Service Proz

Software for the Service Industry

Purpose Built Software for small to mid sized companies who want to manage and utilize their work force.

Smarter, Faster Service

Optimize workflows, enhance efficiency, and take control of your operations.

CRM & Lead Management
Scheduling & Routes
Advanced Reporting
Billing & Invoicing
Mobility & Apps
24/7 Secure Uptime

Features

Our system concentrates on bringing the back office together with the work force and sales force.

Work Order Management

Work Order Management

  • Easily input Work Orders via Mobile or Desktop
  • Manage your Work Orders and schedule efficiently
  • Manage Inventory and Miscellaneous Charges
  • Image and Document Attachment
  • Clock Management
  • Two-way Texting
CRM System

CRM

  • Easily Import Leads via our API
  • Track Your Status of Leads / Customers
  • Monitor and schedule Appointments
  • Know the history of all Activities
  • Create Professional Estimates
  • Easily Convert to Billing and Scheduling
Mobility Solution

Mobility

  • Stay in Constant Communication with Field Personnel
  • CRM and Work Force Management and Work Order History
  • Clock Management and Driving Directions
  • Image Attachment, Internal Chat, See Previous History
  • Acknowledgement and Signature
  • Create Professional Invoices
Estimating System

Estimating

  • Quick and Easy Estimates
  • Attach Images to Estimate
  • Get an approval signature from your mobile device
  • Inventory and Kits to an Estimate
  • Email Estimate
  • Convert Estimate into Work Order Ready for Scheduling
Scheduling and Dispatch

Scheduling and Dispatch

  • Schedule Weeks and Months in Advance
  • Daily and Weekly View
  • See and Schedule Work Load per Technician
  • Monitor Job Status at a glance
  • Schedule by area for optimized routing
  • Quickly look at a map of the Job site
SMS TEXT Module

SMS TEXT Module

  • Two Way Text to Communicate with Customers
  • Create Customized Templates
  • Text Log easily available
  • Text Images of Technician
  • Text Images that are Job Specific in nature
  • Text multiple Customers arrival and job info at once
Inventory Management

Inventory Management

  • Inventory API to Import from Excel
  • Track Inventory in multiple Locations
  • Purchase order Integration for Fulfillment
  • Serial Number Inventory captured
  • Quantity on Hand / Qty on Hold / Qty Avail
  • Vendor Specific and Grouping
Invoicing and Payments

Invoicing and Payments

  • Create Invoices Via Mobile or Desktop
  • Quickly Check Status of invoice
  • Multiple Tax Structures
  • Email or Print Easily
  • Recurring Invoicing
  • Invoice Export
Work Order History

Work Order History

  • The Full Picture
  • Images, Notes, Inventory
  • Chat Dialogue
  • Checklist from Job
  • Time Management
  • Available Mobile or Desktop
Job Quality Reporting

Job Quality Reporting

  • Activity Report
  • Sales Tracking Report
  • Time Management Report
  • Inventory Snapshot
  • Completion / Non-Completion
  • Tech Activity Report