The Service Program

QuickBooks add-on for handling service company management

About The Service Program

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

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to The Service Program

Key benefits of The Service Program

  • 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.
  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Pricing starting from:

    US$49,00/month

    • Free Version
    • Free Trial
    • Subscription

    Top 5 alternatives to The Service Program

    Images

    The Service Program Software - The Service Program is a multi-purpose service business management add-on for QuickBooks Desktop and QuickBooks Online
    The Service Program Software - The Service Program is supported by a mobile web app compatible with iOS, Android and Windows Phone devices
    The Service Program Software - The Service Program's customer portal, integrated with QuickBooks, features an online store for selling products while also allowing customers to make service requests, view equipment and make payments etc
    The Service Program Software - Compatibility with the industry’s first QR code labels (2”x 2” QR 2D barcode labels) supports equipment or customer tracking features
    The Service Program Software - Optimized route planning and map generation features allow field staff to view mapped details of each stop, service call destinations and journey directions while out in the field
    The Service Program Software - Contact management includes the recording, viewing, editing and tracking of customer service histories
    The Service Program Software - The Task List tab containing an Employee Task List, detailing a color-coded itinerary of past, present, and future assigned tasks
    The Service Program Software - The Rental Transaction tab showing customer selection fields and records of billable rental items, with quantity and monthly / weekly / daily pricing rates etc
    The Service Program Software - An example of the software's mobile mapping capabilities, detailing a route map within the Service Program mobile web app running on iOS
    The Service Program Software - The Schedule View with Service Program showing the color-coded calendar-based appointment scheduling and the ability to view the timetable by work or full (7-day) week
    View 13 more
    The Service Program video
    The Service Program video
    The Service Program video
    The Service Program Software - The Service Program is a multi-purpose service business management add-on for QuickBooks Desktop and QuickBooks Online The Service Program Software - The Service Program is supported by a mobile web app compatible with iOS, Android and Windows Phone devices The Service Program Software - The Service Program's customer portal, integrated with QuickBooks, features an online store for selling products while also allowing customers to make service requests, view equipment and make payments etc The Service Program Software - Compatibility with the industry’s first QR code labels (2”x 2” QR 2D barcode labels) supports equipment or customer tracking features The Service Program Software - Optimized route planning and map generation features allow field staff to view mapped details of each stop, service call destinations and journey directions while out in the field The Service Program Software - Contact management includes the recording, viewing, editing and tracking of customer service histories The Service Program Software - The Task List tab containing an Employee Task List, detailing a color-coded itinerary of past, present, and future assigned tasks The Service Program Software - The Rental Transaction tab showing customer selection fields and records of billable rental items, with quantity and monthly / weekly / daily pricing rates etc The Service Program Software - An example of the software's mobile mapping capabilities, detailing a route map within the Service Program mobile web app running on iOS The Service Program Software - The Schedule View with Service Program showing the color-coded calendar-based appointment scheduling and the ability to view the timetable by work or full (7-day) week

    Features

    Total features of The Service Program: 107

    • Accounting Integration
    • Alerts / Escalation
    • Alerts/Notifications
    • Appointment Scheduling
    • Asset Lifecycle Management
    • Assignment Management
    • Audit Management
    • Automated Scheduling
    • Barcode / Ticket Scanning
    • Billing & Invoicing
    • CRM
    • Calendar Management
    • Calendar Sync
    • Chemical Management
    • Client Management
    • Client Portal
    • Commercial Properties
    • Commission Management
    • Confirmation/Reminders
    • Contact Database
    • Contract/License Management
    • Cost Tracking
    • Customer Database
    • Customer History
    • Customer Management
    • Customizable Branding
    • Customizable Forms
    • Dispatch Management
    • Document Management
    • Document Storage
    • Electronic Signature
    • Email Management
    • Emergency Dispatch
    • Employee Management
    • Equipment Management
    • Equipment Tracking
    • Feedback Management
    • Fixed Asset Management
    • Fleet Management
    • For HVAC Companies
    • For Mechanical Equipment
    • For Pest Control Companies
    • For Schools
    • Fuel Management
    • GPS
    • Groundskeeping Management
    • IT Asset Management
    • Incident Management
    • Inspection Management
    • Inventory Control
    • Inventory Management
    • Inventory Tracking
    • Invoice Management
    • Irrigation Tracking
    • Job Management
    • Job Scheduling
    • Knowledge Base Management
    • Knowledge Management
    • Landscape Design
    • Lot Management
    • Maintenance Management
    • Maintenance Scheduling
    • Mileage Tracking
    • Mobile Access
    • Mobile App
    • Mobile Payments
    • Mobile Signature Capture
    • Multi-Location
    • Online Booking
    • Online Time Clock
    • Order Management
    • Payment Collection in the Field
    • Payment Processing
    • Pest Activity Tracking
    • Pesticide Usage Tracking
    • Photos / Images
    • Preventive Maintenance
    • Property Layouts
    • Purchase Order Management
    • Quotes/Estimates
    • Real-time Updates
    • Recurring Appointments
    • Release Management
    • Reporting/Analytics
    • Residential Properties
    • Route Management
    • Routing
    • Salt System Management
    • Scheduling
    • Search/Filter
    • Self Service Portal
    • Service Catalog
    • Service History
    • Service Level Agreement (SLA) Management
    • Service Reporting
    • Support Ticket Management
    • Task Management
    • Task Scheduling
    • Technician Management
    • Third Party Integrations
    • Ticket Management
    • Time & Expense Tracking
    • Time Tracking
    • Vegetation Mapping
    • Vendor Management
    • Warranty Tracking
    • Work Order Management

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    Reviews

    Overall rating

    4,5 /5
    (44)
    Value for Money
    4,5/5
    Features
    4,4/5
    Ease of Use
    4,2/5
    Customer Support
    4,5/5

    Already have The Service Program?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 44
    Cherylyn S.
    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

    Time Saving Software

    Reviewed on 2019/09/09

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

    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!

    Kelley R.
    Overall rating
    • Industry: Consumer Services
    • Company size: 11-50 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

    Best routing program out there

    Reviewed on 2020/04/23

    We are extremely happy with this program, and we highly recommend it to any company needing a...

    We are extremely happy with this program, and we highly recommend it to any company needing a scheduling software in the service industry.

    Pros

    Taking our paper door tags digital has been amazing. The training and customer support has made learning how to use and operate this program a breeze. I couldn't be happier about the change.

    Cons

    There have been a few minor items that weren't available at first, but an email to the development team has been all that was needed to make the changes I needed to happen.

    Response from Westrom Software

    Thank you for taking the time to review The Service Program. We are happy to hear of your positive experience with our company as a whole, as we are committed to providing exemplary customer service.

    Providing our customers with features in which they can easily communicate with their customers is essential and knowing you are utilizing the digital door tags lets us know we are on track.

    Thanks again for your feedback.

    -The Westrom Software Team

    Leonard C.
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support

    A spread sheet manipulator that is not flexible & will work if you conform to their way of...

    Reviewed on 2016/02/01

    This system is ideal for A/C Repair, Pool Cleaning, Pest Control, etc. t was designed for just...

    This system is ideal for A/C Repair, Pool Cleaning, Pest Control, etc. t was designed for just those type businesses. Lawn Care mow and blow operations that get it done no matter what is another business that will be able to use it.

    Being in Lawn Care but quality not quantity oriented, sometimes we end up spending extra time that slows down production. There's no quota. We're more of a grounds keeping service that spends time to service all yard issues in one stop.

    I attempted to install this product twice. Each time I spent weeks keying data about my customers on different forms that reference and cross reference each other. It is difficult to set up if you have any number of customers. Be careful.

    I found that because we spend extra time to do service it was very difficult to manage what work would be scheduled on what day. We work on a two week cycle. My old system had no trouble with that. This system demands a rigid schedule. It seems in order to combine or slip schedules you have to change every task instead of the group. And if I did that the system changed the routing to zig-zag the truck.

    They tried desperately to shoe horn me into their model, but it was never going to work. I made several suggestions to them that would have easily improved the flexibility of the system, and, I might have been able to use it, but they chose not to undertake them.

    Support during installation is very difficult. There are very small windows of limited availability for training. There is no help text, no documentation, no knowledge base, and some videos that may be helpful to an issue. Also, what they call support is really technical support, to fix broken programming, it's not real customer support. So you either call Training with operational issues and hope that you get a response within 24 hours unless you are fortunate enough to catch them on the phone or you wait.

    They are always courteous and attempt to be helpful. But chances are if you are in any way unique they will be stymied. I think they are very limited in their lawn care knowledge area. It's all the same, right?

    I can't imagine a large company using this, although I'm sure that they will claim hundreds. With too much keying you can't set this and forget it. A small startup could ease into it because it doesn't require a large financial investment up front and they won't have a lot of customers to start with.

    The mobile app fixes all that is what I was told.

    Response from Westrom Software

    Hi Lenny, we appreciate your feedback. As you are aware, your monthly subscription provided daily open Q&A forums per week to call in speak to a Live Trainer. Tech support is available M-F. and you never used the online help documentation with step by step screen shots, training recordings. We offered an lawn industry coach since your company is unlike hundreds of other landscape companies by schedule routes for customer lawn maintenance. Since you charge per service visit, there is ONE button in software to generate Route Stops to Tasks (populating customer's preferred pricing). Once serviced (by paper or Mobile app) the quick complete generates INVOICES in QBs. No Double entry.. We wish your business well.

    Jeff F.
    Overall rating
    • Industry: Accounting
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    Outstanding Product

    Reviewed on 2020/11/28

    For the past 12 years I have used this software, I have been more than satisfied with not only the...

    For the past 12 years I have used this software, I have been more than satisfied with not only the Service Program but the customer service/tech support as well. The only very minor problems I have had with the program was due to my lack of not performing the updates. When notifying tech support through the software they would respond within minutes and conduct the updates for me immediately.
    This is an outstanding product and a first class tech company!

    Pros

    I run a small pond/lake management business. Twelve years ago I wanted to expand my customer base but did not want to hire an office person or bookkeeper to process the additional invoicing or paper work. I needed a software program that had these features:

    1. On a mobile device for use in the field.
    2. Customizable.
    3. Capable of recording data and creating a sales ticket.
    4. Had to interface with QuickBooks for month-end invoicing, eliminating all double entry into an accounting program.
    5. Reliable and easy to use.
    6. Affordable

    Not only did the Service Program meet all of my criteria but has exceeded my expectations.

    Cons

    The Service Program does allow some legacy data retrieval on a mobile device but it is a bit cumbersome to access. This is not the case on the desktop.

    Response from Westrom Software

    We appreciate you taking the time to provide such a detailed review. We're so pleased to hear of your success with The Service Program!

    Your insight helps to ensure we are not only providing software built to industry standards but quality customer service as well.

    Thanks again for your feedback!

    Jay W.
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

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

    Reviewed on 2017/06/06

    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.

    Showing 5 reviews of 44 Read all reviews

    The Service Program FAQs

    Below are some frequently asked questions for The Service Program.

    The Service Program offers the following pricing plans:

    • Starting from: US$49,00/month
    • Pricing model: 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

    The Service Program has the following typical customers:

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

    The Service Program supports the following languages:

    English

    The Service Program supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    The Service Program integrates with the following applications:

    QuickBooks Online Advanced, Quickbooks Online

    The Service Program offers the following support options:

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

    Related categories

    See all software categories found for The Service Program.