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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 Jobi?

Schedule service appointments and efficiently manage opportunities to enhance productivity. Utilize GPS technology to keep tabs on field technicians for precise tracking and monitoring. Evaluate technician sales outcomes and set sales goals using an interactive, real-time dashboard that provides valuable insights. Leverage GPS navigation to identify the most efficient routes to your appointments, ensuring timely service delivery. Discover how a single click can present clients with premium, mid-range, and budget-conscious options that have proven to boost sales performance. The application simplifies processes by enabling credit card scanning, capturing signatures, and generating invoices, thereby eliminating the hassle of physical paperwork. Effortlessly import and export financial data to QuickBooks to maintain synchronized records of all transactions. Enhance customer interaction with a personalized homeowners app, featuring your company logo, allowing clients to easily access information regarding service plans, warranties, and service history from their mobile devices. Build solid relationships and ensure customer satisfaction through regular and clear communication. Analyze purchasing trends effortlessly with the live results dashboard, enabling you to make informed decisions. As a contractor, the Jobi homeowners app is specifically designed to cater to your needs, ensuring seamless communication with your clients while equipping them with vital tools for managing their services and maintenance schedules. This cutting-edge app not only optimizes your business operations but also significantly improves the overall customer experience, leading to greater loyalty and satisfaction. By staying connected and proactive, you can drive your business forward and respond to client needs more effectively.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
CallRail
PayPal
Stripe

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
CallRail
PayPal
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$49.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$149 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

Westrom Software

Date Founded

2006

Company Location

United States

Company Website

theserviceprogram.com

Company Facts

Organization Name

Jobi

Date Founded

2017

Company Location

United States

Company Website

www.jobi.pro/

Categories and Features

Cleaning Services

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
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
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Residential Properties
Room Scheduling
Schools
Space Planning
Vendor Management
Visitor 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
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

HVAC

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

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
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch 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
Mobile Access
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

Towing

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

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

Transportation Dispatch

Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking

Categories and Features

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow 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

Fleet Management

Dispatch Management
Employee Management
Fuel Management
GPS Tracking
Incident Reporting
Inspection Management
Inventory Management
Maintenance Management
Mileage Tracking
Motor Pool
Routing
Tire Management
VIN Lookup
Work Order Management

HVAC

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

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking 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

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

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