The work order is used to record the description of the customer’s service request, capture
product details and provide a task list for the technician.
eServicePro has a built-in intelligence that allows you to create workorders in less than 5
seconds. When a customer calls simply click “add workorder” and fill in their contact number, name, address and their previous history. For previous customers, eServicePro can autofill the
customer information in the work order and a new service description can be added.
eServicePro offers a convenient interface to view the complete calendar and schedule of all
your technicians. You can assign work orders to technicians through our simple drag and drop
interface. You also have the ability to change the service window, if the technician is spending
more time on a job at a customer location than expected.
The tracking feature in eServicePro allows you to track your technicians in the field in real-time
as well as show the exact location of the job tickets. The GPS navigation enabled in eServicePro
will not only show where your technician is but will show the exact work order they are
This information will allow the operations manager to assess whether or not that particular job
ticket is generating sufficient revenue for your company. By viewing the real-time locations
managers can assign jobs closer to each other so there is no unnecessary travel needed for
technicians and no time is wasted!
Create a quotation for your valued customers in just a few seconds with our easy to use
technician app. Simply input part costs and labor charges and we will calculate the total costs
for you. Add products if needed and input the time spent on the job for an accurate calculation.
Input report notes and edit as needed.
Create an invoice just as quickly as you create a quotation. With our technology we eliminate
the stress of accidentally misplacing a hard copy of an invoice and jeopardizing your job
Generating the customer invoice is easier than ever with our process and once the information
is filled out it can be sent to the customer instantly.
Technicians have the ability to place orders for parts while at the customer location using our
mobile app. Track orders placed, send reminders, make payments to suppliers and record
inventory purchases. No need to worry about misplacing handwritten PO’s.
We offer the option for customers to review the invoice and sign on the mobile app once
service is rendered.
Technicians have the capability to email the signed invoice directly to the customer where they
can click on the link and pay for the services right away. Manage invoices from the online
dashboard to see who has paid and which payments are overdue. Put multiple jobs on one
invoice with our premium and enterprise plans.
Not only does eServicePro seamlessly integrate with your accounting and payment gateways
but also allows you to see financial analysis performance charts for that week, month, or the
entire year. Checking these charts is helpful to see how well your company is performing and
where you can improve.