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Description
ServiceFactor, powered by Team Management Systems, Inc., is a cloud-based service management software designed to streamline business operations for both office and field use. It enables organizations to effectively track revenue, manage service agreements, and enhance technician efficiency through a user-friendly interface. The software provides numerous functionalities, including:
1. Marketing Tracking: Analyze marketing campaign effectiveness with detailed KPIs and ROI metrics.
2. Customer Site Info: Maintain comprehensive customer profiles, including site history and service agreements.
3. Equipment Tracking: Monitor equipment warranties and lifecycle statuses using a color-coded system for quick identification.
4. Service Agreements: Automate the handling of service agreements, facilitating invoicing and scheduling processes.
5. Scheduling & Dispatching: Utilize intelligent scheduling tools to optimize technician deployment and workload management.
6. Work Order Management: Access complete customer information swiftly during service calls, enhancing customer interactions.
7. Quotes: Create multi-option quotes for clients, providing them with clear pricing choices.
8. Inventory Management: Track and manage inventory across multiple locations, ensuring efficient stock oversight.
ServiceFactor is built to improve operational efficiency, boost customer service quality, and increase profitability through effective automation and management tools.
Features
Marketing Tracking
Analyze the effectiveness of marketing campaigns and view important KPIs and ROI.
Customer Site Info
Manage customer data, including site history, invoices, and service agreements.
Equipment Tracking
Monitor equipment warranties and lifecycle statuses with color coding for easy identification.
Service Agreements
Automate the management of service agreements, including invoicing and scheduling.
Scheduling & Dispatching
Utilize intelligent scheduling to efficiently manage technicians and workloads.
Work Order Management
Access complete customer information quickly during service calls.
Quotes
Generate multi-option quotes for clients, enabling clearer pricing choices.
Inventory Management
Track inventory across multiple locations, ensuring efficient stock management.
Tags
Documentation & Support
- Documentation
- Support
- Updates
- Online Support