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What is Service365?

Service365, utilizing the exceptional Dynamics 365 Business Central platform from Microsoft, serves as a comprehensive solution for managing field service operations. It consolidates the management of customers, quotes, jobs, and purchases into a single, streamlined interface. You can easily outline a quote for customer consent and generate a quote worksheet. Your field service personnel can be organized efficiently. It minimizes complexities in project oversight and cost management. You can acquire materials and associate them with timesheets, ensuring that all expenses tied to purchase orders are confirmed before commencing any job. Once you have customer approval, invoices can be generated seamlessly. This all-encompassing platform incorporates the advantages of Customer Relationship Management (CRM) within one cohesive system. Service365 offers an effortless method for clients to monitor their contact information, transactions, communications, and invoices. Its user-friendly yet powerful design ensures an enhanced experience. With a strong focus on your client's success, you can effectively plan resources and client engagement for both the present and future. By leveraging this all-in-one platform, businesses can optimize their field service management and drive better outcomes.

What is EstiFlex?

Estiflex serves as a robust system for estimating work and managing jobs, specifically tailored to boost the productivity of field service enterprises. Being entirely web-based, this application removes the hassle of software installations, granting users the ability to effortlessly utilize its functionalities from any device with internet access. Technicians are empowered by a specialized mobile application, which allows them to track job progress and manage their time cards with ease, thus conserving precious time. The platform centralizes and streamlines the generation of clear and detailed job estimates, significantly enhancing the workflow from initial consultations through to the completion of tasks. Furthermore, it accommodates multiple clients simultaneously, ensuring diverse users can operate without overlap. The Super Admin feature allows for the quick creation of client profiles and associated company information, while Client Admins have the authority to manage user privileges and technician data, assigning roles and access accordingly. Consequently, Estiflex not only simplifies the management of jobs but also promotes enhanced collaboration and coordination among teams, making it an invaluable tool for businesses in the field service sector. Ultimately, the integration of these features positions Estiflex as a leader in job management solutions.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$250 per month
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

Service365 Inc.

Date Founded

2019

Company Location

Canada

Company Website

service365.com

Company Facts

Organization Name

EstiFlex

Company Location

India

Company Website

www.estiflex.com

Categories and Features

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Electrical Estimating

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

Field Service Management

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

HVAC Estimating

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Electrical Estimating

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

Job Costing

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

Plumbing Estimating

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

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