Sync customers and items from QuickBooks, set up your technicians and begin scheduling work orders with ease. Dispatch to tech’s smartphones, monitor job statuses as they are updated remotely by techs, complete and post Invoices to QuickBooks
Using separate systems to manage your business creates opportunities for errors and missed revenue! SM+ takes an integrated workflow approach to managing your service-based business. Sync customers and items from QuickBooks, create estimates and convert them into work orders and when the work is complete post and close to automatically generate an invoice in QuickBooks. Tight status management controls prevents revenue leakage!
SM+ uses a simple, logical approach to building a work order and invoicing. With SM+ you can easily 1. Create a new work order 2. Schedule technicians 3. Add Products needed for the job (synced from QB) 4. Dispatch work orders to mobile smartphones and allow techs to complete the work order with any updated information 5. Monitor job statuses on the map dashboard 6. Approve & Post completed work orders to an Invoice in QuickBooks
Our drag and drop scheduling interface allows you to easily see which technicians are available and to quickly create a work order. Once scheduled, ease your customer's mind by sending them an email complete with the technician's picture and scheduled appointment time. After all, they are often allowing a stranger into their home or business, let them know who to expect!
You, and your technicians can be constantly up to date via any smartphone with browser capabilities. After assigning work orders, your technicians can be notified via email, log into their mobile interface to accept the job, update the status of the job with start times, additional materials needed and the job status.
Your technicians can take before and after pictures and attach them to the work order as proof of work or just to document the situation.
As your technicians update the job statuses, you will see the status of the jobs on the map and dashboard real-time. When the jobs are complete, approve the work order and post the invoice to QuickBooks!
Free 30 day trial! No credit card required.
|Plan A||29||2||per month|
|Plan B||49||5||per month|
|Plan C||99||10||per month|
|Plan D||199||25||per month|
|Plan E||349||50||per month|
You may contact us by submitting a request from within the application or from our website. All requests will be addressed within 24 hours.