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Over The Service Program
QuickBooks add-on servicesoftware met verzenden, routeren, werkorders, onderhoudsschema's, GPS, mobiele en klantenservicetools.
Twelve years ago I wanted to expand my customer base but did not want to hire an office person or bookkeeper to process the additional invoicing or paper work.
There is no 'AUDIT' built into the program to view who may have deleted a task or customer, and to view what the task or customer was.
Reviews filteren (59)
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Reviews filteren (59)
Amazing program!! :)
Opmerkingen: So far I love it alot it makes keeping track of the work that we do very easy.
Pluspunten:
The customer service is amazing as well the system is very easy to use! :)
Minpunten:
Only con I have is I hope the actual app comes out soon, sometimes when the technicians use the web page they have some issues.
A Program That Works for You.
Opmerkingen: I think that both versions of the software are excellent. We used the desktop version originally and found it to be an excellent tool for the techs in the field. The online version is better in that is allows the techs to see the history of the location they are servicing.
Pluspunten:
The information flows back and forth between the program and our accounting software. ALSO, they are constantly adapting to our needs and making the changes we need to accomodate our customers.
Minpunten:
That the online version is still evolving.
A spread sheet manipulator that is not flexible & will work if you conform to their way of operation
Opmerkingen: This system is ideal for A/C Repair, Pool Cleaning, Pest Control, etc. t was designed for just those type businesses. Lawn Care mow and blow operations that get it done no matter what is another business that will be able to use it. Being in Lawn Care but quality not quantity oriented, sometimes we end up spending extra time that slows down production. There's no quota. We're more of a grounds keeping service that spends time to service all yard issues in one stop. I attempted to install this product twice. Each time I spent weeks keying data about my customers on different forms that reference and cross reference each other. It is difficult to set up if you have any number of customers. Be careful. I found that because we spend extra time to do service it was very difficult to manage what work would be scheduled on what day. We work on a two week cycle. My old system had no trouble with that. This system demands a rigid schedule. It seems in order to combine or slip schedules you have to change every task instead of the group. And if I did that the system changed the routing to zig-zag the truck. They tried desperately to shoe horn me into their model, but it was never going to work. I made several suggestions to them that would have easily improved the flexibility of the system, and, I might have been able to use it, but they chose not to undertake them. Support during installation is very difficult. There are very small windows of limited availability for training. There is no help text, no documentation, no knowledge base, and some videos that may be helpful to an issue. Also, what they call support is really technical support, to fix broken programming, it's not real customer support. So you either call Training with operational issues and hope that you get a response within 24 hours unless you are fortunate enough to catch them on the phone or you wait. They are always courteous and attempt to be helpful. But chances are if you are in any way unique they will be stymied. I think they are very limited in their lawn care knowledge area. It's all the same, right? I can't imagine a large company using this, although I'm sure that they will claim hundreds. With too much keying you can't set this and forget it. A small startup could ease into it because it doesn't require a large financial investment up front and they won't have a lot of customers to start with. The mobile app fixes all that is what I was told.
Reactie Westrom Software
9 jaar geleden
Hi Lenny, we appreciate your feedback. As you are aware, your monthly subscription provided daily open Q&A forums per week to call in speak to a Live Trainer. Tech support is available M-F. and you never used the online help documentation with step by step screen shots, training recordings. We offered an lawn industry coach since your company is unlike hundreds of other landscape companies by schedule routes for customer lawn maintenance. Since you charge per service visit, there is ONE button in software to generate Route Stops to Tasks (populating customer's preferred pricing). Once serviced (by paper or Mobile app) the quick complete generates INVOICES in QBs. No Double entry.. We wish your business well.
Time Saving Software
Opmerkingen: Time, scheduling, employee time, sub contractor job entry just to name a few
Pluspunten:
It doesn't try to boss my financial software around, so many features you can customize what works for you, reporting features, filtering features, etc. What isn't there to love..
Minpunten:
Initial cost. But, I did appreciate the terms worked out and well worth the money!
Reactie Westrom Software
6 jaar geleden
Thank you for taking the time to review The Service Program. As you mentioned, The Service Program was meticulously developed so that it works seamlessly with QuickBooks rather than conflicting with it. We truly appreciate you sharing the many software features that are benefiting your business. Your feedback is vital to our growth, thanks again for sharing!
Best routing program out there
Opmerkingen: We are extremely happy with this program, and we highly recommend it to any company needing a scheduling software in the service industry.
Pluspunten:
Taking our paper door tags digital has been amazing. The training and customer support has made learning how to use and operate this program a breeze. I couldn't be happier about the change.
Minpunten:
There have been a few minor items that weren't available at first, but an email to the development team has been all that was needed to make the changes I needed to happen.
Reactie Westrom Software
5 jaar geleden
Thank you for taking the time to review The Service Program. We are happy to hear of your positive experience with our company as a whole, as we are committed to providing exemplary customer service. Providing our customers with features in which they can easily communicate with their customers is essential and knowing you are utilizing the digital door tags lets us know we are on track. Thanks again for your feedback. -The Westrom Software Team
AWESOME PROGRAM
Pluspunten:
i like that they set it up based on our needs. they have been great to work with. i highly recommend
Minpunten:
I have nothing to complain about. again very happy with them
Outstanding Customer Support
Opmerkingen: We admittedly don't use the program for all we could (quotes/contracts/etc). We would like it even more if we learned how to use more features to streamline our operations.
Pluspunten:
It works in conjunction with QuickBooks and makes our monthly billing process VERY easy.
Minpunten:
Changing the name of the asset erases all the history of the asset. We don't understand how to take an asset out of service without just deleting it from the system. We would like to still have a record of the unit even after we sell it.
Saddleback
Opmerkingen: Good in general , Need better tutorials
Pluspunten:
We use for service call and working with rentals , mobile app slow and not always reliable
Minpunten:
Mobile app needs work , Slow downloads , Many past dates still on mobile app Old employees still on mobile app Also When making invoice in Sp and post to Qb The parts do not go to correct area, Always says unspecified site
Using TSP since 2009
Pluspunten:
Easy to keep track of jobs and do billing
Minpunten:
Task history on mobile devices could be more robust
Review
Pluspunten:
Syncing with QB & the drivers being able to upload pictures of jobs.
Minpunten:
Had a little trouble getting help with some issues at first. But its better now.
Review 452023
Opmerkingen: good
Pluspunten:
Ease of use, i am very used to it now and customer service is prompt and always helpful
Minpunten:
routing for the drivers, it is not able to route the most efficient driving route for services in the route schedule
Outstanding Product
Opmerkingen:
For the past 12 years I have used this software, I have been more than satisfied with not only the Service Program but the customer service/tech support as well. The only very minor problems I have had with the program was due to my lack of not performing the updates. When notifying tech support through the software they would respond within minutes and conduct the updates for me immediately.
This is an outstanding product and a first class tech company!
Pluspunten:
I run a small pond/lake management business. Twelve years ago I wanted to expand my customer base but did not want to hire an office person or bookkeeper to process the additional invoicing or paper work. I needed a software program that had these features: 1. On a mobile device for use in the field. 2. Customizable. 3. Capable of recording data and creating a sales ticket. 4. Had to interface with QuickBooks for month-end invoicing, eliminating all double entry into an accounting program. 5. Reliable and easy to use. 6. Affordable Not only did the Service Program meet all of my criteria but has exceeded my expectations.
Minpunten:
The Service Program does allow some legacy data retrieval on a mobile device but it is a bit cumbersome to access. This is not the case on the desktop.
Reactie Westrom Software
4 jaar geleden
We appreciate you taking the time to provide such a detailed review. We're so pleased to hear of your success with The Service Program! Your insight helps to ensure we are not only providing software built to industry standards but quality customer service as well. Thanks again for your feedback!
AKSA Central
Pluspunten:
easy of use for my guys and easy to integrate with QB
Minpunten:
not sure for my guys. for what i use it for i have not problems
I have worked with the SP crew for years now. I have nothing but good things to say about them!
Pluspunten:
Very Smart bunch, out of box thinkers, (when in the box doesn't meet the need), I have never heard them say we can't do that; I know I have been a pain in there sides, but they have always treated me well and respectfully, even in my frustrated " I hate computers" moods. I am just really happy with the software, performance, and customer service. Lots of videos for training at any time schedule I choose! (I use this for new employee training and it is priceless)!
Minpunten:
well, don't like that I have to watch an entire teaching video to try and find very quick answer. (so I would like a better search method for videos to speed up finding answers). Also I never have any luck with the online tech help but sending an email to customer support and they call back works well ... for me ..
Reactie Westrom Software
8 jaar geleden
Thank you for your kind words and feedback. Your 100% customer satisfaction is our goal. Your suggestion for searching the online help manual has recently been upgraded with over 100 videos placed into 22 categories to assist finding the correct answer quickly. Please use the Search Box if easier. Reminder, your annual software support provides ongoing upgrades, tech support and ongoing daily training in Open Forum 2x a day Live with a Trainer! You are always welcome to send us your feedback and suggestions on how to improve the software or services we offer. We will do the best we can to ensure you are totally satisfied with our software and customer service.
Excellent software for our industry
Pluspunten:
This software is so easy to navigate through on a daily basis. We have a Portable Toilet company and tried another software first that we were not happy with, found Service Program and we are so glad we did. This software makes our job easy, also the technical support is outstanding.
Minpunten:
I wish there was a way to have electronic signature for quotes, work tickets and task.
Reactie Westrom Software
6 jaar geleden
Thank you, so much, for taking the time to review The Service Program. Nothing is more rewarding than knowing our customers are happy with the software. We developed this software for the industry with one goal in mind, to simplify workflow and it's great to hear that you concur! In response to your comment regarding electronic signatures we do in fact, allow for electronic signature capture, as well as adding pictures of work complete, etc. We are going to have an industry coach reach out to you on how this can easily be achieved to assure you are getting the most out of the software.
Technical Support is Absolutely the BEST
Opmerkingen: Very very positive!!!
Pluspunten:
It has many features. If a feature isn't perfect there is usually a workaround. The technical support team helps modify features if possible or if not, explains options. I can't say enough about the support. You can talk to an actual person every day during a designated time. You can email questions and receive a response in a reasonable timeframe. There is a website with many tutorials. The support makes the software GREAT. I don't care how good a product is, if you don't have good support, it's not a good product. This software has the VERY BEST SUPPORT EVER!
Minpunten:
I would like a help section catalog where you could type your question and suggestions/solutions would pop up. Although there are training videos and they are great, sometime I need more specific answers. However, an email to support gives me my answers :)
Reactie Westrom Software
6 jaar geleden
We appreciate you taking the time to provide this detailed review. Customer satisfaction is top priority here at Westrom Software. Its great to hear that our support team delivers! We are pleased to hear that you are taking advantage of our online resources and truly value your feedback. Our team is currently in the process of streamlining our robust, 24/7 Online Help Manual to provide our customers with quick solutions to common questions and scenarios at their convenience. Your feedback helps us learn how we can better enhance the customer experience and provide the best customer service possible. Thanks again for your feedback!
Great Support
Opmerkingen: Their customer support is the bomb! They are always pleasant and helpful!
Pluspunten:
I switched to QB online and switched SP with it. Then, after numerous issues with QB online (terrible support, also), we went back to QB desktop. I needed to switch the SP back at that time. They were really supportive, did it over the weekend, and checked on our company at all times. They have the best IT and support team ever (maybe QB should hire them-LOL). I would definitely recommend SP for use with a pool company! They are great.
Minpunten:
System is very powerful, and it takes getting used to. There are a lot of features and sometimes confusing on how to figure them all out.
Reactie Westrom Software
7 jaar geleden
Thank you for taking the time to leave feedback regarding The Service Program. As always, we are pleased to hear of your positive experience with our support team. We pride ourselves in our team and on providing feature rich solutions that will help you run your Service, Maintenance and Construction Pool & Spa business as efficiently as possible. We want you to get the most out of our software! In addition to our dedicated support team, we offer several training options including: a live training forum, private training and an online video training library. We urge you to take advantage of these powerful resources. Thank you again for recommending us!
Customer Service like no other!
Pluspunten:
Customer service is great! I know when we email with a request we will always get a response. The tech support via live chats is a great way to solve simple issues as well. If a feature is not currently available TSP is always willing to customize things so we are able to do/show what we want. This program has allowed us to introduce mobile devices in the field for our pool techs which can then be tracked live back at the store. It has helped keep “misses” from happening. The quickbooks integration is seamless and makes short work of what used to take a lot of time.
Minpunten:
Has more features than we will ever use. Would be nice be able to set it up where we only see what we are using. Customization of the toolbar would be an amazing addition to an already impressive software program.
Reactie Westrom Software
6 jaar geleden
Thank you for taking the time to review The Service Program. We are especially pleased to hear how well The Mobile Solution is working for your company in the field. Our goal at Westrom is to provide an optimal user experience by providing quality software coupled with superior support options. It is great to know that after switching pool software, you are using The Service Program to its full potential and we are happy to be there to support you along the way.
Service Program Review
Opmerkingen: We are very satisfied with The Service Program and would recommend it.
Pluspunten:
The Service Program is very user friendly. We have had no issues with the interaction between The Service Program and Quickbooks. The transfer from our very old ancient data base went surprisingly easy. Tech support for the most part has been very prompt and accurate anytime we have had an issue. Any issues we have had have been very few and far in between and easily fixable.
Minpunten:
Internet based program. Our internet here is awful. We get bounced out of the Service Program when our internet goes down.
Reactie Westrom Software
4 jaar geleden
Penny, your review of The Service Program is greatly appreciated. We're happy to hear your data conversion went smoothly which is what we strive for. It's always nice to hear of the reliability of our Customer Support team as well. Thank you for your feedback!
5 Star Customer Service!!
Opmerkingen:
We couldn't be more pleased with our choice for a software company to help our growing portable toilet company!! We extensively researched many companies before choosing The Service Program and couldn't be happier with our choice!! From day 1, the level of friendly, knowledgeable and patient customer service we have received has been excellent. I especially love the LIVE help option that is available. I have never interacted with a company that has provided the feature of two daily opportunities to call in and get the information I need. It has made all the difference. Of course, knowing I can call ANYTIME, even outside the Conference calls is a blessing as well. I never end my work day with any questions as it pertains to making The Service Program work the best it can for our company.
I recently called during one Live Help Session while at one of our sister companies. (Different service, retail industry) A fellow employee overheard the interaction ( I had the call on speaker phone) and commented how friendly, easy and knowledgeable the interaction was. She proceeded to mention that she wished the company they dealt with had the ease of service I had just received.
As I mentioned, we are a growing company and we just doubled our business with the purchase of a competitors company. The Service Program has made this transition seamless for us! We highly recommend The Service Program for your company needs. The value for your money, the friendly customer service and expertise the staff offer far exceeds any in the industry!!
Pluspunten:
How I can track our inventory as well as get up to the date driver routes to my drivers.
Minpunten:
N/A
Reactie Westrom Software
8 jaar geleden
Thank you so much for such a great review! We work really hard to offer the best software solution for your industry, so I am happy to see that reflected on your implementation. Our professional trainers and technical support professionals remember your excitement to improve your prior process. We understand that with The Service Program you have streamlined making Rentals a simple process. Congrats on acquiring a competitor and look forward to a tenured relationship. Thank YOU!
The Service Program is a great program to help simplify and organize your business.
Opmerkingen: The benefits we have received so far from The Service Program include a more organized dispatch system, faster way to send field techs information. Communication from field to office and office back to field only takes seconds now!
Pluspunten:
The Service Program helps the process of switching from paper to digital. There are other programs out there, but what really makes 'The Service Program" stand out from the rest is the absolutely AMAZING tech support. Their support team will reply to your question within minutes not days! The Service Program support team members are very patient, understanding and get right to the resolution of your problem. They have even customized the program to meet our needs! Great people, great program.
Minpunten:
There is no 'AUDIT' built into the program to view who may have deleted a task or customer, and to view what the task or customer was. Currently if a task is accidently deleted there is no way to tell what that task was for, or who the customer was. This is something I really hope is in a future update. At least a simple 24 hour history log that records name of the customer, task type, time of deletion and who deleted it. This should be a priority on a future update. Knowing the support team, it will probably be done soon!
Reactie Westrom Software
7 jaar geleden
Thank you very much for such a detailed and positive review. As you know, Customer Satisfaction is our number one goal. We consistently strive to develop the best software, customized to your business needs. However, great software is only as good as the team that develops and supports it. We are extremely proud of our team at Westrom Software and we are pleased to hear you are too! We welcome your suggestions on how to improve our software and mobile platforms and we will take them into consideration for future builds. Thank you again for your feedback. It¿s always a pleasure working with you!
Service Program
Opmerkingen: Great!
Pluspunten:
Being able to create billing periods. Create Customers and link to quickbooks.
Minpunten:
Things to improve the tasking and how to schedule.
Reactie Westrom Software
2 jaar geleden
Thank you for the kind words. Simplifying billing and the 2-way communication with Quickbooks Desktop and Quickbooks Online are powerful tools. The software has a robust route scheduling and task scheduling module. Feel free to reach out to your trainer to schedule a session to take you through the scenarios and design a process.
Great value for the money and reliable
Opmerkingen: The software helps us communicate and make sure we are taking care of customers. Equally important, the software helps us make sure we are billing for the service we provide - especially when the customer makes changes.
Pluspunten:
The program integrates with Quickbooks and works well over our network with multiple users (3). Even when we have an unexpected reboot of a computer, etc. the data is safe. For a small company this piece of software is affordably priced and helps us be more productive and take care of our customers. For as long as we have used the software we have not found anything we feel would be better for us. Customer Service has always been able to solve our technical issues.
Minpunten:
We would like more communication about upgrades, feature priorities and timelines. Being able to easily customize reports would be a huge plus.
Reactie Westrom Software
8 jaar geleden
We appreciate your kind words and continued business since March 2014.I shared your comments to our Customer Support and Training team members.. They work hard every day to support our valued clients's business needs. Have a nice day, God Bless.
Excellent for tracking revenue by equipment
Opmerkingen: We are an HVAC Equipment rental company. We bill at the beginning of a rental and this program is built to bill at the end of a rental period. We get great information regarding regarding rental unit revenue and costs.
Pluspunten:
Very easy to use. Easy double checking before posting entries. Posting errors can be cleared quickly. Pulls data from QuickBooks and allows easy posting. We prepare billings in QuickBooks first then post into TSP.
Minpunten:
Need to write program to sort reports for our purposes. Would like to get standard reports that we need.
Reactie Westrom Software
6 jaar geleden
We greatly appreciate your feedback regarding The Service Program. Knowing that our software provides ease of use, reassures us that we are achieving what we set out to do, create software that simplifies your work flow process but we won't stop there. Your input helps us develop the best software possible for the industry. Thank you for taking the time to let us know how we are doing!
Good Service, Exceptional Customer support
Opmerkingen: Overall experience has been positive. there are many features which our company has implemented that has saved both time and resources. The online portion has made it possible for our company to eliminate nearly 95% of our paper usage
Pluspunten:
Product is easy to use, with many helpful online resources available. Product training videos help tremendously in getting new employees integrated into the software
Minpunten:
The software does have glitches like any other software. Normally glitches are resolved within the current day but sometimes small issues linger for a few days.
Reactie Westrom Software
4 jaar geleden
Thank you for taking the time to review The Service Program. We are fortunate to have an exceptional support team that doesn't disappoint. Happy to hear that you are taking advantage of our videos and other online resources as well. As always, your input helps us to build the best software for the industry! We truly appreciate your feedback.