Explore the powerful ServiceBridge CRM features designed to streamline customer management, boost efficiency, and improve your bottom line — all in one connected platform.
Questions? Call (888) 586-8932
Manage every stage of the customer journey with ServiceBridge CRM. From detailed, accurate estimates to setting up recurring work orders and soliciting feedback, ServiceBridge gives your business a full suite of tools designed to manage your workflow, keep your customers happy, and help you grow your service business.
Create and manage customer contact and location information from any device
Detailed service records and recurring schedules for customer installed equipment
Easily create detailed, accurate estimates for customers and prospects
Create detailed work orders and see their status in real time with calendar, map and report views
Assign the right team to the right job with intuitive scheduling tools
Assign jobs to your team based on current location with real-time dispatching
Know where your team members are and track their progress in real-time
Provide team members and customers with timely notifications on upcoming jobs
Simplify billing and send your customers detailed, accurate invoices in minutes
Simplify payment collection with integrated card reader and payment processing support.
Our powerful two-way sync with QuickBooks Online eliminates accounting errors
Give your team the tools to succeed, from office administrators to field technicians. ServiceBridge’s powerful Job Management system makes it easy to tackle everything from estimates to complex multi-day projects. Keep your team moving and get more jobs done with ServiceBridge.
Create, schedule, and invoice multi-day or multi-part jobs with ease
Create transparency and ensure accurate payroll with integrated timesheets
A full inventory of products, parts, services, and bundles available on your mobile device
Manage service contracts and warranties with job history, serial number, make, model and more
Set customized permissions for your team members to help keep sensitive date secured
Create transparency for your customers by sharing work orders, photos, and more
Nobody starts a business with the goal of staying small. ServiceBridge gives your service business the tools to empower grow – from supporting multiple branches to franchise settings, we give your business the tools to expand and grow your bottom line.
Help your team members grow with your company by setting up custom commission roles.
Create customized pricing and offers for your customers based on specific criteria
Generate five-star reviews for your business with Reviewbuzz integration
Manage a network of franchise locations at scale ensuring consistent brand, service quality, and business workflows across the entire network.
Access and report on multiple company branches from a single dashboard
Service national customers with consolidated invoicing and assignment to top-performing locations
Auto-assign customers to the correct franchise territory, and get notified of out-of-territory work
Configure and customize royalty payments for each franchisee within ServiceBridge
Analyze marketing campaign return on investment across your entire franchise network
Create a professional, consistent brand across your locations with customized templates
Ensure a consistent workflow at each location with mandated settings and fields
No one piece of software can do everything for your business. That’s why ServiceBridge offers a number of plugins and integrations, including a best-in-class accounting sync for QuickBooks Online and a powerful Public API that connects ServiceBridge to endless third-party web applications.
Use our robust Public API to connect ServiceBridge to endless third-party applications
Create custom reports, tables, and charts tailored to your business needs
Tailor ServiceBridge to fit your workflow with custom work order templates, custom digital forms, branded e-mail templates and more.
Your success is our success. At ServiceBridge, we’re with you every step of the way – from onboarding tools to help you get up to speed quickly, to live technical support that ensures your business keeps moving.
Talk to a live ServiceBridge expert and receive troubleshooting in real-time over chat
Contact our knowledgeable staff anytime through dedicated e-mail support
Speak directly to a ServiceBridge expert using our phone support
Get quick answers to questions or watch video tutorials using our help documentation
Get up to speed quickly with in-app guides or learn about advanced features with live webinars
Book a live demo and we'll walk through the exact features that matter most for your business type and team size.
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