List Supported
Vendor Management Supported
Work Order Management Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Security System Installer Features

Billing & Invoicing Supported
Customer Management Supported
Document Imaging Supported
Inventory Management Supported
Job Costing Supported
Lead Management Supported
Quotes / Estimates Supported
Scheduling Supported
Work Order Management Supported

Work Order Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Preventive Maintenance Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Task Management Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Easyflow Not Supported
Elyos Not Supported
Espro Not Supported
GiveMe5.ai Not Supported
Groundplan Not Supported
Link4 Not Supported
MYOB Not Supported
Oncord Not Supported
Senttr Not Supported
SolarPlus Not Supported
Spruce Not Supported
Square Payments Not Supported
TrueReview Not Supported
VoIPstudio Not Supported
Wufoo Not Supported
Xero Not Supported
zzBots Not Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Easyflow Supported
Elyos Supported
Espro Supported
GiveMe5.ai Supported
Groundplan Supported
Link4 Supported
MYOB Supported
Oncord Supported
Senttr Supported
SolarPlus Supported
Spruce Supported
Square Payments Supported
TrueReview Supported
VoIPstudio Supported
Wufoo Supported
Xero Supported
zzBots Supported
Claim The Service Program and update features and information
Claim The Service Program and update features and information
Claim Simpro and update features and information
Claim Simpro and update features and information