ServiceFolder Silver Edition - Free For Ever

Job & Work Order Management

• Easy scheduling & re-scheduling
• History along with Google Map Locations
• Custom Fields in Jobs for better data recording
• Track Labor and Items used

• Time Sheets for Jobs

• Track Expenses for Jobs

Track Customer Equipment/Assets

• Service history
• Next service date
• Track by physical location
• Custom Fields - Make / Model / Serial No
• Capture geo-location
• Upload photos and documents

• QRCode Scan on Mobile: Scan the code from the mobile and pull the Asset

AMC & Contracts

• Track by expiration date
• Create by numbers of visits

Attach Files and Images

• Attach File: Invoice / Receipts / Quotations / Jobs
• Mobile: Attach files at the customer location
• Report of images by customer
• Report of images by Invoice / Receipts / Quotations / Jobs

Invoice & Quote Customization

• Discount in line items
• Group tax selection
• Stock Items & Service Items
• Sales Executive Reports
• Sales Area Reports

• Line item image

• Convert Quote into a Job

Custom Fields in all forms

• Add your own fields in Jobs, Estimates, Time Sheet, and Invoice
• Add text and list elements

Print Designer for all forms

• Header & Footer customization
• Print custom fields
• Change layout
• Change text colors

Customize the Automated Messages

• Customize the text seperately for email and sms
• Customize the action
• Send seperate messages to customer and technicians

Track the technicians location in one map view

Calendar view of technicians schedule

• Schedule view by Day, Week & Month
• Drag and drop to change the schedule

Products & Services

• Upload Images
• Product Categories

Inventory Module (addon)

• Track inventory
• Adjust inventory in Job or Invoice
• Adjust inventory for stolen or damaged items
• Incoming & Outgoing item reports
• Available stock reports
• Warehouse/Truck stock reports

Purchase Module (addon)

• Create purchase invoice
• Make payments
• Reconcile payment with invoices
• Create purchase orders
• Receive partial items for the purchase order
• Make part payments for the purchase order

Projects Module (addon)

• Attach projects in all documents
• Project report

3rd party integration

• QuickBooks Online
• Stripe Payments

Technician Mobile App (Android & Apple Phones)

• Today/Overdue/Upcoming reports
• Update Job status and schedule
• Onsite create new Job/Sales Invoice/Estimate
• Share notes with office staff
• Attach files and photos
• Record money received
• Call and email customer directly within app
• Send email and sms of Invoice/Estimate/Receipt
• Customer Signature capture

Branches/Franchises

• Branchwise technicians/employees
• Branchwise customers
• Branchwise Invoices
• Branchwise Quotations
• Consolidate Sales by Branches
• Branchwise Jobs & WorkOrder Management

Customer Portal - Made for Mobile

• Invoices
• Jobs
• Estimates/Quotes
• Submit a Job/ServiceRequest