Order Management

Streamline your orders and invoices.
  Feature Groups

Service Items

Save the dimensions of rooms at every location you service. This saves you admin time and ensures you're giving your customers an accurate quote every time.
Instant Demo Access

Estimates

Ensure you're doing everything you can to convert prospects to scheduled jobs. Track your efforts at winning work by creating estimates.

Work Orders

Coordinate all details of a job on one screen, including what work there is to be done, service site information, balance due from customer, and more.

Invoices

Ensure your customers are paying you in a timely manner! Completed work orders automatically turn into invoices, allowing you to begin the payment process.

Flexible Price Lists

Establish any number of distinct price lists to accommodate residential customers versus commerical accounts, clients who are grandfathered in with lower prices, and clients who are billed at a variable rate.

Billing

Quickly and effortlessly bill your customers via email and/or direct mail.

Payments

Track payments, so you always know which customers are current and which you're still waiting on.

Commissions

Oversee the commission structure for each of your employees. Set the base sales rate and upsale rate to either a percentage or flat rate, depending on your needs.

Taxes

Set up state and local tax rates that can be applied to orders with a single click.

Order Groups

Put your data to work! Separating jobs into groups in ServiceMonster allows you to generate reports that detail income earned in each category.
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