Customer Relationship Management for the Service Industry.
ServiceMonster’s customer management features allow you to provide unparalleled customer support.
Control Your Schedule
From owner/operators to 20-truck multi-regional operations, now you and your staff will have just what you need to increase job time and reduce traveling expenses. See what you need, when you need it, with multiple views and personal scheduling options.
Complete Order History
Review your customer’s complete order history with a few clicks, while they’re on the phone. Use past work history to give your customers a truly personal service. And by tracking your orders, you’ll have all of the marketing features of ServiceMonster at your disposal.
Powerful Accounts Receivable
Managing your orders and invoices has never been easier. With feature rich estimate queues, order lists, and billing options, you’ll maximize income and ensure prompt payment. Generate billing statements, record payment records, produce cash or accrual based reports and ServiceMonster even integrates with QuickBooks™ Desktop and QuickBooks™ Online.
Full List of Features:
Alerts for special customers
Balance due and aging
Commercial vs. Residential
Custom profile fields
Estimate, order & invoice history
Export to Quickbooks™
Lead source marketing tracking
Multiple account types
Multiple site locations
Notes and activity records
Quick search features
Recurring jobs and orders
Tax rates and tax exempt status
Access via phone & tablet
Don’t wait. Try ServiceMonster today!
*Still not convinced? Read about our marketing features!