ServiceTree

ServiceTree is a professional services automation platform specifically designed for Managed Service Providers (MSPs). According to the vendor, it aims to streamline operations, improve efficiency, and enhance customer service for MSPs of all sizes, from small businesses to large enterprises. ServiceTree caters to various professions and industries, including Managed Service Providers, IT Services, Technology Consulting, Cloud Services, and Telecommunications.

Key Features

According to the vendor, ServiceTree offers the following key features:

Professional Services Automation: ServiceTree automates various aspects of professional services for MSPs, such as ticketing, scheduling, resource management, time tracking, and invoicing.

OpenNext™ Technology: ServiceTree's patented OpenNext™ technology allows seamless integration with commonly used tools and platforms, reducing the need for manual data entry and improving overall efficiency.

Ticketing System: ServiceTree provides a robust ticketing system for efficient management and tracking of customer requests and issues, from creation to resolution.

Resource Management: According to the vendor, ServiceTree offers resource management capabilities to effectively allocate and schedule technicians based on availability, workload, and skills.

Time Tracking: According to the vendor, ServiceTree includes time tracking functionality to accurately capture and record the time spent on tasks and projects, facilitating productivity measurement, billable hour calculation, and invoice generation.

Invoicing and Billing: According to the vendor, ServiceTree simplifies the invoicing and billing process by automating invoice generation based on time entries, service contracts, or predefined rates, with options for customization and integration with accounting systems.

Reporting and Analytics: According to the vendor, ServiceTree provides comprehensive reporting and analytics capabilities, offering pre-built reports and customizable dashboards to track key metrics and support data-driven decision-making.

Customer Relationship Management (CRM): According to the vendor, ServiceTree includes CRM functionality to manage customer information, communication history, and service contracts, facilitating personalized service and efficient service agreement management.

Integration and API: According to the vendor, ServiceTree offers integration options and an API to connect with other systems and tools, such as PSA, RMM, accounting, and CRM platforms, enabling streamlined workflows and data synchronization.

Mobile Access: According to the vendor, ServiceTree provides mobile access through a mobile app or responsive web interface, allowing technicians and staff to manage tickets, track time, and access important information on the go.