ServiceSight

Field service management software for small businesses

4,8 /5 (23 reviews) Write a Review!

ServiceSight Overview

What is ServiceSight?

ServiceSight is a field service management platform designed to help small businesses streamline job management with a range of features, including a comprehensive customer database, planner board, route mapping technology, invoicing, an engineer mobile app, and more. As a cloud-based solution, ServiceSight gives users the flexibility to access job information anywhere, anytime, via any internet-enabled device, as well as work paper free.

The main ServiceSight dashboard enables users to manage their entire team, as well as monitor KPIs and identify and manage issues conveniently from a single location. Workforce management and tracking tools allow users to keep track of jobs and overall workflow, plus access daily schedules, plan routes, and automate time and attendance records. ServiceSight’s job management tools enable users to create and schedule jobs, as well as manage recurring work or service agreements.

The customer database ensures workers have quick and central access to customer information. A planner board and map enables users to allocate, schedule and dispatch jobs based on engineer location. Automatic reminders ensure users never miss an appointment or customer call, while messaging tools enable users to communicate online. Users can manage billing with invoice management technology and digital signatures. ServiceSight also allows users to manage activities, job types, labour rates, materials, and more.

ServiceSight Overview

Pricing

Starting from
£0,00/month

Pricing options

Free Trial
Free
Subscription
Value for money

First 5 users free of charge
then £10 per user per month


ServiceSight Features

Devices
Business size
S M L
Markets
United States, United Kingdom
Supported Languages
English

Media

Set up service reminders for monthly services
Collect digital signatures from customers
Create and send invoices to customers via email
Gain centralized access to customer history information
Use the search bar to search for contacts, customers, jobs, invoices, and reminders
Use the planner map to allocate jobs based on location, and manage engineer routes in real time with Google Mapping technology
Use the planner map to allocate jobs based on location, and manage engineer routes in real time with Google Mapping technology
ServiceSight video ServiceSight screenshot: Set up service reminders for monthly services ServiceSight screenshot: Collect digital signatures from customers ServiceSight screenshot: Create and send invoices to customers via email ServiceSight screenshot: Gain centralized access to customer history information ServiceSight screenshot: Use the search bar to search for contacts, customers, jobs, invoices, and reminders ServiceSight screenshot: Use the planner map to allocate jobs based on location, and manage engineer routes in real time with Google Mapping technology ServiceSight screenshot: Use the planner map to allocate jobs based on location, and manage engineer routes in real time with Google Mapping technology

ServiceSight Reviews

ServiceSight Reviews

Overall rating
4,8
/
5
Excellent
19

Very good
4

Average
0

Poor
0

Terrible
0

Value for Money
4,8
Features
4,5
Ease of Use
4,7
Customer Support
5
100% recommended this app
Josh A.

Perfect for our business

Once we learned how to put together jobs and use it properly, we had a very easy time putting our engineers to work on the road vs using physical means.


John G.

Service Sight Field Service Soft Ware

Controlling cost & utilising our engineers and allowing our company provide information to keep our customers in the look. Facilities want to know that your company is on top of it and Service Sight allows for better outcomes, quicker resolutions and response times.
In house back up terrific, particularly when setting up. Great facility to try before you buy.


Denise M.

Great for small businesses

Overall its a great piece of software and ticks a lot of boxes. For us there are a few little tweaks that would make life easier such as being able to use the system to produce quotes. All in all though we are happy with the system.


Paul S.

ServiceSight

I was on the lookout for a cost effective service management package that offered remote job dispatch to a mobile phone. In my previous job I had been used to a very comprehensive service management package which would have done all I needed and more, but it was going to cost too much per user per month. Initially I was planning to review the original Protean software package (very comprehensive) as an alternative when I was offered ServiceSight. Although nowhere near as comprehensive as the original Protean software package ServiceSight did the job at a fraction of the price! It was cloud based which meant I can access it anywhere and i didn't need to incur a lot of upfront costs to set up a server in the office etc. The product is limited in it's current form, it won't manage inventory or service contracts, but it does manage jobs and invoicing well. Its a clean interface, simple to use and most of all very reliable. The staff at Protean are always very helpful and friendly which goes a long way when you initially need to get used to the system. All in all i don't think you can better it for the money. I'm told there will be additional modules next year which I'm banking on, as i will need to manage inventory and service contracts in the future.


Richard R.

Service Sight in our Landscaping Business

The key areas we wanted Service Sight to address were - getting rid of paper work, tracking team performance, reduce administration, improve quality of information and the quality of the reporting that we provide to our customers whilst supporting our other applications.

Because Service Sight is so user friendly we have been able to remove 90% of the paperwork our teams were completing on a daily basis.

The team find it quicker, better and easier than completing paperwork and the information we can collect in a standard format rather than handwritten etc

The information provided to our customers is better, more professional and more timely

Service Sight has made a huge difference to our business in a very short period of time


Josh A.
Industry: Machinery
Company size: 11-50 Employees

Perfect for our business

Used Daily for 1-5 months
Reviewed on 2019/04/02
Review Source: Capterra

Once we learned how to put together jobs and use it properly, we had a very easy time putting our engineers to work on the road vs using physical means.

Pros

Provides all the services and features we need to help our engineers and office run efficiently together.

Cons

Slightly confusing to learn at first due to amount of features it provides.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

John G.
Industry: Facilities Services
Company size: 2-10 Employees

Service Sight Field Service Soft Ware

Used Daily for 1-5 months
Reviewed on 2018/10/25
Review Source: Capterra

Controlling cost & utilising our engineers and allowing our company provide information to keep our customers in the look. Facilities want to know that your company is on top of it and Service Sight allows for better outcomes, quicker resolutions and response times.
In house back up terrific, particularly when setting up. Great facility to try before you buy.

Pros

We are an Electrical contracting company with 5 engineers in the field and were using a variety of methods to capture information on site. We used teamup calendar to schedule work and had app which notified engineers of their work scheduled. But that was it, no follow up or ability to capture what engineers did on site.
Service sight is very easy app to use. Create a job from the office or if an engineer gets a call, they can create him/her self. Allocating jobs is easy with planner board which sends push notification to engineer. They then accept, and the job is under way.
The soft ware captures travel time, time on & off site, allows engineer reports, pictures, customer signatures, materials recording.
Very practical real time information live. Excellent for quality assurance and giving customers best in class customer service, by emailing report, images, cost live, even converting to invoice. Customers know when a critical callout has been completed.
We used google drive to get our engineers to record time sheets hours and customers, and materials before using service sight. Problem was compliance and recording the information. We missed materials. Engineers did not fill in hours correctly. Reports were poor. and collecting information for one invoice meant going through several engineers time sheets if more that one engineer on site.
Service sight software allows for multiple engineers to accept one job and all information is recorded in one place.
Major time savings

Cons

It's not a major criticism and I'm told its been worked on for the next up date. Recurring service jobs cannot be scheduled so that they create a job automatically once date comes around ( mainly for service contracts).
It would be icing on cake if you could set up a fire alarm service for a customer and log recurring time frame ( every 3 months) so that they are automatically generated and do not have to reenter details.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Denise M.
Industry: Security & Investigations
Company size: 2-10 Employees

Great for small businesses

Used Daily for 1+ year
Reviewed on 2018/10/16
Review Source: Capterra

Overall its a great piece of software and ticks a lot of boxes. For us there are a few little tweaks that would make life easier such as being able to use the system to produce quotes. All in all though we are happy with the system.

Pros

That we can manage our appointments and invoices all in one place. It helps us to keep track of jobs each day. The fact we can link with Xero to help us reconcile all our invoices.

Cons

It is only currently available on Android and not Apple. All our devices are Apple based so we had to purchase a separate tablet for use out in the field by our engineer.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Paul S.
Industry: Medical Devices
Company size: 2-10 Employees

ServiceSight

Used Daily for 6-12 months
Reviewed on 2018/11/29
Review Source: Capterra

I was on the lookout for a cost effective service management package that offered remote job dispatch to a mobile phone. In my previous job I had been used to a very comprehensive service management package which would have done all I needed and more, but it was going to cost too much per user per month. Initially I was planning to review the original Protean software package (very comprehensive) as an alternative when I was offered ServiceSight. Although nowhere near as comprehensive as the original Protean software package ServiceSight did the job at a fraction of the price! It was cloud based which meant I can access it anywhere and i didn't need to incur a lot of upfront costs to set up a server in the office etc. The product is limited in it's current form, it won't manage inventory or service contracts, but it does manage jobs and invoicing well. Its a clean interface, simple to use and most of all very reliable. The staff at Protean are always very helpful and friendly which goes a long way when you initially need to get used to the system. All in all i don't think you can better it for the money. I'm told there will be additional modules next year which I'm banking on, as i will need to manage inventory and service contracts in the future.

Pros

the features i most liked about this software are the Mobile app, that it's Cloud based, It's easy to use, reliable and cost effective. The supports good too.

Cons

No asset or contract management, slightly regimented, all of which i hope will be sorted in later releases

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Richard R.
Industry: Facilities Services
Company size: 11-50 Employees

Service Sight in our Landscaping Business

Used Daily for 1-5 months
Reviewed on 2018/12/12
Review Source: Capterra

The key areas we wanted Service Sight to address were - getting rid of paper work, tracking team performance, reduce administration, improve quality of information and the quality of the reporting that we provide to our customers whilst supporting our other applications.

Because Service Sight is so user friendly we have been able to remove 90% of the paperwork our teams were completing on a daily basis.

The team find it quicker, better and easier than completing paperwork and the information we can collect in a standard format rather than handwritten etc

The information provided to our customers is better, more professional and more timely

Service Sight has made a huge difference to our business in a very short period of time

Pros

Its very easy to use from an admin perspective and ticks more boxes for our business than many other applications of its type,It has already eliminated the paperwork which we use to track our jobs and what work was completed on site.

The ability to collect information, customer signatures, photo's and have our team sign off jobs to say that they have been completed is very quick and easy for our field team.

The field team have adopted the software very quickly and its made their jobs easier.

Its better for our office, field team and customers, its made a difference from day 1

Cons

I would like to see more reporting and summaries of the jobs

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,7/10
Based on 23 user ratings
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ServiceSight Pricing

ServiceSight Pricing

Starting from
£0,00/month
Free Trial
Free
Subscription
Value for money

First 5 users free of charge
then £10 per user per month

First 5 users free of charge
then £10 per user per month

Value for Money
4,8/5
Based on 23 user ratings
Compare value for money rating with alternatives
Compare with alternatives

ServiceSight Features

ServiceSight Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4,5/5
Based on 23 user ratings
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Categories

Additional information for ServiceSight

Additional information for ServiceSight

Key features of ServiceSight

  • 360° job management
  • Access daily schedules
  • Activity management
  • Automatic reminders
  • Communication management
  • Contact management
  • Customer management
  • Customer service history
  • Dashboard
  • Digital signature
  • Engineer planner board & map
  • Google mapping
  • Invoice management
  • Issue management
  • Job scheduling
  • Job sheet production
  • Job tracking
  • KPI monitoring
  • Labour rates management
  • Link to Xero accounts
  • Materials management
  • Messaging
  • Mobile engineer app
  • Real-time job sheet data
  • Recurring work/service agreements
  • Route planning
  • Sales pipeline management
  • Search functionality
  • Time & attendance records
  • Video training library
  • Visual job costing
  • Workflow tracking
  • Workforce location tracking
  • Workforce management

Benefits

  • ServiceSight helps multiple industries (HVAC, medical equipment, facilities management, and more) schedule, dispatch, track and invoice jobs online.

  • A single, centralized platform allows users to access job information anywhere, anytime, from one location, and on any internet-enabled device.

  • A comprehensive customer database gives engineers quick access to customer service history and contact information.

  • ServiceSight helps users complete jobs quickly and efficiently with digital signatures.

  • Google Mapping technology helps users map customer locations, and then allocate jobs based on engineer location.

  • ServiceSight FAQs

    ServiceSight FAQs

    Below are some frequently asked questions for ServiceSight.

    Q. What type of pricing plans does ServiceSight offer?

    ServiceSight offers the following pricing plans:

    Starting from: £0,00/month

    Pricing model: Free, Subscription

    Free Trial: Available

    First 5 users free of charge then £10 per user per month

    Q. What are the main features of ServiceSight?

    ServiceSight offers the following features:

    • 360° job management
    • Access daily schedules
    • Activity management
    • Automatic reminders
    • Communication management
    • Contact management
    • Customer management
    • Customer service history
    • Dashboard
    • Digital signature
    • Engineer planner board & map
    • Google mapping
    • Invoice management
    • Issue management
    • Job scheduling
    • Job sheet production
    • Job tracking
    • KPI monitoring
    • Labour rates management
    • Link to Xero accounts
    • Materials management
    • Messaging
    • Mobile engineer app
    • Real-time job sheet data
    • Recurring work/service agreements
    • Route planning
    • Sales pipeline management
    • Search functionality
    • Time & attendance records
    • Video training library
    • Visual job costing
    • Workflow tracking
    • Workforce location tracking
    • Workforce management

    Q. Who are the typical users of ServiceSight?

    ServiceSight has the following typical customers:

    Q. What languages does ServiceSight support?

    ServiceSight supports the following languages:

    English

    Q. What type of pricing plans does ServiceSight offer?

    ServiceSight has the following pricing plans:

    Free, Subscription

    Q. Does ServiceSight support mobile devices?

    ServiceSight supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does ServiceSight integrate with?

    ServiceSight integrates with the following applications:

    ACCOUNTS, QuickBooks Online, Xero

    Q. What level of support does ServiceSight offer?

    ServiceSight offers the following support options:

    Online Support, FAQs, Video Tutorials, Knowledge Base, Forum