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What is The Service Program?

Efficiently manage your service-oriented business and boost routing efficiencies with top-tier software specifically crafted for service enterprises, which integrates effortlessly with QuickBooksâ„¢. This user-friendly software simplifies the initial setup process and is fully compatible with QuickBooksâ„¢, ensuring a seamless experience for users. It features a customer portal and an array of powerful mobile solutions that enhance service delivery. With direct integration into QuickBooksâ„¢, you can efficiently manage invoicing, monitor employee working hours, oversee bill payments, and more, all while eliminating the hassle of redundant data entry, as it accommodates classes and sales representatives. Additionally, you have the capability to input and finalize tasks and work orders, capture before-and-after job images, and manage customer equipment, including features for signature capture and easy transaction printing or emailing. This specialized tool not only tracks customer profitability but also fosters better communication among team members and refines route management. By optimizing routes based on technician, day, and geographical area, you can access comprehensive details for each stop, utilize maps for service calls during transit, and create route maps that enhance stop order efficiency, ultimately leading to a more streamlined and productive service process. Furthermore, the software includes analytics tools that offer insights to help you pinpoint trends and identify areas for growth within your business, ensuring continuous improvement in your operations. By leveraging these advanced features, you can expect a significant increase in both operational effectiveness and customer satisfaction.

What is PEAK?

CIM's groundbreaking PEAK platform combines the intelligence of buildings with machine learning and expert engineering support, significantly improving efficiency, sustainability, and comfort across a variety of properties and locations. By blending existing building data with automation and advanced machine learning techniques, PEAK provides enhanced visibility and control over your assets, fostering a collaborative and transparent workflow that facilitates the rapid resolution of issues. Our dedicated team of data scientists leverages PEAK to consistently collect, monitor, and analyze both historical and real-time building data, employing sophisticated algorithms to pinpoint, emphasize, and prioritize inefficiencies, ultimately yielding actionable recommendations. Our highly skilled engineers, with expertise in mechanical, mechatronic, and electrical systems, work closely with you to streamline and accelerate the thorough processes of fault detection, problem diagnosis, and solution implementation. Moreover, we are dedicated to providing ongoing support and guidance to help you optimize the performance of your building sites and portfolios. Ultimately, our mission is to equip you with the insights necessary to maintain peak operational efficiency at all times, ensuring your properties thrive in a competitive landscape. This holistic approach not only enhances immediate functionality but also paves the way for long-term sustainability and success.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

API Availability

API Availability

Pricing Information

$49.00/month/user
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Westrom Software

Date Founded

2006

Company Location

United States

Company Website

theserviceprogram.com

Company Facts

Organization Name

CIM

Date Founded

2009

Company Location

Australia

Company Website

cim.io/the-peak-platform/

Categories and Features

Cleaning Services

Billing & Invoicing
Client Management
Dispatch Management
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Work Order Management

Equipment Maintenance

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

Facility Management

Asset Management
Commercial Properties
Equipment Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Residential Properties
Schools
Vendor Management
Work Order Management

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

Help Desk

Alerts / Escalation
Automated Routing
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Interaction Tracking
Knowledge Base
Known Issue Management
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

HVAC

Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Landscape Management

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling & Appointments

Maintenance Management

Asset Tracking
Calibration Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Snow Removal

Not specified

Towing

Billing & Invoicing
Client Management
Commission Management
Fleet Management
Fuel Management
Maintenance Management
Routing

Transportation Dispatch

Billing & Invoicing
Customer Database
Routing
Scheduling
Vehicle Tracking

Categories and Features

Facility Management

Incident Management
Work Order Management

HVAC

Job Management
Mobile Access
Technician Management
Work Order Management

Sustainability

Audit Management
KPIs
Performance Metrics

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