Managing large contract jobs alongside service calls and recurring maintenance work is a major challenge for many trade contractors. But it’s also the key to building a predictable and growing business. That’s why we built Service Pro, to give trade contractors everything they need to manage busy service schedules, get tickets turned around quickly, and deliver exceptional customer service — all while growing a more profitable business with every job.
Knowify Service Pro is designed to make managing your service business easier than ever. With streamlined scheduling, real-time field-to-office communication, and one-click invoicing, you can complete jobs faster and get paid sooner.
Here are three key ways Knowify Service Pro can help your service business:
Speed up your service work
Knowify Service Pro makes managing busy service schedules easier — and faster — than ever.
- Improve ticket resolution with streamlined scheduling and dispatching and an easy-to-use mobile app that helps service techs to execute every job on time.
- Eliminate admin work with automated expense tracking, real-time service history, and instant communication with one connected platform from the office to the field
- Get paid faster with one-click invoicing and built-in payment processing.
Manage fast-paced service tickets and long-term projects in one place
- Knowify brings construction teams together on a single, connected platform for managing service jobs and contract work.
- Connect your entire team on a single platform with a best-in-class workflow for managing jobs, getting paid, and tracking profitability.
- See your entire job schedule in one place, no matter what kind of work it is.
- Reduce admin work, staff onboarding time, and your overhead costs by consolidating your operations onto one platform.
Grow a more profitable business with every job
Knowify Service Pro gives contractors control over the profitability and growth of their service business.
- Offer a best-in-class customer experience that drives repeat business with on-time service and professional communication.
- Take on more work by driving efficiency and supporting a growing team and customer list.
- Grow a healthier, more predictable business with real-time financial analytics that show you the impact of every job on your bottom line.
Fast, organized, and more profitable than ever
Service Pro was built to make every part of your service workflow faster and easier, from the first customer call to the final payment. Here’s what a day-in-the-life with Service Pro could look like for your service team. We’ll take a look at Service Pro’s flexible scheduling, dispatching, and activity tracking for service managers, field execution for service techs, and expense tracking, invoicing and payment workflows for office teams. Let’s get into it!
A command center for your service business
Service Pro helps service managers and dispatchers keep track of every ticket and helps them stay on top of the jobs that need their attention the most. The Service Map shows a snapshot of all of the day’s jobs on an interactive map, while the Service Calendar gives you a birds’-eye-view of everything that’s planned for the week. When you need more detail, the Service Jobs List shows you everything your team is responsible for.
No matter where you are in Service Pro, Knowify makes it easy to focus on the jobs that need your attention the most. You can quickly spot jobs that haven’t been scheduled yet, upcoming jobs that don’t have a tech assigned, and high-importance jobs your team has flagged for follow-up. This helps service managers keep track of all their jobs and execute every ticket as quickly as possible.
Flexible scheduling and dispatching fast-paced work
When a new job comes up, Service Pro makes it easy for service managers to save all the job details while they’re on the phone with the customer — then find the best spot on the schedule and dispatch the job to their team. Here’s how it works:
- Create and schedule a job: When you get a new job request, you can quickly capture all the details you need to get the work done, including any important details about the job location, the visits your team needs to make, and the equipment that requires service.You can also choose whether the job will be billed at a fixed price or based on time and materials, which makes invoicing easier at the end of the job. And with our Service Catalog, you can quickly add routine services at set prices in just a couple clicks.
- Manage your schedule and dispatch a tech: Once you have all the details for a job, you can schedule a visit and dispatch a service tech right away with just a few clicks, or save the job to be dispatched later. This is useful when things get busy and you’re not sure when the job can get done or who it should be assigned to.
The Team View shows your entire team’s schedule on in one place so you can see who’s available to take on this job. Once you’ve found a spot in the schedule, you can dispatch a rep simply by dragging the job right onto their calendar from the Schedule Queue. No need to give them a call — Knowify automatically notifies your techs when new jobs are added to their schedule.
Service Pro automatically highlights jobs that still need to be dispatched, and gives you quick access to all your unscheduled jobs with the Schedule Queue, so you can stay on track no matter how busy your schedule gets.
An easy-to-use mobile app for your techs in the field
In the field, the Knowify mobile app gives service techs everything they need to execute jobs on time while automatically syncing their work back to the office. Here’s how it works:
- See upcoming jobs: With the Knowify mobile app, service techs can see the details of all their upcoming jobs in one place, so they can plan their day and make sure they have the materials they need to get the job done. They can even review the service history for each piece of equipment at a customer site with Service Assets. If the schedule changes or they’re dispatched to a new job, Knowify will automatically send them a notification to keep them on track.
- Log your work: Once they’re on the job, service techs can check in and start logging their work in just a few taps. They can mark tasks as complete, leave comments, upload photos, and log any expenses or parts they needed to get job done. As always, everything will instantly sync back to the office and be associated right to the service ticket.
- Schedule follow-ups in the field: We know service work can be unpredictable, so we made it easy for techs to schedule follow-up visits or create new service tickets while they’re in the field. This is especially helpful when new work is uncovered or the scope of the job changes on the fly.
Real-time activity and expense tracking
- Connect to the field: Back in the office, your service managers are always connected directly to the field. As your team works, Service Pro syncs everything in real-time. Service managers can open any job to see whether the service tech has arrived, what equipment they’ve serviced, and any comments or photos they’ve submitted from the job site, and they can instantly reply with a comment of their own.
- Track expenses in real-time: As your team works, Service Pro automatically tracks their billable time and material expenses they log from the field. These expenses are automatically associated with the correct job and synced back to the office in real-time, making it easy to bill your customers based on time and materials or a standard fixed price when it comes time to invoice.
- Automatically calculate profitability: Service Pro gives you a real-time view of your job costs and profitability. You can see how much you’re spending on labor and materials for each job, and compare it to your revenue to understand your profit margins.
- Sync with QuickBooks: Service Pro integrates seamlessly with QuickBooks, automatically syncing all of your expenses for every job to keep your books up-to-date without any extra work.
Simplified invoicing and faster payment
Service Pro also makes getting paid easier — and faster — than ever. Here’s how we streamline your invoicing and payment process:
- One-click invoicing: Service Pro makes it easy to keep track of invoicing, showing you at a glance which jobs have been invoiced, which have already been paid, and which jobs you still need to invoice for. And as always, Knowify will generate invoice for you in just one click. Service Pro automatically pulls in all the billable time, materials, and expenses associated with the job, or simply creates the invoice based on the fixed price you set when creating the ticket, and you can make edits and add markup before emailing it straight to your customer.
- Built-in payment processing: Service Pro includes built-in payment processing, so you can add a payment link to your invoices and make it easy for your customers to pay online via credit card or ACH. All payments instantly sync back to Knowify, no manual reconciliation required.
Professional customer communication, from booking to payment
From the first customer call to the final payment, Service Pro helps busy service managers keep their customers in the loop with professional messages and reminders — no phone calls required.
- Message your customers: During each job, Service Pro makes it easy to send job confirmations, appointment reminders, status updates, and payment reminders to your clients via text or email with just a few clicks.
- Share updates via the portal: You can also share the details of each job with the customer portal in Service Pro. Your clients can view project summaries, invoices, documents, and photos from each job. Simply create a link and choose which details you’d like to share!
Service Pro is available as a paid add-on to any Knowify plan. Ready to learn more? Book a call with a Knowify expert today for a personalized walkthrough and more information about plan upgrades.
