Achieve field service & professional services excellence
with the complete business management system
for QuickBooks® users.

ACCTivate! Inventory & Distribution software for QuickBooks
Contact Us (866) 877-1311
QuickBooks time tracking service billing software

Service management


Easily organize, track and invoice for service business operations with ACCTivate!'s Service management features. From field service management and scheduling, to time tracking of billable and non-billable time, to communicating with customers and technicians, ACCTivate! allows businesses to operate and profitably grow service organizations.
View the Service management demos

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Service management

Sell more to new and existing clients
Improve customer satisfaction & communication
Provide high quality, well-coordinated services at less expense.

Field service

Post-sales service can be both a strategic profit center and an opportunity to further cultivate customer loyalty. ACCTivate!'s Service management tools provide the professional support to increase productivity, improve communication and assist companies in attaining service excellence.

Professional services

Discover powerful, integrated professional service management and CRM tools that will enable better management of employee time, improve control of projects, streamline workflows, and place strategic visibility on the efficient, customer-centric nature of your professional services business.
A great fit for:
>  Installation, service & repair organizations
>  Home appliance installation and service
>  Repair shop service
>  Network & phone service
>  Home entertainment installation
>  Vehicle customization and repair
>  Network administration & Help Desk
>  Architecture or Engineering
>  Depot Service
>  Accounting
>  IT Consulting
>  Design & marketing services
>  Management consulting
>  Investor or public relations


Best in class Inventory Management & Customer Relationship Management
Unlimited custom reports utilizing Crystal Reports®
Industry-standard components such as MS SQL®
Drill-down and drill around information access
Fully-integrated with QuickBooks
Alerts and collaboration
System-wide notes

ACCTivate!
Service scheduling ~ Time & materials tracking ~ Service billing
Inventory, CRM & Service Business Management Software for QuickBooks

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Service Scheduling

Inventory management software for QuickBooks with Service Scheduling

The Service Scheduling board is a computerized version of the traditional job scheduling board.

>  Graphically view & schedule
service activities
>  Drag and drop scheduling of service
orders to assign or reassign activities
>  At-a-glance view of the activities due on
any specific day

Organize daily tasks

With Service Scheduling, rest assured that all tasks are handled each day and in the order that you want them completed.

>  All unassigned tasks appear in their own column for your review
>  Assign tasks by dragging & dropping the task to the user’s column
>  Quickly balance workloads by moving tasks from one user to another
>  Once completed, tasks are automatically removed from the user’s job column
>  Completed and uncompleted tasks are always viewable with the click of a button

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Service scheduling window

The service scheduling window displays assigned tasks for each user for the time period selected.

>  The scheduling window may be filtered by using the filters on the top bar. Filters include:
Due by date, viewing order – assigned, due date, last status change, status - completed,
incomplete or overdue tasks, and the screen can be set to auto-refresh at varying intervals.
>  Each task displays: Activity ID number, description, due date, estimated hours to complete
the task, contact name, contact phone, current status, date & time the activity was opened.

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1 click research

One click on the task opens the Business Activity window where all associated activity information can be accessed from one screen including customer discussion items, resolution notes, reference information, notes, customer communication emails, activity log, and time & materials billed.

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ACCTivate!
Service scheduling ~ Time & materials tracking ~ Service billing
Inventory, CRM & Service Business Management Software for QuickBooks

Service Billing

>  Tracks & bills time and materials for services tracked in ACCTivate!
>  Adds labor & materials directly to any existing service activity
>  Easily creates a service invoice with the Service Billing Wizard upon activity
completion or on a progress basis
>  Bill each service ticket separately or combine multiple service tickets on a single invoice

Labor ~ Add time

Add time button To add time to an activity, simply click the Add Time button.

A line will be added to the Time tab for recording who performed the work, the amount of time, a drop-down list rate display options, special instructions & private notes.

Labor ~ Add time

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Materials ~ Add materials

Add materials button To add materials to an activity, simply click the Add Materials button.

Similar to the add labor button, this opens a new line on the materials tab to add products with the information needed to create an accurate sales order for the customer.

Materials ~ Add materials

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The Result ~ Simplified billing

ACCTivate! efficiently handles billing for the time and/or materials with the flexibility to bill.

>  Standard: The labor & the price will be shown on the invoice
>  No Charge: The labor is shown on the invoice with a 100% discount (allows customer to see
the value of a no charge service activity)
>  No Bill: The labor is not shown on the invoice

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ACCTivate!
Service scheduling ~ Time & materials tracking ~ Service billing
Inventory, CRM & Service Business Management Software for QuickBooks

Time expense management software for professional services Labor materials billing software for QuickBooks service call Service scheduling software QuickBooks time expense billing management software field service scheduling tracking billing labor materials

Service Communications

Get connected with service updates

Information from Service Scheduling tasks can be sent automatically and manually from ACCTivate! to communicate service activity status changes to field service personnel, contractors, internal employees, managers, sales reps or customers.

>  Text messages to cell phones
>  Messages to pagers
>  emails to email-enabled devices such as PDAs
>  emails to computers

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ACCTivate!
Service scheduling ~ Time & materials tracking ~ Service billing
Inventory, CRM & Service Business Management Software for QuickBooks

Below is an extensive list of the Service management capabilities of ACCTivate!
Some features are optional.

>  Account & contact information access
>  Activity management and alerts
>  Add custom fields
>  Alerts for items requiring action
>  At-a-glance access to key information
>  Automated creation of service orders
>  Configurable service codes
>  Configurable permissions for each user
>  Complete service history with notes
>  Create multiple service invoices at once
>  Customer order status, credit status & history
>  Drill down & drill around information access
>  Graphically view & track service activities
>  Integrated inventory, warehouse, purchasing & CRM functionality
>  Integrated with QuickBooks
>  Inventory tracking for field service vehicles
>  Link service call occurrences to customer history
>  Notes throughout the system
>  One click quotes to orders
>  Remote user system access via laptop
>  Route management
>  Search item number, name, product group, product classification, inventory level,
marketing code, vendor part #, description, vendor, UPC/GDSM code
>  Searchable customer sales order & service history with notes, products
>  Service billing for time and materials
>  Service call completion & follow-up emails to customers
>  Service scheduling
>  Service technician communication
>  Time tracking of billable and non-billable time
> Unlimited custom reports using Crystal Reports®
>  View open & closed service activities

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ACCTivate!
Service scheduling ~ Time & materials tracking ~ Service billing
Inventory, CRM & Service Business Management Software for QuickBooks

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Simply let us know if you'd like a demo,
consultation or evaluation


ACCTivate! demo

Live product demonstrations are held several times each week. Using screen sharing in your browser, we'll show you how to get the most out of ACCTivate! and answer any questions you may have. Reserve your seat today for our next webinar:

Thursday afternoons
4:00 Eastern/ 3:00 Central/
2:00 Mountain/ 1:00 Pacific		 That time doesn't work for me.
Please contact me for a private demo


ACCTivate! consultation

Schedule a free one-on-one consultation with an ACCTivate! specialist. We'll discuss your specific business needs and provide an overview of ACCTivate!'s features.

  Yes, I'd like to have a private consultation


ACCTivate! free trial

Download and try ACCTivate! free for 30 days. We'll send you the information for downloading the software and schedule a free, live online session to help you get the most out of your evaluation.

  Sounds good, let's try it


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Service management . . . . . . .
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ACCTivate! for QuickBooks warehouse management software fact sheet
ACCTivate! for QuickBooks warehouse management software fact sheet

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"We have thousands of customers, and ACCTivate! helps us keep up with them because everything is kept in one system. We know what's going on when someone has an issue."

Jamey Wells, Owner,
Falcon Industries
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