Lead Management & Tracking Software
- Manage Leads All in One Place
- Lead management software
Manage all your service lead records in one centralized database. Track and score leads view communication history
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.
- Call to Action
- Brand Interest
Name of the Lead
Add Customer Details of the lead
Qualified , Accepted , Rejected - Manage and Track Lead Status
Follow up Via Email Text or Phone - Set a action item for your team
Friend and Family , Facebook , Google Ad words - Assign and Track campaign information for the lead
Prospect for Product / Service / Training
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
Ticketing software for any Service business, any size
- Improve service response times
- Save time and lower costs
- Enhance productivity
process customer requests faster and more efficiently
Quick and easy setup allows you to grow effectively over time
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 Service tickets
- Create your Service Ticket Inquiry
- Create a new ticket from the Menu + Add New Ticket / Inquiry
- Customer name
- Upload Images
- Convenient Date
- Select Address
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
Select Customer Name
Appliance repair - Type of service company you are registered as
Write down brief description about the customer complaint about the appliance repair issue
Please attach images shared by customer of the problem
Select the convenient date and time based on customer suggestion
Please select the customer address for the service technician appointment
Create your Estimate
- Create Beautiful Estimate
- Impress your Client
- Online Accpecptance
ServiceSeers helps you to create beautiful estimates with photos and modern templates
ServiceSeers offers electronic signature for your customers
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
- Bill To
- Choose Address
- Add Item
- Enter Quanity
- Enter Product or Service Sales Price
- Markup or Margin
- Charge Tax
- Add Discount
Create new Quotation or Estimate
Select Customer Name
Select appropriate Service address
Add list of products or Services
Enter Quantity for the line item
Please add product or Service Sales Price
Add Markup and Margin
Add Tax Manually or Selected Pre-entered tax based on the county
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 .
Add Job Location Details
- Job Name
- Job Location
- Valid Until
- Prepeared By
Add a meaningful Job Name for example - John Doe Basement Job
Attic , Basement , Kitchen add more important details about the job location
Validity date of your Estimate
Add details of the user who prepared the Estimate or Quote
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 ....
Convert an Estimate Into a Workorder
- 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
Convert to Invoice
- 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
Work orders or Jobs
What is a Work Order or a Job ?
- 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.
Create your first work order
- Enter Bill to
- Select Service Address
- Add item
- Add Txes
- Add Discount
Select Service Address
Add service or product details from master
Add taxes if applicable
Add services and describe what work was performed as part of the execution of the job !
Add line items products or services
- 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.
Assign Team Member or Field Service Technician
- 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 and Finish Work Order
- Start Work Order
- Finish Work Order
Service tech can start the work order to log time
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.
How To Create Business Invoices Quickly & Easily Using InvoiceMakerPro
- 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.