ServiceFolder

About ServiceFolder

ServiceFolder is a compact field service management software helping out users to get rid of their paperwork, customers updated and business-relevant tasks organised in real-time. For small businesses, related to construction, electrical, fire & line safety, plumbing, handyman, facilities management, alarm & security, HVAC and more ServiceFolder is of great help. Both in house employees and field technicians find ServiceFolder of great help. A plethora of intuitive features made available at their service helps with proper tracking and management of company-specific growth. Companies with multiple branches and franchises can depend on the particular to export/import business-relevant data in different formats. They can also utilise an inbuilt inventory tracking facility to maintain an accurate count of stocks stored within the warehouse. Seamless integration with Google Maps helps with real-time tracking of technician’s locations, besides helping out field workers to search out customers addresses and proceed accordingly. Exclusive features like automated email/SMS, asset management, job-specific photos/notes are of great help.

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Pricing

Free Trial Available
Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

95%
Reviews

60%
Momentum

64%
Popularity

74%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

Medium Business
Small Business

API Support

NA

Modes of Support

Business Hours, Online

ServiceFolder Features

Show Feature Explanation

Show Missing Features

Field Service Management Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

95%

Analytics (Workforce)

Helps you track and analyse the performance of the workforce

Reporting

Sends instant status reports about the task with customer feedback

Route Optimization

Determines the cost efficient route to perform the order

Real-time Job Tracking

Allows you to view your workforce in real time and improve strategy

Job Scheduling

Helps in allocating jobs to the right person at the right time

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature

A facility to capture digital signature in a secure format

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Offline Reporting

Helps you to save the data offline and synchronize as soon the device connects to the internet

Attendance Management

Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Claims Management

Helps to organize and keeping track of insurance claims and as such claims made by patients.

ServiceFolder Pricing

Free Trial

Available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Silver Free

3 Free Users

Features

Max Users : 3
Job & Work Order Management
- Easy scheduling & re-scheduling
- History along with Google Map Locations
- Custom Fields in Jobs for better data recording
- Track Labor and Items used
Track Customer Equipment/Assets
- Service history
- Next service date
- Track by physical location
- Custom Fields - Make / Model / Serial No
- Capture geo-location
- Upload photos and documents
AMC & Contracts
- Track by expiration date
- Create by numbers of visits
Attach Files and Images
- Attach File: Invoice / Receipts / Quotations / Jobs
- Mobile: Attach files at the customer location
- Report of images by customer
- Report of images by Invoice / Receipts / Quotations / Jobs
Invoice & Quote Customization
- Discount in line items
- Group tax selection
- Stock Items & Service Items
- Sales Executive Reports
- Sales Area Reports
Convert Quote into a Job
Custom Fields in all forms
- Add your own fields in
  - Jobs
  - Estimates
  - Time Sheet
  - Invoice
- Add text and list elements
Print Designer for all forms
- Header & Footer customization
- Print custom field
- Change layout
- Change text colors
Customize the Automated Messages
- Customize the text seperately for email and sms
- Customize the action
- Send seperate messages to customer and technicians
Track the technicians location in one map view
Calendar view of technicians schedule
- Schedule view by Day, Week & Month
- Drag and drop to change the schedule
Inventory Module (Add-on)
- Track inventory
- Adjust inventory in Job or Invoice
- Adjust inventory for stolen or damaged items
- Incoming & Outgoing item reports
- Available stock reports
- Warehouse/Truck stock reports
3rd party integration
- QuickBooks Online
- Stripe Payments
Technician Mobile App (Android & Apple Phones)
- Today/Overdue/Upcoming reports
- Update Job status and schedule
- Onsite create new Job/Sales Invoice/Estimate
- Share notes with office staff
- Attach files and photos
- Location tracking
- Record money received
- Call and email customer directly within app
- Send email and sms of Invoice/Estimate/Receipt
- Customer Signature capture

Gold Others

₹500 per user per month

Features

Includes features of Silver plan, plus
Time Sheets for Jobs
Line item image
Purchase Module (Add-on)
- Create purchase invoice
- Make payments
- Reconcile payment with invoices
- Create purchase orders
- Receive partial items for the purchase order
- Make part payments for the purchase order
Branches/Franchises : Rs.1000 per branch
- Branchwise technicians/employees
- Branchwise customers
- Branchwise Invoices
- Branchwise Quotations
- Consolidate Sales by Branches
- Branchwise Jobs & WorkOrder Management
Customer Portal - Made for Mobile
- Invoices
- Jobs
- Estimates/Quotes
- Submit a Job/ServiceRequest

Diamond Others

₹1000 per user per month

Features

Includes features of Gold plan, plus
Product/Service: Create bundle/kit/task (A bundle is combo of products and services)
Product/Service: Create Pricebooks (A pricebook is a list of products and their associated prices)

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Disclaimer: The pricing details were last updated on 08/11/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about ServiceFolder Pricing