About ServiceFactor
A cloud-based service and project management software for contractors. It provides tools for scheduling, dispatching, invoicing, inventory management, service agreements, and quoting.
ServiceFactor is a cloud-based service and project management software from Team Management Systems, designed for contractors in industries like HVAC, plumbing, and electrical. The platform aims to streamline business operations for both office staff and field technicians. Key features include intelligent scheduling and dispatching, customer relationship management, service agreement management, multi-option quoting (Good/Better/Best), and inventory control. The mobile component allows technicians to access customer history, capture signatures, and process payments in the field. ServiceFactor integrates with QuickBooks. The company, Team Management Systems, has been developing software for contractors since 1991. Pricing is not publicly listed; users must schedule a demo to get a quote. Support is available via a chat portal and video tutorials.
Pros & Cons
- Offers specialized features for service contractors, including service agreement management and multi-option quoting.
- Provides a mobile app for field technicians to manage jobs, create invoices, and collect payments.
- Integrates with QuickBooks, a common accounting software for small to medium businesses.
- Developed by a company with a long history (since 1991) in contractor management software.
- Pricing is not publicly available and requires scheduling a demo.
- The user interface appears dated compared to more modern SaaS applications.
- Primarily focused on integration with QuickBooks, with no other third-party integrations mentioned.
Features
Key features
Intelligently assigns the right technician to a job based on skills and location, with capacity planning and multiple calendar views.
Manages recurring service contracts with custom maintenance schedules, automatic invoicing, and renewal tracking.
Allows technicians to access customer history, create quotes, capture signatures, and collect payments on iOS and Android devices.
Creates 'Good, Better, Best' style quotes for customers, which can be converted to work orders upon acceptance.
Tracks parts across unlimited locations, including warehouses and technician trucks, with automatic restocking and purchase order creation.
Provides dashboards and reports to track marketing campaign ROI, technician performance, and customer service representative booking rates.
Maintains complete customer history, site information, and tracks equipment with warranty details and lifecycle alerts.
Additional features
Seamlessly integrates with QuickBooks for accounting purposes.
Automatically displays caller information upon receiving a phone call to speed up service.
Assigns a single work order to a crew of multiple technicians in one step.
Visualizes customer and job locations on a map for efficient routing and scheduling.
Manages larger projects alongside daily service calls within the same system.
Accesses a variety of reports to analyze business performance and profitability.
Creates forms for technicians to complete based on equipment type or the nature of the problem reported.
Properly accounts for revenue from multi-year service contracts.
Pricing
Countries & Languages
Available in
Interface languages
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About ServiceFactor
A cloud-based service and project management software for contractors. It provides tools for scheduling, dispatching, invoicing, inventory management, service agreements, and quoting.
ServiceFactor Details
ServiceFactor's In-App Market Place
Does ServiceFactor have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
Pros & Cons
- Offers specialized features for service contractors, including service agreement management and multi-option quoting.
- Provides a mobile app for field technicians to manage jobs, create invoices, and collect payments.
- Integrates with QuickBooks, a common accounting software for small to medium businesses.
- Developed by a company with a long history (since 1991) in contractor management software.
- Pricing is not publicly available and requires scheduling a demo.
- The user interface appears dated compared to more modern SaaS applications.
- Primarily focused on integration with QuickBooks, with no other third-party integrations mentioned.
ServiceFactor's Support Options
Contact
(800) 329-8326Live Chat
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