ServiceLedger is the Platform for
Serious Service Management 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. 

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.  Click here for more information on our reporting and information management functionality.

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.  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.

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. 

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.

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.  Our most popular add-on modules is SalesDesk, a tool for your sales team to use to track their sales activities and appointments and opportunities, HelpDesk, a tool for your remote support team to track and resolve trouble tickets, RepairDesk, a tool for your in-house repair team to track and resolve repair orders and OrderDesk, a tool to track your sales orders and returns.  Click here for more information on our add-on solutions.

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