Service Proz

Software for the Service Industry

Purpose Built Software for small to mid sized companies who want to manage and utilize their work force.
Customer Management, Lead Management, CRM
Work Order Management, Scheduling, Route Optimization, Calendar, Invoicing
Mobility, Work From anywhere Utilizing our Mobile Apps.


Our system concentrates on bringing the back office together with the work force and sales force.

Work Order Management

  • Easily input Work Orders via Mobile or Desktop
  • Manage your Work Orders and schedule efficiently.
  • Manage Inventory and Miscellaneous Charges
  • Image and Document Attachment
  • Clock Management
  • Two-way Texting


  • Easily Import Leads via our API
  • Track Your Status of Leads / Customers
  • Monitor and schedule Appointments
  • Know the history of all Activities
  • Create Professional Estimates
  • Easily Convert to Billing and Scheduling


  • Stay in Constant Communication with Field Personnel
  • CRM and Work Force Management and Work Order History
  • Clock Management and Driving Directions
  • Image Attachment, Internal Chat, See Previous History
  • Acknowledgement and Signature
  • Create Professional Invoices


  • Quick and Easy Estimates
  • Attach Images to Estimate
  • Get an approval signature from your mobile device
  • Inventory and Kits to an Estimate
  • Email Estimate
  • Convert Estimate into Work Order Ready for Scheduling

Scheduling and Dispatch

  • Schedule Weeks and Months in Advance
  • Daily and Weekly View
  • See and Schedule Work Load per Technician
  • Monitor Job Status at a glance
  • Schedule by area for optimized routing
  • Quickly look at a map of the Job site


  • Two Way Text to Communicate with Customers
  • Create Customized Templates
  • Text Log easily available
  • Text Images of Technician
  • Text Images that are Job Specific in nature
  • Text multiple Customers arrival and job info at once.

Inventory Management

  • Inventory API to Import from Xcel
  • Track Inventory in multiple Locations
  • Purchase order Integration for Fulfillment
  • Serial Number Inventory captured
  • Quantity on Hand / Qty on Hold / Qty Avail
  • Vendor Specific and Grouping

Invoicing and Payments

  • Create Invoices Via Mobile or Desktop
  • Quickly Check Status of invoice.
  • Multiple Tax Structures
  • Email of Print Easily
  • Recurring Invoicing
  • Invoice Export

Work Order History

  • The Full Picture
  • Images, Notes, Inventory
  • Chat Dialogue
  • Checklist from Job
  • Time Management
  • Available Mobile or Desktop

Job Quality Reporting

  • Activity Report
  • Sales Tracking Report
  • Time Management Report
  • Inventory Snapshot
  • Completion / Non-Completion
  • Tech Activity Report