The Service Program Pricing, Features, Reviews & Alternatives

The Service Program

QuickBooks add-on for handling service company management

4.45/5 (44 reviews)

The Service Program overview

What is The Service Program?

The Service Program is a versatile, multi-purpose service management solution that comprises an integrated software add-on for QuickBooks Desktop and QuickBooks Online. Targeting businesses offering a range of service-based trades across the likes of swimming pool maintenance, garden and lawn care, pest control and sanitation etc, the customizable product is offered in a range of scalable SaaS packages. Deployed online and compatible with local Windows environments along with mobile platforms, The Service Program promises to handle both the typical back office operations and those conducted out in the field. Key features here include service dispatch, work order issuing and tracking, calendar-based appointment scheduling, lead tracking and contact management. The system also facilitates the generation of estimates and quotes, alongside billing and invoicing functions, with customer data seamlessly synced between The Service Program and QuickBooks, and vice versa.

Other important features include multi-location inventory management and the general management of equipment rentals, with equipment assets or materials all tracked. Support for QR code labeling, with physical label packs available at added costs, is joined by GPS-based location tracking. Optimized route planning can be visualized on real location maps, sending field workers details on service call stops and efficient driving directions. Working with both Apple iOS and Android smartphones and tablets, techs or service staff can access extensive features from within the field, capturing signatures, attaching photos to service notes and more. A public-facing portal can be offered to service customers along with custom branded apps, available via native app stores, giving access to service requesting, eShops, account histories and payment processing.
westromsoftware.com

Pricing

Starting from
$49/month
Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

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The Service Program screenshot: The Service Program is a multi-purpose service business management add-on for QuickBooks Desktop and QuickBooks OnlineThe Service Program features and benefits. Leading QuickBooks compatible service business software.The Service Program screenshot: The Service Program is supported by a mobile web app compatible with iOS, Android and Windows Phone devicesThe Service Program screenshot: The Service Program's customer portal, integrated with QuickBooks, features an online store for selling products while also allowing customers to make service requests, view equipment and make payments etcThe Service Program screenshot: Compatibility with the industry’s first QR code labels (2”x 2” QR 2D barcode labels) supports equipment or customer tracking featuresThe Service Program screenshot: Optimized route planning and map generation features allow field staff to view mapped details of each stop, service call destinations and journey directions while out in the fieldThe Service Program screenshot: Contact management includes the recording, viewing, editing and tracking of customer service historiesThe Service Program screenshot: The Task List tab containing an Employee Task List, detailing a color-coded itinerary of past, present, and future assigned tasksThe Service Program screenshot: The Rental Transaction tab showing customer selection fields and records of billable rental items, with quantity and monthly / weekly / daily pricing rates etcThe Service Program screenshot: An example of the software's mobile mapping capabilities, detailing a route map within the Service Program mobile web app running on iOSThe Service Program screenshot: The Schedule View with Service Program showing the color-coded calendar-based appointment scheduling and the ability to view the timetable by work or full (7-day) weekHow to use the Customer MapThe Service Program

The Service Program user reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.4
  4.2
  4.5
Cherylyn S.

Time Saving Software

Used daily for 1-2 years
Reviewed 2019-09-09
Review Source: Capterra

Time, scheduling, employee time, sub contractor job entry just to name a few

Pros
It doesn't try to boss my financial software around, so many features you can customize what works for you, reporting features, filtering features, etc. What isn't there to love..

Cons
Initial cost. But, I did appreciate the terms worked out and well worth the money!

Response from Westrom Software


Thank you for taking the time to review The Service Program. As you mentioned, The Service Program was meticulously developed so that it works seamlessly with QuickBooks rather than conflicting with it. We truly appreciate you sharing the many software features that are benefiting your business.

Your feedback is vital to our growth, thanks again for sharing!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kelley R.

Best routing program out there

Used daily for less than 6 months
Reviewed 2020-04-23
Review Source: Capterra

We are extremely happy with this program, and we highly recommend it to any company needing a scheduling software in the service industry.

Pros
Taking our paper door tags digital has been amazing. The training and customer support has made learning how to use and operate this program a breeze. I couldn't be happier about the change.

Cons
There have been a few minor items that weren't available at first, but an email to the development team has been all that was needed to make the changes I needed to happen.

Response from Westrom Software


Thank you for taking the time to review The Service Program. We are happy to hear of your positive experience with our company as a whole, as we are committed to providing exemplary customer service.

Providing our customers with features in which they can easily communicate with their customers is essential and knowing you are utilizing the digital door tags lets us know we are on track.

Thanks again for your feedback.

-The Westrom Software Team

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Leonard C.

A spread sheet manipulator that is not flexible & will work if you conform to their way of operation

Reviewed 2016-02-01
Review Source: Capterra

This system is ideal for A/C Repair, Pool Cleaning, Pest Control, etc. t was designed for just those type businesses. Lawn Care mow and blow operations that get it done no matter what is another business that will be able to use it. Being in Lawn Care but quality not quantity oriented, sometimes we end up spending extra time that slows down production. There's no quota. We're more of a grounds keeping service that spends time to service all yard issues in one stop. I attempted to install this product twice. Each time I spent weeks keying data about my customers on different forms that reference and cross reference each other. It is difficult to set up if you have any number of customers. Be careful. I found that because we spend extra time to do service it was very difficult to manage what work would be scheduled on what day. We work on a two week cycle. My old system had no trouble with that. This system demands a rigid schedule. It seems in order to combine or slip schedules you have to change every task instead of the group. And if I did that the system changed the routing to zig-zag the truck. They tried desperately to shoe horn me into their model, but it was never going to work. I made several suggestions to them that would have easily improved the flexibility of the system, and, I might have been able to use it, but they chose not to undertake them. Support during installation is very difficult. There are very small windows of limited availability for training. There is no help text, no documentation, no knowledge base, and some videos that may be helpful to an issue. Also, what they call support is really technical support, to fix broken programming, it's not real customer support. So you either call Training with operational issues and hope that you get a response within 24 hours unless you are fortunate enough to catch them on the phone or you wait. They are always courteous and attempt to be helpful. But chances are if you are in any way unique they will be stymied. I think they are very limited in their lawn care knowledge area. It's all the same, right? I can't imagine a large company using this, although I'm sure that they will claim hundreds. With too much keying you can't set this and forget it. A small startup could ease into it because it doesn't require a large financial investment up front and they won't have a lot of customers to start with. The mobile app fixes all that is what I was told.

Response from Westrom Software


Hi Lenny, we appreciate your feedback. As you are aware, your monthly subscription provided daily open Q&A forums per week to call in speak to a Live Trainer. Tech support is available M-F. and you never used the online help documentation with step by step screen shots, training recordings. We offered an lawn industry coach since your company is unlike hundreds of other landscape companies by schedule routes for customer lawn maintenance. Since you charge per service visit, there is ONE button in software to generate Route Stops to Tasks (populating customer's preferred pricing). Once serviced (by paper or Mobile app) the quick complete generates INVOICES in QBs. No Double entry.. We wish your business well.

Rating breakdown

Ease of use
Customer support

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Penny E.

Service Program Review

Used daily for 2+ years
Reviewed 2021-03-03
Review Source: Capterra

We are very satisfied with The Service Program and would recommend it.

Pros
The Service Program is very user friendly. We have had no issues with the interaction between The Service Program and Quickbooks. The transfer from our very old ancient data base went surprisingly easy. Tech support for the most part has been very prompt and accurate anytime we have had an issue. Any issues we have had have been very few and far in between and easily fixable.

Cons
Internet based program. Our internet here is awful. We get bounced out of the Service Program when our internet goes down.

Response from Westrom Software


Penny, your review of The Service Program is greatly appreciated. We're happy to hear your data conversion went smoothly which is what we strive for.

It's always nice to hear of the reliability of our Customer Support team as well. Thank you for your feedback!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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jeff f.

Outstanding Product

Used daily for 2+ years
Reviewed 2020-11-28
Review Source: Capterra

For the past 12 years I have used this software, I have been more than satisfied with not only the Service Program but the customer service/tech support as well. The only very minor problems I have had with the program was due to my lack of not performing the updates. When notifying tech support through the software they would respond within minutes and conduct the updates for me immediately. This is an outstanding product and a first class tech company!

Pros
I run a small pond/lake management business. Twelve years ago I wanted to expand my customer base but did not want to hire an office person or bookkeeper to process the additional invoicing or paper work. I needed a software program that had these features: 1. On a mobile device for use in the field. 2. Customizable. 3. Capable of recording data and creating a sales ticket. 4. Had to interface with QuickBooks for month-end invoicing, eliminating all double entry into an accounting program. 5. Reliable and easy to use. 6. Affordable Not only did the Service Program meet all of my criteria but has exceeded my expectations.

Cons
The Service Program does allow some legacy data retrieval on a mobile device but it is a bit cumbersome to access. This is not the case on the desktop.

Response from Westrom Software


We appreciate you taking the time to provide such a detailed review. We're so pleased to hear of your success with The Service Program!

Your insight helps to ensure we are not only providing software built to industry standards but quality customer service as well.

Thanks again for your feedback!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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The Service Program pricing

Starting from
$49/month
Pricing options
Subscription
View Pricing Plans

Subscription plan pricing:

One user = $49.95 per month, plus $249 download fee
Two users = $69.95 per month, plus $349 download fee
Three users = $89.95 per month, plus $449 download fee
Five users = $109.95 per month, plus $649 download fee
Ten users = $199.95 per month, plus $1200 download fee

(Mobile solution can be added to the above for $49.95 per month, supporting up to 14 iPhone and/or Android devices)

Purchase plan pricing:

One user = $2095
Two users = $$2595
Three users = $3095
Five users = $3595
Ten users = $4295

(Mobile solution can be added to the above for $49.95 per month, supporting up to 14 iPhone and/or Android devices)

Extras:
Customer portal = $49.95 per month
Custom branded app = $199
Customization = $400
Personal training = $199

The Service Program features

Alerts/Notifications
Audit Management
Billing & Invoicing
Document Management
Inventory Management
Mobile Access
Reporting/Analytics
Search/Filter
Third Party Integrations

API (880 other apps)
Access Controls/Permissions (671 other apps)
Activity Dashboard (855 other apps)
Activity Tracking (539 other apps)
Audit Trail (548 other apps)
Compliance Management (677 other apps)
Customizable Reports (596 other apps)
Data Import/Export (661 other apps)
Reporting & Statistics (860 other apps)
Status Tracking (562 other apps)
Workflow Management (705 other apps)

Videos and tutorials

Additional information for The Service Program

Key features of The Service Program

  • QuickBooks integration
  • Service management
  • Route management
  • Equipment tracking
  • Employee communication tools
  • Service call scheduling
  • Work order management
  • Customer portal & app
  • Equipment rental tracking
View All Features

Benefits

The Service Program is a versatile, customizable QuickBooks add-on software solution spanning a broad variety of features for handling the management of most facets of service business operations, both back office and on-the-go in the field.

Seamlessly integrating with QuickBooks, the add-on ensures any customers entered into QuickBooks automatically appear within The Service Program, while users can also enter customers into The Service Program first, which will add them to QuickBooks in real time.

Key feature capabilities span contact management, lead tracking, appointment scheduling, route planning via map, generating invoices within the field, multi-location inventory management and integrated reporting tools.

Equipment, materials and rentals tracking allows service staff to enter and view record logs in the field and trace repair histories, with The Service Program supporting 2D QR code labeling and scanning.

The optional customer portal (MyCustomerConnect) and custom branded app products (iOS / Android) provide web stores for selling products with customer-specific pricing, plus the ability to make service requests, review service histories, view QuickBooks invoices and make payments.