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 8.2
Support 5.0
Value 5.0
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
134 features confirmed across
16categories· Showing confirmed capabilities only
Mobile & Field Tools19features
Offline ModeOffline data storageDigital SignaturesSignature captureQR Code Customer LookupAuto Data EntryField Data SynchronizationGeo-Located Photo Capture of Installed EquipmentGPS and Barometer Integration for Location AnalysisGPS Job Location Confirmation
Show 11 more
Image Capture And TaggingJob Address Management and Signature CaptureJob Checklists And PhotosJob photo captureLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentPhoto documentationMobile Field InterfaceMobile Task Routing and ManagementMobile Web App for Service ProvidersOffline Mobile Data CollectionQR Code SystemTechnician Mobile AppAI Photo AnalysisBefore and after photo capture
Scheduling & Dispatch16features
SchedulingManager can filter by each field user's scheduleWork OrdersCustomize route ticketDispatchingMap-based dispatchingCreate and Schedule Work OrdersCustom Work Order ManagementDrag and Drop Route ReassignmentFlexible Route Setup with Customizable FrequencyJob Travel and Service Time Tracking
Show 8 more
Map Based SchedulingReal Time Job Tracking with Maps and PhotosRecurring Job SchedulingRoute AutomationRoute Management and OptimizationCalendar AppRoute Optimization ToolsSubcontract Management
Platform & Customization14features
Custom BrandingGenerate invoices, quotes and emails that include your logoAutomatic Routing of Field Content to Office WorkflowsBack Office Data SyncBi-Directional Jobber IntegrationCloud HostingCustomizable Interface with Thousands of InputsDrag And Drop Form BuilderDrag-and-drop scheduling and dispatchingMaps Integration
Show 6 more
Scheduling And Dispatch IntegrationUnlimited Sub UsersData ImportSupport for QuickBooks classes, sales reps, and templatesThird-Party IntegrationBi-directional data synchronization for customer recordsRole-Based Access ControlRole-based access control for QuickBooks fileCustom FieldsUser defined field on each route ticket
Reporting & Analytics12features
ReportingView a map report (geo-reference) showing all QR labeled locationsAnalyticsQuote comparisonClass and Sales Rep TrackingCustomer Profitability AnalysisCustomer Profitability TrackingData History ViewDepartmentalized Performance TrackingPerformance AnalyticsGeo-Referenced Map Report with QR-Labeled Locations
Show 4 more
Job Type and Margin Performance TrackingReal Time Operational Data Collection and AnalysisROI Analysis with Savings, Incentives, and RebatesRoute Pay and Profitability
CRM & Sales11features
CRMCustomer history trackingInteraction HistoryLead ManagementLead trackingMaintenance Agreement ManagerAutomated Customer Touchpoints And SequencesCustomer CommunicationAvailable PropertiesResidential PropertiesCase ManagementCommunication ManagementClick to Call within CRM
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Commercial Property DatabaseCommercial PropertiesCustomer Activity ManagementLocation Intelligence and Map View
Invoicing & Payments9features
InvoicingView totals, including tax linePayment ProcessingOnline paymentsPrice BookLoad customer preferred pricing for products you provideAuto Apply Customer PricingAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsField Credit Card ProcessingMobile Field Invoicing with QuickBooks PostingMobile Payment Terminal Integration
Show 1 more
Recurring Invoicing
Customer Communication8features
Client PortalCustomer Portal for service requests, history, and paymentsCustomer Communication ToolsCustomer Service PortalDocument Print And SendEmail & Text AutomationIn-App, Email, and SMS AlertsOne-Click Service RequestSMS MessagingInternal messaging
Technician Management8features
GPS Check-insEquipment and customer locations can be geo-referenced for check in/check outTime TrackingEnter arrival and departure timeCheck In/Check Out ProcessFilter Team Members by QualificationsMeal Break Tracking with GPS VerificationTeam ManagementCrew managementTraining CoursesPrivate trainingInternal Employee Communicationcommunication between office and field
Inventory Management7features
Inventory ManagementSimultaneously search item list by item name & descriptionBarcode ScanningScan QR codes and pull up customer information24/7 Online OrderingOnline StoreAutomatic Inventory ReplenishmentBill Of Materials ManagementMaterial Order, Release and Tracking for Delivery or Pick Up at a Local BranchMulti-Warehouse Inventory Tracking
Equipment & Asset Management7features
Equipment TrackingRental equipment can be marked delivered, picked up or servicedRefrigerant Charge And Service History TrackingCentralized Device ManagementEquipment Data TrackingEquipment Repair HistoryQR Code Asset TrackingEquipment Rental Management
Fleet & GPS Management5features
GPS TrackingDisplays all of the customer's route stopsIntegrated Address Mapping With DirectionsGoogle Maps DisplayGoogle Turn-by-Turn DirectionsGIS RoutingUses Google Maps
Accounting Integration5features
Job CostingRoute Pay and ProfitabilityAutomatic Mapping of QBO and Xero Clients with Grow and PaymentsData Conversion from Existing Systems into QuickBooksOne-Click QuickBooks SyncAccounting IntegrationOne-click customer record import from QuickBooks
AI & Automation5features
AI Assisted Ticket Creation and ManagementService Request ManagementAI CallingIn-app callingAI Powered Scheduling and DispatchAI Service HistoryAutomation RulesWorkflow streamlining
Estimating & Quoting4features
Quoting & EstimatesCreate quotes instantlyBid ComparisonsProposal ComparisonBuilt-in Database of Price Estimates for HVAC Components and Services
Compliance & Safety3features
Audit ManagementAudit ManagementIncident ManagementIncident ManagementVisitor Management
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).
