ServiceBridge Features | Field Service Management

Manage Customer Data

Manage every stage of the customer journey with ServiceBridge CRM. From detailed, accurate estimates to setting up recurring work orders and soliciting feedback, ServiceBridge gives your business a full suite of tools designed to manage your workflow, keep your customers happy, and help you grow your service business.

Customer Management

Create and manage customer contact and location information from any device

Asset Management

Detailed service records and recurring schedules for customer installed equipment

Estimates

Easily create detailed, accurate estimates for customers and prospects

Work Orders

Create detailed work orders and see their status in real time with calendar, map and report views

Scheduling

Assign the right team to the right job with intuitive scheduling tools

Dispatching

Assign jobs to your team based on current location with real-time dispatching

GPS Tracking

Know where your team members are and track their progress in real-time.

Notifications

Provide team members and customers with timely notifications on upcoming jobs

Invoicing

Simplify billing and send your customers detailed, accurate invoices in minutes

Payments

Simplify payment collection with integrated card reader and payment processing support

QuickBooks Online Sync

Our powerful two-way sync with QuickBooks Online eliminates accounting errors

Manage Your Workflow

Give your team the tools to succeed, from office administrators to field technicians. ServiceBridge's powerful Job Management system makes it easy to tackle everything from estimates to complex multi-day projects. Keep your team moving and get more jobs done with ServiceBridge.

Project Management

Create, schedule, and invoice multi-day or multi-part jobs with ease

Timesheets

Create transparency and ensure accurate payroll with integrated timesheets

Products & Services

A full inventory of products, parts, services, and bundles available on your mobile device

Service Contracts

Manage service contracts and warranties with job history, serial number, make, model and more

Roles and Permissions

Set customized permissions for your team members to help keep sensitive date secured

Customer Portal

Create transparency for your customers by sharing work orders, photos, and more

Grow Your Service Business

Nobody starts a business with the goal of staying small. ServiceBridge gives your service business the tools to empower grow - from supporting multiple branches to franchise settings, we give your business the tools to expand and grow your bottom line.

Commissions

Help your team members grow with your company by setting up custom commission roles.

Custom Pricing

Create customized pricing and offers for your customers based on specific criteria

Customer Reviews

Generate five-star reviews for your business with Reviewbuzz integration

Manage Your Franchise

Manage a network of franchise locations at scale ensuring consistent brand, service quality, and business workflows across the entire network.

Multi-Location Management

Access and report on multiple company branches from a single dashboard

National Accounts

Service national customers with consolidated invoicing and assignment to top-performing locations

Territory Management

Auto-assign customers to the correct franchise territory, and get notified of out-of-territory work

Royalty Collection

Configure and customize royalty payments for each franchisee within ServiceBridge

Marketing ROI

Analyze marketing campaign return on investment across your entire franchise network

Brand Consistency

Create a professional, consistent brand across your locations with customized templates

Mandated Settings

Ensure a consistent workflow at each location with mandated settings and fields

Tailored to Your Business

No one piece of software can do everything for your business. That's why ServiceBridge offers a number of plugins and integrations, including a best-in-class accounting sync for QuickBooks Online and a powerful Public API that connects ServiceBridge to endless third-party web applications.

Public API

Use our robust Public API to connect ServiceBridge to endless third-party applications

Custom Reports

Create custom reports, tables, and charts tailored to your business needs

Custom Forms

Save paperwork and reduce errors by creating digital PDFs of inspection forms, reports and more

Custom Templates

Create a personalized look and feel using our custom email and PDF templates

We're Here For You

Your success is our success. At ServiceBridge, we're with you every step of the way - from onboarding tools to help you get up to speed quickly, to live technical support that ensures your business keeps moving.