The Service Program Pricing, Features, Reviews & Comparison of Alternatives

The Service Program

QuickBooks add-on for handling service company management

4.47/5 (30 reviews)

The Service Program overview

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.
www.westromsoftware.com

Pricing

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

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
The Service Program screenshot: The Service Program is a multi-purpose service business management add-on for QuickBooks Desktop and QuickBooks OnlineThe Service ProgramThe 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 etc  The 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) weekThe Service Program features and benefits. Leading QuickBooks compatible service business software.How to use the Customer Map

The Service Program reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.5
  4.2
  4.6
Jay Wrinkle

I have worked with the SP crew for years now. I have nothing but good things to say about them!

Used daily for 2+ years
Reviewed 2017-06-06
Review Source: Capterra

Very Smart bunch, out of box thinkers, (when in the box doesn't meet the need), I have never heard them say we can't do that; I know I have been a pain in there sides, but they have always treated me well and respectfully, even in my frustrated " I hate computers" moods. I am just really happy with the software, performance, and customer service. Lots of videos for training at any time schedule I choose! (I use this for new employee training and it is priceless)!

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Patrick Taylor

Great Support

Used daily for 2+ years
Reviewed 2018-08-10
Review Source: Capterra

Their customer support is the bomb! They are always pleasant and helpful!I switched to QB online and switched SP with it. Then, after numerous issues with QB online (terrible support, also), we went back to QB desktop. I needed to switch the SP back at that time. They were really supportive, did it over the weekend, and checked on our company at all times. They have the best IT and support team ever (maybe QB should hire them-LOL). I would definitely recommend SP for use with a pool company! They are great.

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Tim W

Customer Service like no other!

Used daily for 2+ years
Reviewed 2018-11-27
Review Source: Capterra

Customer service is great! I know when we email with a request we will always get a response. The tech support via live chats is a great way to solve simple issues as well. If a feature is not currently available TSP is always willing to customize things so we are able to do/show what we want. This program has allowed us to introduce mobile devices in the field for our pool techs which can then be tracked live back at the store. It has helped keep “misses” from happening. The quickbooks integration is seamless and makes short work of what used to take a lot of time.

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Michele Weiss

5 Star Customer Service!!

Used daily for less than 6 months
Reviewed 2017-04-17
Review Source: Capterra

We couldn't be more pleased with our choice for a software company to help our growing portable toilet company!! We extensively researched many companies before choosing The Service Program and couldn't be happier with our choice!! From day 1, the level of friendly, knowledgeable and patient customer service we have received has been excellent. I especially love the LIVE help option that is available. I have never interacted with a company that has provided the feature of two daily opportunities to call in and get the information I need. It has made all the difference. Of course, knowing I can call ANYTIME, even outside the Conference calls is a blessing as well. I never end my work day with any questions as it pertains to making The Service Program work the best it can for our company. I recently called during one Live Help Session while at one of our sister companies. (Different service, retail industry) A fellow employee overheard the interaction ( I had the call on speaker phone) and commented how friendly, easy and knowledgeable the interaction was. She proceeded to mention that she wished the company they dealt with had the ease of service I had just received. As I mentioned, we are a growing company and we just doubled our business with the purchase of a competitors company. The Service Program has made this transition seamless for us! We highly recommend The Service Program for your company needs. The value for your money, the friendly customer service and expertise the staff offer far exceeds any in the industry!! How I can track our inventory as well as get up to the date driver routes to my drivers.

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Robert Daniels

The Service Program is a great program to help simplify and organize your business.

Used daily for less than 6 months
Reviewed 2018-06-28
Review Source: Capterra

The benefits we have received so far from The Service Program include a more organized dispatch system, faster way to send field techs information. Communication from field to office and office back to field only takes seconds now!The Service Program helps the process of switching from paper to digital. There are other programs out there, but what really makes 'The Service Program" stand out from the rest is the absolutely AMAZING tech support. Their support team will reply to your question within minutes not days! The Service Program support team members are very patient, understanding and get right to the resolution of your problem. They have even customized the program to meet our needs! Great people, great program.

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The Service Program pricing

Starting from
$49/month
Pricing options
One time license
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

Multi-Location

API (418 other apps)
Activity Dashboard (309 other apps)
Activity Tracking (193 other apps)
Audit Trail (173 other apps)
Auditing (255 other apps)
Automatic Notifications (315 other apps)
Compliance Management (195 other apps)
Custom Fields (185 other apps)
Customizable Reporting (248 other apps)
Data Import/Export (243 other apps)
Document Storage (183 other apps)
Inventory Management (194 other apps)
Inventory Tracking (196 other apps)
Invoice Management (180 other apps)
Monitoring (184 other apps)
Real Time Data (218 other apps)
Reporting & Statistics (221 other apps)
Third Party Integration (220 other apps)
Workflow Management (210 other apps)

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.