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Service Roundtable

by Service Nation

The most affordable entry point into a major peer group bundling an online resource library, the NETwork discussion list, and a rebate program.

Highlights

Media

About This Product

The foundational tier of Service Nation, originally launched as a standalone organization in 2002. Focuses on the NETwork peer discussion list, eLetter (HVAC management tips), marketing materials library, and access to the rebate program. Serves as an on-ramp to Alliance-level membership.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

Training Details

Format
Virtual Live
Credential
None
Audience
Business Owner
Region
National
Systems Covered
Residential Commercial

FSH Score Breakdown

Ease of Use
5.0
Features
9.0
Support
5.0
Value
4.0
Integrations
7.0
AI Capabilities
1.5

Customer Reviews

Features

55 features confirmed across 10categories· Showing confirmed capabilities only

Training & Education14features

Self-Paced Online LearningOn-Demand LearningLive Instructor-Led ClassesLive Webinar TrainingPeer Support & Student CommunityMonthly Networking Call1:1 Expert Coaching7 Pillars of Success CurriculumBlog & ArticlesBusiness Design TrainingCore Training
Show 6 more
Live Webinar TrainingMonthly WorkshopsPre-Built HR, Compliance, and Employee Development CoursesBusiness Management & OperationsAdvanced Strategic Planning SessionsRegional TrainingInstructor & Mentor AccessAdvisory Board Access

CRM & Sales11features

Marketing ToolsMarketing & Advertising ToolsPartner DiscountsAdvisory BoardsEvent & Expo Partner AccessGroup PurchasingMarketing and Advertising Materials AccessMarketing Support ServicesNewsfeed Access
Show 3 more
Partner ProgramDealer LocatorPreferred Partners DirectoryMembership Tiers

Technician Management6features

Training CoursesTraining and education resourcesTechnician CoachingOn-Site CoachingApplicant Tracking SystemHR and recruiting toolsRecruiting & StaffingChecklistsBest Practice AssessmentsLicense ManagementFinancial Management Tools

Invoicing & Payments5features

Payment ProcessingPayPal Hyperwallet IntegrationConsumer FinancingAccess to financing solutions for customersAHRI Rebate TrackingCustomer Financing SolutionsRebate Accelerator Worksheet

Customer Communication5features

Community ForumPeer discussion networkSMS MessagingDirect Member-to-Partner MessagingContractor Forum AccessDirect Member To Partner MessagingVideo ConferencingDirect Member-to-Partner Messaging

Reporting & Analytics5features

AnalyticsPerformance DashboardReportingCompliance SupportBenchmarking ReportsBest Practice AssessmentsCustomer Profitability AnalysisBusiness EvaluatorBusiness calculators

Accounting Integration4features

BudgetingFinancial forecastingCash Flow ForecastingFractional Cfo SupportOutsourced Bookkeeping

Platform & Customization3features

Custom TemplatesOperational TemplatesBIM Content LibraryContent LibraryLink Sharing

Scheduling & Dispatch1feature

Classes and Workshops Management

Equipment & Asset Management1feature

Air Quality MonitoringKPI tracking

Pricing

Model
Subscription
Starting at
$20/mo
Notes
$19.95/mo for base Roundtable membership (promotional rate). Alliance and Premier tiers are higher — contact servicenation.com.

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