Features
Why Choose Us
Take A Look
Service Call Scheduling and Management
Using Service Wiz, you can add a form to your existing site. This allows potential customers to send you a request for a service call, where you can accept, request a date/time cange, or deny the request.
When a service call is initiated the customer is notified via email and text message* of the arrival of your service technician. They can also track the location of the technician**.
Once a service call is completed you can convert it to a quote or work order with the click of a button. Making it super simple to move a potential customer to an actual customer.
* SMS/Text feature is only available with the Standard or above plans
** GPS tracking feature is only available with the Standard or above plans
Quote Creation
Creating quotes and estimates is super simple with Service Wiz. Just enter the customer's information, and then choose what inventory items will be included. You may also add any labor charges to be included.
Once created you can easily email or print a quote to present to your customer with the click of a button.
Quotes can quickly be converted to work orders and invoices with the click of a button.
Work Order Management
Service Wiz allows you to create work orders from service calls, quotes or invoices. They can be assigned to a service tech and scheduled easily from your dashboard. Once a work order is created it is added to the service tech's work schedule.
Service technicians can capture the customers signature after work is completed, so you have a signed record of work satisfaction for each work order completed.
Work orders are treated the same as a service call but are implemented after a contract has been made with your customer.
Invoice Management
Creating invoices with Service Wiz is quick and simple. If you have already created a quote or work order, you can convert those with the click of a button. Otherwise you just need to enter the customer's information, the items listed on the invoice and it is ready to send to the customer.
You can print the invoice from your dashboard, or with the click of a button email the invoice to your customer.
Inventory Management
You can enter your inventory, along with cost and retail price. Once inventory is entered, when you are creating a quote, work order or invoice, your inventory is used and cost is calculated automatically.
When and invoice is created your inventory is adjusted so that you can keep track of products and parts you have on-hand. This makes parts ordering a breeze.
Online Payments
Remove any obstructions to getting paid by allowing your customers to pay their invoices online. They can either follow a link provided on their invoice, or you can use our simple point-of-sale style payment screen to receive payments in person *.
With Service Wiz, getting paid has never been easier!
* Requires purchasing a compatible credit card reader
Detailed Reporting/Financials
Get real-time reports on how your business is performing. See how your sales and expenses are effecting your bottom line. This will give you an overview of your company's performance
You also get an itemized aging report that shows you a breakdown on what customers have not paid and how late on paying they are. The aging report also shows totals for groups time periods.
Expense Management
With Service Wiz you can enter bills and expenses and track due dates. This allows you to know exactly what is due and when from your dashboard. You will also receive notifications on your dashbaord when bills are coming due and overdue.
You can also print check for bill payments!
SMS/Text Communication
Communication with customers is now streamlined using Service Wiz. Alerts and notifications are sent in real-time and delivered instantly to your customers phone. This will set your business apart from your competition and give your business the appearance of a larger corporation.
When service calls or work order calls are initiated customers will receive a text notification that the service technician is on their way.
* SMS/Text feature is only available with the Standard or above plans
GPS Tracking
Service Wiz allows customers to view the location of service technicians on a map, once the service tech intiates a service call or work order call. The GPS tracking is updated in real-time, so the service tech's position is live.
This gives your business an added level of professionalism while giving your customers an added since of security.
* GPS tracking feature is only available with the Standard or above plans
Customizable Website
With Service Wiz, you do not need to hire anyone to build your website. Our system allows you to choose from out library of templates, add pages and customize your content, colors and more.
Every website comes with a contact form that will send emails directly to your business email and a service call form where customs can request a service call.
* Customizable website is only available with the Advanced or above plans
Employee Time Management
Allow employees to clock in and out from their user dashboard. Thay can also view their time entries. So, no need for a third party time management system or physical time clock.
As a manager you can download employees time entries to facilitate payroll. You can also make needed adjustments to over-time settings, holidays and vacation time.
Forms Builder
If you need online forms for customers to complete, you can build them with our simple to use form building tool. This allows you to offer your customers to complete any form you need.
With our forms builder you can even allow customers to sign your forms and save as a PDF file or print them if needed.
