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What Is ServiceFolder?

With ServiceFolder, companies will get access to a full suite of field service management software industry-specific solutions that will reduce paperwork, keep your company organized and your customers updated.

Field service technicians & your office staff will be able to use our software to manage your employees, equipment & time from any computer or mobile device. With the ability to assign jobs in real-time and automate workflows, we make your life easier so your team can get back out on the job site where it matters most.

Become More Productive and Profitable
  • Reduce Phone Calls
  • Reduce Excel Sheets
  • Reduce WhatsApp Messages

Save time by running advanced reports in seconds instead of minutes - we've put the right tools at your fingertips!

Multiple Business Workers Using Field Service Management Software On Mobile Phone Description
Several business workers learning how to use field service management software on their mobile phones to manage job cost & inventory levels.

A Complete Solution for Your Office Staff + Field Technicians

ServiceFolder is designed with the office staff and field technicians in mind - we've put all of our features at your fingertips to help manage, track and grow your company.

Best Field Service Management Software for Small Business

We are so sure that ServiceFolder can make paperless workflows a reality for you, we offer our software free of charge for small businesses with teams of 3 or less! You'll get access to our software's functionality including assigning jobs, managing tasks, reporting on your field service operations and more.

Start Free - 3 Users
Innovative Solutions for Field Service Business
Office Staff
Field Service Management Software Office Information Form
The screen used by the office staff for inputting job information to be saved in the field service management software.
Field Technician
Field Service Management Software Map Overview With Customer Info
The screen used by the service technicians to locate customers & enter in customer information with appointments

Innovative Solutions for Field Service Inventory Management

ServiceFolder is designed to work with your existing systems, so we can easily import and export data in a variety of formats to ensure seamless integration.

We've also added features like inventory tracking so it's easier to maintain an accurate count of supplies at your warehouse!

Our Feature Packed Field Management Software Includes

  • Branchwise Technicians / Employees
  • Branchwise Customers
  • Branchwise Invoices
  • Branchwise Quotations
  • Branchwise Jobs & Work Order Management
  • Consolidate Sales by Branches

ServiceFolder is Cloud Based Field Management Software

Make modern day technology work for you. ServiceFolder is the field service management software to help reduce paper, keep people organized and keep customers updated so they can focus on what matters most - their business!

Reduce paperwork & keep your small business organized with ServiceFolder. Our field service management software allows your team to track standard & proprietary services efficiently. This results in a more productive & professional operation.

Our Field Service Management Software Solutions

Track Jobs & Work Orders

  • Technician assignment
  • Track Products sold/services for the job
  • Team Calendar at a glance
  • Advanced reports

Customer Equipment/Asset

  • Track the customer equipment
  • Track the Asset servicing schedule
  • Complete history of the equipment servicing

Google Maps

  • Track technician's locations
  • Search customer address directly on Google Maps

Automate SMS/Email

  • Schedule a notification to be sent to the customer or technicians
  • Complete control on the date and time of the notification
  • Schedule using Mobile or Internet Browser

Improve your Service Business with The Field Service Management Software

Mobile App For Field Technicians
Contact Us
Field Service Management App on Google Play
After Sales Process

After sales process is crucial with increasing your customer satisfaction. Every business industry should have effective job tracking and job scheduling and dispatch software. Our field service software makes service technician scheduling, job tracking, service agreement management, invoicing, quotations in your organization easier.

QuickBooks Online Integrations

Invoicing and accounting should be quick and error free. With our online job tracking software integrated with QuickBooks, you will increase your office staff's productivity by avoiding double entries and reducing data entry errors. Customers and items will be synced in and out of any field service management software to update inventory between multiple locations.

Field Inventory Management Software

Inventory accuracy is higher when you use field service management software to handle your entire field service inventory. Choose software that handles multi-location inventory with detailed reports at every location. Our field service inventory software helps with the adjustments caused by irregularities like your inventory expiring, customer returns, and lost stock from leakage or damage

Effective entry of data

Our field service management app automatically tracks every job and customer interaction in the field. With one glance, office staff can see a complete history of the customer interaction. We are able to display invoicing and payment information for each service performed to perfectly understand customer expectations.

High Customer Retention

Using service management software like ServiceFolder will increase your customer retention because your company will effectively track maintenance work orders. Our field service software also has built-in invoicing & billing directly through your browser. Other capabilities include a job tracking mobile app for updating notes and uploading pictures or drawings now from the field.

Our Mobile Field Service Management Software

Mobile App for Field Technicians
Cell Phone On Desk Running Field Service Management Software
Unlocked cell phone on desk with field service management software open next to a laptop with the same software running.

*Job Status Updates*

*Real-Time Communication*

*Live Interactive Scheduling*

Create Job Directly from the field

The field service mobile app gives flexibility to your field service engineers. The engineer can also add customers into the software for the company. The field service mobile app is used to communicate with customers, receive alerts for a job status update, and record the services & costs of work performed.

1

Location Tracking in the field

The location tracking of the field service engineers directly through the field service software provides a distinct benefit for the office staff for scheduling the next work order. The office staff gets a glimpse of the location of the technician to deliver exceptional service to new clients waiting to schedule appointments.

2

Improve Performance & Productivity

The field service mobile app provides flexibility to the field service engineer to create jobs. The engineer can also add customers and book new business to the company. The field service mobile app keeps your service technicians organized to directly affect their performance and productivity.

3
  • Field Service Management Software Mobile App Field Service Agent Overview Screen
    The main overview screen used on mobile phones by the service technicians
  • Field Service Management Software Mobile App Field Service Agent Job Screen
    The job screen for the service technicians to enter in job information like types, status, comments & start/stop times
  • Field Service Management Software Mobile App Field Service Agent Reports Screen
    The reports screen for the service technician to view their existing customer visits, upcoming appointments & overdue ones too.
  • Field Service Management Software Mobile App Field Service Agent Tracking Screen
    The tracking screen is for the office staff to be able to locate the service technician for easier scheduling of new customers.

Why Use Field Service Management Software Like ServiceFolder?

There are a lot of benefits to using field service management software like ServiceFolder. It can improve performance and productivity for technicians in the field because it provides them with the resources they need to do their job, including location tracking, improved scheduling, and live interactive scheduling.

Office staff also benefit from it since it gives them a complete history of the customer interaction and allows them to track the maintenance work orders more accurately.

Inventory Logistics

ServiceFolder’s service inventory software help busy service organizations closely track warehouse and van truck parts inventory. ServiceFolder provides the critical information for office staff, technicians, managers and customers at the right time.

Streamlined Processes

ServiceFolder’s streamlines the business operations from the client’s call through assigning, scheduling, guiding the field person to reach the client’s place on time and along with invoicing and completed job report

Customer Satisfaction

ServiceFolder’s inventory system also helps with customer satisfaction because your service technicians will be more organized & less likely to be missing products necessary to perform their job. Your field service technicians will be able to deliver exactly what your customers expect.

ServiceFolder’s free plan is perfect for small businesses with up to three people or less. It includes time tracking, scheduling, and mobile app features that make it one of the best mobile field service management software available. It is perfect for any company within the field service industry that wants to use technology to increase performance and productivity.

How ServiceFolder Works?

  • Step 1
    Customer calls the agency and discusses the work needed. The office staff properly enters the customer information & request into the field service software.
  • Step 2
    The office staff will then assign the field service technician to the job based on their availability and proximity to the client's location.
  • Step 3
    The field service technician receives an email or SMS notification on their smartphone. ServiceFolder’s mobile app gives the complete details of the client’s location and critical job information directly on the phone.
  • Step 4
    Field engineer arrives at the client's location. The field engineer adds notes and upload pictures related to the job. The field engineer will also record the parts and materials used for the completion of the job.
  • Step 5
    Finally, your field service technician will update the status of the job to ‘Completed’ so that your office staff is kept informed throughout the day.
Start Free - 3 Users
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How a services company software is useful for field service

Job Scheduling Software

Our job scheduling module is specialized to make you a market leader in your industry. Our job scheduler module will make it easy to plan and schedule jobs based on the field technician’s availability. ServiceFolder provides three convenient calendar views for easy scheduling of work orders to your field service workers. The monthly, weekly and daily view helps with balancing the job scheduled to field service workers available.

Start Free - 3 Users
Field Service Management Software Calendar Overview Screen
The calendar overview for office staff to see what service technicians are scheduled for existing jobs. This will give them a better idea on which technicians to schedule for future customer appointments.

Quick Introduction to Our Field Service Management Software


Frequently asked Questions

What is Field Service Management Software?

Field service management software is software that captures, stores, and manages service jobs. It enables companies to manage the job from beginning to end and improve overall productivity by managing assets such as technicians & equipment across an entire organization.

ServiceFolder is service pro field service management software that field service management companies use to service customers and service technicians to service vehicles.

What are the benefits of field service management software?

The main benefit is that it can streamline processes within your field service organization, thereby increasing productivity & improving customer service by reducing labor costs and providing better accountability for all jobs performed across your entire company. This results in an overall profitability improvement because you'll have a clear view of what’s going on with every job from start to finish.

ServiceFolder is one of the best software for field service management because it is free for 3 users or less. It can efficiently manage businesses no matter what field service industry they are in.

What are the challenges for Small businesses in Field Service Management?

Common Challenges include the following:

  • Timely Invoice and Payments on the field
  • Scheduling jobs without conflict
  • Communication between customer, technician and back office is in multiple places
  • Images and files of the work order are transferred and maintained in Whatsapp

How to use a field service job management tool?

There are many efficient ways to use field service job management tools. No matter how it's used, time tracking, scheduling, reporting & invoicing are all time-saving tools that help improve your entire company's productivity. The job management tools can help keep track of time, inventory, scheduling & job costing.

ServiceFolder is a service pro field service management software. It helps you keep track of time and expenses by taking pictures of parts replaced on the job and recording maintenance notes for the next service technician.

Can you use intuit field service management software like QuickBooks?

It isn't straightforward to use intuit field service management software, like QuickBooks, as a standalone field service management software tool. QuickBooks was designed to handle certain things like time tracking & expenses, but it was not designed to handle all the field service management software demands.

ServiceFolder is a better choice to handle most field service tasks because it helps automate specific tasks. The best part is you can utilize the field service management software integration of ServiceFolder to directly import QuickBooks data. So when using ServiceFolder, you can keep using QuickBooks while taking advantage of the perks of ServiceFolder field service inventory management software.

Why should you consider using field service management software?

Field service management software is a great time-saver because it allows you to manage your entire field service organization from a single, easy-to-use platform. It can help reduce labor costs & improve accountability of all jobs performed across the company. It will also increase productivity and profitability by improving the overall efficiency of business processes.

ServiceFolder is a free field service management software for up to 3 people that will help you save time & money by reducing paperwork. Improving the organization of your field service workers and keeping customers updated will be self-explanatory why ServiceFolder is the best software for field service management.

How does Field Service Management Software work to improve customer experience?

Customer experience is all about time and quality of service. If customers can't get in touch with you because your phone lines are always busy or if the time it takes to show up at a customer's location isn't great, that will leave them wrong impressions, and they may never want to do so business with you again.

One way field service job management software helps improve customer satisfaction is by making sure the time spent servicing the field service equipment is precisely what was agreed upon when scheduling the job. This allows for greater accountability for everyone involved, so there aren’t any surprises later down the road.

ServiceFolder provides accurate time tracking & reporting, enabling you to see where time is wasted and where problems occurred within each service team.

What are the features of Field Service Management Software?

There are many features of field service management software. One is time tracking which can be done quickly by letting customers schedule jobs using the online scheduler or via email, text message & phone call reminders.

Another great feature of the best field service management software for small business is time-saving reports that let you know how much time was spent servicing equipment and labor for each work order. This information will help managers identify wasted time within teams, so issues like this don’t occur again in the future.

ServiceFolder allows your entire team to communicate effectively with one another by real-time scheduling & inventory updating that improves productivity & accountability. In addition, everything is documented when it happens instead of asking each technician what they did on the job weeks ago.

Is ServiceFolder a free field service management software?

Yes, ServiceFolder is a free field service management software for 3 users for the Silver edition