ServiceBench Reviews & Pricing

Key Features

• Contact Database: Create, store and manage a central database of all contacts such as employees, technicians, third-party vendors and customers with details including address, phone numbers, email addresses, communication history and more. 
• Scheduling and Calendar: Schedule one-time, recurring, maintenance and group jobs with a drag-and-drop, color-coded calendar. View schedules using filters for days, weeks, months, assigned field technician, coverage area and availability for maximum efficiency and complete visibility. 
• Routing and Dispatch Management: Get live locations of field staff for real-time dispatch and routing instructions. Send optimized routes, track arrivals to monitor driving behavior, calculate time and fuel costs, and optimize continually.  
• Quotes and Estimates: Create and share customizable and branded quotes and estimates with customers for approval.  
• Billing and Invoicing: Create, share and store customizable and branded invoices and work orders using readymade templates. Capture client signatures with touch-enabled devices. 
• Online and Mobile Payments: Collect payments on the field with instant invoice payments through credit cards. Send payment requests through mail or SMS. 
• eSignatures: Collect customer signatures for approval on various documents as required, such as service agreements, invoices, warranties and more. 
• Client Portal: Offer a self-serve portal for clients to make online service requests, check and approve quotes, monitor appointment details, pay bills and invoices, print receipts and share feedback.  
• Service History Tracking: Automatically store and access service history records for each customer along with details like address, order requests, assigned technicians, tools and assets used, upcoming work orders, notes, documents, photos and invoices.  
• Inventory Management: Build and manage inventory centrally by adding items, using barcode scanning to access usage information and taking stock counts. Manage inventory items in real time and maintain stock levels by setting up reorder points. Filter and search all inventory items in a few clicks. 
• Job Management: Segregate field staff and teams by location, skills and availability for efficient dispatch and scheduling. Track clock-in and clock-out times, progress and current status of the job, pending tasks, and more to manage each service order. Manage multiple units and franchises from a single platform. 
• Time Tracking: Manage automated employee timesheets for each work order and record labor costs for accurate payroll processing. 
• Technician Management: Assign jobs to best-suited and available field technicians based on coverage area, skills, costs and availability. Track field technicians and optimize routes with live locations. Communicate with field staff in real time through SMS and email. 
• Work Order Management: Create, update and manage work orders for one-time, recurring, maintenance and group jobs, including details like addresses, issues, materials required, field staff assigned, estimates, checklists, warranties, waivers and more.

Limitations

•  Difficult to navigate user interface. 
•  Customer services are difficult to reach. 
•  Invoicing and Claims features have limited functionality. 
•  The program is slow to load and freezes sometimes. 

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