Dashboard and KPI Reporting
Improve the quality and quantity of management information and make informed decisions. Enable better communications, both internal and external.
- Choose from our range of built-in charts including Technician Utilization and First Time Fix Rate
- Create your own dashboard layout and content
- See where you technicians are and what they are doing, on one screen
- Monitor the progress of your work orders easily
Customer and Contact Database
Take full advantage of ServiceSight’s full customer, contact & prospect management software that can assist you in marketing and selling your services.
- Search & view complete customer communication & transaction histories
- Create prospect records for marketing & quoting. Turn them into customers with one click
- Store unlimited numbers of contacts per customer, prospect or work site
- Set payment terms, labor rates and more per customer
- Upload your customer’s logo to personalize their account
Sales Invoicing
Sales invoices can be raised at any time with the push of a button. Users can choose between different levels of detail available per job type or per job. All sales tax calculations are taken care of and values are shown on the invoice for the customer. Invoices can be previewed beforehand to prevent mistakes. If you are linked to Quickbooks the invoices will appear in your accounts system at the same time ready for payment.
- Various levels of invoice detail available
- Invoices raised with a single click
- Preview facility available
- Supports multi-currency invoicing
- All sales tax jurisdictions supported
- Sales tax calculated automatically with no set up required
- Seamless integration to QuickBooks
Customer Payments
Any payments from customers update into ServiceSight automatically from QuickBooks meaning you always know what customers owe you when logging new work orders. Manage all your customer needs from one place. Your customers can even pay into QuickBooks via our Web Portal. Get paid faster!
- Customer payments appear in both systems
- No re-keying required
- See outstanding invoice values easily
- Always know what you are owed
- Operate customer spending limits if needed
- Reduce service to cash cycles
Credit Card Payments
- Allow techs to invoice & collect payment via the mobile app
- Reduce service to cash cycles to zero
- Customers can pay tech or later online via our Web Portal
- Make payments easier & faster than ever before
- All payments appear in Quickbooks automatically
