ProBusinessTools

Online service management software with mobile app support

About ProBusinessTools

ProBusinessTools is a web-based service management solution geared towards managing service technicians out in the field. Consisting of several integrated modules, ProBusinessTools allows users to track, update and summarize customer sales data with wholly customizable reporting and dashboard tools throughout. Schedule appointments and jobs with drag and drop, calendar-based editing while monitoring real time field data and issuing new schedule information to technicians via email or SMS. Additional modules include inventory management for tracking consumables or serialized equipment via bar code scanning, spreadsheet or manual entry. The recurring billing system facilitates the acceptance of payments from multiple sources, running batch transfers of monthly credit and more.

ProBusinessTools’ companion mobile application provides additional job management capabilities while on the move. Field technicians can quickly view assigned or scheduled work orders from an appointments home page, based on live updates from the centralized corporate database once within service range. A status page offers a time clock tool for tracking working hours linked to selected jobs, while the app also supports photo uploads, route mapping and one-click dialing.

Key benefits of ProBusinessTools

  • Leverage extensive dashboard and reporting capabilities to report sales data, checking the status of accounts to establish real time insights on performance.
  • Schedule job appointments to technicians in a matter of a few clicks, acknowledging live field updates and issuing new schedule instructions by email/SMS.
  • Inventory management features allow tracking of valuable serialized equipment, consigning equipment groups to technicians and following through deployment.
  • Recurring billing capabilities enable the attachment of plans to available service offerings, reporting on those plans plus a number of credit transfer tools.
  • Mobile application for field job management adds appointment viewing with calendar support, alongside time clocking, photo upload, route mapping and one-click dialing.
  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    ProBusinessTools hero showing the software running on multiple devices
    ProBusinessTools mobile app shown on iPhone device
    ProBusinessTools showing company reports
    ProBusinessTools showing control panel
    ProBusinessTools showing customer information tab
    ProBusinessTools showing dispatch page
    ProBusinessTools showing hour availability
    ProBusinessTools showing project calendar
    ProBusinessTools showing sales search results
    ProBusinessTools showing scheduling
    View 11 more
    ProBusinessTools video
    ProBusinessTools video
    ProBusinessTools screenshot: ProBusinessTools hero showing the software running on multiple devices ProBusinessTools screenshot: ProBusinessTools mobile app shown on iPhone device ProBusinessTools screenshot: ProBusinessTools showing company reports ProBusinessTools screenshot: ProBusinessTools showing control panel ProBusinessTools screenshot: ProBusinessTools showing customer information tab ProBusinessTools screenshot: ProBusinessTools showing dispatch page ProBusinessTools screenshot: ProBusinessTools showing hour availability ProBusinessTools screenshot: ProBusinessTools showing project calendar ProBusinessTools screenshot: ProBusinessTools showing sales search results ProBusinessTools screenshot: ProBusinessTools showing scheduling

    Features

    Total features of ProBusinessTools: 58

    • ACH Payment Processing
    • Automated Scheduling
    • Billing & Invoicing
    • Calendar Management
    • Calendar Sync
    • Call Center Management
    • Collections Management
    • Commercial Properties
    • Contact Database
    • Contractor Management
    • Customer Database
    • Customer Management
    • Customizable Reports
    • Dashboard Creation
    • Dispatch Management
    • Document Imaging
    • Electronic Signature
    • Employee Scheduling
    • Equipment Management
    • Facility Scheduling
    • Fixed Asset Management
    • For HVAC Companies
    • For Schools
    • GPS
    • Incident Management
    • Inspection Management
    • Inventory Control
    • Inventory Management
    • Job Costing
    • Job Management
    • Lead Management
    • Maintenance Management
    • Mobile Access
    • Multi-Location
    • Online Booking
    • Online Time Clock
    • Payment Collection in the Field
    • Preventive Maintenance
    • QuickBooks Integration
    • Quotes/Estimates
    • Recurring Appointments
    • Residential Properties
    • Room Booking
    • Room Scheduling
    • Routing
    • Sales Reports
    • Scheduling
    • Self Service Portal
    • Service History
    • Skills Tracking
    • Technician Management
    • Time & Attendance
    • Time Clock
    • User Profiles
    • Variable Workforce
    • Vendor Management
    • Visitor Management
    • Work Order Management

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    Reviews

    Overall rating

    4,6 /5
    (12)
    Value for Money
    0/5
    Features
    0/5
    Ease of Use
    4,6/5
    Customer Support
    4,8/5

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    Showing 5 reviews of 12
    M. wayne H.
    Overall rating
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    Overall rating

    • Ease of Use
    • Customer Support

    I have not once EVER regretted signing on for this product/service.

    Reviewed on 2015/09/02

    You know, I first met with the staff of ProBusinessTools in Memphis at a SATELLEITE EXPO trade show...

    You know, I first met with the staff of ProBusinessTools in Memphis at a SATELLEITE EXPO trade show about ten years ago.

    I was cheerfully welcomed into the display area, and although we had not yet met I was welcomed as a friend and fellow professional.

    The personnel of ProBusinessTools, most of whom are still there, and still count among some of the coolest friends I have ever made (you know who you are).

    I called them up when I got back to the office and spoke with their sales personnel. From that day my life has been better for having made that call.

    I have not once EVER regretted signing on for this product/service. It has truly shaped my personal, financial, as well as professional ability to succeed.

    It has been and continues to be one of the most critically important tools my company uses, and I will happily recommend what truly could be a life changing product for other contracting firms and owners, especially those who are actively engaged in looking to grow and succeed in their chosen profession.

    Tom H.
    Overall rating
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    Overall rating

    • Ease of Use
    • Customer Support

    ProBusiness Tools - High Def Installations

    Reviewed on 2010/08/27

    Overall, ProBusiness Tools is a great product that has helped us grow our business to where it is...

    Overall, ProBusiness Tools is a great product that has helped us grow our business to where it is today. It has been invaluable in positioning our company to be what it is.

    Anyone who is in an industry that can benefit from the features and functionality in ProBusiness Tools, is doing their company a disservice by not using this as their primary scheduling and ticket management system.

    Pros

    The ProBusiness Tools product handles the scheduling and technical details of our installations in a very efficient manner. We are pleased with the features we have implemented in the software and look forward to the ongoing enhancements that will make the components of the system that we are currently using more robust and practical in helping us grow our business.

    With the installer base we currently manage and the number of work orders that we process daily through ProBusiness Tools, we would not be able to do the volume we do in our industry without this software.

    Cons

    The main issues we currently experience with ProBusiness Tools are relatively minimal in comparison to the benefits we see from using the product.

    We would appreciate more notifications on the system maintenance and upgrades that take place. Whether it be notification of implementation of changes/upgrades, or documentation of new features added to the system. More communication of these changes and upgrades would help us to be more aware of changes and enhancements that directly affect our daily operations.

    More thorough testing of changes before they are implemented would also help to alleviate some of the issues we have seen as a direct result of changes to the system. Changes are made to improve the product, and we appreciate the enhanced feature set as the system matures. But we do struggle at times with parts of the systems not working to their maximum potential after changes have been implemented. This has caused our staff and installer base problems in the past.

    Ajmal N.
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support

    A great product backed by an amazing team. We are a much more efficient organisation with...

    Reviewed on 2010/08/23

    A fantastic piece of software, that continues to evolve and develop in line with our business...

    A fantastic piece of software, that continues to evolve and develop in line with our business needs. Although they have many customers, I sometimes believe that the tool is being developed for our exact needs. The structure is so flexible that it can fit almost any organisation with a similar operation. It has streamlined our operations, reduced staff levels, empowered users with real data and gives management real time visibility with numerous reports.
    The biggest reason for choosing pro is because of the team, they will help you, they will listen to you, and understand you exact needs, most of all they are aggressively responsive.
    Finally pro has allowed us to build a huge amount of operational growth capacity.

    Pros

    A fully hosted solution, easy to get going. You can instantly start using basic functionality and as you become more familiar with it, you can start to use other features. It is backed by a fully dedicated team all the way up to the CEO, with whom we have regular conversations and whom is involved directly with his clients. They actually listen to you, understand your business needs and then build solutions for you. In our particular case, we have requested many modules and features and increased the use of pro in our organisation. An extensive set of API's has been developed for us, allowing us to integrate Pro to our in house systems allowing us to build an extremely automated business flow.
    The best customer support/experience I have encountered, and we have been working with them for over 3 years.

    Cons

    Not a full CRM or ERP solution yet, and sometimes does not have all the features we need, but they more then make it up to us by developing API's so we can build our own portals around it. Then again I believe we are an extremely demanding or ambitious customer.
    Some modules are not integrated as much as we would like, means a little more work on our side for now, although this should not affect most other users.
    Although you can start to use it instantly, it does take a little while before you start to use other modules and start to harness the power, this may no longer be the case, as much development has taken place since we first started to use it.

    John O.
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support

    Flexible Application - Great Support

    Reviewed on 2010/09/03

    With a network of nearly 2000 installers and 600+ stores requiring use of a work order mgmt....

    With a network of nearly 2000 installers and 600+ stores requiring use of a work order mgmt. system, we turned to ProBusinessTools (PBT) on a temporary basis until a fully integrated solution was provided by our very large IT partner. We went from contract signing to full deploy in 4 months. The application was robust enough to meet all of our back office needs, yet streamlined enough for store associates and third-party partners to incorporate into their everyday business. For 3 years, our temporary solution provided us the ability to grow our network and our business with few internal resources. The PBT team supported and continually adapted to our evolving business model. Their understanding of the services business and anticipation of our needs proved an invaluable asset. As a result, our fully-integrated solution wasn't deployed. I would recommend PBT to any organization that is looking for a robust yet flexible system that will grow with their business.

    Pros

    Development team that understands the services business.
    Flexible - yet powerful software.
    Ability to schedule complex work orders more efficiently than other apllications.

    Cons

    Noing of note. At the time, the interface needed some streamlining.

    Babs W.
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support

    Perfect point of sale scheduling and great field management software

    Reviewed on 2010/08/25

    This software does it all! I could not run my busines without it! It saves so much adminisration...

    This software does it all! I could not run my busines without it! It saves so much adminisration time. Are you spending your life on the computer and telephone, writing those sticky notes, trying to keep track of your team, payroll, scheduling, inventory? I'm not, I love this software!!

    Pros

    Point of Sale scheduling; Endless tracking/reports; Mobile tracking of employees to include, in-house, subcontractors; you are able to maximixe the hours of the day with the distance between job feature and how long it is taking someone to get a job completed;
    Accounting, to include follow through from sale, with inventory, to recurring invoicing;
    Payroll; Continued database of workorders
    No down loads of software; available 24/7/365

    Cons

    I have none! If I need something special or have an issue, I place a work order in the system and their efficient team handles it and I might add, in a timely manner.

    Showing 5 reviews of 12 Read all reviews

    ProBusinessTools FAQs

    Below are some frequently asked questions for ProBusinessTools.

    ProBusinessTools offers the following pricing plans:

    • Starting from: US$250,00/month
    • Pricing model: Subscription
    • Free Trial: Not Available

    PBT Lite: $250 per month, per user (+$650 setup fee) PBT Premium: $CALL (+$2,250 setup fee) PBT Enterprise: $CALL (+$4,250 setup fee)

    We do not have any information about ProBusinessTools features

    ProBusinessTools has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    ProBusinessTools supports the following languages:

    English

    ProBusinessTools supports the following devices:

    ProBusinessTools integrates with the following applications:

    QuickBooks Online Advanced

    ProBusinessTools offers the following support options:

    Email/Help Desk, FAQs/Forum, Phone Support, 24/7 (Live rep), Chat

    Related categories

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