Product

Serving the trades for 30+ years

Built for Your Business

ServiceFactor is purpose-built for the complexities of both commercial contracting and residential service — toggle to see workflows designed for each.

Intelligent dispatching and GPS tracking

Inventory and equipment management across sites

Technician performance scorecards and reporting

Integrated payment options with credit, debit, ACH

Flat-rate price book with Good/Better/Best presentation

Automated appointment reminders via SMS & email

Membership & service agreement management

On-the-spot payment collection with digital receipts

Customer portal for self-service scheduling & history

AIA contract billing options

Technician performance scorecards

Ability to manage multi-site, multi-timeline projects

Flat-rate price book with Good/Better/Best presentation

Automated appointment reminders via SMS & email

Membership & service agreement management

On-the-spot payment collection with digital receipts

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Blue rounded triangle shape pointing left on a transparent background.

Core Platform

Scheduling & Dispatching

Intelligent dispatch board with color-coded zones, crew scheduling, and capacity planning perfected over 30 years.

CRM & Customer Management

Full customer history, equipment records, service agreements, and communication tools in one unified profile.

Field Mobile App

Empower technicians with a powerful mobile app for job details, photos, forms, time tracking, and on-site payments.

Invoicing & Payments

Generate professional invoices in the field, collect payments instantly, and sync automatically to your accounting system. Integrate with Quickbooks for your accounting all in one place.

Reporting & Analytics

Real-time dashboards and custom reports to track revenue, technician performance, job profitability, and more.

Scheduling & Dispatch

The Right Tech. The Right Job. Every Time.

Stop the back-and-forth. ServiceFactor's dispatch board gives your office team a real-time view of every tech, every job, and every gap in the schedule — so you can fill gaps fast and keep customers happy.

Drag-and-drop scheduling board with live GPS technician locations

Skill-based and zone-based job assignment rules

Route optimization to reduce drive time and fuel costs

Automated job reminders sent to customers and technicians

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GPS dispatch map showing technician locations and routes near Cape Canaveral and surrounding areas.

CRM & Customer Management

Every Customer.
Complete Picture.

Every interaction, every piece of equipment, every note all in one customer record. Your team walks into every call already knowing the history.

Unified customer timeline with calls, jobs, invoices, and communications

Equipment tracking with installation dates, warranties, and service history

Service agreement and membership management with auto-renewal billing

Built-in communication hub: SMS, and email in one place

Field Mobile App

Put the Office in Your Pocket.

The ServiceFactor mobile app is built for the field. Offline-capable, intuitive, and packed with the tools your techs need to do great work and represent your business.

Full job details, customer history, and site notes — offline available

Photo capture, custom forms, and digital checklists

Good/Better/Best proposal presentation with customer signature capture

On-site payment collection: credit card, ACH, and financing

Real-time status updates visible to the office instantly

Invoicing & Payments

Invoice in the Field. Get Paid the Same Day.

Eliminate the billing backlog. ServiceFactor lets your techs close jobs, generate invoices, and collect payment on-site — with automatic sync to your accounting software.

Field-generated invoices with line-item detail and company branding

Accept credit/debit, ACH in one workflow

Integration with QuickBooks Online

Transparent pricing structure

Reporting & Analytics

Stop Guessing.
Know Your Numbers.

ServiceFactor gives you the data you actually need including revenue by source, job profitability, and technician efficiency.

Real-time revenue, profitability and gross margins in one place

Technician scorecards: jobs completed, revenue generated, and customer ratings

Job profitability reports with labor, parts, and overhead breakdowns

Custom report builder — filter by date, trade, location, and more

Business dashboard showing work orders, quotes, invoices, billed jobs, total billed, and revenue vs missed revenue chart.

Service Agreements & Memberships

Turn One-Time Customers Into Recurring Revenue.

Service agreements and maintenance memberships are the fastest way to build a predictable revenue stream. ServiceFactor makes it easy to sell, manage, and deliver on them.

Customizable agreement templates and reminders

Easy visit scheduling when agreements come due

Renewal reminders and auto-billing for recurring memberships

Commercial SLA tracking with escalation alerts for missed response windows

Purchasing & Inventory

Make Managing Inventory A Breeze.

Know exactly what's on every truck and in every warehouse. ServiceFactor's inventory management keeps your parts organized, your costs tracked, and your techs ready.

Inventory tracking across warehouse locations and technician trucks

Purchase order creation with vendor management and approval workflows

Reorder alerts when stock falls below defined thresholds

Parts usage tracked per job for accurate job costing

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Both Sides of Your Business,
Running In One Place

Built for Your Business