Delight Your Customers

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.

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Customer History

Create and manage detailed customer records including service history from any device

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Estimates

Easily create detailed, accurate estimates for customers and prospects

 

Parts + Services

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

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Asset Management

Detailed service records and recurring schedules for customer installed equipment

 
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Invoicing

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

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Payments

Simplify payment collection with integrated card reader and payment processing support

 
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Roles and Permissions

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

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Recurring Invoicing

Simplify accounting with touchless invoicing for all recurring jobs

 
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Custom Pricing

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

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.

Scheduling

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

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Work Order Management

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

 
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Dispatching

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

Geo-Tracking

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

 
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Notifications

Provide team members and customers with timely notifications on upcoming jobs

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Service Contracts

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

 
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Project Management

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

Detailed Business Insights

Get actionable data on your business performance in real-time. ServiceBridge Reporting Engine gives you full visiibility across your business, giving you the clarity to make smart decisions that grow your bottom line.

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Real-Time Reporting

Run reports on any data set in real-time to get actionable insights for your business

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Timesheets

Create transparency and ensure accurate payroll with integrated timesheets

 
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Commissions

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

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.

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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

 
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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

 
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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

 

Customer Reviews

Generate five-star reviews for your business with Reviewbuzz integration

Customer Portal

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

Connect 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.

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QuickBooks Online Sync

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

Public API

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

 

Custom Forms

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

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.

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Chat Support

Talk to a live ServiceBridge expert and receive troubleshooting in real-time over chat

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Email Support

Contact our knowledgeable staff anytime through dedicated e-mail support

 
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Phone Support

Speak directly to a ServiceBridge expert using our phone support.

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Help Documentation

Get quick answers to questions or watch video tutorials using our help documentation.

 
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Training Sessions

Get up to speed quickly with in-app guides or learn about advanced features with live webinars

Start Growing Your Business

Start a free trial today!