With ServiceCEO you can use as many or as few of our powerful features as you desire. ServiceCEO has all the sophistication you'll need, when you need it. ServiceCEO is completely flexible: if you need a feature turn it on, if you don't, you won't even see it. A simple concept that keeps things simple. Below are a list of the most widely used features.

• Marketing and Sales Estimates
• Customer Relationship Management and Data Storage
• Project and Task Management
• Job Management
• Scheduling Tools
• Sales, Business and Marketing Tracking and Reporting
• Inventory Management
• Service Contract Sales and Management
• On-Site Equipment Tracking
• Employee Management
• Accounting

Our Favorite Features
	Managing Estimates One screen view of all open estimates, follow up tasks and internal sales logs help improve your closing ratios.
	Customer Information Data is maintained in a one-screen tabbed file for instant access to all individual customer data.
	Tasking Create and manage one-time or recurring calls, tasks or to do's for yourself or other users.
	Scheduling Assistant Leveraging MapPoint (purchased separately), maximize routing and profits by easily finding closest jobs and best employee availability.
	Dispatch Board Manage your entire day from a single screen with drag and drop ease and integrated mapping and driving directions.
	Multiple Day View Calendar Choices Box, Bar, and List View Styles See and manage all jobs by day, including many sort and filter options with drag and drop capabilities.
	Edit Jobs with Ease Quickly and easily edit single jobs and schedules.
	Close Jobs Quickly post customer charges and payments along with employee payroll in seconds.
	Crystal Reports Integration Modify existing reports or create new reports that easily can be added to ServiceCEO’s reporting section.
	Equipment Tracking Protect your investments by knowing what equipment has been given to each employee.
	Service Contracts Track the sale and service of contracts or warranties you provide to your customers.
	Inventory Management Track and manage inventory in one location or multiple warehouses and trucks.

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Marketing & Sales Estimates

On-Site Estimates Simple creation of records to track details, status, notes and documents related to on-site estimates.

Call Center Quoting and Management User-definable phone scripts, process flows, and pricing logarithms for internal call center quoting and CSR management.

Managing Estimates One screen view of all open estimates, follow up tasks and internal sales logs help improve your closing ratios.

Estimate Reports Track detailed information on closing/losing reasons, ratios and sales rep performance.

Instant Job Creation From Estimates One click marks an estimate as won and instantly creates a job and work order for dispatching.

 

Customer Relationship Management and Data Storage

Customer Information Data is maintained in a one-screen tabbed file for instant access to all individual customer data.

Microsoft Word Mail Merge Create and send custom merge documents to an individual or user definable cross section of your customer and prospect base.

Billing History See all open and closed invoices, current balances, aged AR, and payments with detailed drill down and printing capabilities.

User Definable Fields Create your own custom fields to store data not tracked in the out-of-the-box records.

Customer Web Access Allow your customers to view job dates, provide feedback, and print statements from your web site.

Job Activity This feature gives you one-screen access to all completed, cancelled, and upcoming jobs, plus project, and Estimate information with individual detailed drill down.

Track job-related feedback and quantify customer satisfaction.

Full History Notes Track and view notes including phone calls, emails, and internal notes and instructions.

Multiple Service Locations Easily manage customers with multiple service locations with special instructions, tax jurisdictions, and driving directions for each.

Document Linking Easily link documents, graphics and web pages to customer records.

 

Project and Task Management

Tasking Create and manage one-time or recurring calls, tasks or to do's for yourself or other users.

Relative Scheduling Force pre-service or follow-up tasks to be created each time a particular part or service is sold.

Document Linking Instant linking of tasks to jobs, estimates, projects, customers, employees and external documents or applications.

Payroll Capable Link internal tasks to jobs for true job costing figures.

 

Project Management Manage schedules and billing of projects that span multiple phases, days, crews and job sites.

Project Progress Reporting Track current and projected progress for projects, including profit and loss figures.

Follow Up for Unfinished Jobs Instantly turn an unfinished one-visit job into a multi-visit project due to lack of parts, inclement weather, or add-on work.

 

Job Management

Employee Web and Mobile Access Access and update up-to-the-minute job information including single- or multi-day schedules, job details, driving directions and more.

Edit Jobs with Ease Quickly and easily edit single jobs and schedules.

Close Jobs Quickly post customer charges and payments along with employee payroll in seconds.

Dispatch Board Manage your entire day from a single screen with drag and drop ease.

 

Scheduling Tools

Scheduling Assistant Leveraging MapPoint (purchased separately), maximize routing and profits by easily finding closest jobs and best employee availability.

Capacity Management This feature provides user configurable slots and windows to match available employee hours and skill sets to maximize employee resources.

Create Recurring Jobs Easily setup recurring jobs at any frequency possible.

Dispatch Board Manage your entire day from a single screen with drag and drop ease and integrated mapping and driving directions.

Work Orders and Route Sheets Quickly print information for your staff.

Multiple Day View Calendar Choices Box, Bar, and List View Styles See and manage all jobs by day, including many sort and filter options with drag and drop capabilities.

Multiple Week View Calendar Choices Box, Bar, and List View Styles See and manage all jobs by week, including many sort and filter options with drag and drop capabilities.

Month View Calendar See monthly figures at a glance, including many sort and filter options.

 

Sales, Business and Marketing Tracking and Reporting

Marketing ROI Report Get instant access to a marketing campaign's net revenue and total profit, gaining visibility to your marketing return on investments.

Out of the Box Reports ServiceCEO comes with a full roster of powerful reports to manage your business more efficiently.

Crystal Reports Integration Modify existing reports or create new reports that easily can be added to ServiceCEO’s reporting section.

Marketing Module Target market your prospects and customers with ease, merge with Microsoft Word, prints mailing labels or send emails.

Revenue Reports See actual or projected revenue by service or products over any date range with sort and filter options.

Marketing Reporting Track what marketing methods work and how well.

 

Inventory Management and Equipment Tracking

Inventory Management Track and manage inventory in one location or multiple warehouses and trucks.

Vendor Records and Catalogues This feature provides a tabbed screen for all vendor contacts, catalogue items available with pricing, open and closed purchase order history, linked directly to QuickBooks vendor records.

Multiple Vendor Tracking See which vendor has the best price and desired lead time for the same parts.

Purchase Order Control This feature enables purchase order creation, approval, and receiving tracking along with instant back-order creation.

Stock Transfer Tickets Transfer ticket management including multiple sources, destinations, and transfer personnel.

Bar Code Scanning a Part Quickly and easily scan inventory parts into ServiceCEO with a bar code scanner.

Equipment Tracking Track make, model, and serial number along with full service history and warranty tracking for any pieces of equipment on your customers job site. Bar Code Scanning a Kit Avoid data entry errors by scanning your kits right into ServiceCEO.

 

Service Contract Sales and Management

Service Contracts Track the sale and service of contracts or warranties you provide to your customers.

 

Employee Management

Equipment Tracking Protect your investments by knowing what equipment has been given to each employee.

Personnel File Job performance tracking and ranking, attendance records, performance reviews and more.

Document Linking Attach all necessary legal paperwork right to the employees file, no more important lost documents.

Security Users are logged in and tracked; users will only see the areas to which you explicitly define them them security rights.

Audit Trails Quickly see when data was inputted or edited and by whom.

Required Fields Make sure your staff is filling out all fields you need and eliminate data entry errors.

Customizable Fields Track anything you'd like on each of your employees.

 

Billing, Invoicing & Accounting

Credit Card Processing Save time, money and reduce errors with our integrated credit card processing at rates better than most vendors including QuickBooks.

Invoicing Completed work orders instantly turn into customizable invoices with batching and email capabilities.

QuickBooks Integration Save time by reducing double entry with one button data transfer.

Statements Easily print customer statements.

Accounts Receivable With aged receivables, see who owes you money in seconds.

Bank Deposit Management Print either detail or summary bank deposit reports.