Last Updated
Overview
ServiceFolder simplifies field service management by offering an all-in-one platform for job scheduling and tracking. While its templates may have limited editing options, it excels at providing a cohesive system for both office staff and technicians, ensuring seamless communication and improved efficiency.
Overall Rating
Based on 2 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
ServiceFolder Specifications
- Work Order Management
- Scheduling & Dispatching
- Mobile Access
- Customer Management
What Is ServiceFolder?
ServiceFolder is a cloud-based field service management (FSM) software designed for small to mid-sized service businesses across industries like HVAC, plumbing, and repair services. Accessible via web and mobile apps, it helps streamline operations through features such as work order management for efficient task tracking and real-time scheduling to reduce downtime.
Businesses can also benefit from on-site invoicing, enabling faster payments and improved cash flow while reducing paperwork and administrative load.
ServiceFolder Pricing
The ServiceFolder cost depends on the selected plan and business needs. The platform offers two primary pricing options:
- Silver: $0/month (Free trial)
- Diamond: $25/month
Disclaimer: The pricing is subject to change.
ServiceFolder Integrations
The software supports integration with:
- QuickBooks
- Stripe Payments
Who Is ServiceFolder For?
ServiceFolder software is ideal for a wide range of industries and sectors, including:
- HVAC Services
- Pool Service
- Electricians
- Lawn Care
- Plumbing
- Appliance Repair
- Handyman Services
Is ServiceFolder Right For You?
Are you searching for a smarter way to manage field service operations? ServiceFolder may be the perfect match for small businesses in HVAC, plumbing, and appliance repair that struggle with fragmented scheduling and cumbersome paperwork. It ensures secure data handling and scales effortlessly as operations grow.
With proactive asset tracking and real-time mobile access to job updates, it reduces downtime and boosts billing efficiency, helping teams stay productive and organized while delivering a more professional and timely customer experience.
Still have questions about ServiceFolder? Call us at (661) 384-7070 for more details and personalized assistance.
ServiceFolder Features
Technician Mobile App
A mobile app for technicians is a foundational component of any modern field service management solution. It enables technicians to receive job details, track their time, and manage their tasks directly from the field, which is critical for efficiency and real-time operations.
Invoice And Receipts
ServiceFolder software enables technicians to generate professional invoices and receipts on-site. This reduces delays in payment collection, ensures accurate billing, and allows customers to receive documentation immediately. The feature supports multiple payment methods, helping businesses streamline their financial processes and improve cash flow.
Lead Management
This featuure helps businesses capture, track, and nurture leads through organized workflows. Users can schedule appointments, assign follow-ups, and monitor lead status in real time. This structured approach ensures opportunities are not lost, resulting in improved conversion rates and more predictable revenue growth.
Automatic Notifications
The platform enables automated communication between customers and technicians, a key benefit of field service software. It keeps all parties informed about job status, schedule changes, and other important updates without manual intervention, thereby enhancing customer satisfaction and ensuring smoother operations.
Job Notes And Photos
This feature is central to a technician's work, providing the ability to document jobs thoroughly. This functionality is essential for tracking progress, ensuring quality, and creating a detailed record for both the business and the customer.
Pros And Cons of ServiceFolder
Pros
Streamlined communication between field and office
Professional invoices can be created in field
Saves time and eliminates data entry errors
Cons
The software offers limited templates for customization
Some users experienced a slight learning curve initially
ServiceFolder Reviews
Total 2 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“It is a full service platform”
Pros
I love being able to access everything from my phone as it's so convenient when I am on the go. Getting all my client details with one tap has been proven the best too. Plus managing schedules and meetings is easy and having all my incoming and outgoing orders in one place keeps everything organized.
Cons
The learning curve was steep at first as it took me some time to get the hang of everything also there are not many template options and the editing features for them are quite limited.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
9
IT, 11-50 employees
“Excellent solid product”
Pros
ServiceFolder is very easy to use and it delivers exactly what our technicians need to get their work done efficiently.
Cons
I have not run into any real issues during my time using it so far.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does ServiceFolder have a mobile app?
Yes. ServiceFolder includes a field service mobile app that enables technicians to manage jobs, capture signatures, schedule tasks, and generate invoices on-site.
Does ServiceFolder offer an API?
Yes, ServiceFolder offers an API.
Who are the typical users of ServiceFolder?
ServiceFolder features are designed for businesses in HVAC, pool service, electrician work, lawn care, plumbing, appliance repair, and handyman services, covering a variety of field service operations.
What other apps does ServiceFolder integrate with?
The platform integrates with QuickBooks for accounting and Stripe Payments for online payment processing
What language does ServiceFolder support?
Software is primarily available in English.
What level of support does ServiceFolder offer?
ServiceFolder offers support via phone, email and an online contact form.
What types of pricing plans does ServiceFolder offer?
ServiceFolder offers two main plans: Silver: $0/month (free trial) and Diamond: $25/month. Request a personalized ServiceFolder price quote for your business today!