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What is ShopBoard?

ShopBoard is an all-encompassing scheduling and dispatch solution aimed at small enterprises in the HVAC, plumbing, electrical, and related sectors. Its user-friendly drag-and-drop interface provides office staff with a clear view of all technicians' tasks alongside a segment for jobs that have yet to be assigned, facilitating easier schedule management and modifications. Technicians in the field have the capability to access job details via their mobile devices, receive real-time notifications while traveling to job sites, and upload photos and customer signatures pertaining to their work. The platform includes customizable quoting features, allowing businesses to offer customers tiered pricing options—good, better, and best—through convenient links, as well as job-specific invoicing and integration with Stripe for payments. Furthermore, ShopBoard presents outstanding invoices and quotes in straightforward dollar amounts, giving business owners a comprehensive overview of pending approvals and payments. Designed for operations with roughly one to eight service vehicles, it follows a SaaS subscription model. By optimizing processes related to scheduling, estimates, technician communications, and invoicing, the software significantly boosts the efficiency of managing service jobs. This cohesive system not only simplifies daily operations but also enhances customer service, leading to increased satisfaction with the services provided. Ultimately, ShopBoard empowers small businesses to operate more effectively while maintaining a high level of service quality.

What is PumpDocket?

PumpDocket is a dedicated platform for managing field services tailored specifically for septic pumpers, grease haulers, and portable restroom service providers, focusing on their distinct requirements instead of those relevant to plumbers. With its Dispatch & Scheduling features, users can efficiently allocate tasks, optimize delivery routes, and set up automated schedules while easily tracking the availability of their trucks. The Field Closeout feature enables teams to complete jobs directly from their mobile devices, capturing vital information such as gallons pumped, disposal sites, signatures, and notes without the need for an app download, all while functioning seamlessly offline. PumpDocket guarantees compliance across all 50 states by offering trip tickets that incorporate necessary state-specific fields, along with integrated disposal manifests, retention tracking, and the ability to distribute copies. Invoicing becomes straightforward with the capability to create same-day invoices, export data to QuickBooks, and access detailed reports for bookkeeping purposes. The Customer Portal enhances the overall user experience by allowing online payments, maintaining service histories, and providing e-signature proposals for added convenience. Additionally, there are no per-user fees or long-term contracts, giving users the freedom to cancel at any time, with service plans beginning at just $99 per month for 1-3 trucks, and new customers can enjoy a complimentary first month. This all-encompassing solution ensures that service providers can operate their businesses efficiently, effectively addressing the specific needs of their industry while fostering growth and adaptability.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$59/month
Free Trial Offered?

Pricing Information

$99/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

ShopBoard, LLC

Company Website

useshopboard.com

Company Facts

Organization Name

PumpDocket

Date Founded

2026

Company Location

United States

Company Website

www.pumpdocket.com

Categories and Features

Categories and Features

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