Servicefactor

Name: Servicefactor
Rating: 2.5 (35 reviews)
Author: Team Management Systems, Inc.

Business

Free · Designed for iPad

35 Ratings
Ages

4+
Years
Category

Business
Developer

Team Management Systems, Inc.
Language

EN
English
Size

54.2
MB

Are you a current ServiceFactor user? ServiceFactor Mobile is a companion to your ServiceFactor web system, built for your field technicians. ServiceFactor Mobile helps increase cash flow by automatically creating an invoice at the time of service and allows the technician the ability to process payments in the field. When a technician receives the service call information, they also receive notes about the customer, history and what equipment is located at the site. The technician can update their dispatch status, as well as enter material and flat rate repairs used (if applicable) against the specific piece of equipment for which it was used. All work can be approved by capturing a customer signature prior to performing recommended repairs, and the technician can also prepare a quote for the customer. If the quoted work is not approved, the quote will automatically be uploaded back to the office and generate a quote in the system for future follow up. Once the work has been performed, complete the work order by collecting payment (if applicable) and have the customer sign the invoice or work order. All information, including the customer’s signatures approving and accepting the work will sync back to the office, updating your system. With the ServiceFactor Mobile, you will set yourself apart from your competition by offering your clients the professionalism they deserve and expect. · Retrieve calls to your iPad or iPhone · View customer information · View problem reported and site notes · View Equipment details and warranty dates · Add or Edit Equipment, including pictures · View attached images or documents · Fill out custom checklists and readings based on equipment type · Track custom checklists based problem reported · Track dispatch statuses that automatically update the Dispatch Board · Enter material from truck or warehouse inventory · Inventory is broken down into categories with pictures · Handles both T/M and Flat Rate billing on the same invoice · Automatically calculates item sell prices based on Service Agreement Discounts · Ability to sell service agreements · Sold service agreements automatically create record in the office · Capture work authorization signature · Generate Quotes in the field with pictures of items quoted · Unaccepted quotes create a quote record in the office for future follow up · Capture customer’s acceptance signature for work performed · Receive payments in the field including Chip processing · Ability to Email quotes and invoices with customers signature · Copy of the signed invoice is uploaded back to the office · Integrated mapping with turn-by-turn directions · Portrays a professional image to the customer · Easy for techs to learn and use · Saves time and money Team Management Systems various software packages have been the preferred software solution for thousands of HVAC, Plumbing, Electrical, Mechanical and other service contractors throughout the world since 1991. NOTE – ServiceFactor Mobile works seamlessly with ServiceFactor Web to offer a complete user experience. You must have a current subscription to ServiceFactor by Team Management Systems to use this app.

Ratings & Reviews

2.5

out of 5

35 Ratings

Could be better
09/07/2021

userronald
Looking up history for each customer is not available as it was with AcoTruck. There are a few good differences. But all in all, Aco truck was better.

Developer Response
Thank you for the compliments on ACOTRUCK, it is a great product, and we feel that ServiceFactor Mobile is just as good of a product as ACOTRUCK, and actually has more features. ServiceFactor Mobile has always given you the ability to view a Customer's History and even drill down into the details as long as you had an open Work Order for the customer on your device. In a recent release, we added the ability to view history in ServiceFactor Mobile for customer's that do not currently have an open work order on the device. This is a great feature that will allow you view a customer's history before creating a Work Order in SF Mobile. You can get to this from the Menu Option 'View History or Create Work Order'.
Could be better
09/07/2021

userronald

Looking up history for each customer is not available as it was with AcoTruck. There are a few good differences. But all in all, Aco truck was better.
Developer Response 10/21/2022
Thank you for the compliments on ACOTRUCK, it is a great product, and we feel that ServiceFactor Mobile is just as good of a product as ACOTRUCK, and actually has more features. ServiceFactor Mobile has always given you the ability to view a Customer's History and even drill down into the details as long as you had an open Work Order for the customer on your device. In a recent release, we added the ability to view history in ServiceFactor Mobile for customer's that do not currently have an open work order on the device. This is a great feature that will allow you view a customer's history before creating a Work Order in SF Mobile. You can get to this from the Menu Option 'View History or Create Work Order'.
Excellent
06/19/2023

AndyARP
Great product, very well designed. We were apprehensive at first because of problems with another product but so glad decided to move forward. Syncs seamlessly with QBO. Tech support is very responsive and helpful. Office staff and techs love it! I highly recommend Service Factor.
Excellent
06/19/2023

AndyARP

Great product, very well designed. We were apprehensive at first because of problems with another product but so glad decided to move forward. Syncs seamlessly with QBO. Tech support is very responsive and helpful. Office staff and techs love it! I highly recommend Service Factor.
Solid
06/07/2023

Anti DIY HVAC
Bumpy start but after a few updates and hotfixes. Have to say it’s very user friendly and the team is very responsive when it comes issues. Tech approved.

Developer Response
Thank you very much for the positive review and taking time out of your busy day to leave it. We work hard on making great software and truly appreciate the suggestions and feedback that we receive.
Solid
06/07/2023

Anti DIY HVAC

Bumpy start but after a few updates and hotfixes. Have to say it’s very user friendly and the team is very responsive when it comes issues. Tech approved.
Developer Response 06/20/2023
Thank you very much for the positive review and taking time out of your busy day to leave it. We work hard on making great software and truly appreciate the suggestions and feedback that we receive.
Poor program
Aug 16

HAWK 1226
If I could give this a zero I would. Company been using this for a few years. Try a do search of customer list doesn’t go in alphabetical sequence at all. Try address doesn’t come up with number in order ie 230 comes up with 5230 and the like. Can’t use in basement due to no reception. If you have 1bar and try to go to next screen it freezes up. Very poor program.
Poor program
Aug 16

HAWK 1226

If I could give this a zero I would. Company been using this for a few years. Try a do search of customer list doesn’t go in alphabetical sequence at all. Try address doesn’t come up with number in order ie 230 comes up with 5230 and the like. Can’t use in basement due to no reception. If you have 1bar and try to go to next screen it freezes up. Very poor program.