ServiceLedger is the Platform of Choice for Serious Service Management & Service Scheduling Software Automation!

Since 1998, ServiceLedger has established itself as the standard in service management software solutions for small to medium-sized service organizations.  Our proven solutions have helped thousands of companies increase revenue, decrease costs and improve profitability by streamlining their operation, identifying revenue opportunities, recognizing hidden costs, and overall improving the health and viability of their organization.  Our focus is on providing powerful and affordable solutions that are easy to learn and use and will simplify your operation to allow you to become more productive and efficient.  ServiceLedger usually pays for itself within a few weeks or months with increased revenue opportunities, cost savings and helping you improve your profitability.   

Saving Time and Money with ServiceLedger 

Our solutions are designed to simplify your operation and save you time and money.  Our philosophy is to simplify all processes allowing to to accomplish more in less time using ServiceLedger.  ServiceLedger is designed to streamline your operation by eliminating multiple steps or manual processes you may have down to one or two steps within ServiceLedger.  Furthermore, ServiceLedger Custom Services Group can work with you to further adapt ServiceLedger to meet any specific need or address any specific workflow process you may have.  Find out just some of the ways that ServiceLedger can help you save time and money by clicking here.

Using ServiceLedger to Increase Revenue and Decrease Cost

ServiceLedger has been proven to help you increase revenue and decrease cost and typically can pay for itself in a matter of weeks or months.  ServiceLedger helps you increase revenue by tracking and identifying revenue opportunities that you might miss otherwise, as well as simplified procedures to ensure that you invoice for all the work you perform.  ServiceLedger helps you decrease costs by maximizing your efficiency, simplifying your operation and allowing you to get more done in less time.

Robust Reporting & Information Management 

ServiceLedger has powerful reporting and information management tools to help you quickly get critical information that can help you make more informed business decisions.  You can easily identify your best customers, profitable jobs and service contracts, and even receive notifications that can alert you on unprofitable jobs and service contracts.  Additionally, ServiceLedger can assist you in identifying the strengths and weaknesses of your organization in an effort to decrease and control costs.  All of our reporting is accomplished with Crystal Reports allowing you to have access to a wealth of information on report writing modification and creation.  There is no limit to the types of reports you can generate from ServiceLedger using Crystal Reports.  Click here for more information on our reporting and information management functionality.

Comprehensive Contact Management & Customer History  

ServiceLedger offers comprehensive contact management and customer history reporting allowing you to have instant access to complete contact information and history.  Track unlimited locations and contacts per customer, view entire history including service, invoices, payments and more, and even manage quotes and define customer pricing or price levels.

Service & Job Tracking Management

ServiceLedger is consistently recognized as a powerful service tracking tool allowing you the peace of mind in knowing that no job will ever be forgotten.  With powerful email notification reminders and an escalation view, you can quickly identify all of your jobs and their current status.  ServiceLedger makes managing and tracking your jobs easy with different views, email notifications and escalation reminders to let you know when jobs are in danger of becoming past-due.   Click here for more information on our service tracking functionality.

Service & Job Scheduling Management  

ServiceLedger offers very powerful and flexible scheduling tools allowing you to schedule your jobs the way you want to.  Our integrated scheduling calendar components allow you to schedule by day, week or month using either a non-timed view, time slot or window view or specific time view.  With its drag and drop capability, you can easily drag and drop jobs from one resource to another, copy and paste jobs to resources if you need to add additional resources on the job, and automatic roll-over of uncompleted jobs to the next day or future date.  Click here for more information on our service scheduling functionality.

Service Dispatch Management

ServiceLedger offers robust dispatching management allowing you to easily dispatch your resources.  Our dispatching tools allow you to quickly know where your resources are at at any given time, what jobs they have completed and what jobs are left to be done.  Notifications will update you if a resource is in danger of missing an appointment allowing you to quickly find another resource to meet your schedule commitment to your customer.  All dispatches can be performed by email or text message allowing you to quickly update dispatches throughout the day and notify your resources of any new jobs and/or changes to existing jobs.  Click here for more information on our service dispatch functionality.

Equipment Service & Preventative Maintenance Management  

If you service equipment or perform preventative maintenance service on equipment, ServiceLedger offers very extensive functionality to help you track the service history for all equipment, easily manage all preventative maintenance schedules and record all invoice charges, costs, and components for each equipment record.  The powerful preventative maintenance scheduler allows you to easily view and schedule preventative maintenance service that is due for any given period of time.  Click here for more information on our equipment service and preventative maintenance functionality.

Service Contract & Warranty Management  

If you sell service or warranty contracts to your customers, ServiceLedger offers very robust and flexible service contract management that can handle the invoicing and costing of each contract for you so you can determine the profitability of each contract.  You can easily define the coverage of any contract ranging from partial coverage to full coverage and anything in between.  ServiceLedger will let you know what is and is not covered on any service contract so that nothing is ever charged to a service contract that it does not cover.  Click here for more information on our service contract and warranty management functionality.

Sales Quoting & Proposal Management  

ServiceLedger offers extensive sales quoting and proposal management functionality, including the ability to generate sales forecasts, track reason codes on why you win or lose business and more.  Each quote can easily be converted into a work order or invoice with a click of a button allowing for easy transfer of quoted items to the work order or invoice.  Click here for more information on our sales quoting and proposal management functionality.

Resource Tracking & Time Management  

Resource tracking and time management is an important component of ServiceLedger allowing you to track your resources and what jobs they are scheduled on for each day, week or month, what their current workload is and their capacity to perform additional jobs, tracking utilization and efficiency against established benchmarks and more.  Click here for more information on our resource tracking and time management functionality.

Resource Expense & Commission Management

ServiceLedger allows you to easily track resource expense and commissions on jobs and provides automated functions to allow you to generate expense and commission reports.  All expenses and commission reports can be printed or exported into a file that you can import into your accounting system.

Inventory Control Management  

ServiceLedger offers complete inventory control allowing you to track inventory by multiple locations and/or trucks, serialized inventory and inventory kits.  You have the ability to setup minimum quantities on hand and automatic reorder of items when items fall below their minimum quantities.  At any time you can see how much you have sold of any item, who you sold it to, and how profitable the item is.  Click here for more information on our inventory control management functionality. 

Accounts Receivables Management 

ServiceLedger offers robust account receivables management allowing you to generate invoices including contract invoices, service invoices, recurring invoices and progress invoices.  All invoices can be automatically emailed to your customers.  Invoices can be printed out of ServiceLedger or sent to your accounting software like QuickBooks or Peachtree.  ServiceLedger can print AIA 702 and 703 worksheets.

Accounts Payables Management  

ServiceLedger offers robust account payables management allowing you to manage your vendors, generate purchase orders and receive vendor bills or issue vendor credits.  Purchase orders can automatically be emailed to your vendors.  Vendor bills and vendor credits can be printed out of ServiceLedger or sent to your accounting software like QuickBooks or Peachtree. 

Accounting Integration With QuickBooks and Peachtree

ServiceLedger offers you a turnkey business solution when integrated with QuickBooks or Peachtree.  Additionally, ServiceLedger offers you the ability to export all financial data into either Excel or .csv format allowing you to easily import into any other accounting software system that accepts imports. 

Click here for more information on QuickBooks or
Click here for more information on Peachtree.

Integration With Microsoft MapPoint

Our integrated link with Microsoft MapPoint allows you to get a better visual of your resources and jobs scheduled for any day on a map allowing you to easily identify where your resources are, what jobs they have to perform and easily select a resource for any new jobs.  Use MapPoint to optimize schedules, re-route your resource day and even print driving directions for your resources to use.

Technician Web Portal  

The ServiceLedger Technician Web Portal allows your technicians to access ServiceLedger out in the field in real-time from any device to receive, update and complete their work orders.  Technicians can capture digital signatures, print a copy of the work order to leave with the customer and even assign or request for parts to be ordered to complete a job out in the field.  The Tech Web Portal can be easily customized to show more information for your technicians, provide more functionality for your technicians out in the field, or restrict what a technician can do or see in the field. 

Customer Web Portal  

The ServiceLedger Customer Web Portal allows your customers to access ServiceLedger and view their work orders, invoices, quotes and more, as well as generate service requests themselves.  The Customer Web Portal can be easily customized to show more information for your customers or restrict what you want your customers to do or see. 

Add-On Solutions To Maximize Your Investment With ServiceLedger

ServiceLedger offers a variety of add-on modules to help you get more out of your ServiceLedger investment.  The following add-on's can easily be added on to your ServiceLedger Service Management System and provide you with more functionality specific to sales, your helpdesk team, your repair team and managing orders and rma's.