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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 Pencil Assistant?

Pencil Assistant is an innovative AI solution tailored for tradespeople in the UK, available through WhatsApp. This tool helps users efficiently manage their time by organizing schedules, booking jobs and site visits, creating quotes and invoices, validating merchants, and developing marketing materials while they work. Users can conveniently send voice messages or photographs of handwritten notes, which the assistant converts into well-formatted PDF documents, allowing adjustments to line items, labor fees, or VAT as needed. Furthermore, users can check their schedules, upcoming jobs, and invoice statuses whenever they wish. The assistant can also effectively oversee nearby job sites, suggest appointments, and generate follow-ups and reminders for clients, along with crafting captivating marketing content. The service offers multiple subscription options, including a free Early Access plan and paid tiers named Pencil and Pro that provide various message and quote limits, making it accessible to all tradespeople. With its extensive range of features, Pencil Assistant is poised to transform the way tradespeople handle their everyday tasks, ultimately enhancing their productivity and efficiency in their work. As tradespeople increasingly adopt this technology, the potential for significant improvements in workflow and customer interaction becomes more evident.

Media

Media

No images available

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

WhatsApp

API Availability

API Availability

Pricing Information

One-time onboarding fee
Ongoing subscription per user
Free Version
Free Trial Offered?

Pricing Information

£15.99/month
Early Access is free and includes 70 messages and 7 quotes, with no card required. Pencil is £15.99/month and includes 300 messages and 30 quotes. Pro is £29.99/month and includes 1,000 messages and 100 quotes. Paid plan prices exclude VAT. A 7-day free trial is available.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Service365 Inc.

Date Founded

2019

Company Location

Canada

Company Website

service365.com

Company Facts

Organization Name

Pencil Assistant

Company Location

United Kingdom

Company Website

getpencil.co.uk

Categories and Features

Electrical Estimating

Billing & Invoicing
Change Orders
Project Management
Quotes / Proposals

Field Service Management

Billing & Invoicing
Contact Database
Customer Database
Dispatch Management
Inventory Management
Mobile Access
Quotes / Estimates
Scheduling
Service History Tracking
Work Order Management

HVAC Estimating

Billing & Invoicing
Labor Rates
Quotes/Proposals
Scheduling

Categories and Features

AI Assistants

Not specified

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