Service Pro
Cloud-based field service management software for growth-oriented service companies and their technicians
Service Pro is most often used by manufacturers and distributors who service equipment, machinery, infrastructure, or other products at customer sites.With its visual scheduling capability and connected mobile app, a call taker or dispatcher can easily find the closest qualified technician who is available for the work assignment within the ETA window called for by the service level agreement. Additionally, they have visibility into all other scheduled and unscheduled appointments in their region to quickly identify opportunities to minimize travel time—for example, performing a planned maintenance task after completing a nearby repair.
For companies with advanced scheduling needs or very large technician teams, Service Pro Optimize can intelligently advise and automatically schedule work assignments based on the customer’s most important criteria.
- Increase field operations visibility
- Decrease paper and duplicate data entry
- Improve operational efficiency
- Help grow service revenue
- Help increase customer satisfaction
Service Pro Features
Improve customer satisfaction, increase field service technician utilization, and boost enterprise service efficiency with a proven cross-platform mobile field service application.
- Automated communication with technician devices
- Quick and simple drag and drop assignments
- Single view of service technicians’ work status
- Visual proximity of technicians to customer sites
- Auto sort by required technician skill set
- Customize visual scheduler to your business
- Cloud deployment
Our intuitive mobile app empowers your field service technicians with immediate information to get the job done right the first time.
- Technician Status and Labor Time
- Mobile Asset Management
- Warranty and Contract Visibility
- Spare Parts/Inventory Tracking
- Task Management
- Service History
- Photo and Signature
- Inspections
- Segments
Provide your employees with deep service functionality:
- Enterprise call management and service dispatching
- Mobile service technician app for iOS™ and Android™ devices
- Task tracking to improve field technician performance and track service profitability with task tracking for the field and the office.
- Extensive inventory/spare parts tracking capabilities for service management staff and technicians.
- Work order management to handle the entire life cycle of a work order— from calls, quotes, and order dispatching, to technician work order management and invoicing.
- Track all relevant information about your technician team—including skills, work history, and location for efficient scheduling and performance reporting.
- Billing and invoicing easily done in a variety of file formats.
Streamline your service organization with field asset tracking and management capabilities for customer site equipment.
Detailed tracking and instant visibility of customer site equipment asset information is of critical importance for today’s field service organization. The asset tracking capabilities of Service Pro work in unison with service contracts to provide service organizations with an all-in-one management suite for maximizing customer asset availability and service revenues.
- Mobile asset tracking with Service Pro Mobile
- Asset service and repair history
- Service contract and warranty visibility
- Asset component structure hierarchy
- Mobile asset inspections
- Automated asset service scheduling
- Equipment asset transfer tracking
- Standard asset performance reports
Complete contract management functionality—from quoting and contract creation, to installment invoicing and automated scheduling. The contract capabilities of Service Pro work in unison with asset tracking to provide service organizations with a complete management suite
for maximizing service revenues and improved customer service.
- Variable coverage of warranty or service contract by each unit
- Easily add, transfer, or change existing equipment
- Apply service contracts to all or some of equipment tracked
- Generate service agreements
- Automatic renewal notification
- Installment billing on a variety of intervals
- Flexible contract coverage periods
Drive visibility of critical field service performance information in graphical snapshots. Instantly dive into supporting operational detail with one-click access from dashboards to records displayed.
Service Pro Dashboards are easy to use and support real- time stakeholder visibility to important service data—as well as management of the business to key performance indicators. Dashboard widgets may be customized to include fields most important to the customer and can be exported in a single click to Excel.
All information captured in Service Pro can be made available in a stakeholder portal— from customers entering new orders and viewing work order status, to service technicians accessing past invoices and manufacturer troubleshooting information.
You can also monitor your service organization’s performance and identify important business trends. It includes standard reports, covering calls, orders, customers, technicians, contracts and more. Custom reports may be created specific to customer needs.
- Call center reports and listings
- Work order reports and listings
- Service contract reports and listings
- Inventory reports and listings