ServiceWorks

Our favorite is the texting capability with our customers in their jobs and the part inventory and EVERY manufacturer part for appliances being in the system and we do not have to add part numbers or prices in, OMG such a time saver. I love being able to customize our own invoices to show what we need it to for our business. Entering a customers information and scheduling is very easy and fast since it is all o one page, no switching pages or screens.

I have had a few issues with reports or some things not saving properly. The issues are minor compared to what I have experienced with other software or the mobile app though. When updates happen sometimes there is glitches, but their support when you reach out is fast with fixing or having a resolve.

Great tech support and availability; SD mobile allowing office and in-field techs both able to see the progression and status of service calls, and a big time-saving help to the techs. However, while it's a time-saving boon for the techs, it has caused probably double the amount of time spent in office for this system vs. Swiftlink. It is also very nice to have the parts inventory linked to the jobs tickets/invoices.Warranty claim management and filing has been more streamlined with ServiceWorks and we find this to be a huge benefit.

Customer address: A glaring fault in this program is that there is only one address line for addresses, which is enough of an issue in itself that I would never choose this program again because of this one thing! In our area, 3/4 of our population is transient, lots of 2nd/3rd homes, and the need to have further defining information for many addresses which requires a 2nd address line or a line for a business name and then an Attn: line. One address line is a very outdated entry form and really unheard of any more. PARTS: The special order parts chart for checking in parts can be a real pain when "tentative parts" are allowed to plug the chart up. We were of the understanding that we could have a Master List of parts we stock and that there was another place we could have nonstock parts listed ... this doesnt appear to be the case - if you want a record of non-stock parts that happen to be in the office stock, they need to be in the Master List in order to select them from the inventory or to see that we even have them... we worked out a system to mark those nonstk parts in the Master List; also it would be nice to have a field where you can put the date the last time a part in the Master List was updated... we worked a system out for that as well. LOCATION finder for dispatch map: is often wrong, often not very accurate... would need to link to a better GPS system in order for this to be dependable and useful for mapping routes.