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CRM Platform — Service Requests

MAKING THE
COMPLEX SIMPLE

A CRM platform built to help with your everyday service requests — managing your clients, field engineers, and every aspect of your work orders. Great for any size company.

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6

Industries served — IT, Electrical, HVAC, Plumbing, Construction & Any Field Service Company

2 wk

Free trial, no commitments

4

Dedicated portals for every role

Good for Any Size Business

THE PORTALS

Explore portal info. Check out each Portal and the Marketplace (BETA) and see if it will fit your company's need. Request a demo.
01 / Admin

Company Admin Portal

Website Admin has the ability to add additional employees and maintain all aspects of the Portals including employee productivity.

02 / Staff

Employee Portal

Employees have the ability to maintain the life of the work order which includes, but not limited to, scope of work, staffing, scheduling, notes, and billing.

03 / Client

Customer Portal

Each of the Company's Customers have their own portal. Here they can submit work requests along with watch the life cycle of each ticket.

04 / Field

Field Engineer Portal

Companies have the ability to add unlimited amount of Field Engineers into the system. These Engineers can be assigned to the work requests put into the system.

Why Choose Us?

Built to Manage Clients & Field Engineers

SERVICE PORTAL is a platform that was built to help manage your clients and field engineers as well as all aspects of your service requests. Whether you are a small company that just needs to manage employees in the field, or a field service deployment company managing dozens of clients and field engineers daily — ServiceP is for you.

Productivity Usability Customer Satisfaction

ServiceP will help maximize your productivity while helping reduce your manual input.

ServiceP CRM Portal Mockup Interface
Ticket Creation to Completion

From Request to Invoice

Service requests can be entered either by the client or an employee. Once a request is entered, the Company can manage all aspects of the request — from scope of work, type of work, field engineer, check in/out times, hours, service log, and more. The system can automatically create printable invoices and service requests for each ticket. Your company can also create reports and notifications.

Organization

Searchable & Organized

ServiceP is easily searchable whether you are looking for a specific location or service title — our system can find it for you. Organize your projects and service requests with ease. ServiceP's work order comes with a “previous technician” option so you can see who has visited that location before and check whether they are the preferred technician.

What We Offer

CRM Platform

The CRM Platform can be used in any service request industry, with the tools to manage customers, engineers, notifications, and third-party deployment from a single system.

01

CRM Platform

CRM Platform can be used in any service request industry. Whether it be IT, Electrical, HVAC, Plumbing, and Construction, ServiceP can help.

02

Customer & Field Engineer Management

Manage all service requests from all customers and assign Field Engineers to those requests.

03

Notifications & Alerts

ServiceP has the ability to send out notifications and alerts which can be triggered by specific events on the ticket.

04

Field Service Deployment Integration

ServiceP is integrated with a third party IT field service deployment company. With a couple clicks of a button, your service request could be in front of hundreds of IT field engineers and electricians.

Who We Service

A Multi-Service Platform

Whether you are an Electrical, HVAC, Construction, Plumbing or another service company, ServiceP can help with all your service requests by managing your employees, field engineers and clients. Try it FREE for 2 weeks with NO commitments.

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01Information Technology
02Electrical
03Construction
04HVAC
05Plumbing
06Field Service Companies
Platform Pricing Table

Plans for every team

Whether it be Basic or Advanced, each comes with all portals. Want to give it a try? We offer a FREE 2 week trial. Each plan comes with an Admin and Manager.

Price Plan

Basic

Call / Message for Details
  • • Add Field Engineers to your Database
  • • Performance Dashboard
  • • Auto Refresh Job Queue
  • • Printable Work Orders and Invoices
  • • Email Notifications by Conditions
  • • Easily Upload and Manage Small to Large Projects
  • • And more
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Most Popular
Price Plan

Advanced

Call / Message for Details
  • • Add Ons for your Business. Have a request? We will help implement it
  • • Geo-Tracking Check ins and outs
  • • Additional Invoice Templates
  • • And More
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Price Plan

Employees

Call for Quote / person
  • • Add additional employees to your portal
  • • Admin selects what sections each of their Employees get to see
  • • Contact us for a quote
Order
Contact Us

Have Questions?

We know choosing the right system can be a difficult task. Contact us for any questions you may have and we'll help you find the right fit.

Address
Iron Mountain, MI 49801, United States
Phone
+1 720-515-5551
Email
support@servicep.net