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What is ServeCircle?

A comprehensive platform designed to streamline the management of service and repair business operations. It allows users to generate job sheets, monitor services, and create invoices with ease. This solution incorporates a user-friendly yet sophisticated sales billing system, enabling efficient invoice creation and payment tracking. The system features an integrated module that manages both product and spare parts inventory effectively, including stock management, consumption history, and stock transfers. For businesses with multiple locations or franchises, it supports the creation of endless branches and user accounts under one license. You can set up your entire operational framework from the beginning with any of our flexible licensing options and expand it as your business needs grow. This pay-as-you-go model keeps you consistently engaged with your operations. Our mobile application enhances accessibility, allowing managers, technicians, and front desk personnel to fulfill their responsibilities directly through their devices. The entire process for pickup and delivery repair services is efficiently managed, covering everything from generating requests to assigning pickups, confirming product receipt, conducting inspections, providing services, billing, and ensuring the final delivery, thus guaranteeing a thorough service experience. This all-inclusive solution greatly simplifies the workflows within the repair industry, enabling businesses to operate more effectively and efficiently. Furthermore, it empowers teams by providing them with the tools necessary to enhance productivity and customer satisfaction.

What is ForwardSales?

ForwardSales revolutionizes quote management by enabling users to effortlessly enter customer data along with associated items and prices. Each generated quote includes an expiration date and can easily be converted into a Sales Order. The system adeptly monitors expiration dates and issues reminders as they near. With ForwardSales, the creation of Sales Orders and Credits is made simple, incorporating vital information such as the customer's shipping address. Moreover, it captures details about the sales representative, delivery options, and important dates. ForwardSales also features real-time inventory checks and possesses the capability to produce summarized production orders when needed. As orders are processed, they become accessible to the inventory team, streamlining the picking and filling process. Following shipping, inventory levels are updated, and invoices are produced, with this financial data being seamlessly integrated into your accounting software for efficient oversight. Additionally, ForwardSales allows users to coordinate pickups or deliveries while charging customers as required. Dispatchers enter relevant customer information, including location, delivery or pickup methods, dates, and item details, to provide a thorough logistics overview. Ultimately, this platform not only boosts operational efficiency but also significantly enhances customer service, ensuring a smoother experience for all parties involved. The comprehensive nature of ForwardSales contributes to a more organized workflow overall.

Media

Media

Integrations Supported

NetSuite
QuickBooks Online
Sage 50
WooCommerce
WordPress

Integrations Supported

NetSuite
QuickBooks Online
Sage 50
WooCommerce
WordPress

API Availability

Has API

API Availability

Has API

Pricing Information

$20 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ServeCircle Solutions

Date Founded

2015

Company Location

India

Company Website

www.servecircle.com

Company Facts

Organization Name

FwdMbl Solutions

Date Founded

2013

Company Location

United States

Company Website

www.fwdmbl.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

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