Servicefactor vs ServiceTrade SalesManager

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.

Simplify collection of asset details from rooftops and in mechanical rooms while on-site at perspective customer locations. Gather details such as make and model of mechanical equipment, along with pictures of manufacturer tags and the equipment itself. Asset information collected is used with SalesManager to generate pricing and proposals for planned maintenance agreements. A valid licensed user for SalesManager is required. SalesManager helps you grow your business through building profitable proposals, automatically tracking sales goals, and closing deals with a professional pitch that includes the prospect’s current owning and operating costs.