SIMPLE TO USE INTERFACE
1. Secure Authentication
Enter assigned PIN number for secure and simple access.
2. Comprehensive Dashboard
Access jobs, tasks, and other features directly from the main dashboard.
3. Daily Overview
View a complete work schedule with all the jobs assigned for today, or seven days in advance.
4. General Job View
Get thorough job information includes site address, customer data, email, access notes, campaign, and more.
5. Products, Services & Kits
Check products, services, or kits added to the job. Add additional items, or remove the unneeded ones.
6. Capture Signature
Have you customer sign directly on your mobile device screen using a finger or a stylus. The signature will be embedded in the work order document automatically.
7. Capture Photos
Capture before & after pictures to access them instantly via ServicePortal or have them uploaded to your server with a direct link from ServiceCEO.
8. Take Notes
Update private and work order notes real-time to keep the back office informed. Work order notes are also included in your work order document.
9. Collect Payment Information
Access prior payment history or collect credit card, cash, and check payment information.
10. Job Custom Fields
Personalize the app by accessing the information specific to your business. Job custom fields defined in ServiceCEO software will be displayed in the app.
11. Adding Tasks
Send tasks for the back office.
12. Offline Access
In situations where no data service is available ServiceBridge caches all activity on device and synchs with ServiceCEO when the connection is restored.
Technician is proactively notified if any information is pending transfer to the main server.
Supported devices:
- iPhone
- iPad
- Android Smartphone
- Android Tablet
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FEATURES
Service Team
- Access work order & customer information
- Get turn-by-turn driving directions
- Update work orders
- Access knowledge assets
- Capture before and after photos
Sales Team
- Schedule estimates
- Access product & service pricing
- Estimate job costs
- Email estimates to customers
- Convert estimates to work orders
- Add new customers
Supervisor
- Create and assign jobs
- Review schedules
- Check team performance
- Reschedule appointments
- Reassign jobs to other teams
Office
- Manage access permissions
- Track device & job locations on a map
- Access device location history
- Review job photos and documents
- Manage knowledge assets

