service Agreement tool

Create full equipment service agreement within minutes and powerful technician checklist mobile tool.
CRM Built for Service

CRM built for Service

Track Leads/Opportunities
Track Buildings or Customers
Log Service Sales Activities
Fast & Easy Mobile Interface

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Service Agreement Tool

Create Agreements by Equipment Type
Customize Labor Rates
Calculate Time to Complete Tasks
Custom Equipment or Canned
Generate Professional Proposals
Multiple Level Agreement Pricing

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Service Repair Tool

Price Equipment Repair Quotes
Fast Drag & Drop Technology or Line Item
Custom Cost Codes
Custom Labor Rates
Travel Calculator
Generate Proposals

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Service Project Tool

Create Professional Submittal Binders  
Automatic Table of Contents and Tab Sheets
Live documents directly from manufacturers

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Mobile Service Repair Tool

Fast & Easy Mobile Interface
Screen by Screen Entries
Generate Proposals/Email From Device
On Device Customer Signature
Tracked in CRM
Manager Approval System

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Spanish Mobile Service Tool

Mobile Service Repair Tool in Spanish
User Setting Available for Spanish Interface

Designed from leading service managers

Combination of MCSA standards with adjusted valued based on 150 years of experience.  It features easy to configure labor, parts, material on each equipment size with quick method of cloning size changes. You can also combine multiple departments services into one proposal, such as HVAC, controls and security.

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Service Manager Tool
Equipment Types

Over 75 types of equipment

Choose equipment and then you will be able to see all the sizes available. Easily build different sizes of equipment by cloning and then making the adjustment.

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Tasking AND subtasking

As equipment is selected, tasking and subtasking breakdown will summarize labor involved. Tasking is auto-populated and can be adjusted per requirements. Any tasking not included per the customer's service level will still be shown in order to upsell for the next level of service. Tasking can be exported giving the technician a checklist to ensure all tasks are completed.  

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Tasking and Subtasking

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repair tool example
repair tool

technician mobile checklist

To help technicians make sure they go through all the tasks for the visit type for a Service Agreement, this tool allows them to select the equipment to check off the tasks.  Allowing them to add notes and pictures, once they are complete they can finish up the service report to have the client sign and receive a copy immediately.

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Technician service report tool

This tool allows technicians to add notes and pictures, once they are complete they can finish up the service report to have the client sign and receive a copy immediately.

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service repair tool ex
service report tool example
service repair tool ex
customer signoff example
customer signoff example

customer review and signature

At the end of technicians visit and service report has been generated, the customer can sign on mobile device confirming work has been completed, hours on site verified and any recommendations have been viewed. A copy of the service report can be immediately copied to the customer as well.

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