Software Integration

How to Take Advantage of ServiceCEO 3rd-Party Software Integration Features

ServiceCEO integrates with several off-the-shelf software packages. The following is a description of those packages and specific recommendations and considerations.

Microsoft Office
Currently, we support ServiceCEO integration with Microsoft Office ^® 2003. Note that you will need to install Microsoft's most recent updates in order to ensure that the mail merge functionality works correctly.

QuickBooks
ServiceCEO can integrate quickly and easily with all editions of QuickBooks® 2002, 2003, 2004, 2005, 2006, 2007, 2008 or 2009 - except the Basic, Simple Start, and Online editions.

QuickBooks Canada
ServiceCEO 6.2 is completely integrated with QuickBooks® Canada 2008 and 2009. ServiceCEO 6.2 will not integrate with QuickBooks®Canada Multicurrency Edition, 2007, or any versions prior to 2007.

Read the QuickBooks Deployment Best Practices White Paper (PDF) for tips on how to configure your QuickBooks network for maximum efficiency and performance.

Crystal Reports
If you plan to use Crystal Reports® with ServiceCEO, only the full installation of Crystal Reports 9.0 is currently supported. However, you can edit any existing reports in ServiceCEO by purchasing an Integrated Crystal Reports Designer License from Insight Direct. For more on the Integrated Crystal Reports Designer License, view services. You can also view several videos on Crystal Reports in the Insight Direct Member Center.

MapPoint
ServiceCEO integrates with Microsoft MapPoint® 2006.

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Sample Service Companies that love ServiceCEO Software

Fleet Maintenance & Repair Software ServiceCEO will improve your Fleet Maintenance & Repair Service Business management processes with features like customer satisfaction tracking, invoicing management, audit trails, QuickBooks integration, real time customer relationship management, customer web access, complete employee management module for incentive programs, raises and career advancement opportunities and much more.

Auto Detailing Software Move your Auto Dealership Fleet Washing service business forward with ServiceCEO's powerful business management features including running multiple day view calendars, convenient and easy job editing, real time customer relationship management, dispatch board management for easy field technicians monitoring and communications, service contract reviews and much more.

Run your Event Planning Service Business more efficiently with ServiceCEO's complete set of business management features including mobile dispatch board management, mobile invoicing, access multi-day schedules, adjust field technicians' status to real time conditions, customer access to up-to-the-minute job details, real time data entry in the field and much more.

Tree Service Software Completely manage your Tree Service Business with ServiceCEO's feature rich business software including accounts receivable management, customer satisfaction tracking, complete billing history tracking, instant job creation from estimates, real time on-site estimates and customer relationship management tools and much more.

Fire & Water Restoration Software Improve your Fire & Water Restoration Service's customer relationship management with ServiceCEO's powerful service business software features including job estimate management tools, on-site estimates through detail tracking, status, notes and documents management, complete management of all aspects of your service contracts, service sales and much more.

Air Conditioning Repair Software Put ServiceCEO's powerful software features to work for your Air Conditioning Repair Service Business including invoicing, employee management, dispatch control, job scheduling, customer relationship management, inventory management, quick access to all project details and customer information to better coordinate communications between staff and customers and so much more.

Installer Software Run a more efficient Installer service business with ServiceCEO's complete range of business management software tools including complete employee access and mobile web management, dispatch board, inventory management, vendor relationship management, purchase order control, equipment tracking, employee payroll management and much more.

Medical Equipment Installation Software Put ServiceCEO's powerful software features to work for your Medical Equipment Installation Service Business including invoicing, employee management, dispatch control, job scheduling, customer relationship management, inventory management, quick access to all project details and customer information to better coordinate communications between staff and customers and so much more.

Janitorial Software Put ServiceCEO's powerful software features to work for your Janitorial Service Business including invoicing, employee management, dispatch control, job scheduling, customer relationship management, inventory management, quick access to all project details and customer information to better coordinate communications between staff and customers and so much more.

Furnace Repair and Service Software ServiceCEO will improve your Furnace Repair and Service Business management processes with features like customer satisfaction tracking, invoicing management, audit trails, QuickBooks integration, real time customer relationship management, customer web access, complete employee management module for incentive programs, raises and career advancement opportunities and much more.

Software Integration

How to Take Advantage of ServiceCEO 3rd-Party Software Integration Features

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