The Service Program
by Westrom Software
Last updated Mar 29, 2026 · 1 revision
Field service software with seamless QuickBooks Desktop integration
Highlights
Capabilities
Media
theserviceprogram.com
About This Product
A robust FSM platform built specifically to integrate perfectly with QuickBooks Desktop and Online. Manages route optimization, scheduling, and asset tracking while pushing financial data directly to accounting.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 5.0
Features 6.7
Support 5.0
Value 5.0
Integrations 7.0
AI Capabilities 1.5
Features
153 features confirmed across
16categories· Showing confirmed capabilities only
Mobile & Field Tools22features
Offline ModeOffline data storageQR Code Customer LookupImage Capture And TaggingPhoto capture on siteJob Checklists And PhotosJob photo captureTechnician Mobile AppMobile AccessDigital SignaturesSignature captureDigital FormsCustomizable formsDigital Field Data Capture with Date, Time, and Username StampsMobile data entry for field technicians
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Field Data SynchronizationGeo-Located Photo Capture of Installed EquipmentGPS and Barometer Integration for Location AnalysisGPS Job Location ConfirmationJob Address Management and Signature CaptureMobile Field InterfaceMobile Task Routing and ManagementMobile Web App for Service ProvidersOffline Mobile Data CollectionQR Code SystemCustomizable Forms and ContractscustomizationAI Photo AnalysisBefore and after photo captureAuto Data EntryMobile Field Data EntryLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentBefore and after picture capture
Platform & Customization17features
Custom BrandingGenerate invoices, quotes and emails that include your logoCustom FieldsCustomizable FormsData ImportData MigrationDocument ManagementPhoto documentationRole-Based Access ControlAccess Controls/PermissionsDrag And Drop Form BuilderDrag-and-drop scheduling and dispatchingAutomatic Routing of Field Content to Office WorkflowsBi-Directional Jobber Integration
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Cloud HostingCustomizable Interface with Thousands of InputsMaps IntegrationMulti-LocationMulti-LocationScheduling And Dispatch IntegrationUnlimited Sub UsersBack Office Data SyncTwo-way data synchronizationThird-Party IntegrationBi-directional data synchronization for customer recordsData ExportAutomatic customer record import
Scheduling & Dispatch16features
SchedulingDispatchingWork OrdersCreate route ticket or task work orderScheduling OptimizationRoute Management and OptimizationCreate and Schedule Work OrdersCustom Work Order ManagementDrag and Drop Route Reassignment
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Flexible Route Setup with Customizable FrequencyJob Travel and Service Time TrackingMap Based SchedulingReal Time Job Tracking with Maps and PhotosRoute AutomationRecurring Job SchedulingRecurring task and work order schedulingCalendar AppRoute Optimization Tools
CRM & Sales14features
CRMCustomer History TrackingInteraction HistoryAvailable PropertiesResidential PropertiesCase ManagementCommunication ManagementCommercial Property DatabaseCommercial PropertiesContract ManagementService Contract ManagementLead ManagementLead trackingMaintenance Agreement Manager
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Ad ManagementSpace ManagementAutomated Customer Touchpoints And SequencesCustomer CommunicationClick to Call within CRMCustomer Activity ManagementLocation Intelligence and Map ViewMarketing ToolsMulti-Location
Reporting & Analytics12features
AnalyticsReporting/AnalyticsReportingDepartmentalized Performance TrackingPerformance AnalyticsCustomer Profitability TrackingData History ViewGeo-Referenced Map Report with QR-Labeled LocationsJob Type and Margin Performance TrackingReal Time Operational Data Collection and Analysis
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ROI Analysis with Savings, Incentives, and RebatesRoute Pay and ProfitabilityCustomer Profitability AnalysisRoute Profitability AnalysisClass and Sales Rep TrackingClass and sales rep tracking
Technician Management11features
GPS Check-insEquipment and customer locations can be geo-referenced for check in/check outTime TrackingEnter arrival and departure timeChecklistsChecklist managementInspection ManagementInspection ManagementInternal Employee CommunicationCustomer CommunicationTeam ManagementCrew managementCheck In/Check Out ProcessFilter Team Members by Qualifications
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Kiosk Time ClockOnline Time ClockMeal Break Tracking with GPS VerificationTraining CoursesPrivate training
Customer Communication10features
Call RoutingSmart RoutingNotificationsAutomated NotificationsClient PortalAvailable as a separate add-on for $59.95/moCustomer Communication ToolsCustomer Service PortalDocument Print And SendEmail & Text AutomationIn-App, Email, and SMS Alerts
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One-Click Service RequestSMS MessagingInternal messaging
Invoicing & Payments9features
InvoicingPayment ProcessingPrice BookLoad customer preferred pricing for products you provideAuto Apply Customer PricingCustomer Specific PricingField Credit Card ProcessingMobile Field Invoicing with QuickBooks PostingMobile Payment Terminal IntegrationRecurring Invoicing
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Automatic Invoice Creation from Quotes, Bookings, and Completed JobsCreate quotes instantly from mobile
Inventory Management8features
Inventory ManagementSimultaneously search item list by item name & description24/7 Online OrderingOnline StoreVendor TrackingVendor ManagementBarcode ScanningAutomatic Inventory ReplenishmentBill Of Materials ManagementMaterial Order, Release and Tracking for Delivery or Pick Up at a Local BranchMulti-Warehouse Inventory Tracking
Equipment & Asset Management8features
Equipment TrackingAsset ManagementCentralized Device ManagementEquipment Data TrackingEquipment Rental ManagementEquipment Repair HistoryQR Code Asset TrackingAlertsCustomer alerts via email and text
Estimating & Quoting5features
Quoting & EstimatesQuote managementProposal ComparisonQuote ComparisonBid ComparisonsMobile EstimatesCreate quotes instantly from mobileBuilt-in Database of Price Estimates for HVAC Components and Services
Fleet & GPS Management5features
GPS TrackingRequires mobile solutionIntegrated Address Mapping With DirectionsRoute mappingGoogle Turn-by-Turn DirectionsGIS RoutingUses Google MapsGoogle Maps DisplayUses Google Maps
Accounting Integration5features
Job CostingCustomer profitability trackingAccounting IntegrationAutomatic Mapping of QBO and Xero Clients with Grow and PaymentsData Conversion from Existing Systems into QuickBooksOne-Click QuickBooks Sync
Compliance & Safety5features
Code Enforcement TrackingCompliance ManagementIncident ManagementIncident ManagementWarranty ClaimsWarranty TrackingAudit ManagementAudit ManagementVisitor Management
AI & Automation5features
AI Assisted Ticket Creation and ManagementService Request ManagementAI CallingIn-app callingAI Powered Scheduling and DispatchAI Service HistoryAutomation RulesWorkflow streamlining
Training & Education1feature
Business Management & Operations
Integrations 5 across 3 categories
Accounting 2
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks
Productivity 2
Google Calendar
Google Calendar
Google Maps
GPS & Fleet 1
Google Route Optimization
Pricing
- Model
- Subscription
- Starting at
- $100/mo
- Notes
- Subscription-based pricing starting at $99.95/month for 1 user, scaling to $344.95/month for 10 users. QuickBooks add-on software for field service businesses. Requires QuickBooks 2018+ (Pro, Premier, Enterprise, or Online).
