SkyBoss

Cloud-based field management for the service provision trade

About SkyBoss

SkyBoss is a cloud-based management solution for service dispatching businesses who deploy staff / technicians out to customers within the field. Typically geared to suit the needs of the plumbing, electrical and HVAC trades, the software is designed to cater for both the back office and dispatch center, along with mobile platform support for remote use. Features include full scheduling capabilities organized within an intuitive drag and drop calendar that immediately updates everyone on where they should be, which customer work orders have been assigned and which technicians are still available. Orders are allocated according to the right skill levels, detailing paperless instructions, tracking progress and also issuing optimized route plans that answer calls quicker and at lower cost. Plotting technician locations on job site proximity maps, hub administrators or call center operators can view a visual scheduler fully integrated with GPS software to track and efficiently direct staff as they move.

In addition to tracking technicians, SkyBoss bundles client relationship management facilities for storing searchable service records. Users can log contact information, special instruction notes, door codes etc, while accessing billing and invoicing information when following up late payments. Invoices can be generated securely and consistently with tools for ensuring accuracy, before payments via cash, check or credit card can be processed from the field. Further capabilities span task management, quoting and estimating, built-in reporting options and the SkyBoss mobile app for iPad, for optimized remote access.

Key benefits of SkyBoss

  • Schedule the dispatch and deployment of field service technicians with intuitive calendar-based features that immediately highlight staff availability while ensuring that the right personnel are assigned to jobs based on skill qualification.
  • Manage work orders with paperless job notes technicians can refer to in the field, while automated estimates and invoices can be issued in real time via email upon job completion to prompt faster, secured and fully tracked payments from customers.
  • Integrated client relationship management keeps important customer information logged and centralized, recording not just detailed contact information but also searchable service and payment histories, forthcoming appointments and more.
  • Track the whereabouts and progress of field technicians in real time with map displays showing staff proximity to job sites, while using SkyBoss' optimization algorithms to ensure that only the most efficient routes are taken to reduce time / fuel costs.
  • Built-in reporting capabilities promise customizable options across metrics such as invoice aging, quotes won etc, all exportable to CSV format.
  • The SkyBoss companion app for iOS also delivers optimized system features for mobile field usage, automatically synced to the office system.
  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    A flexible drag and drop calendar is color-coded to give an overview of upcoming scheduling at a glance
    Complete Inventory Management
    Never lose track of Estimate or Quote again!
    Track techs with the built in tracking system or sign up with TomTom Webfleet
    Track techs with the built in tracking system or sign up with TomTom Webfleet
    Improve the efficiency of dispatch with the ability to schedule technicians and work orders based on required skill levels
    Client relationship management features include access to customer histories and fully searchable client contact records
    Communicate important details regarding each job to technicians, allowing them to fill out work order descriptions for custom services within the SkyBoss app
    Your Price Book at your finger tips in photos...
    Your Price Book at your finger tips in photos...
    The system provides the option for taking or uploading photos that can then be attached to work orders and invoices
    Billing and invoicing capabilities include the ability to capture customer signatures digitally, and log all transaction records
    The SkyBoss app for iOS and compatible with iPad devices puts field support features and system access in the hands of technicians
    Route optimization capabilities utilize algorithms for suggesting the most efficient journeys, ensuring tracked technicians get to the right job locations on time
    Technicians and field service team members are able to accept payments in cash, check or credit card, speeding up payments and completing jobs faster
    Accept and process credit card transactions to give clients more flexibility over making payments
    Sell and Manage your Service Agreements!
    View 21 more
    SkyBoss video
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    SkyBoss screenshot: A flexible drag and drop calendar is color-coded to give an overview of upcoming scheduling at a glance SkyBoss screenshot: SkyBoss screenshot: SkyBoss screenshot: Complete Inventory Management SkyBoss screenshot: Never lose track of Estimate or Quote again! SkyBoss screenshot: Track techs with the built in tracking system or sign up with TomTom Webfleet SkyBoss screenshot: Track techs with the built in tracking system or sign up with TomTom Webfleet SkyBoss screenshot: Improve the efficiency of dispatch with the ability to schedule technicians and work orders based on required skill levels SkyBoss screenshot: Client relationship management features include access to customer histories and fully searchable client contact records SkyBoss screenshot: Communicate important details regarding each job to technicians, allowing them to fill out work order descriptions for custom services within the SkyBoss app SkyBoss screenshot: Your Price Book at your finger tips in photos... SkyBoss screenshot: Your Price Book at your finger tips in photos... SkyBoss screenshot: The system provides the option for taking or uploading photos that can then be attached to work orders and invoices SkyBoss screenshot: Billing and invoicing capabilities include the ability to capture customer signatures digitally, and log all transaction records SkyBoss screenshot: The SkyBoss app for iOS and compatible with iPad devices puts field support features and system access in the hands of technicians SkyBoss screenshot: Route optimization capabilities utilize algorithms for suggesting the most efficient journeys, ensuring tracked technicians get to the right job locations on time SkyBoss screenshot: Technicians and field service team members are able to accept payments in cash, check or credit card, speeding up payments and completing jobs faster SkyBoss screenshot: Accept and process credit card transactions to give clients more flexibility over making payments SkyBoss screenshot: Sell and Manage your Service Agreements! SkyBoss screenshot:

    Features

    Total features of SkyBoss: 76

    • Accounting Integration
    • Alerts/Notifications
    • Audit Trail
    • Availability Indicator
    • Billing & Invoicing
    • CRM
    • Calendar Management
    • Call Center Management
    • Call List Management
    • Call Monitoring
    • Call Scripting
    • Check Processing
    • Client Management
    • Compensation Management
    • Compliance Management
    • Contact Database
    • Contract/License Management
    • Credit Card Processing
    • Customer Accounts
    • Customer Activity Tracking
    • Customer Database
    • Customer History
    • Customer Management
    • Customer Profiles
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Data Import/Export
    • Digital Signature
    • Dispatch Management
    • Drag & Drop
    • Electronic Signature
    • Equipment Tracking
    • Estimating
    • File Storage
    • For Commercial and/or Industrial Electrical Contractors
    • For HVAC Companies
    • GPS
    • Geographic Maps
    • Inventory Control
    • Inventory Management
    • Invoice Management
    • Invoice Processing
    • Job Management
    • Job Scheduling
    • Job Tracking
    • Location Tracking
    • Maintenance Scheduling
    • Mobile Access
    • Mobile App
    • Mobile Signature Capture
    • Monitoring
    • Multi-Location
    • Online Time Clock
    • Payment Collection in the Field
    • Payment Processing
    • Payroll Management
    • QuickBooks Integration
    • Quotes/Estimates
    • Real-time Updates
    • Remote Access/Control
    • Route Optimization
    • Routing
    • SMS Messaging
    • Sales Reports
    • Scheduled / Automated Reports
    • Scheduling
    • Self Service Portal
    • Service History
    • Skills Assessment
    • Technician Management
    • Time Tracking
    • Transaction History
    • Transaction Monitoring
    • Work History
    • Work Order Management

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    Reviews

    Overall rating

    4,6 /5
    (21)
    Value for Money
    4,5/5
    Features
    4,3/5
    Ease of Use
    4,5/5
    Customer Support
    4,7/5

    Already have SkyBoss?

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    Write a Review!
    Showing 5 reviews of 21
    Stephen H.
    Overall rating
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    SkyBoss is spot on for the industry we are servicing.

    Reviewed on 2018/06/07

    Our business foundation is now solid and we can continue to grow our brand.

    Our business foundation is now solid and we can continue to grow our brand.

    Pros

    It's very user friendly for me not being very computer literate. I feel just at home behind the keyboard.

    Cons

    After only using the system for three weeks I can't say anything negative about the software it does Everything and more.

    Eric D.
    Overall rating
    • Industry: Consumer Services
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Skyboss has really made tracking invoices and getting data reports a breeze

    Reviewed on 2018/06/04

    Easier invoicing, sales numbers, inventory tracking, marketing tracking, FREE PRICE BOOK (this is...

    Easier invoicing, sales numbers, inventory tracking, marketing tracking, FREE PRICE BOOK (this is huge, this can be a couple thousand dollars if you try to purchase this through the web), and so many more.

    Pros

    You know what they say: if you don't know your numbers, you don't know your business. We had a lot of trouble keeping track of specific data sets like average price per ticket and sales volumes per technician. Skyboss has made that a breeze as it takes care of all of the reports and data analysis as you finish the jobs. The trick is to make sure the office as well as the technicians input all of the information correctly. The system only works as good as the people using it, just like any other program. Paperless invoicing has really made it easier for our techs, customers, and office staff to track prior jobs, cash, checks, credit card payments, invoices, work history, customers, and so on. Making the switch was a must for our company.

    Cons

    Even though the software is super easy to use and learn, it is a challenge sometimes to get the technicians to properly fill out invoices. Luckily, Skyboss implements a feature "Pend Complete" so that office staff can check every invoice for accuracy before it is emailed to the customer. There were a few minor bugs at first when we started using the program, but the support staff is quick to answer our phone calls and alleviate the problem. They are also pleasant to speak with. the owner- also takes a very active role in training and making sure we understood what we were doing before going live.

    Response from SkyBoss

    Thanks for positive review Almighty Rooter!

    Casey B.
    Overall rating
    • Industry: Construction
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 2.0 /10

    Okay overall

    Reviewed on 2017/03/08

    Get what you pay for. Not a full system to run your business. Ease of use is good for scheduling....

    Get what you pay for. Not a full system to run your business. Ease of use is good for scheduling. Lots of error codes in the daily use

    Pros

    Price and ease of use with no contract is what sold me. Customer service is great during Pacific time business hours

    Cons

    Difficult to send an estimate and then delete non purchased items for invoicing.
    To put job notes of work done, they need to be entered into the recomendations box.

    Steve B.
    Overall rating
    • Industry: Construction
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    SkyBoss business software has improved our cash flow and streamlined the process of doing...

    Reviewed on 2018/08/14

    Cash flow has been solved. The system of quotation to collection at completion of the work is...

    Cash flow has been solved. The system of quotation to collection at completion of the work is excellent. Custom quotations are a breeze, we use it ALL the time. Sending estimates and converting them to jobs is simple and great. From customer service rep scripts and customization all the way to the end of job completion you will find that successful and satisfying communication with the customer is eased for the office people all the way to the service techs. Wonderful. And again, the SkyBoss team is right at your side.

    Pros

    Functionality. Simplicity of use despite underlying power. A team that is committed to continuous improvement of features, who respond to client requests. A team that helps when help is needed. And a reason based hope that this software is going to take their clients into future wonderful best business processes and practices.

    Cons

    They made me go Apple, no android available. Guess that has helped me in some ways though. A few bugs now and then, just like people have.

    Michael M.
    Overall rating
    • Industry: Construction
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    In a few words, this company is awesome!

    Reviewed on 2018/01/19

    Pros

    I own Service Olympians and have been using SkyBoss for a while now. What i like the most is they are always innovative and looking for great things to add to their platform. They are very friendly and always will to help if anything arises. You will not find a better system for the money! I looked at many different systems and most systems that are anywhere near the quality of SkyBoss cost ten times or more. I highly reccomend SkyBoss!

    Cons

    The only thing that i would say is a CON, is the same that i said was a PRO. I wish they had more things on the platform, but again, you i will pay ten times to have that. With that said, they always listen to suggestions and wants and will try and accommodate them if enough people want the same thing and it is actually worthwhile.

    Showing 5 reviews of 21 Read all reviews

    SkyBoss FAQs

    Below are some frequently asked questions for SkyBoss.

    SkyBoss offers the following pricing plans:

    • Starting from: US$149,00/month
    • Pricing model: Subscription
    • Free Trial: Not Available

    SkyBoss software $149 per month, per tech. This includes UNLIMITED office users, UNLIMITED training, support, and no extra "modules" to buy. Multiple packages available with training and setup options – contact for full details.

    We do not have any information about SkyBoss features

    SkyBoss has the following typical customers:

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

    SkyBoss supports the following languages:

    English

    SkyBoss supports the following devices:

    Android (Mobile), iPad (Mobile)

    SkyBoss integrates with the following applications:

    BluePay, QuickBooks Online Advanced, Quickbooks Online, WEBFLEET, Worldpay

    SkyBoss offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

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