iPhone app Servicefactor

Are you a current ServiceFactor user? ServiceFactor Mobile is a companion to your ServiceFactor web system, built for your field technicians.

ServiceFactor Mobile helps increase cash flow by automatically creating an invoice at the time of service and allows the technician the ability to process payments in the field.
When a technician receives the service call information, they also receive notes about the customer, history and what equipment is located at the site.
The technician can update their dispatch status, as well as enter material and flat rate repairs used (if applicable) against the specific piece of equipment for which it was used.
All work can be approved by capturing a customer signature prior to performing recommended repairs, and the technician can also prepare a quote for the customer.
If the quoted work is not approved, the quote will automatically be uploaded back to the office and generate a quote in the system for future follow up.
Once the work has been performed, complete the work order by collecting payment (if applicable) and have the customer sign the invoice or work order.
All information, including the customers signatures approving and accepting the work will sync back to the office, updating your system.
With the ServiceFactor Mobile, you will set yourself apart from your competition by offering your clients the professionalism they deserve and expect.

Retrieve calls to your iPad or iPhone

View customer information

View problem reported and site notes

View Equipment details and warranty dates

Add or Edit Equipment, including pictures

View attached images or documents

Fill out custom checklists and readings based on equipment type

Track custom checklists based problem reported

Track dispatch statuses that automatically update the Dispatch Board

Enter material from truck or warehouse inventory

Inventory is broken down into categories with pictures

Handles both T/M and Flat Rate billing on the same invoice

Automatically calculates item sell prices based on Service Agreement Discounts

Ability to sell service agreements

Sold service agreements automatically create record in the office

Capture work authorization signature

Generate Quotes in the field with pictures of items quoted

Unaccepted quotes create a quote record in the office for future follow up

Capture customers acceptance signature for work performed

Receive payments in the field including Chip processing

Ability to Email quotes and invoices with customers signature

Copy of the signed invoice is uploaded back to the office

Integrated mapping with turn-by-turn directions

Portrays a professional image to the customer

Easy for techs to learn and use

Saves time and money

Team Management Systems various software packages have been the preferred software solution for thousands of HVAC, Plumbing, Electrical, Mechanical and other service contractors throughout the world since 1991.

NOTE ServiceFactor Mobile works seamlessly with ServiceFactor Web to offer a complete user experience.
You must have a current subscription to ServiceFactor by Team Management Systems to use this app.,

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