Features to help you get the job done.

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You've probably heard that using software to manage your service business is an important step to take. However, sometimes it's not very easy to see WHY it's so important.
Let's change that.
Keep scrolling to see WHAT ServiceMonster does and how our software helps YOU run a stronger service business.

Before the job.


Efficient scheduling is the most important aspect of your daily business operation.

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Whether you're in the office or in the field, the schedule allows you to:
- Track daily revenue
- Handle client communication directly from the schedule
- View a full map with color-driven appointment locations
- Customize your schedule view
- Set up automated job reminders

Estimates & Follow-Up

Create and send estimates via email or text and put the approval process in the hands of your clients.  

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Easily track the order approval status and follow-up with your clients through automated emails or call reminders.

Lead Management & Sales Tools

Track your leads throughout the whole sales process on both desktop and mobile.

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Create sales opportunities and utilize a Kanban board (this allows you to have a much more visual way to manage your sales pipeline).

Client Management (CRM)

Know what services your clients need and when they need it.

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Access all of your customer data at any time. View each customer's job history (including past invoicing & billing), see all communication via notes, and manage accounts with multiple locations.
ServiceMonster home screen on a laptop
Technician view on the mobile app

On the job.

Work Orders

View, create, & edit work orders so that your technicians at any level know what they need to do on the job.

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Check-in upon arrival, track job site dimensions, easily up-sell additional services as they're needed, and update client information instantly.

Employee Management

Different access levels allow employees to see only what is necessary.

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Owners and managers have access to the full power of the app. Process leads, view dashboards, create and edit accounts/orders/tasks, and manage various settings.

Sales reps or senior technicians are able to create orders and manage the schedule without seeing company dashboard information.

Technicians only see their daily agenda and any tasks assigned to them, as well as a basic dashboard to track their own progress.

Workers are limited to viewing only the work to be completed, with no pricing information, no history, and no payments.

Job Completion

With the job completion checklist on both mobile & desktop, you and your techs will always know what steps to take to finish a job.

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Use the in-app job completion checklist to:
- Collect signatures
- Finalize invoices & collect payments (if needed)
- Take post-job photos
- Email the client
- Check out of job and mark work as complete

After the job.

Invoicing & Payments

Get paid instantly on the job, or send an invoice to be paid later.

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Integrate your ServiceMonster account with Stripe or Authorize.net to process payments without using a third-party app. Use the free invoice page add-on to collect payments online through text and email.

Automated Marketing

Utilize automated drip campaigns to save yourself time while increasing client communication.

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- Follow-up reminder emails
- Client retention programs to stay top-of-mind with your current customers
- Newsletters & annual holiday/seasonal blasts
- Postage labels or third-party campaigns
- Call lists

Reports & Dashboards

Know your data. Know your business.

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ServiceMonster includes a full array of reports to track everything from accounts receivable, to marketing ROI, to employee commissions & time logs. Also included are easily digestible dashboards to track important KPI's such as repeat rate, average invoice, recurring revenue, percentage of available time booked, and many others.


We're all about helping you keep that repeat rate high!

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Use FillMySchedule, our automated direct-mail marketing program, to send stamped, enveloped, tent-fold cards to your customers. The cards are printed in-house and designed to get the highest response rate possible. Additional charges will apply.
phone with complete job screen

Connect ServiceMonster to other apps & services

Expand your accounting horsepower.

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Connect your apps & automate workflows.

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Increase your scheduling flexibility.

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The easiest way to get more reviews, referrals & sales.

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Two-way text, email, and voice in one collaborative workspace.

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A remote staffing agency that pairs your business with a trained, supported & engaged customer service rockstar.

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Beautiful proposals integrated with your website and ServiceMonster while automating your follow-up.

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Build software that communicates with everyone in the world.

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Accept online payments.

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Accept credit card payments from your customers.

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Send letters, postcards, gifts, emails and more to your current customers.

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Having a local business is hard. Getting reviews is harder. Broadly makes it easy.

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Enabling cleaning businesses to collect and syndicate customer reviews and predictively advertise to past customers.

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FittleBug lets your prospects and customers schedule your services online quickly and easily based on your real-time availability.

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Differentiating you in a meaningful and verifiable way.

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Digital Marketing For The Home Service Industry

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Advanced automation for texting and more.

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Make your life even easier with custom integrations.

Complete ServiceMonster feature list


Catch inbound leads via
  • Put a webform or button on your website
  • Connect with Zapier – collect from hundreds of sources including Facebook
  • Use our extensive application program interface (API) directly
New lead notifications
Mobile app lead management

Sales & Opportunities

Multi-step sales processing
Kanban pipeline view
Aging opportunities reports
Opportunities pipeline value


(Customer Relationship Management)

Commercial or residential account management
Multiple site management
  • Service item history
  • Room/item dimension tracking
  • Email
  • Text
  • Direct mail
  • Call activities
  • Follow-up activities
  • Notes
Complete account history
Quick activity management
Custom account fields
Account merge
True lead source tracking
Account newsfeed
Contracts for commercial or residential recurring payments
Account recap


Configurable route views
Direct mapping integration
On-Deck appointment management
Waiting list
Routing and directions
Color driven appointment location for job grouping
Route filters based on location, tools, or skills
Automated recurring appointment reminders
Dispatch and office appointment processing
Printable route packets
Technician appointment notifications
Client appointment notifications via text/email
Automated appointment reminders and confirmations


  • Online estimate approval
Work orders
  • Payment collection
  • On-site
  • Online
  • In-office
  • Export into QuickBooks*
Technician commissions
Sales commissions
Price lists
  • Products & services
  • All taxes supported
Process-driven order printing


Lead source tracking
  • Account lead source (track how you got them)
  • Order lead source (track what brings them back)
  • Track marketing efforts and referral programs
Full HTML (or text) email template support
SMS text templates for texting
Marketing campaigns
  • Filter accounts on over 50 data points
  • Templating for over 50 data points
  • Call campaigns (creates call activities)
  • Direct mail campaigns (create letter and labels)
  • Email campaigns (send direct)
  • Export campaigns
Automated drip campaigns
  • Automate campaigns
  • Filter account
  • Run triggers
Automated direct mail client retention (FillMySchedule)
  • Auto-magically retain clients
  • Nationwide ROI of 800%
  • Multiple pre-made messages, card fronts, and copy that work


Financial reports
Management reports
Marketing reports
Orders reports
Schedule reports
Technician reports


Month over month or year over year comparisons
Key Performance Indicators (KPI)
  • Repeat rate
  • Revenue
  • Average invoice (Commercial/residential)
  • Top 10 marketing campaigns


Google calendar sync (FREE)
Online web form to capture leads on your site (FREE)
Online invoice/payment (FREE)
Review automation
QuickBooks* (FREE)
Access to thousands of payment merchants
Customer Lobby
API (Application Program Interface)
And more…
* QuickBooks – Both QuickBooks Desktop & QuickBooks online supported


Employee management
  • Control employee access
  • Security user role assignment to limit access to sensitive information
  • Mobile roles allow technicians/laborers to access the info they need
Inventory control
  • Automatic purchase order creation
  • Automatic inventory/consumable deductions
  • Track login from employees and API users
  • See who made changes to import information

iOS & Android Mobile App

Simple to use for technicians/laborers to access the info they need
  • View jobs for the day
  • Get directions
  • On-my-way texts
  • Signature
  • Upload images
  • Record updates (technicians)
  • Invoicing (technicians)
  • Payments (technicians)
Manager and owners have full-field features
  • Everything for technicians/laborers
  • Schedule jobs
  • Manage jobs
  • Work leads and sales activities
  • Estimates
  • Client information

Are you ready to see what ServiceMonster will do for your service business?