Zip Solutions

Zip Solutions is a Field Service Management Software designed for plumbing, electricians, and HVAC businesses. It caters to solo operators and service managers overseeing a fleet of trucks and technicians in these industries. According to the vendor, the software provides tools to streamline operations, enhance customer satisfaction, and maximize profitability.

Key Features

QuickBooks Integration: According to the vendor, the software seamlessly integrates with QuickBooks to manage finances, invoices, and payments.

Dispatch Board Software: The software allows real-time monitoring of technician location, sales presentation, and performance on the Dispatch Board. It facilitates efficient scheduling and assignment of service calls.

Customized to You: Users can choose from pre-built templates or create customized templates to tailor the software to their specific business needs and processes.

Real-Time Reporting: The software provides access to real-time reports for gaining insights into business operations and making informed decisions. Users can monitor key metrics and track performance to improve efficiency and profitability.

Price Books Customized to You: Users can create and manage dynamic price books tailored to their industry and specific business requirements. The vendor claims that it is easy to update and manage price books for accurate and professional quotes.

Fleet Tracking: The software allows real-time tracking of fleet and technician locations using the Dispatch Dashboard. It helps optimize scheduling and assignment of service calls based on technician availability and proximity to customer locations.

Technician Reporting: Users can review detailed reports of technicians' service calls from start to finish. The vendor suggests that these reports can be used to coach technicians, improve customer satisfaction, and increase revenues.

Inventory Management: The software streamlines inventory management by providing the ability to track and manage stock levels. It ensures that technicians have the necessary parts and equipment for each service call.

Marketing Tracking: Users can track marketing efforts and analyze the effectiveness of different marketing channels. According to the vendor, this feature provides insights into customer acquisition and retention to optimize marketing strategies.