The HindSite Solution is service management software designed to reduce costs and wasted time by eliminating your paperwork. Use a single system designed to manage everything from scheduling work orders, tracking job details for each client, and regular billing (including contract billing).
HindSite's scheduling tool is fast and easy to use. Integrate with Microsoft MapPoint® to route daily work, because better routing allows your field technicians to spend more time on jobs, and less time behind the windshield. See everything that's happening in a single place, pulling up customer history and detailed notes with a single click. Scheduling is tied to contact management (CRM), where you can have unlimited custom fields to track every detail from marketing to equipment information. You can even track specific history on every individual piece of equipment. It allows your office manager to provide excellent customer service, creating a competitive advantage as you can react to customer issues faster and with more information.
When it comes to the field work, all the work orders are downloaded to the technician's mobile device (smartphone, tablet, or laptop). The tech can see their work orders for the day, see driving directions, customer maps, notes from the office, and property information. On every job, HindSite time tracking software will automate collecting the time records. All materials the tech will use are in the field software, so your tech just needs to tap on the right line to create the final bill based on the services provided and materials used. And you can automate data collection with custom reports, based on the equipment being serviced, and we'll even collect a digital signature for you. Our field service software is easy to use, and doesn't get in your technician's way.
Back in the office you can collect the field data after every job. Track where techs are in their day, what jobs are incomplete (and get them rescheduled), and run reports on what work was done for your clients. Completed work can be sent to invoicing immediately via our QuickBooks or Sage integration, so you can email your customer a bill as soon as the tech is finished. You can also run timesheets reports on productive time, to make sure that your business is operating at a profit.
And for all your maintenance contracts, HindSite can handle both the scheduling and billing. Our recurring scheduling features help automate the scheduling, so you don't have to manually schedule regular appointments, and our billing tools include a "maintenance billing option", so invoices are created in your accounting system at set periods.
As a Gold Certified Developer for QuickBooks - and a Silver Sage Peachtree® Developer - billing takes minutes, instead of hours. There is no paperwork, no illegible handwriting, no double entry. Your profit improves as your plumbing company becomes more productive, and you have more time to work on your business, instead of in your business.