FEATUREs OVERVIEW

Unify your field service business

Service365's complete set of features help you run your business with ease.

Operations Management

From purchase orders to inventory, have confidence in your operations with Service365.

Project Management

Manage every aspect of your projects with precision — all in one platform.

See Service365
in action

Take the first step in transforming the way you run your business.

Thank you! Your submission has been received! We’ll email you shortly.
Oops! Something went wrong while submitting the form.

Stakeholder Management

Master every aspect of your stakeholder relations with our all-encompassing management systems.

Financial & Business Management

Gain financial clarity and control with integrated accounting and real-time insights.

GPS tracking with LVM Track technology

Service365 partners with LVM Track so you can manage your fleet with ease.

And so much more!

Service365 has even more features that will transform how you run your field service business.

Request your free trial today to see it in action.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Full Service365 Feature List

Timesheets

  • Enter time per person.
  • Enter multiple people at once.
  • Enter start time and end time or total hour entry.
  • Upload job photos with time entry.
  • Costing based on actual payroll hourly cost.
  • Sell prices based on resource group/customer pricing logic.
  • Customer-based resource group pricing.
  • Comments can be made by the user or pulled from previous comments.
  • Users can select predefined work type options (cost and sell multipliers).
  • Users can make shop-time entries.
  • Users can pull down historical data.
  • Approval workflow based on job project management or company hierarchy.

Expenses

  • Expenses can be categorized.
  • Expense date can be set.
  • Receipts can be captured from phone or uploaded files.
  • Cost is automatically added to jobs with sell prices including markups.
  • Sell prices based on resource group/customer pricing logic.
  • Users can add per diem expenses.
  • Users can add mileage reimbursements.
  • Users can use company credit card to purchase expenses.
  • Expense items can be fixed price.
  • Users can pull down historical data.
  • Approval workflow based on job project management or company hierarchy.

HR

  • Add new employees without support from S365.
  • Enable/disable employees.
  • Manage emergency contacts.
  • Manage and maintain certifications.
  • Upload files.
  • Manage pay rate changes.
  • Individualized granular permissions or permissions based on groups.
  • Maintain employment contract details.
  • Salary or hourly pay structure.
  • Definable pay period structures.
  • Unlimited custom fields.
  • Audit log.

Jobs

  • Manage jobs by status.
  • Planner board or list view.
  • Filtering by project manager, status dates, etc.
  • Allow locking of job.
  • Send job to other users with questions.
  • Unlimited customer site addresses.
  • Unlimited customer billing addresses.
  • Simple job start form.
  • Time and material or quoted job management.
  • Allow materials only limit.
  • Allow labor only limit.
  • Allow fixed material markup override by subordinates.
  • Quotes follow specific customer markup schedules.
  • Custom fields.
  • Audit log.

Purchase Orders

  • Manage purchase orders by status.
  • Planner board or list view.
  • Approval workflow for purchases based on dollar amounts.
  • Multi-currency purchasing.
  • Uploading of vendor packing slips against purchase orders.
  • Uploading of vendor invoices against purchase orders.
  • Easy document scanning by phone camera by field users.
  • Duplicate POs.
  • Purchase items to jobs or inventory.
  • Receive and vendor invoice items in stages.
  • Changing PO pricing changes job costing automatically.
  • Allow the blocking of job closure if open POs exist.

Inventory

  • Inventory control.
  • Vendor cost history.
  • Automatic vendor cost updating.
  • Unit of measure logic throughout.
  • Fixed-sell pricing.
  • Upload/download files for each inventory item.
  • Save images for each item.
  • Audit log.

Scheduling

  • Drag and drop event.
  • Custom fields.
  • Schedule events that become time slices for field staff.
  • Bulk entries.

Reporting

  • Export data to Excel.
  • Advanced customer filtering.
  • Template creation of report views.
  • Column visibility.

CRM

  • Unlimited customers.
  • Unlimited vendors.
  • Unlimited contacts.
  • Unlimited addresses.
  • See history of quotes, jobs, invoices, purchases, and vendor invoices.
  • Send emails to contacts from the app.
  • Record events for contacts.
  • Upload/download files for each customer/contact and vendor.
  • Customer-based labor rates.
  • Customer-based invoice settings.
  • Custom fields.
  • Audit log.

File Management

  • Company-wide secure file upload and download center.

QuickBooks Online Integration

  • Customer and vendor integration.
  • Sales invoice integration.
  • Purchase invoice integration.
  • Reconciliation tools.
  • Display QuickBooks financial reporting inside S365.

See Service365
in action

Take the first step in transforming the way you run your business.

Thank you! Your submission has been received! We’ll email you shortly.
Oops! Something went wrong while submitting the form.