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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 Scout AI?

Scout AI is a cloud-based artificial intelligence solution specifically designed for HVAC companies, providing a comprehensive front office experience. Available around the clock, it skillfully handles incoming calls, schedules or adjusts appointments within compatible field-service systems, and interacts with potential customers through Meta lead ads and Google Local Services Ads. The platform also supports follow-ups with past estimates and clients using targeted marketing campaigns, and it sends invoice reminders once authorization is given by the shop. Moreover, Scout Chat presents a collaborative space for business owners, office staff, and technicians to ask questions about shop records, update customer information, and enter job details via voice or text, ensuring everyone stays informed. By integrating effortlessly with platforms like ServiceTitan, Housecall Pro, and FieldEdge, Scout empowers teams to retain their preferred systems while enhancing call management, messaging, and customer engagement through a unified assistant. This cutting-edge strategy significantly boosts operational productivity and enriches customer interactions for HVAC businesses, ultimately leading to improved service delivery and satisfaction.

Media

Media

No images available

Integrations Supported

Integrations Supported

FieldEdge
Housecall Pro
ServiceTitan

API Availability

API Availability

Pricing Information

$59/month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

ShopBoard, LLC

Company Website

useshopboard.com

Company Facts

Organization Name

Scout AI

Company Location

United States

Company Website

meetscoutai.com

Categories and Features

Categories and Features

AI Receptionists

Not specified

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