• Manage Leads All in One Place

Manage all your service lead records in one centralized database. Track and score leads view communication history

• Lead management software

Start using ServiceSeers lead management software to organize and prioritize your leads

Add company and contact records, log all the lead activities , See every interaction you've had with contacts, and use this data to build campaigns that close more deals.

• Name

Name of the Lead

• Account

Add Customer Details of the lead

• Status

Qualified , Accepted , Rejected - Manage and Track Lead Status

• Call to Action

Follow up Via Email Text or Phone - Set a action item for your team

• Source

Friend and Family , Facebook , Google Ad words - Assign and Track campaign information for the lead

• Category

Prospect for Product / Service / Training

• Brand Interest

Product interest

Score and set Call to Action and prioritize leads.

Make it easy to identify the most qualified leads by assigning status.
Use your lead – Call to action and Status to prioritize follow-up for your sales team, or set up workflows to notify reps when their prospects needs to be communicated via which preferred communication channel

• Improve service response times

process customer requests faster and more efficiently

• Save time and lower costs

Quick and easy setup allows you to grow effectively over time

• Enhance productivity

Use workflows, automation, and AI to route your tickets to the right agent

Solve customer support tickets via web, email, phone, SMS all in one place.

• Create your Service Ticket Inquiry

With Service tickets, you can organize all of your customer inquiries in one place and track trends over time. You can create individual work orders from Service Ticket Inquiry document,
Additionally, customers can be given access to customer portal for seamless workflow

• Create a new ticket from the Menu + Add New Ticket / Inquiry
• Customer name

Select Customer Name

• Service

Appliance repair - Type of service company you are registered as

• Description

Write down brief description about the customer complaint about the appliance repair issue

• Upload Images

Please attach images shared by customer of the problem

• Convenient Date

Select the convenient date and time based on customer suggestion

• Select Address

Please select the customer address for the service technician appointment

• Create Beautiful Estimate

ServiceSeers helps you to create beautiful estimates with photos and modern templates

• Impress your Client

ServiceSeers offers electronic signature for your customers

• Online Accpecptance

Get customer Approval online and start working on converting it to Invoice or work order based on your job requirement

Do you create estimates, quotes, or proposals for prospective customers before you start a job?
You can create your estimates in ServiceSeers, email them to customers, and then convert them into Work orders for your service technician to start the Job once the job is complete convert it to an invoice after you complete the work. Here’s how you do it.

• Navigate to Plus sign

Create new Quotation or Estimate

• Bill To

Select Customer Name

• Choose Address

Select appropriate Service address

• Add Item

Add list of products or Services

• Enter Quanity

Enter Quantity for the line item

• Enter Product or Service Sales Price

Please add product or Service Sales Price

• Markup or Margin

Add Markup and Margin

• Charge Tax

Add Tax Manually or Selected Pre-entered tax based on the county

• Add Discount

You can additionally add discount

Once you maintain your product and service master all you have to do is to select appropriate product or service at the line item level .
You can send email or Text estimate to your customer , customer can accept quote electronically and you can get immediately notified of the status change .

• Job Name

Add a meaningful Job Name for example - John Doe Basement Job

• Job Location

Attic , Basement , Kitchen add more important details about the job location

• Valid Until

Validity date of your Estimate

• Prepeared By

Add details of the user who prepared the Estimate or Quote

• Notes

Add Customer Notes and write a message to customer

Add meaningful information for your service technician so he / she knows what to expect before they even step foot at the Job site ....

• Approved Estimates

Approved Estimates can be converted to a work order

Once your customer approved your estimate you can convert it to a Work Order and assign it to your preferred Service Technician

• Completion of work

After successful Job completion you can convert the work order to an invoice

When your customer approved your estimate and you finish your work for this customer, you can convert the estimate into an invoice form your list of estimates simply by clicking Convert to invoice on the estimate details

• Create your First work Order

Add product or Services to performed by service technician

A work order / Job is a document (digital or paper) that describes maintenance work approved for execution, Work orders can be submitted to customers and staff, depending on the type of business, industry, and facility being managed. In addition, work orders provide details about the work to be completed, such as location, skills requirements, and tools needed products needs to install etc.
Additionally, it can describe what services needs to performed at the job site.

• Enter Bill to

Select customer

• Select Service Address

Select Service Address

• Add item

Add service or product details from master

• Add Txes

Add taxes if applicable

• Add Discount

Add discount

Add services and describe what work was performed as part of the execution of the job !

• Choose products or services from the master

Add line item details

You can add Products or Services from the product master or service master , this will help Field service technician to perform his Job without any dealy.

• Assigning Work Orders to Technicians

Assign work order to one of your team members

You can assign a work order to your service technicians. The assigned technician(s) appear on the work order, where both you and your client can see the work order assignment. Additionally work order will be also appear on employees calendar for assigned date and time slot .

• Calendar view

Work order will be displayed on scheduler calendar

All work orders will be displayed on calendar for scheduler to manage scheduling and assigning jobs with efficiency.

• Start Work Order

Service tech can start the work order to log time

• Finish Work Order

Service tech can mark it for completion when the work is complete

Field service technician can start and mark the work order after for completion when the job is complete.

• Saving an invoice as a draft

Accept payments and automate your accounts receivable.

a brief but informative blog about how to create business invoices quickly and easily.

When you need a quick invoice, the last thing you want to do is fiddle with your computer's word processor. You just want to be able to get the information down and get it out. You need an app for that. Enter Invoice, a handy little tool that lets you create PDF invoices as fast as you can type them.

Jobcam is a tool that helps you manage your projects more efficiently and effectively. With Jobcam, you can easily add photos and documents to your projects, and share them with your contacts. You can also invite your contacts to join your projects, and collaborate with them in real time. Jobcam is designed to simplify your workflow and enhance your productivity.