Products

Features

Reporting

Get to the bottom line quickly

Sales Reports

Curious to know how the next few weeks or months look? ServiceTycoon provides an easy to read report of all your upcoming activities for all your staff. We understand how your business works and our reports help you improve your small service business.

  • Upcoming activities and events
  • Service orders and their status
  • Sales by line items

Marketing Reports

While a lot of business comes from referrals, our reports can help you pinpoint which advertising avenues are working and which are not. You can stop wasting money in publications that don’t produce results, and start focusing on what works.

  • New business by lead source
  • Number of leads that become opportunities
  • Number of opportunities that become deals
  • New business by sales person

Operations Reports

Your bottom line matters to us, so we provide reports on overdue invoices and customer payment history. These reports help you establish follow up procedures for outstanding bills and credit terms for those in good standing.

  • Overdue invoices
  • Customer payment history

Contact Management

Happy Customers Are Repeat Customers

ServiceTycoon understands how important customer service is to your success. With just a few mouse clicks, ServiceTycoon can create an estimate followed by a work order and email it to your customer. Also, ServiceTycoon eliminates the need for file-cabinets by allowing you to upload and store anything related to your customer or the job. Need to reference amazing before and after pictures? You can store them digitally within ServiceTycoon and email them with just a few mouse clicks.

  • Easily search for customers by name, phone number, or address
  • Import your customer list from QuickBooks
  • Maintain and reference customer billing history
  • Capture the source of how customers found you
  • Build reports customers your successful steps to getting the business
  • Assign sales reps to new opportunities and manage the sales process to avoid potential business from slipping away
  • Keep all customer information like lead source, appointments, history, estimates, billing, notes, and documents in one location
  • Create, print, and email estimates, quotes and invoices to your customers
  • Convert estimates to jobs a few mouse clicks
  • Upload and store any type of file like signed contracts, faxes, site photo and design sketches, etc.

Scheduling

Never miss an appointment

ServiceTycoon understands that scheduling your team is critical to the success of your business. A missed appointment or even showing up late could cost you this job and future jobs. Have you ever tried to schedule a crew of workers and forgot one or two people on the team? With ServiceTycoon you’ll never forget to schedule a team member. You never have to worry about double booking or missing a repeating appointment because ServiceTycoon will remind you and the customer. Dealing with a lot of new customers? ServiceTycoon provides your technicians and staff maps and directions of the fastest way to get to each appointment. Easily schedule and manage individuals and/or crew appointments by drag and drop appointments on their calendar.

  • Make scheduling adjustments in real-time as jobs are completed early or delayed
  • Drag and drop scheduling allows rapid dispatch of your employees
  • Your mouse allows you to immediately see customer information, work orders, outstanding invoices, and custom information from the scheduler
  • Intuitive booking of jobs
  • Schedule reoccurring jobs or single appointment jobs for both individuals or teams
  • Ensure appointments are booked for available employees to eliminate the possibility of double-booking your staff
  • Schedule emergency appointments in seconds and automatically update your staff and routing maps
  • Save jobs to be scheduled at a later time
  • Easily update work orders in real-time from your mobile device
  • View all upcoming appointments and jobs in a single screen
  • Map location – get accurate location on a map and directions of the fastest way to get to each appointment
  • Automatic job creation from estimates eliminates double entry of your data. Click and drag job to get it scheduled right away.
  • Access your calendar, see appointments and all customer information from your mobile device

Billing

Time is money

ServiceTycoon makes sure you spend your time making money, rather than spending money wasting time. Even before your team has left a job site, they can create and email a 100% accurate invoice based on actual labor and parts used. Help manage your inventory based on real-time updates of actual parts used. ServiceTycoon helps you be flexible with your customers by accepting multiple payments and tracking outstanding bills. With a few mouse clicks you can see your outstanding receivables. Of course, we also integrate to accounting programs like QuickBooks to ensure that you’re staying on time and accurate!

  • Manage, update, and finalize work orders, and invoices
  • Create and send professional estimates and invoices
  • Before leaving a job site, create and send invoices to customers from any mobile device
  • Capture and store billing and payment information securely
  • Easily update work orders with actual parts and labor (also in real-time from mobile device)
  • View any outstanding account balances in your customer records
  • Securely process down payments, partial and full payments with automatic management of customer balances
  • Sync invoices and payments to accounting programs like QuickBooks to eliminate double entry and errors

Mobile Access

Real-time updates

ServiceTycoon understands that plans don’t always work out how you thought they would. Maybe your technician needs to stay an extra hour to fix something or weather delayed the start of the job. By leveraging the mobile access of ServiceTycoon your technicians stay up to date and so do you. By staying ahead of any delays, you can reschedule appointments, contact your customers, and still get the job done. Real-time changes to parts and labor mean real-time changes to your inventory needs and receivables.

  • Access your calendar, see appointments and customer information
  • Easily update work order with actual parts and labor upon job completion
  • Instantly create and send invoices to customers while still on-site

* Access ServiceTycoon from any web-enabled phones

Web-based Application

Always there for you

Don’t worry about what computer you’re using, where you are, or who you’re with. As long as you have an Internet connection you can access ServiceTycoon and run your business. Just visit our website and login. ServiceTycoon knows you’re trying to save money, so you only pay for what you use. The easy to understand pricing model makes it easier it is for you to run your business.

  • Access ServiceTycoon 24/7 from any internet connection in the world
  • No installation of software or hardware, just visit www.servicetycoon.com to login
  • Simple pay-as-you-go billing eliminates long-term contracts and allows you to add more users as your business grows.

Personalized

We understand your business

ServiceTycoon is able to handle the workflow of your business. We know that not everyone in a service business needs to write an estimate. We know you might have to schedule an individual or a team of people to get the job done. ServiceTycoon understands your business.

  • We provide over twenty-five templates personlized to your business needs
  • Adjust the number of employees at anytime to account for seasonal demands
  • Manage work-at-home sales staff through our online and mobile application
  • No limit on the types of files you can upload and store

Security

Facilities & Disaster Recovery:

Data centers are engineered to the standards required to support the Zero-Downtime Network™. They are designed and maintained without compromise for security or redundancy. 24/7 monitoring of service, connectivity and Server Security with Dedicated team of professionals giving 24/7/365 service.

Data Security:

Secure Socket Layer (SSL) technology protects information using both server authentication and data encryption, ensuring that our customers’ data is safe, secure and available only to registered users within customer’s organization. Each user in a customer’s organization is provided with a unique user name and password that must be entered each time a user logs in. We do not use “cookies” to store any confidential information.

Backup Security:

Three-tier backup architecture with daily complete backup to multiple data centers Solutions Menu.

We are committed to protecting your privacy. In general, we will ask you when we need information that personally identifies you or allows us to contact you. The amount of personal information you are required to supply will normally be limited to that which is necessary to supply the service or carry out the transaction that you have requested. If other information is requested, it will be labeled as optional.

Your data is yours:

ServiceTycoon carefully protects the security of the personal information you provide. Personal information we collect is stored in password-controlled servers with limited access, and we protect this information from loss or misuse, and from unauthorized access, disclosure, alteration, or destruction.