ServicePal

ServicePal is a software solution designed to assist service professionals in growing their business. According to the vendor, it offers tools for scheduling, work orders, inspections, customer relationship management, sales analytics, and more. The product is said to be suitable for service organizations of all sizes, from small businesses to large enterprises. It is commonly used by professionals in industries such as HVAC, plumbing, food service, legal, and chimney inspection.

Key Features

Drag and drop scheduling: According to the vendor, ServicePal offers a drag and drop scheduling feature that allows service professionals to easily manage and organize their appointments and jobs on a calendar interface. Users can quickly assign technicians to specific jobs, reschedule appointments, and view the availability of their team members. The feature is intended to streamline the scheduling process and ensure efficient allocation of resources.

Work orders and industry inspections: ServicePal enables service professionals to create and manage work orders and industry inspections within the software. Users can generate digital work orders and inspections, capturing all relevant information such as job details, customer information, and required tasks. The ability to track and manage work orders and inspections within ServicePal is claimed to improve organization and enhance productivity.

Send emails to customers: ServicePal allows users to send emails directly to customers from within the software. According to the vendor, users can communicate important information, updates, or follow-ups with customers through personalized emails. This feature is intended to improve customer communication and keep them informed throughout the service process.

Track installed equipment at customer locations: ServicePal provides a feature to track and manage installed equipment at customer locations. Users can record details about the equipment, such as make, model, serial number, and installation date. According to the vendor, this feature helps service professionals keep track of their customers' equipment and provides valuable information for maintenance and service purposes.

Sales analytics: ServicePal offers sales analytics capabilities, allowing service professionals to track and analyze their sales performance. Users can generate reports and gain insights into key sales metrics such as revenue, sales trends, and customer acquisition. According to the vendor, this feature helps service professionals make data-driven decisions to improve sales strategies and drive business growth.

Stunning proposals & invoices: ServicePal enables users to create professional and visually appealing proposals and invoices. Users can customize the design and layout of their proposals and invoices, adding their branding and logo. The vendor claims that this feature helps service professionals present their services in a polished and professional manner, enhancing their brand image.

Accept mobile payments: ServicePal supports mobile payments, allowing service professionals to accept payments from customers directly within the software. Users can securely process credit card payments, reducing the need for manual payment collection. According to the vendor, this feature provides convenience for both service professionals and customers, streamlining the payment process.

Native iPad app: ServicePal offers a native iPad app, providing service professionals with a dedicated mobile solution for their field operations. The iPad app allows technicians to access work orders, capture job details, collect customer signatures, and complete inspections while on-site. The vendor states that this feature enhances mobility and efficiency, enabling service professionals to work seamlessly from anywhere.

Custom forms using Form Designer: ServicePal includes a Form Designer tool that allows users to design and create custom forms tailored to their specific business needs. Users can create forms for inspections, checklists, surveys, and more, with customizable fields and layouts. According to the vendor, this feature enables service professionals to capture and collect data in a structured and organized manner.

Unlimited storage: ServicePal provides unlimited storage for users to store and manage their documents, photos, and other digital assets. Users can securely store and access files within the software, eliminating the need for physical storage or external document management systems. The vendor claims that this feature ensures easy accessibility and retrieval of important files and documents.