Features

All-in-One Field Service Management Software: Streamline Operations with Service Pro®

Service Pro in Action

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Back Office

Empower Your Back Office to Move Your Business Forward

Optimize productivity and boost revenue streams by replacing your outdated process with a more efficient service software. We work with top enterprise field service companies to make sure they have the solutions they need to maximize revenue.  

Book a 30-minute demo to learn how Service Pro can transform your business.

We offer the option to add Customer Portal to your Service Pro experience for enhanced order status and service request history. Check out our add-ons for more information.

Calls

Open a pre-work order call as requests come in
Convert service calls directly to work orders
Connect IoT and remote monitoring devices to receive important updates

Contracts

Build out and manage complex service contracts
Track and schedule our preventative maintenance contracts
Track and capture warranty contract revenue

Parts and Inventory

Track and assign inventory from warehouses or trucks
Track inventory number and location to schedule technicians who have easy access to the right parts

Quoting

Win more business by quoting out follow up or recommended work
Track won or lost quotes
Quickly convert quotes to work orders without multiple clicks

We simply could not function effectively without Service Pro. Everything we need to do, it’s able to do.”

Managing Director, BTU Group

Mechanical Equipment

Scheduling

Schedule the Right Worker for Every Task Quickly, Accurately, and Effortlessly—Saving Time and Reducing Paperwork

Each organization with a large field workforce faces a tremendous challenge to get the right field workers to the right job assignments, whether you’re scheduling field service technicians, inspectors, emergency response workers, or public workers. MSI Data offers the premier service scheduling software for service technicians that guarantees the right field tech is assigned to each project, dramatically improving scheduling efficiency.

The ability to take a call, easily troubleshoot and convert to a work order for an appointment to be scheduled has been amazing.”

Field Operations Manager, Total Energy Systems

Power & Energy Equipment

Dynamic Scheduling Board

Easily dispatch the right technicians for the right job using the Service Pro scheduling board
Simply drag-and-drop appointments for efficient and reliable scheduling
Switch between daily, weekly, or monthly views to properly view your service work

Comprehensive and Configurable

Filter down to the technician, branch location, or experience and certifications
Configure your work order status to easily see what work is yet to be scheduled, in progress, or completed

Map View

Extensive viewing options
Real-time map view of active technicians, appointments, and equipment

Mobile

Empower Your Field Team

Equip your field service technicians with an offline-capable mobile app. Stay ahead in a competitive, compliance-focused landscape with mobile-first solutions standardized across all devices. Our user-friendly solution ensures efficiency to maximize productivity and outpace the competition.

Modernize Your Field Service Operations with Service Pro

True Mobile Experience

Integrate directly with your ERP to accurately capture parts, labor, and documentation
Works both online and offline to keep technicians on the job
Instant notifications with new or updated appointment information
Available in iOS, Android, and Windows app stores

Digital Forms & Checklists

Complete paperless inspections from simple questionnaire checklists to complex multi-level safety inspections
Capture pictures, videos, and digital signatures while onsite
Capture labor and time with punch clocks or status sequences
Voice to text to support quick and easy note gathering

Information At Your Fingertips

Access valuable equipment history from previous work orders, inspections, and notes while in the field
View available inventory with smart search
Utilize barcode scanning or search by serial number on any device enabled
Auto-Sync capabilities to keep information updated and accurate

The mobile application has been a game-changer, providing technician with real-time access to job details, customer information, and service history.”

Director of Partnerships, Piedmont Door Solutions

Fire, Life & Safety Equipment

Reporting

Gain Visibility Into your Field Service Operation with Advanced Reporting

Harness the power of your data to achieve service excellence with Service Pro’s powerful reporting capabilities. Uncover invaluable insights to fine-tune operations, boost customer satisfaction, drive profitability, and propel your business towards success.

Seeking deeper insights into your field service operations?
Explore our Business Intelligence add-on and unlock the power of data to drive service excellence, boost technician efficiency, and maximize revenue potential without the need for IT support.

Capture

Increase visibility into your business by identifying, setting, and tracking Key Performance Indicators (KPIs) in real-time
View key metrics into areas such as Customer Retention, Operations, Technician, and Invoicing
Capture and discover key data points that will change your business
IoT & remote monitoring device reporting

Digest

Create unlimited visualizations from critical data with over 19 available charts and diagrams to choose from
Give your leadership and executives dynamic dashboards to make data-based decisions

Act

Analyze individual technician performance, view trends proactively, and identify potential problems before they impact your customers
Identify opportunities to maximize your service profitability
Increase operational efficiency with the data you need

Interested in exploring Service Pro's features further?

Schedule your demo today and take the first step towards streamlined operations and enhanced efficiency.