Software Features Of The Service Program Software

It all starts with a phone call. When an existing or potential customer contacts you for service, your response to their call can make or break your relationship with that customer. Don’t let those phone calls go unanswered! Especially when The Service Program makes it so easy to manage them. Simply log calls then create tasks. From that point, you can effortlessly track and follow up on task progress.

The ability to log customer calls and create tasks is the foundation of The Service Program:

• Track service from the initial customer contact

• Assign upcoming work to a department or person – when it was assigned and to whom, when it is scheduled for

• Track lapse times on task by department or person – from when the call comes in to when the work is complete and billed

• Email assignee upon completion

• Automatically generate a customer note and email the customer upon completion

• When the work is complete, you can generate an invoice directly into QuickBooks®, including the task and the resolution

Plus, The Service Program software is compatible with QuickBooks®, which enables you to add industry-specific functionality to your existing accounting program. No need to learn any complicated, frustrating software or to manually enter existing data – just install it and The Service Program will synchronize with QuickBooks and import your data!

In fact, The Service Program automatically synchronizes with QuickBooks® when the first person logs in each day, so you don’t ever have to wonder when they were last synched.

Enhance security with login permissions. The Service Program provides security settings for each user log in. Limit which screens and schedules users can view and what actions they can perform. Do you use a smartphone or tablet? The Service Program also works with iPhone, iPad and Android so you can manage your business on the spot.

Create tasks and manage contacts

• Instantly access comprehensive customer data

• Account management – log customer calls and create tasks, track inbound and outbound phone calls, record all notes, email customer when work is completed, track rework

• View completed and cancelled work history – type of work, who performed it, how long it took, outcome, rework

Track leads and generate estimates

• No need to enter lead into QuickBooks if not existing customer

• Create an unlimited number of customizable estimates for existing customers or leads

• Generate work orders directly from estimates

• Source (email, phone, internet, referrals, trade shows, advertising, etc.)

Schedule appointments

• Assign and subassign employees

• Set day/date/time/interval (one time, recurring interval)

• Generate work orders directly from estimates

• Type of service appt (routine, repair, special project)

Plan and Manage Routes