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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 Kaseya BMS?

The Kaseya Business Management Solution (BMS) is recognized as the most all-encompassing tool tailored for Managed Service Providers (MSPs). It effectively addresses the critical backend requirements of MSPs, allowing them to focus more on marketing and service delivery instead of getting entangled in non-revenue-generating tasks. This powerful platform includes an array of features such as project management, expense and time tracking, financial oversight, billing processes, inventory management, service desk operations, and customer relationship management (CRM). Through the platform, users can easily create, manage, and resolve service requests and support tickets. Utilizing Kaseya BMS, organizations can reduce the number of service tickets submitted and accelerate the resolution of IT problems. Costing approximately one-third of what competitors charge, it helps businesses cut down on time spent on billing and time management, creating additional growth opportunities—leading to a 40% improvement in ticket resolution speed when used in conjunction with VSA. Technicians are able to work efficiently and collaboratively across multiple tools, accessing crucial information where and when they need it, which ultimately boosts productivity and enhances service quality. This holistic strategy not only simplifies operations but also empowers MSPs to deliver outstanding service to their clients, thus improving client satisfaction and retention rates.

Media

Media

Integrations Supported

QuickBooks Online
Barracuda Cloud Archiving Service
BrightGauge
ConnectBooster
CrewHu
Datto RMM
Datto Workplace
HaloITSM
Kaseya IT Complete
Kixie PowerCall & SMS
Mesh
Montra
MyGlue
Network Glue
Rewst
ScalePad
The Thrive Platform
ThreatLocker
bvoip

Integrations Supported

QuickBooks Online
Barracuda Cloud Archiving Service
BrightGauge
ConnectBooster
CrewHu
Datto RMM
Datto Workplace
HaloITSM
Kaseya IT Complete
Kixie PowerCall & SMS
Mesh
Montra
MyGlue
Network Glue
Rewst
ScalePad
The Thrive Platform
ThreatLocker
bvoip

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

Kaseya

Date Founded

2000

Company Location

United States

Company Website

www.kaseya.com/products/bms/

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

IT Service

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

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

RMM

Deployment Management
For MSPs
IT Asset Management
Mobile Access
Network Monitoring
Patch Management
Real-time Alerts
Remediation Management

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

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