ServiceTree Field Service App

ServiceTree Features

Field Service Management

Create, Track and Schedule jobs anytime, anywhere. Easily access job details - basic info, work items, schedules, photos, invoices & estimates

Invoicing & Estimating

Create, Send, Print, Share estimates & invoices on the go. Invoice/Estimate customization, capture signatures, customize theme & structure.

CRM

Manage clients, addresses, contacts, work items, staffs. Drill down client data by contacts, addresses, jobs, invoices & estimates

Customization

Fully customizable invoice & estimate style, layout, content and language, business details, logo, tax settings, job text message and email templates.

Manage you jobs and schedules anytime, anywhere

Easily manage your jobs in calendar month view, calendar week view or job list view. Search jobs efficiently: match jobs by job name, client, address, contact or job notes.

Quickly see the basic information of every job: created time or job schedule, client name, job address and job status.

Create a job with just a few taps. Update job details, work items, schedules, photos, progress while on site.

Offline first: network connection is not required and you don't need to setup any account when using ServiceTree.

Easily access all information of the job

Quickly view or update job basic information: client name, job address, contact info (phone number, email, etc.).

Add or edit work items (services, materials, parts), quantities, prices, amounts with just a few taps.

Add or edit schedules (start time, end time), schedule actions (quote, visit, follow-up, etc.), responsible staffs. Job schedules syncs with the Calendar app on your mobile device.

Create, customize professional estimates and invoices based on work items added to the job.

Create, Send, Print, Share estimates & invoices on the go

Create estimate and invoice based on work items in the job. Every field, such as invoice no#, invoice date, bill to, subtotal, discount, tax, balance due, is customizable.

Flexiable sharing: print, send to email, share to social networking apps installed on mobile device.

Capture signatures (client signature, service provider signature) while on site.

Easily track and update estimate and invoice status: created, sent, accepted, paid, cancelled.

Customer Relationship Management - manage clients, addresses, contacts, work items, staff

Quickly view or update job basic information: client name, job address, contact info (phone number, email, etc.).

Add or edit work items (services, materials, parts), quantities, prices, amounts with just a few taps.

Add or edit schedules (start time, end time), schedule actions (quote, visit, follow-up, etc.), responsible staffs. Job schedules syncs with the Calendar app on your mobile device.

Create, customize professional estimates and invoices based on work items added to the job.

Highly customizable Field Service Management App

Customize your business name, logo and contact info. Set tax information (tax name, rate, tax number, etc.) for your invoices and estimates.

Customize invoice and estimate title, #no, layout, color, toggle sections and positions, set different texts according to your specific language requirements.

Customize E-mail templates and Text Message (SMS) Templates for general job contact, pre-job reminder, post-job follow-up, send invoice, send estimate messages.