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The Service Program

by Westrom Software

Last updated Mar 29, 2026 · 1 revision

Field service software with seamless QuickBooks Desktop integration

The Service Program - by Westrom Software - Field Service Management (FSM) software - logo 5.3 - Good
Subscription · $100/mo Mobile App 35 Features 1 Integrations
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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.

FSH Score Breakdown

Ease of Use
5.5
Features
5.5
Support
5.0
Value
5.5
Integrations
5.0
AI Capabilities
1.5

Customer Reviews

Features

35 features confirmed across 15categories· Showing confirmed capabilities only

Platform & Customization5features

Custom BrandingGenerate invoices, quotes and emails that include your logoData 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

Technician Management4features

GPS Check-insEquipment and customer locations can be geo-referenced for check in/check outTime TrackingEnter arrival and departure timeTraining CoursesPrivate trainingInternal Employee Communicationcommunication between office and field

Scheduling & Dispatch3features

SchedulingManager can filter by each field user's scheduleWork OrdersCustomize route ticketDispatchingMap-based dispatching

Invoicing & Payments3features

InvoicingView totals, including tax linePayment ProcessingOnline paymentsPrice BookLoad customer preferred pricing for products you provide

Mobile & Field Tools3features

Offline ModeOffline data storageDigital SignaturesSignature captureAI Photo AnalysisBefore and after photo capture

CRM & Sales3features

CRMCustomer history trackingLead ManagementLead trackingMaintenance Agreement Manager

Fleet & GPS Management2features

GPS TrackingDisplays all of the customer's route stopsGIS RoutingUses Google Maps

Customer Communication2features

Client PortalCustomer Portal for service requests, history, and paymentsSMS MessagingInternal messaging

Inventory Management2features

Inventory ManagementSimultaneously search item list by item name & descriptionBarcode ScanningScan QR codes and pull up customer information

Reporting & Analytics2features

ReportingView a map report (geo-reference) showing all QR labeled locationsAnalyticsQuote comparison

Accounting Integration2features

Job CostingRoute Pay and ProfitabilityAccounting IntegrationOne-click customer record import from QuickBooks

Estimating & Quoting1feature

Quoting & EstimatesCreate quotes instantly

Equipment & Asset Management1feature

Equipment TrackingRental equipment can be marked delivered, picked up or serviced

AI & Automation1feature

Automation RulesWorkflow streamlining

Training & Education1feature

Business Management & Operations

Integrations 1 across 1 category

Accounting 1
QuickBooks Online

QuickBooks

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).

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