1. Pin Authentication
Easy and simple authentication once a day. Technician enters a single PIN and is ready to go.
2. Daily Summary
Technician can review daily jobs and tasks assigned to their team.
3. Job Overview
Job list displays the summary and scheduled time frame for of the jobs assigned for that day.
4. Job Detail
Customer information, products & services, notes, pictures and signatures are accessible.
5. Capture Payment
Capture check, cash and credit card payment.
6. Before & After Pictures
Images are captured using the device’s camera and are accessible via your ServiceBridge.com account.
7. Capture Signature
Capture customer’s signature that will be embedded on the Work Order send to customer.*
8. Capture Customer’s Name
Capture the name of the customer who signed the Work Order.*
9. Close the job
Close the completed job via your mobile device.
10. Payment Reminder
Reminder if payment was not collected.
11. Signature Reminder
Reminder if signature was not captured.
12. Send Work Order to Customer
Select Yes to send Work Order to customer.*
Full Feature List
ServiceBridge supports the following features of ServiceCEO® for current iPhone and Android application:Jobs
Jobs are assigned based on team and a special sub-status dedicated for ServiceBridge. Once a job is assigned it will get synchronized with the technicians device.
- View jobs for the day
- Field access to job information
- Update job status
- Track job time duration and man-hours
- Update private and public notes
- Capture payments
- Capture photos
- Third party billing support
- Add/remove/edit products
- Add/remove/edit services
- Modify prices and quantities
- Capture client signature
- Send Work Order via email
- Map job location
- Email Work Order to customer
- Upload PDF Work Orders via FTP
- Link Work Order to customer’s profile
- Retrieve and edit custom fields
Tasks
An assigned task will automatically synchronize with the technicians device.
- View tasks for the day
- Complete tasks
- Add notes to tasks
- Create tasks from the jobs
ServicePortal
ServiceBridge is a combination of an iPhone application and a web portal.
- Manage subscriptions
- Edit active device settings
- Assign optional settings to the devices
- Add additional user accounts
- Edit email preferences
- Manage job pictures
- Manage signatures


