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Field Service Management Software Tour

ServiceFolder is a cloud-based field service software designed to help small- to medium-sized businesses manage and streamline their services. With ServiceFolder, users can quickly dispatch, schedule, asset tracking, and report on all their services in real-time and generate analytics to improve performance.

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Impress Customers with ServiceFolder

Impress Customers with ServiceFolder

The platform includes invoice & billing tools that allow customers to pay for services quickly and conveniently. ServiceFolder is a robust service management tool that can help businesses gain better control over their operations for improved efficiency and productivity. ServiceFolder is a cloud-based field service software designed to help small- to medium-sized businesses manage and streamline their services. With ServiceFolder, users can quickly dispatch, schedule, asset tracking, and report on all their services in real-time and generate analytics to improve performance.

Dashboard

Dashboard

Dashboard gives overall jobs satus like unassigned and overdue. Displays monthwise sales for a selected date range.

Customers

Customers

Select the customer from the list to see the full details and navigate to jobs, invoice estimate, contracts.

Products, Pricebooks

Products, Pricebooks

Products and price books helps in serving the customer better. Assign a price book and it will be automatically used in the Invoice, Quotes and Jobs.

Tax Setup

Tax Setup

Setup and configure a variety of tax types like rounding methods, combine taxes into one group tax, setup dependent taxes.

Jobs

Jobs

Create jobs at the clients site and add materials and services performed. Users can also add expenses and track the customer equipment against the job.

Contracts & AMC

Contracts & AMC

Create a contract with a clear scope of work and based on a end date or based on the number of visits. Assign a preferred technician for the jobs.

Dispatch Calendar

Dispatch Calendar

See the schedule of all of your users in one screen. Drag the appointment from one user into another user. View the schedule by day, week and month.

Timesheets

Timesheets

Your team can clock in and out. Your team can clock in and out with in the job screen for a particular job. Admin can view the clocked hours by technician.

Invoices

Invoices

Create invoices from scratch or generate them from a completed job. You can additional charges and discounts. A invoice can also be created by selecting the pricebook.

Estimates

Estimates

Create estimates and add additional charges and discounts. You can also create custom fields. Customize the print and show off with your customers.

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ServiceFolder's field service scheduling software 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 solutions for small businesses available. It is perfect for any small business company within the field service industry that wants to use technology to increase performance and productivity.