Was ist Service Assistant?

Let Real Green's products and services help manage day-to-day business, client appointment scheduling, technician routing, payment processing and more so your company can become more efficient and grow with greater ease. We offer comprehensive software and supplemental assistance used by all service industry businesses: customer relationship (CRM), estimation, fleet management, mobile, referral, customer portal, automated and digital marketing, printing, storage, web and more.

Wer verwendet Service Assistant?

We partner with companies of all sizes: start-ups, small businesses, mid-size and large franchises.

Service Assistant – Details

RealGreen Systems

1984 gegründet

Service Assistant – Videos und Bilder

Videos zu Service Assistant
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Service Assistant – Details

RealGreen Systems

1984 gegründet

Kosten ähnlicher Produkte wie Service Assistant vergleichen

Startpreis

Nicht verfügbar
47,00 $/Monat
40,00 $/Monat
35,00 $/Monat

Kostenlose Version

Kostenlose Version Nein
Kostenlose Version Nein
Kostenlose Version Nein
Kostenlose Version Nein

Gratis Testen

Gratis Testen Nein
Gratis Testen Nein
Gratis Testen Ja
Gratis Testen Ja

Service Assistant – Bereitstellung und Support

Kundenbetreuung

  • Chat

Einsatz

  • Cloud, SaaS, webbasiert
  • Android (mobil)

Training

  • Live Online
  • Webinare

Funktionen von Service Assistant

  • API
  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Angebote / Schätzungen
  • Anpassbare Berichte
  • Anpassbare Felder
  • Anpassbare Vorlagen
  • Arbeitsauftragsverwaltung
  • Arbeitshistorie
  • Auftragskostenrechnung
  • Berichterstattung / Analyse
  • Berichterstattung und Statistik
  • Bestandsverfolgung
  • Dokumentenspeicher
  • Drittanbieter-Integration
  • E-Mail-Benachrichtigungen
  • E-Mail-Management
  • Echtzeit-Berichterstattung
  • Echtzeit-Daten
  • Elektronische Unterschrift
  • Elektronische Zahlungen
  • Fotos / Bilder
  • Für Baumpfleger
  • GPS
  • Geografische Karten
  • Inspektions-Management
  • Integration in QuickBooks
  • Integration in die Buchhaltung
  • Inventarverwaltung
  • Job-Management
  • Job-Nachverfolgung
  • Job-Planung
  • Kalenderverwaltung
  • Kundendatenbank
  • Kundenmanagement
  • Kundenportal
  • Mehrere Standorte
  • Mitarbeitermanagement
  • Mobiler Zugriff
  • Rechnungsmanagement
  • SMS-Nachrichtenversand
  • Schätzung
  • Suchen / filtern
  • Terminplanung
  • Vegetationskartierung
  • Versandmanagement
  • Wiederkehrende Termine
  • Workflow-Management

Siehe die vollständige Baumkataster-Software Liste

  • API
  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Angebote / Schätzungen
  • Anpassbare Berichte
  • Anpassbare Felder
  • Anpassbare Formulare
  • Anpassbare Vorlagen
  • Arbeitsauftragsverwaltung
  • Aufgabenplanung
  • Berichterstattung und Statistik
  • Bestandsverfolgung
  • CRM
  • Dateispeicherung
  • Dokumentenspeicher
  • Drag-and-Drop
  • Drittanbieter-Integration
  • Echtzeit-Aktualisierungen
  • Echtzeit-Benachrichtigungen
  • Echtzeit-Berichterstattung
  • Echtzeit-Daten
  • Elektronische Unterschrift
  • Erinnerungen
  • GPS
  • Historische Berichte
  • Integration in die Buchhaltung
  • Inventarverwaltung
  • Job-Management
  • Job-Nachverfolgung
  • Job-Planung
  • Kalenderverwaltung
  • Kontakt-Datenbank
  • Kundendatenbank
  • Kundendienst-Historie
  • Kundenhistorie
  • Mobiler Zugriff
  • Online-Zeiterfassung
  • Rechnungsmanagement
  • Routing
  • Schätzung
  • Standortverfolgung
  • Statusverfolgung
  • Terminplanung
  • Versandmanagement
  • Vertrags-/Lizenz-Management
  • Wartungsplanung
  • Workflow-Management
  • Zahlungseinzug im Außendienst

Siehe die vollständige Field Service Management Software Liste

  • API
  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Anpassbare Berichte
  • Arbeitsauftragsverwaltung
  • Auftragsmanagement
  • Automatisierte Terminplanung
  • Berichterstattung und Statistik
  • Bestandsverfolgung
  • Bestell-Management
  • Compliance Management
  • Drittanbieter-Integration
  • Echtzeit-Aktualisierungen
  • Echtzeit-Benachrichtigungen
  • Echtzeit-Berichterstattung
  • Echtzeit-Daten
  • Echtzeitüberwachung
  • Fahrtenbuch
  • Fuhrpark
  • GPS
  • Geografische Karten
  • Geolokalisierung
  • Geräteinstandhaltung
  • Historische Berichte
  • Inspektions-Management
  • Instandhaltungsmanagement
  • Inventarverwaltung
  • Kostennachverfolgung
  • Kraftstoff-Management
  • Kundendatenbank
  • Mitarbeitermanagement
  • Mobile Benachrichtigungen
  • Mobiler Zugriff
  • Reifen-Management
  • Routenmanagement
  • Routenoptimierung
  • Routenverlauf
  • Routing
  • Sendungsverfolgung
  • Standortverfolgung
  • Statusverfolgung
  • Terminplanung
  • Transportmanagement
  • VIN-Suche
  • Versandmanagement
  • Vorfall-Berichterstattung
  • Wartungsplanung
  • Überwachung

Siehe die vollständige Fuhrparkmanagement Software Liste

  • API
  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Angebote / Schätzungen
  • Anpassbare Berichte
  • Anpassbare Vorlagen
  • Arbeitsauftragsverwaltung
  • Aufgabenplanung
  • Auftragskostenrechnung
  • Berichterstattung und Statistik
  • Bestandskontrolle
  • Bestandsverfolgung
  • Bewässerungs-Nachverfolgung
  • Daten-Import / -Export
  • Drag-and-Drop
  • Drittanbieter-Integration
  • Echtzeit-Berichterstattung
  • Echtzeit-Daten
  • Elektronische Unterschrift
  • Elektronische Zahlungen
  • GPS
  • Geografische Karten
  • Grünflächenmanagement
  • Integration in QuickBooks
  • Integration in die Buchhaltung
  • Inventarverwaltung
  • Job-Management
  • Job-Nachverfolgung
  • Job-Planung
  • Kalenderverwaltung
  • Kundendatenbank
  • Kundenportal
  • Landschaftsdesign
  • Lohn- und Gehaltslisten-Management
  • Mitarbeitermanagement
  • Mobile Unterschriftenerfassung
  • Mobiler Zugriff
  • Rechnungsmanagement
  • Routing
  • Schätzung
  • Self-Service Portal
  • Terminplanung
  • Timesheet Management
  • Versandmanagement
  • Vertrags-/Lizenz-Management
  • Wartungsplanung
  • Zeit & Kosten Verfolgung
  • Zeitverfolgung

Siehe die vollständige GaLaBau Software Liste

  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Angebote / Schätzungen
  • Anpassbare Berichte
  • Anpassbare Vorlagen
  • Arbeitsauftragsverwaltung
  • Aufgabenplanung
  • Automatisierte Terminplanung
  • Berichterstattung und Statistik
  • Bestandsverfolgung
  • CRM
  • Chemikaliengebrauchskontrolle
  • Daten-Import / -Export
  • Drag-and-Drop
  • Drittanbieter-Integration
  • E-Mail-Management
  • Echtzeit-Daten
  • Elektronische Unterschrift
  • Elektronische Zahlungen
  • Erinnerungen
  • Für die Gartenpflege
  • GPS
  • Geräte-Management
  • Integration in QuickBooks
  • Integration in die Buchhaltung
  • Inventarverwaltung
  • Job-Management
  • Job-Nachverfolgung
  • Job-Planung
  • Kalenderverwaltung
  • Kundendatenbank
  • Kundendienst-Historie
  • Kundenhistorie
  • Kundenmanagement
  • Kundenportal
  • Kundenportal
  • Mitarbeitermanagement
  • Mobiler Zugriff
  • Rechnungsmanagement
  • Routenoptimierung
  • Routing
  • SMS-Nachrichtenversand
  • Schätzung
  • Terminplanung
  • Timesheet Management
  • Versandmanagement
  • Vertrags-/Lizenz-Management
  • Zeit & Kosten Verfolgung
  • Zeitverfolgung

Siehe die vollständige Gartenbau Software Liste

  • API
  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Angebote / Schätzungen
  • Anpassbare Berichte
  • Anpassbare Felder
  • Anpassbare Vorlagen
  • Arbeitsauftragsverwaltung
  • Barcode / Tickets scannen
  • Berichterstattung und Statistik
  • CRM
  • Digitale Unterschrift
  • Drag-and-Drop
  • Drittanbieter-Integration
  • E-Mail-Management
  • Echtzeit-Berichterstattung
  • Echtzeit-Daten
  • Elektronische Unterschrift
  • Elektronische Zahlungen
  • Erinnerungen
  • Flottenmanagement
  • Für Schädlingsbekämpfungsunternehmen
  • GPS
  • Geografische Karten
  • Immobilien-Layout
  • Integration in die Buchhaltung
  • Inventarverwaltung
  • Job-Management
  • Job-Nachverfolgung
  • Job-Planung
  • Kalenderverwaltung
  • Kreditkartenbearbeitung
  • Kundendatenbank
  • Kundenhistorie
  • Kundenportal
  • Mehrere Standorte
  • Mitarbeitermanagement
  • Mobile Unterschriftenerfassung
  • Mobiler Zugriff
  • Pestizidengebrauch-Nachverfolgung
  • Rechnungsmanagement
  • Routing
  • SMS-Nachrichtenversand
  • Schädlings-Aktivitäten-Nachverfolgung
  • Techniker-Management
  • Terminplanung
  • Versandmanagement
  • Workflow-Management

Siehe die vollständige Schädlingsbekämpfung Software Liste

  • API
  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Angebote / Schätzungen
  • Anpassbare Berichte
  • Anpassbare Felder
  • Anpassbare Formulare
  • Arbeitsauftragsverwaltung
  • Aufgabenplanung
  • Automatisierte Terminplanung
  • Berichterstattung und Statistik
  • Bestandskontrolle
  • Bestandsverfolgung
  • Drag-and-Drop
  • Drittanbieter-Integration
  • Echtzeit-Aktualisierungen
  • Echtzeit-Benachrichtigungen
  • Echtzeit-Daten
  • Elektronische Unterschrift
  • Elektronische Zahlungen
  • Erinnerungen
  • GPS
  • Geografische Karten
  • Historische Berichte
  • Integration in QuickBooks
  • Integration in die Buchhaltung
  • Inventarverwaltung
  • Job-Management
  • Job-Nachverfolgung
  • Job-Planung
  • Kalenderverwaltung
  • Kontakt-Datenbank
  • Kundendatenbank
  • Kundendienst-Historie
  • Kundenhistorie
  • Kundenportal
  • Mobiler Zugriff
  • Rechnungsmanagement
  • Routing
  • Schätzung
  • Self-Service Portal
  • Standortverfolgung
  • Statusverfolgung
  • Techniker-Management
  • Terminplanung
  • Versandmanagement
  • Vertrags-/Lizenz-Management
  • Wartungsplanung

Siehe die vollständige Software für die Disposition von Wartungspersonal Liste

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Alle 32 Nutzerbewertungen lesen

Durchschnittliche Bewertung

Gesamt
3,3
Benutzerfreundlichkeit
3,2
Kundenservice
3,7
Funktionen
3,3
Preis-Leistungs-Verhältnis
2,9

Nutzerbewertungen nach Bewertung

5
8
4
8
3
6
2
6
1
4

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Carey P.
Office Manager in USA
Umweltdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Extremely In-Depth Lawn Program with MANY Features!!!

5 vor 2 Jahren

Kommentare: We are able to keep such detailed history on our customers, and even better that our technicians can even access that in the field with Mobile Live!

Vorteile:

This software has so many different "layers" that allow you to do so many things. There are tons of reports, on top of everything else it has to offer. It is a huge time-saver for our company, and I can't imagine we would be able to handle the amount of current customers we have without a program like this. We use so many features in the program as well as extended features (CAW for payments only, Mobile Live, Routing...).

Nachteile:

We currently still have SA4, so there are no longer any updates. It is also a VERY complicated program to learn, but sooo worth it!! The technicians at Real Green are wonderful at helping you get through any stumbling blocks you may run into.

Antwort von RealGreen Systems

vor 2 Jahren

Thank you for the kind words, Carey!

Larry P.
President in USA
Verifizierter Nutzer auf LinkedIn
Hausmeisterservice, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Overly Complicated

4 vor 2 Jahren

Kommentare: Customer support group is excellent. Why the development group can not, or have chosen not to correct the 2 issues that I just addressed, is beyond me.

Vorteile:

It is fully integrated, customer management software. What it does well, it does very well. Routing work and allowing us segment out customers for marketing purposes.

Nachteile:

Vastly over complicated in how it handles customer deposits. Software does not always apply payments to the invoice number that we type in. It will automatically apply payment to the oldest open invoice, which can cause absolute chaos in our accounting and when we communicate with a customer about an open balance and find out that there last several payments have been applied to the wrong invoice. It sews seeds of doubt in customers' minds as to whether we know what we are doing or not, or if we are somehow trying to take advantage of the. It does little to calm their concerns to tell them that our software program assigned their payment to the wrong invoice. It seems pretty straight forward fix to us. If we type in an invoice number for the payment to be assigned to, assign it there, every time.

Antwort von RealGreen Systems

vor 2 Jahren

Thank you for the review, Larry! If you're using SA4, your comment on deposits and payments is true. However, SA5 is vastly improved in that area. You can apply payments to specific invoices and services, eliminating any doubt in your customers' minds as to the validity of your accounting and setting your own mind at ease, that everything is as it should be. Contact us for a no-obligation SA5 consultation!

Amanda J.
Office Manager in USA
Verbraucherdienste, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Good Product, Not 100% Ready

3 vor 2 Jahren

Kommentare: It's a lot more user friendly than SA4, but considering we don't have full functionality it's disheartening.

Vorteile:

The aesthetics of the website and advertised functionality were very appealing during sales pitch. Most of us like the fact we can see a good bit of the customers account information from the Customer Details screen without having to hop from tab to tab like in SA4. The accessibility is convenient as our other branches no longer have to remote in to access a program, but can instead access SA5 from the web.

Nachteile:

There are several tasks we're unable to complete in SA5 because it's not an available feature and we're having to resort back to SA4 to do them. Sending statements to Real Green via direct mail through SA5 is unavailable, printing Group Billing Statements with our custom form is unavailable. We also cannot export Route Loose Work report to customer search screen. The speed of SA5 has also posed an issue, in general when entering new estimates/sales as well as posting payments. Lastly, the font size for printed invoices in SA5 is a lot smaller than SA4 and we've had quite a bumpy start trying to get everyone's printer settings formatted properly. Invoices used to also show if another service invoice was printed and that is no longer available. The CALL AHEAD message was a lot larger on the invoice and now it's not.

Antwort von RealGreen Systems

vor 2 Jahren

Thank you for the review, Amanda! We're sorry you're experiencing issues becoming accustomed to SA5's updated screens and workflows. Real Green will pull statement files for users for processing. This functionality should be available soon. To export 'loose work' to the customer screen, users may generate the Unserviced Report and export. Our Customer Support team can jump on a quick call regarding how to post payments and enter new estimates and sales. It's a more straightforward process in SA5 than SA4; however, it may not initially seem so to users due to the updated workflows and screens. If users were using highly customized forms and type sizes when printing, unfortunately, many of those settings were not transferrable and do have to be reset during the initial run; however, once saved should remain intact.

Patty B.
Marketing & Service Coordinator in USA
Baumaterial, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

SA5 Falls a little short for a full service company

4 vor 2 Jahren

Kommentare: The database and customer history is the biggest plus for SA. We have historical data on all of our maintenance customers which makes it super easy to provide maintenance estimates and do contract renewals each year.

Vorteile:

I love that it is internet based and I am able to log in anywhere. The functionality is a big improvement over the SA4 version.

Nachteile:

Reporting is always an issue. For a simple customer list - every time you run the report - you get a different result/number. You clear out the report, start over - and again a different number. It's difficult to provide accurate numbers to your boss when you aren't sure yourself if they are correct. Also - our we are a full service landscape company - and the software cannot handle the landscape division. We need to Create estimates for landscape jobs that will populate each individual plant, flower, tree, shrub, hardscape material, sand, etc.; thousands of different items with pictures of these items too. Unfortunately - SA cannot handle this amount of customization - so we need to use multiple software programs in our company instead of one. One of the BIGGEST nightmares with SA - is that it doesn't play well with QuickBooks. Almost everyone in our industry uses QuickBooks - and it is the biggest pain in the butt - and I mean HUGE that SA doesn't integrate with QuickBooks. In fact - we are actually researching other software programs that will address all of these issues I have listed. Logging time in twice (once in QuickBooks and once in SA), payments, etc. - it's double duty for a lot of items - which is a big waste of admin time.

Antwort von RealGreen Systems

vor 2 Jahren

Thank you for your review. We appreciate your candid observations. To clarifyReporting in SA4 and SA5 is robust and offers users multiple ways of viewing their data using filters. If users save their desired data report parameters to favorites, and generate the report from the saved favorite profile and it will generate the same data each time. SA5 has an internal billing system, which functions much like QuickBooks, and allows users to push their general ledger to QuickBooks to create a P&L.

David M.
Customer Experience Director in USA
Umweltdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Good product but needs constant work

3 vor 2 Jahren

Kommentare: It is mixed because there are so many great features, but as I said above, the company tries to be the entire solution to every service business, and it falls quite short in this capacity. Operating a small business myself, I have found that finding what you are great at and focusing on that is the key to success. It seems to me that RG is working awful hard on trying to stretch beyond their wheel-house.

Vorteile:

I like the idea of SA. It does things many other solutions in my industry don't offer. SA manages our customer's services very well. It handles billing and service dispatch very well. It allows us to give nearly instant quotes to many many people in our service area. It is quite accurate with day to day operation based services.

Nachteile:

It doesn't integrate with other marketing software like Hubspot. SA tries to be a marketing company, a printing company, a customer service company, an accounting company, essentially it tries to be too many things. If SA would focus on getting the service scheduling and dispatch and billing 100% correct, I feel like they would easily be the best in the industry. There are often errors when running reports out of SA. Some of the information dispersed through the reports needs to be verified because it is so often incorrect. There are times when the program is slow to operate (web based version). There are some essential features such as entering a day of production, that simply don't work and are not fixed. The scheduling feature doesn't work when trying to schedule 2 services in the same time slot for the same customer which happens frequently in our area. Their marketing solutions are not that good overall.