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.
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.
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
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.
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.
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.
No asset or contract management, slightly regimented, all of which i hope will be sorted in later releases
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
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
I would like to see more reporting and summaries of the jobs
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.
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.
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.
We have had a positive experience with Servicesight, overall they have delivered exactly what we required as a reactive service lift engineering company. We would recommend Servicesight to any company that has reactive field service engineers.
Servicesight has saved us time and money, easy to navigate round the programme and great for field engineers booking and planning calls.
That on the office side after you filter within jobs it does not go back (although I believe there maybe an update coming soon for this so this would be great!) this can be a a little bit time consuming depending on what you are looking for. However it is very minor in comparison to time saved on other things.
Below are some frequently asked questions for ServiceSight.
ServiceSight offers the following pricing plans:
Starting from: £9,00/month
Pricing model: Subscription
Free Trial: Available
ServiceSight offers the following features:
ServiceSight has the following typical customers:
ServiceSight supports the following languages:
ServiceSight has the following pricing plans:
ServiceSight supports the following devices:
ServiceSight integrates with the following applications:
ServiceSight offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Video Tutorials