Service Buddy Reviews

“Branded mobile invoicing boost”

Pros

Being able to send invoices right at the job site or even ahead of time, has made a big difference in our bookkeeping. Clients also really appreciate that they can pay an invoice or approve a quote straight from their phone. I also love that everything is branded to our business and overall it gives us a lot more predictability in how we operate.

Cons

Since we tend to customize our quotes more than most there was a bit of an adjustment period while getting used to it.

“Fantastic CRM”

Pros

Choosing it for my small business has easily been one of the smartest moves I've made. The platform is very user-friendly and simple to get around even for people who aren't especially technical which describes most of our team and they were able to learn it fast. The CRM makes it simple to stay on top of client communication and the invoicing and quoting tools have done a lot to align our day-to-day operations. On top of that, we really appreciate the company's ownership team because they genuinely pay attention to customer feedback. I'd absolutely recommend it.

Cons

Honestly there isn't much to complain about. It has delivered exactly what was promised.

“helpful reporting for growth”

Pros

Having the management dashboard has made a real difference for us when it comes to seeing whether our quotes are priced too high or too low. Because of that, we've been able to win more jobs and the reporting is something we really appreciate. It's been a valuable tool in helping our business grow.

Cons

One thing that would make it even better is having the option to export the graphs especially since that would be useful for our older bookkeeper.

“Keeps our team on track”

Pros

With 2 to 3 jobs a day during the week, staying on top of invoices and keeping up with client communication can get messy fast. it has really helped me and my team stay organized, manage everything on time and keep the workflow under control. Our techs are big fans of it too.

Cons

The only thing I'd still like to see is a payroll feature and from what I understand, that may be coming later this year.

“Powerful features”

Pros

This software comes with a broad set of tools that really help with scheduling, invoicing and job management for our business. The interface is user-friendly and simple to move around in even for people who aren't very tech-savvy. Their customer support has also been excellent and they worked with us to customize the platform around our specific needs.

Cons

Although the software offers a good amount of customization, getting everything set up and configured to match your business can take some time.

“perfect fit for small business”

Pros

After recently bringing this into my small business, I've been really happy with how it's worked out. The platform feels very user-friendly and easy to navigate even without being especially tech-savvy. The CRM has made it much easier to stay organized and keep client communication on track. We've also really enjoyed the invoicing and quoting tools and they turned out to be exactly what we needed.

Cons

We installed it during our busy season.

“faster payments”

Pros

Getting started with it was quick and it's simple to move around in on both mobile and desktop. It's helped us put together and send professional-looking quotes in just a few clicks. The Home Dashboard is one of my favorite parts because it gives me an owner's view of the business and even forecasts upcoming revenue based on outstanding quotes and jobs. Since we have a small team, invoice management had always been one of our biggest headaches. Customers used to mail checks and pay anywhere from one to three weeks after a job but now their card on file can be charged automatically as soon as the job is finished. Clients are happy because they receive a polished email or text with the job details and receipt and getting paid faster without having to chase anyone down has been a huge help.

Cons

The main features in it have worked really well for us and I'd expect they would for most trade companies around our size. There are a few custom reports specific to our business that it can't handle yet but the customer support team has provided a great workaround.