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The Service Program Logo

The Service Program

QuickBooks add-on for handling service company management

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The Service Program Pricing, Features, Reviews and Alternatives

The Service Program product overview

Price starts from

74.95

/user

Per month

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.

Key benefits of using The Service Program

  • 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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    24/7 (Live rep)
    Email/Help Desk
    Chat
    Phone Support

    Training options

    Documentation
    In Person
    Webinars
    Live Online
    Videos

    The Service Program pricing information

    Value for money

    4.6

    /5

    44

    Starting from

    74.95

    /user

    Per month

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    The Service Program features

    Functionality

    4.4

    /5

    44

    Total features

    103

    16 categories

    Most valued features by users

    Alerts/Notifications
    Reporting/Analytics
    Third Party Integrations
    Document Management
    Inventory Management
    Mobile Access
    Task Management
    Document Storage

    Functionality contenders

    The Service Program users reviews

    Overall Rating

    4.5

    /5

    44

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9.12/10
    Rating distribution

    5

    4

    3

    2

    1

    29

    11

    1

    1

    2

    Pros
    That saved us Thousands of dollars in development costs and our customers love it. I would highly recommend that anyone take a look at Westrom Software for their solution.
    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.
    Syncs well with QuickBooks, easy to use interface, good mobile app, friendly technical support, excellent price.
    Cons
    The only very minor problems I have had with the program was due to my lack of not performing the updates.
    The biggest drawback that I have come into contact with with The Service Program is the level of inconvenience when a pool tech is completing a pool for a co-worker.
    After a bldg fire, we couldn't access our network. Bill got us back up & running on a Sunday morning.

    Overall rating contenders

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Time Saving Software

    Reviewed 3 years ago

    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!

    Vendor response

    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!

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Best routing program out there

    Reviewed 2 years ago

    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.

    Vendor response

    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

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

    Share this review:

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

    Reviewed 7 years ago

    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...

    Pros

    No pros were added to this review

    Cons

    No cons were added to this review

    Vendor response

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Outstanding Product

    Reviewed 2 years ago

    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.

    Vendor response

    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!

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

    Share this review:

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

    Reviewed 5 years ago
    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 ..

    Vendor response

    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.

    The Service Program FAQs and common questions

    Q. What type of pricing plans does The Service Program offer?

    The Service Program has the following pricing plans:
    Starting from: $74.95/month
    Pricing model: Subscription


    Q. Who are the typical users of The Service Program?

    The Service Program has the following typical customers:
    Freelancers, Large Enterprises, Mid Size Business, Small Business


    Q. What languages does The Service Program support?

    The Service Program supports the following languages:
    English


    Q. Does The Service Program support mobile devices?

    The Service Program supports the following devices:
    Android, iPad, iPhone


    Q. Does The Service Program offer an API?

    No, The Service Program does not have an API available.


    Q. What other apps does The Service Program integrate with?

    The Service Program integrates with the following applications:
    QuickBooks Online Advanced, Quickbooks Online


    Q. What level of support does The Service Program offer?

    The Service Program offers the following support options:
    24/7 (Live rep), Email/Help Desk, Chat, Phone Support

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