ServicePal is a electronic clipboard for your work orders, invoices and payments. With ServicePal, service contracting is paperless and effortless.
- Minimize paperwork.
- Accept debit/credit cards (optional, requires OpenEdge merchant account)
- Scheduling and dispatch jobs with ease
- Up-to-date pricing book at your fingertips
- Sell more service/maintenance agreements
- Shorten drive time and technician idle time
- Work offline
- Capture customer signatures, photos and notes
- Email paperwork and receipts to customers
- No long term contracts, no commitments. Pay-as-you-go.
- Price Book with support for Flat Rate pricing
- Offer discounts and coupons
- Sales tax calculation. Supports multiple rates
- Barcode scanning
- Custom invoice formats
- Equipment tracking
- Supports multiple service locations
- Turn-by-turn navigation and Apple maps integration
- Industry specific work order forms
- Customize invoices using drag/drop Form Designer
- Email forms to customers and your back office
- Integrates with Apple and Google contacts
- Capture weekly time cards
- Highly secure cloud solution. All transactions encrypted
- GPS Integration
- Pre-built forms: Invoice, Work Order, NFPA-72, HVAC Work Order, Pool Cleaning, Landscape Maintenance, Insulation Estimate, HVAC Maintenance Agreement, L1 and L2 Chimney Inspections, Dryer Vent Inspection, Safety Inspection, Multi-Unit, Inspection, Pest Inspection, Equipment Inspection (Water heater, Boiler, Furnace, Water Heater) and more...
Note: Continuous use of GPS in the background may reduce battery time drastically.
Works across field service disciplines
- Air Quality testing
- Chimney Sweep, Fireplace/Hearth/Stove repair
- Electrical services
- Elevator Repair
- Facilities Management
- Fire Inspections, Fire Safety (NFPA-72)
- Hood Cleaning / Commercial Kitchen service (NFPA-98)
- HVAC (Heating, Ventilation & Air Conditioning)
- Inspections (fire, property, state and local government)
- Machine Calibration
- Pest & Termite Control
- Pool Service
- Rental Agencies
- Solar panel installers and more
- This is a must have app for any service provider in any industry! The app is very user friendly and allows the user to create and customize forms specific to their industry. So far we have forms for Quotes, Work Orders, Invoices, Change Orders, Inspections, Job Hazard Assessments and Confined Space Entry Permits with more in the works. In addition to form creation and many other great features, ServicePal’s tech support is amazing. Both app and support are 5 star all way!
- The most straightforward, adaptable, and easy to use app in its class. The form builder allows you to make beautiful, fully customized worksheets, invoices, estimates, inspections, ...whatever you need. All kept and synced in the cloud...no tech burden or experts necessary. My company has been fully paperless in the field for 1.5 yrs...Impossible without ServicePal. Thanks!
- We have been utilizing this app in our service department and found it to be very beneficial. Not only to us as a company, but for our customers as well. It’s very simple to use and easy to track all of our service work we provide our customers. This is a great app and we intend to continue to find more ways to implement this into the service we provide our customers.
- This app has been greatly beneficial to our HVAC company. I enjoy the ability to share information about jobs with our service techs. The tech support team is also very responsive to the questions that I have.
- This is the first mobile solution we have been able to use for our air filtration business. ServicePal is critical to our ongoing maintenance and service offerings. With ServicePal we are able to service our customers more consistently and see if we are running behind on jobs.
- ServicePal is the only app that allows me to go fully paperless for my HVAC business.