Local Service Rep ServiceRep
Service Management Software for Small Service Businesses
Manage customers, jobs, schedules, technicians, invoices, payments, expenses and business activity from one practical service-management system.
ServiceRep brings the day-to-day information behind your service business together so customer records, service work, billing and financial activity stay connected instead of being scattered across spreadsheets, notes and separate applications.
Stop Running Your Service Business From Scattered Systems
Customer information in one place, schedules somewhere else, invoices in another system and expenses in a spreadsheet can make even a small service business unnecessarily complicated.
ServiceRep connects the information you use every day. Create customers, schedule jobs, assign technicians, record billable work, issue invoices, collect payments, track expenses and review the financial and operational health of your business without maintaining disconnected records.
Everything You Need to Manage Everyday Service Work
Keep the operational and financial sides of your service business connected from the first customer call through the final payment.
Customers & Locations
Maintain customer contact information, billing details, service locations, invoice terms and notes in one customer record.
Jobs & Scheduling
Create service jobs, choose service locations and equipment, assign technicians and schedule the work that needs to be completed.
Technicians & Permissions
Add authorized users, assign roles and provide specific technician permissions for the work and information each person needs.
Invoices & Payments
Create and track customer invoices, outstanding balances and completed payments, with support for customer online invoice payments.
Expenses & Receipts
Record company purchases, categorize expenses, maintain reusable vendors and attach receipt images or PDF documents to expense records.
Business Reporting
Review company activity, payments, sales, expenses, jobs, time and realized income for the reporting period you choose.
Keep Customer and Job Information Connected
Create a customer once and keep the information needed for future work together. ServiceRep supports customer contact and billing information, service locations, job descriptions, assigned technicians, equipment, mileage, scheduling and job notes.
That means the information surrounding the work stays connected instead of being recreated every time another service call is scheduled.
A Clearer View of Your Service Business
Know What Is Scheduled
See scheduled work and upcoming service activity without maintaining a separate calendar or handwritten schedule.
Know What Is Still Open
Keep active jobs visible and track their status until the work has been completed.
Know What Needs to Be Collected
Review issued invoices, payments received and outstanding balances without rebuilding the numbers in another system.
Know Where the Money Went
Record company expenses by vendor and category so operating costs remain part of the same business record.
Move From Completed Work to Customer Billing
Create invoices from customer jobs and track them from draft through payment. ServiceRep keeps issued totals, collected amounts, outstanding balances and payment records visible so billing remains connected to the work that generated it.
Customers can also be given the option to pay eligible invoices online when online invoice payments are enabled for the business.
Track Expenses Alongside Revenue
Revenue is only part of the picture. ServiceRep lets you record company purchases, organize vendors and expense types, track tax paid and attach supporting receipts.
See the Business Picture, Not Just Individual Transactions
The Company Snapshot brings payments, sales tax, invoices, outstanding balances, expenses, completed jobs and recorded job time together for the reporting period you select.
Use it to review operational activity and realized income without manually assembling the same information from separate records.
Accountant-Ready Business Records
Choose a reporting period and export the business records your accountant may need without rebuilding them manually at tax time.
Available CSV exports include payments received, completed refunds, credit memos, invoices and balances, invoice sales detail, company expenses, purchased expense items and completed jobs and operations.
Control Who Can Do What
ServiceRep supports multiple authorized users with roles and additional technician permissions so access can reflect how your business actually operates.
Business Administration
Add authorized users and assign established roles for normal application access.
Technician Exceptions
Grant narrowly defined permissions such as creating jobs, updating customers, managing assignments, entering company expenses or viewing additional work.
Business Separation
Business records and exports remain associated with the signed-in business rather than being mixed with another company’s data.
How ServiceRep Fits Into the Workday
1. Add the Customer
Create the customer record with the contact, billing and service information you need.
2. Create & Schedule the Job
Describe the work, select the location and equipment, assign technicians and schedule the appointment.
3. Complete & Bill the Work
Track job activity and billable items, create the invoice and record the customer’s payment.
4. Review the Business
Review revenue, outstanding balances, expenses, completed jobs and accountant-ready records when you need them.
The Flagship Local Service Rep Product
ServiceRep is the complete service-management application in the Local Service Rep software family. It brings customer management, service work, billing, expenses and business reporting together for companies that need more than a single-purpose tool.
Local Service Rep also offers focused applications including WorkOrder and TimeBilling, along with DecaVault for personal organization.
Start Managing Your Service Business With ServiceRep
Bring customers, jobs, scheduling, billing, expenses and business reporting together in one practical service-management system.
Simple ServiceRep Pricing
Start with a free 14-day trial, then choose the billing option that works best for your business.
Monthly
$24.95
1-Year
$274.45
2-Year
$499.00
All plans include a 14-day free trial.
