Who ServisBook is for and who it is not for
ServisBook is for technical companies that send people to customers and need to know who goes where and when. Typically it is a company with a few to dozens of technicians that today plans in Excel, in a shared calendar or in the dispatcher's head. The industry matters less than it might seem: HVAC and electrical work face the same questions, just with different qualifications and different job lengths.
It is a good fit when at least one of these situations keeps happening to you:
- During a call you cannot tell the customer when someone will come.
- Sometimes a person without the required qualification goes to a job, or two people at once.
- Recurring services and inspections are tracked from memory or in a spreadsheet kept by one person.
- A morning change of plan means calling the whole team.
It is not a fit for large enterprises with their own ERP, where technician scheduling must be part of it, nor for companies that do not need to schedule people over time. ServisBook also does not issue invoices or keep stock. It plans people and dates and keeps the history of the order; accounting stays in your existing program. What it costs is in the pricing.