COMMERCIAL SERVICE CONTRACTOR SOFTWARE
Handle Complex Estimates, Service Agreements and Inventory
As a commercial contractor, you need an intuitive application that works the way you do. Our commercial service contractor software lets you build proposals and standardize them with your branding. Keep track of installed equipment including complete service histories. Allow your techs access to service history per equipment with all essential notes, attachments, and pictures.
Create and Manage Service Agreements
With our field service management app, you can easily create service agreements and send them to your customers using our proposal templates. Customers can either request revisions or approve them online. With a single click, assign approved service agreements to customers and schedule all the jobs the agreement calls for.
Know which service agreements are most profitable with real-time reporting. Track time for each service call per tech and know how many services have been completed against the agreement.
Build Customized Estimates
Commercial proposals can be multi-paged and require customization. You need to capture the all the details and set profit margins. Our commercial estimating software allows you to create estimates with multiple phases and set cost and revenue requirements for each phase. Send estimates electronically and get approval signatures digitally, then convert estimates into jobs with just a click.
Manage Equipment and CRM Information
Your techs need to know exactly which equipment needs their attention, where, and when. With complete customer history available on the IndusTrack mobile app for each equipment item at every service location, techs have all the info they need to complete their work quickly and efficiently.
Keep track of all your equipment at each customer location with serial numbers, QR codes or bar codes. Know exactly when installation warranties, manufacturer warranties, or service warranties expire. Run specialized reports to see how many jobs are completed and by which tech, based on service agreements.
Faster Response With Job Queues
Keep track of all commercial projects with job queues. Look at unassigned, assigned, on hold, and completed job queues on one screen, and easily move the jobs from one queue to a different job queue. If the job is put on hold for any reason, field techs can indicate why, such as “Waiting on customer,” “Parts ordered,” or “Waiting on parts.”
Keep Track of All Your Parts and Warranties
Easily manage parts used and warranties on each item of equipment. Assign serial numbers, bar codes, or QR codes to each service item. Easily check in/check out via desktop or mobile device, avoid under-invoicing, and track exactly which items are installed at specific customer sites. Trace parts from ordering all the way through to installation and warranty. Enable proactive service of wear items and warranty reimbursements.
Provide the Best Customer Experience
Protect your commercial service accounts against competition by giving your customers proactive reminders and notifications of upcoming jobs and services. Deliver proposals and invoices in the format, and with the level of detail that they require. Dedicated customer portals give them continuous visibility into their equipment and service history, estimates, and invoices.
Dave Junglen
CROSSTOWN MECHNICAL
“We were using excel sheet for quoting, A system for GPS tracking, and a different system for dispatching. We wanted one software that can do all in one software without breaking the bank. We also have 10+ year of data in our current system. We were looking for partner that can migrate data, provide on boarding, and ongoing support. With IndusTrack transition was smooth. Additionally, were able to significantly reduce time and cost.”