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

The Service Program

QuickBooks add-on for handling service company management

4.44/5 (41 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
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
  4.5
  4.4
  4.2
  4.5
Cherylyn Schneider

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 Rodgers

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 Cooper

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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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

Pros
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)!

Cons
well, don't like that I have to watch an entire teaching video to try and find very quick answer. (so I would like a better search method for videos to speed up finding answers). Also I never have any luck with the online tech help but sending an email to customer support and they call back works well ... for me ..

Response from Westrom Software


Thank you for your kind words and feedback. Your 100% customer satisfaction is our goal.
Your suggestion for searching the online help manual has recently been upgraded with over 100 videos placed into 22 categories to assist finding the correct answer quickly. Please use the Search Box if easier.
Reminder, your annual software support provides ongoing upgrades, tech support and ongoing daily training in Open Forum 2x a day Live with a Trainer!
You are always welcome to send us your feedback and suggestions on how to improve the software or services we offer. We will do the best we can to ensure you are totally satisfied with our software and customer service.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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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!

Pros
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.

Cons
System is very powerful, and it takes getting used to. There are a lot of features and sometimes confusing on how to figure them all out.

Response from Westrom Software


Thank you for taking the time to leave feedback regarding The Service Program. As always, we are pleased to hear of your positive experience with our support team. We pride ourselves in our team and on providing feature rich solutions that will help you run your Service, Maintenance and Construction Pool & Spa business as efficiently as possible.

We want you to get the most out of our software! In addition to our dedicated support team, we offer several training options including: a live training forum, private training and an online video training library. We urge you to take advantage of these powerful resources.

Thank you again for recommending us!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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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

Third Party Integration

API (627 other apps)
Activity Dashboard (515 other apps)
Activity Tracking (313 other apps)
Audit Trail (292 other apps)
Auditing (341 other apps)
Automatic Notifications (487 other apps)
Billing & Invoicing (279 other apps)
Compliance Management (350 other apps)
Customizable Reporting (390 other apps)
Data Import/Export (360 other apps)
Document Management (279 other apps)
Document Storage (294 other apps)
Inventory Management (387 other apps)
Inventory Tracking (310 other apps)
Monitoring (278 other apps)
Real Time Data (333 other apps)
Real Time Reporting (282 other apps)
Reporting & Statistics (467 other apps)
Workflow Management (379 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.