Full Features List

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.

Estimate and Sales Control

  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.
  Commission Calculation
Track and pay sales staff for new customer and job generation.

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.
  Customer Satisfaction Tracking
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.

Internal 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

  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.

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.

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.

Sales, Business and Marketing Tracking and Reporting

  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.

Data Management and Security

  SQL Server Database
ServiceCEO uses Microsoft's robust SQL Server Database Engine for data storage.
  Backup and Restore
Keep your data safe with an integrated database and backup and restore system.
  Custom Development Options
Partnering with Insight Direct and ServiceCEO enables third-party development for further customized solutions and add-ons to an established first class off the shelf solution.

Inventory Management

  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.
  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.

On-Site Equipment Tracking

  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.

Employee Management

  Payroll
View and edit payroll information and quickly print payroll reports.
  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.

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.

Enterprise

  Enterprise Solution
All the same great features as ServiceCEO with the added ability to add regions and branch offices.

Industries

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