The Service Program

The Service Program

QuickBooks add-on for handling service company management

4.4/5 (40 reviews)

The Service Program Overview

The Service Program is a versatile, multi-purpose service management solution that comprises an integrated software add-on for QuickBooks Desktop and QuickBooks Online. Targeting businesses offering a range of service-based trades across the likes of swimming pool maintenance, garden and lawn care, pest control and sanitation etc, the customizable product is offered in a range of scalable SaaS packages. Deployed online and compatible with local Windows environments along with mobile platforms, The Service Program promises to handle both the typical back office operations and those conducted out in the field. Key features here include service dispatch, work order issuing and tracking, calendar-based appointment scheduling, lead tracking and contact management. The system also facilitates the generation of estimates and quotes, alongside billing and invoicing functions, with customer data seamlessly synced between The Service Program and QuickBooks, and vice versa.

Other important features include multi-location inventory management and the general management of equipment rentals, with equipment assets or materials all tracked. Support for QR code labeling, with physical label packs available at added costs, is joined by GPS-based location tracking. Optimized route planning can be visualized on real location maps, sending field workers details on service call stops and efficient driving directions. Working with both Apple iOS and Android smartphones and tablets, techs or service staff can access extensive features from within the field, capturing signatures, attaching photos to service notes and more. A public-facing portal can be offered to service customers along with custom branded apps, available via native app stores, giving access to service requesting, eShops, account histories and payment processing.

Pricing

Starting from
US$49,00/month
Pricing options
Free Trial
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

The Service Program Reviews

Overall rating
4.4/5
90% positive reviews
26
Excellent
10
Very good
1
Average
1
Poor
2
Terrible
Cherylyn S.

Time Saving Software

Used Daily for 1+ year
Reviewed on 2019/09/09
Review Source: Capterra

Time, scheduling, employee time, sub contractor job entry just to name a few

Pros

It doesn't try to boss my financial software around, so many features you can customize what works for you, reporting features, filtering features, etc. What isn't there to love..

Cons

Initial cost. But, I did appreciate the terms worked out and well worth the money!

Response from Westrom Software

Thank you for taking the time to review The Service Program. As you mentioned, The Service Program was meticulously developed so that it works seamlessly with QuickBooks rather than conflicting with it. We truly appreciate you sharing the many software features that are benefiting your business.

Your feedback is vital to our growth, thanks again for sharing!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jay W.

I have worked with the SP crew for years now. I have nothing but good things to say about them!

Used Daily for 2+ years
Reviewed on 2017/06/06
Review Source: Capterra

Pros

Very Smart bunch, out of box thinkers, (when in the box doesn't meet the need), I have never heard them say we can't do that; I know I have been a pain in there sides, but they have always treated me well and respectfully, even in my frustrated " I hate computers" moods. I am just really happy with the software, performance, and customer service. Lots of videos for training at any time schedule I choose! (I use this for new employee training and it is priceless)!

Cons

well, don't like that I have to watch an entire teaching video to try and find very quick answer. (so I would like a better search method for videos to speed up finding answers). Also I never have any luck with the online tech help but sending an email to customer support and they call back works well ... for me ..

Response from Westrom Software

Thank you for your kind words and feedback. Your 100% customer satisfaction is our goal.
Your suggestion for searching the online help manual has recently been upgraded with over 100 videos placed into 22 categories to assist finding the correct answer quickly. Please use the Search Box if easier.
Reminder, your annual software support provides ongoing upgrades, tech support and ongoing daily training in Open Forum 2x a day Live with a Trainer!
You are always welcome to send us your feedback and suggestions on how to improve the software or services we offer. We will do the best we can to ensure you are totally satisfied with our software and customer service.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Patrick T.

Great Support

Used Daily for 2+ years
Reviewed on 2018/08/10
Review Source: Capterra

Their customer support is the bomb! They are always pleasant and helpful!

Pros

I switched to QB online and switched SP with it. Then, after numerous issues with QB online (terrible support, also), we went back to QB desktop. I needed to switch the SP back at that time. They were really supportive, did it over the weekend, and checked on our company at all times. They have the best IT and support team ever (maybe QB should hire them-LOL). I would definitely recommend SP for use with a pool company! They are great.

Cons

System is very powerful, and it takes getting used to. There are a lot of features and sometimes confusing on how to figure them all out.

Response from Westrom Software

Thank you for taking the time to leave feedback regarding The Service Program. As always, we are pleased to hear of your positive experience with our support team. We pride ourselves in our team and on providing feature rich solutions that will help you run your Service, Maintenance and Construction Pool & Spa business as efficiently as possible.

We want you to get the most out of our software! In addition to our dedicated support team, we offer several training options including: a live training forum, private training and an online video training library. We urge you to take advantage of these powerful resources.

Thank you again for recommending us!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Tim W.

Customer Service like no other!

Used Daily for 2+ years
Reviewed on 2018/11/27
Review Source: Capterra

Pros

Customer service is great! I know when we email with a request we will always get a response. The tech support via live chats is a great way to solve simple issues as well. If a feature is not currently available TSP is always willing to customize things so we are able to do/show what we want. This program has allowed us to introduce mobile devices in the field for our pool techs which can then be tracked live back at the store. It has helped keep “misses” from happening. The quickbooks integration is seamless and makes short work of what used to take a lot of time.

Cons

Has more features than we will ever use. Would be nice be able to set it up where we only see what we are using. Customization of the toolbar would be an amazing addition to an already impressive software program.

Response from Westrom Software

Thank you for taking the time to review The Service Program. We are especially pleased to hear how well The Mobile Solution is working for your company in the field. Our goal at Westrom is to provide an optimal user experience by providing quality software coupled with superior support options.
It is great to know that after switching pool software, you are using The Service Program to its full potential and we are happy to be there to support you along the way.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Robin B.

Excellent software for our industry

Used Daily for 2+ years
Reviewed on 2019/07/16
Review Source: Capterra

Pros

This software is so easy to navigate through on a daily basis. We have a Portable Toilet company and tried another software first that we were not happy with, found Service Program and we are so glad we did. This software makes our job easy, also the technical support is outstanding.

Cons

I wish there was a way to have electronic signature for quotes, work tickets and task.

Response from Westrom Software

Thank you, so much, for taking the time to review The Service Program. Nothing is more rewarding than knowing our customers are happy with the software. We developed this software for the industry with one goal in mind, to simplify workflow and it's great to hear that you concur!

In response to your comment regarding electronic signatures we do in fact, allow for electronic signature capture, as well as adding pictures of work complete, etc.

We are going to have an industry coach reach out to you on how this can easily be achieved to assure you are getting the most out of the software.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

10.0/10

The Service Program Pricing

Starting from
US$49,00/month
Pricing options
Free Trial
One Time License
Subscription
Value for money

Subscription plan pricing:

One user = $49.95 per month, plus $249 download fee
Two users = $69.95 per month, plus $349 download fee
Three users = $89.95 per month, plus $449 download fee
Five users = $109.95 per month, plus $649 download fee
Ten users = $199.95 per month, plus $1200 download fee

(Mobile solution can be added to the above for $49.95 per month, supporting up to 14 iPhone and/or Android devices)

Purchase plan pricing:

One user = $2095
Two users = $$2595
Three users = $3095
Five users = $3595
Ten users = $4295

(Mobile solution can be added to the above for $49.95 per month, supporting up to 14 iPhone and/or Android devices)

Extras:
Customer portal = $49.95 per month
Custom branded app = $199
Customization = $400
Personal training = $199

The Service Program Features

  • Invoice Management
  • Third Party Integration

  • API
  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Compliance Management
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Workflow Management

Additional information for The Service Program

Key features of The Service Program

  • Account inquiry interface
  • Accounts payable
  • Activities booking
  • Administrative tools
  • Allocation
  • Analytics
  • Appointment reminders
  • Asset tracking
  • Asset tracking
  • Audit management
  • Automated routing
  • Automatic lead entry
  • Automatic re-ordering
  • Back order management
  • Barcoding / RFID
  • Booking notes
  • Bundle reservations
  • CRM
  • CRM tools
  • Calendar sync
  • Call center integration
  • Call collection
  • Call logging
  • Capital project management
  • Category customization
  • Centralized management
  • Change orders
  • Check-in / check-out
  • Chemical readings
  • Commercial properties
  • Conflict management
  • Construction estimating
  • Contract pricing
  • Create subtasks
  • Crew scheduling
  • Custom implementation
  • Custom pricing models
  • Customer order inquiry
  • Customer pipeline
  • Customer service history
  • Customizable invoices
  • Customizable time entry
  • Decision support
  • Dispatch integration
  • Dispatching
  • Drop-shipping
  • Electronic manifest submission
  • Electronic signature
  • Electronic signature
  • Email management
  • Email management
  • Employee scheduling
  • Employee scheduling
  • Equipment / service history
  • Equipment management
  • Equipment rental
  • Equipment replacement
  • Exhibit/vendor management
  • Financial reporting
  • Fleet management
  • Fleet management
  • For carpet cleaning
  • For dump trucks
  • For tow trucks
  • Forms creation
  • Franchise management
  • Fuel management
  • GPS
  • Groundskeeping
  • Group rate comparison
  • Handheld scanning
  • Housekeeping scheduling
  • IT asset management
  • Inbound reporting
  • Incoming call management
  • Industry specific configuration
  • Interaction tracking
  • Internal chat integration
  • Inventory control
  • Inventory personalization
  • Invoice history
  • Irrigation tracking
  • Issue & return management
  • Issue auditing
  • Item management
  • Job completion monitoring
  • Job in progress tracking
  • Key & lock management
  • Knowledge base management
  • Knowledge management
  • Lead segmentation
  • Lead tracking integration
  • Lessee asset accounting
  • Line-item details
  • List maintenance
  • List maintenance
  • Location service history
  • Maintenance estimating
  • Maintenance management
  • Maintenance management
  • Maintenance management
  • Maintenance scheduling
  • Maintenance tracking
  • Maintenance tracking
  • Mapping
  • Mobile interface
  • Mobile learning
  • Mobile payments
  • Mowing management
  • Multi-location
  • Multi-location support
  • Multiple channel options
  • Multiple product lines
  • Network monitoring
  • Notifications
  • Notifications
  • Onboard recording
  • Online booking
  • Online payments
  • Order fulfillment
  • Parts inventory management
  • Payment collection in the field
  • Payment plans
  • Payment processing
  • Periodic reporting
  • Pest activity tracking
  • Pesticide usage tracking
  • Planning calendar
  • Preventive maintenance
  • Preventive maintenance
  • Pricing management
  • Product configurator
  • Profit evaluation
  • Property layouts
  • Proposal management
  • Purchase orders
  • Purchase orders
  • Purchasing
  • Purchasing
  • Quotes / estimates
  • Quotes / estimates
  • Rate management
  • Real time order entry
  • Real-time scheduling
  • Recurring appointments
  • Recurring orders
  • Recurring task management
  • Reminders
  • Remote data collection
  • Reorder management
  • Report editing
  • Reporting / analytics
  • Reservation approval
  • Reservation requests
  • Residential properties
  • Resource scheduling
  • Resource scheduling
  • Rich content management
  • Room booking management
  • Routing
  • Sales database
  • Sales force tracking
  • Sales history
  • Scheduling
  • Scheduling
  • Scheduling
  • Scheduling & appointments
  • Schools
  • Search / filter
  • Segmentation
  • Service Level Agreement (SLA) management
  • Service area specific features
  • Service catalog
  • Service history tracking
  • Service history tracking
  • Service history tracking
  • Service renewal notices
  • Service reporting
  • Short / long term rental
  • Smartphone compatible
  • Snow plowing management
  • Special order management
  • Stock inquiries
  • Supplier location mapping
  • Supports handheld devices
  • Supports tablet screen
  • Sync with Microsoft Outlook
  • Tablet / touch screen
  • Task editing/updating
  • Task progress tracking
  • Technician management
  • Technician management
  • Technician management
  • Telemarketing integration
  • Ticket/issue tracking
  • Time & labor estimating
  • Time clock
  • Time tracking
  • Tool tracking
  • Trucking dispatch
  • User access controls
  • User defined pricing
  • Vegetation mapping
  • Vehicle information
  • Vehicle owner search
  • Vehicle replacement tracking
  • Vehicle tracking
  • Vendor maintained profiles
  • Visual job costing
  • Warehouse inventory management
  • Warranty tracking
  • Web portal
  • Wireless mobile workstations
  • Wireless order entry
  • Work order management

Benefits

  • The Service Program is a versatile, customizable QuickBooks add-on software solution spanning a broad variety of features for handling the management of most facets of service business operations, both back office and on-the-go in the field.
  • Seamlessly integrating with QuickBooks, the add-on ensures any customers entered into QuickBooks automatically appear within The Service Program, while users can also enter customers into The Service Program first, which will add them to QuickBooks in real time.
  • Key feature capabilities span contact management, lead tracking, appointment scheduling, route planning via map, generating invoices within the field, multi-location inventory management and integrated reporting tools.
  • Equipment, materials and rentals tracking allows service staff to enter and view record logs in the field and trace repair histories, with The Service Program supporting 2D QR code labeling and scanning.
  • The optional customer portal (MyCustomerConnect) and custom branded app products (iOS / Android) provide web stores for selling products with customer-specific pricing, plus the ability to make service requests, review service histories, view QuickBooks invoices and make payments.
  • The Service Program FAQs

    Below are some frequently asked questions for The Service Program.

    Q. What type of pricing plans does The Service Program offer?

    The Service Program offers the following pricing plans:

    Starting from: US$49,00/month

    Pricing model: One Time License, Subscription

    Free Trial: Not Available

    Subscription plan pricing:

    One user = $49.95 per month, plus $249 download fee
    Two users = $69.95 per month, plus $349 download fee
    Three users = $89.95 per month, plus $449 download fee
    Five users = $109.95 per month, plus $649 download fee
    Ten users = $199.95 per month, plus $1200 download fee

    (Mobile solution can be added to the above for $49.95 per month, supporting up to 14 iPhone and/or Android devices)

    Purchase plan pricing:

    One user = $2095
    Two users = $$2595
    Three users = $3095
    Five users = $3595
    Ten users = $4295

    (Mobile solution can be added to the above for $49.95 per month, supporting up to 14 iPhone and/or Android devices)

    Extras:
    Customer portal = $49.95 per month
    Custom branded app = $199
    Customization = $400
    Personal training = $199

    Q. What are the main features of The Service Program?

    The Service Program offers the following features:

    • Account inquiry interface
    • Accounts payable
    • Activities booking
    • Administrative tools
    • Allocation
    • Analytics
    • Appointment reminders
    • Asset tracking
    • Asset tracking
    • Audit management
    • Automated routing
    • Automatic lead entry
    • Automatic re-ordering
    • Back order management
    • Barcoding / RFID
    • Booking notes
    • Bundle reservations
    • CRM
    • CRM tools
    • Calendar sync
    • Call center integration
    • Call collection
    • Call logging
    • Capital project management
    • Category customization
    • Centralized management
    • Change orders
    • Check-in / check-out
    • Chemical readings
    • Commercial properties
    • Conflict management
    • Construction estimating
    • Contract pricing
    • Create subtasks
    • Crew scheduling
    • Custom implementation
    • Custom pricing models
    • Customer order inquiry
    • Customer pipeline
    • Customer service history
    • Customizable invoices
    • Customizable time entry
    • Decision support
    • Dispatch integration
    • Dispatching
    • Drop-shipping
    • Electronic manifest submission
    • Electronic signature
    • Electronic signature
    • Email management
    • Email management
    • Employee scheduling
    • Employee scheduling
    • Equipment / service history
    • Equipment management
    • Equipment rental
    • Equipment replacement
    • Exhibit/vendor management
    • Financial reporting
    • Fleet management
    • Fleet management
    • For carpet cleaning
    • For dump trucks
    • For tow trucks
    • Forms creation
    • Franchise management
    • Fuel management
    • GPS
    • Groundskeeping
    • Group rate comparison
    • Handheld scanning
    • Housekeeping scheduling
    • IT asset management
    • Inbound reporting
    • Incoming call management
    • Industry specific configuration
    • Interaction tracking
    • Internal chat integration
    • Inventory control
    • Inventory personalization
    • Invoice history
    • Irrigation tracking
    • Issue & return management
    • Issue auditing
    • Item management
    • Job completion monitoring
    • Job in progress tracking
    • Key & lock management
    • Knowledge base management
    • Knowledge management
    • Lead segmentation
    • Lead tracking integration
    • Lessee asset accounting
    • Line-item details
    • List maintenance
    • List maintenance
    • Location service history
    • Maintenance estimating
    • Maintenance management
    • Maintenance management
    • Maintenance management
    • Maintenance scheduling
    • Maintenance tracking
    • Maintenance tracking
    • Mapping
    • Mobile interface
    • Mobile learning
    • Mobile payments
    • Mowing management
    • Multi-location
    • Multi-location support
    • Multiple channel options
    • Multiple product lines
    • Network monitoring
    • Notifications
    • Notifications
    • Onboard recording
    • Online booking
    • Online payments
    • Order fulfillment
    • Parts inventory management
    • Payment collection in the field
    • Payment plans
    • Payment processing
    • Periodic reporting
    • Pest activity tracking
    • Pesticide usage tracking
    • Planning calendar
    • Preventive maintenance
    • Preventive maintenance
    • Pricing management
    • Product configurator
    • Profit evaluation
    • Property layouts
    • Proposal management
    • Purchase orders
    • Purchase orders
    • Purchasing
    • Purchasing
    • Quotes / estimates
    • Quotes / estimates
    • Rate management
    • Real time order entry
    • Real-time scheduling
    • Recurring appointments
    • Recurring orders
    • Recurring task management
    • Reminders
    • Remote data collection
    • Reorder management
    • Report editing
    • Reporting / analytics
    • Reservation approval
    • Reservation requests
    • Residential properties
    • Resource scheduling
    • Resource scheduling
    • Rich content management
    • Room booking management
    • Routing
    • Sales database
    • Sales force tracking
    • Sales history
    • Scheduling
    • Scheduling
    • Scheduling
    • Scheduling & appointments
    • Schools
    • Search / filter
    • Segmentation
    • Service Level Agreement (SLA) management
    • Service area specific features
    • Service catalog
    • Service history tracking
    • Service history tracking
    • Service history tracking
    • Service renewal notices
    • Service reporting
    • Short / long term rental
    • Smartphone compatible
    • Snow plowing management
    • Special order management
    • Stock inquiries
    • Supplier location mapping
    • Supports handheld devices
    • Supports tablet screen
    • Sync with Microsoft Outlook
    • Tablet / touch screen
    • Task editing/updating
    • Task progress tracking
    • Technician management
    • Technician management
    • Technician management
    • Telemarketing integration
    • Ticket/issue tracking
    • Time & labor estimating
    • Time clock
    • Time tracking
    • Tool tracking
    • Trucking dispatch
    • User access controls
    • User defined pricing
    • Vegetation mapping
    • Vehicle information
    • Vehicle owner search
    • Vehicle replacement tracking
    • Vehicle tracking
    • Vendor maintained profiles
    • Visual job costing
    • Warehouse inventory management
    • Warranty tracking
    • Web portal
    • Wireless mobile workstations
    • Wireless order entry
    • Work order management

    Q. Who are the typical users of The Service Program?

    The Service Program has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does The Service Program support?

    The Service Program supports the following languages:

    English

    Q. What type of pricing plans does The Service Program offer?

    The Service Program has the following pricing plans:

    One Time License, Subscription

    Q. Does The Service Program support mobile devices?

    We do not have any information about what devices The Service Program supports

    Q. What other apps does The Service Program integrate with?

    The Service Program integrates with the following applications:

    QuickBooks, QuickBooks Online

    Q. What level of support does The Service Program offer?

    The Service Program offers the following support options:

    Online Support, Phone Support, Video Tutorials