The Service Program

Field service software on QuickBooks

For field service companies that send crews out to customers, The Service Program runs on top of QuickBooks. It covers dispatch, routing, work order tracking and recurring maintenance schedules, so the office and the field work from the same records. The vendor describes the program as easy to set up and simple to use, and it includes weekly training, technical support and software upgrades.

Mobile work in the field

Field staff can use the mobile solution on an iPhone, an Android phone, a tablet or a laptop, with real-time synchronization back to the office. Tools include signature capture, field printing, photo attachments, barcodes and rental tracking. Equipment tracking and GPS help a company see where its jobs are and what equipment is on each site, and customer call tracking keeps a record of every contact.

Billing and customer portal

Invoices and billing run inside the same system, so work completed in the field can be turned into an invoice without retyping. Customers can use an online service portal to see their work and make requests. The vendor says the program connects to QuickBooks and supports billing the way each business needs it.

Trades that use it

The vendor names pool and spa maintenance and portable toilet and septic services as core users. It says cleaning and maid services, electrical, alarm and security firms, property management and construction, and other field service trades also use the program to run their workflow.