Servicefactor1016.72 - App Store

Are you a current ServiceFactor user? ServiceFactor Mobile is a companion to your ServiceFactor web system, built for your field technicians.
ServiceFactor Mobile helps increase cash flow by automatically creating an invoice at the time of service and allows the technician the ability to process payments in the field. When a technician receives the service call information, they also receive notes about the customer, history and what equipment is located at the site. The technician can update their dispatch status, as well as enter material and flat rate repairs used (if applicable) against the specific piece of equipment for which it was used. All work can be approved by capturing a customer signature prior to performing recommended repairs, and the technician can also prepare a quote for the customer. If the quoted work is not approved, the quote will automatically be uploaded back to the office and generate a quote in the system for future follow up. Once the work has been performed, complete the work order by collecting payment (if applicable) and have the customer sign the invoice or work order. All information, including the customer’s signatures approving and accepting the work will sync back to the office, updating your system. With the ServiceFactor Mobile, you will set yourself apart from your competition by offering your clients the professionalism they deserve and expect.
. Retrieve calls to your iPad or iPhone

. View customer information

. View problem reported and site notes

. View Equipment details and warranty dates

. Add or Edit Equipment, including pictures

. View attached images or documents

. Fill out custom checklists and readings based on equipment type

. Track custom checklists based problem reported

. Track dispatch statuses that automatically update the Dispatch Board

. Enter material from truck or warehouse inventory

. Inventory is broken down into categories with pictures

. Handles both T/M and Flat Rate billing on the same invoice

. Automatically calculates item sell prices based on Service Agreement Discounts

. Ability to sell service agreements

. Sold service agreements automatically create record in the office

. Capture work authorization signature

. Generate Quotes in the field with pictures of items quoted

. Unaccepted quotes create a quote record in the office for future follow up

. Capture customer’s acceptance signature for work performed

. Receive payments in the field including Chip processing

. Ability to Email quotes and invoices with customers signature

. Copy of the signed invoice is uploaded back to the office

. Integrated mapping with turn-by-turn directions

. Portrays a professional image to the customer

. Easy for techs to learn and use

. Saves time and money
Team Management Systems various software packages have been the preferred software solution for thousands of HVAC, Plumbing, Electrical, Mechanical and other service contractors throughout the world since 1991.
NOTE - ServiceFactor Mobile works seamlessly with ServiceFactor Web to offer a complete user experience. You must have a current subscription to ServiceFactor by Team Management Systems to use this app.

Version History UX improvements in the Invoice page. 1016.72 5d ago UX improvements in sync, invoices, and payments in the field. 1016.71 Sep 16 Cash payments collected in the field can now be reverted before syncing to the office.
UX improvements on sync in the field, particularly when in low network conditions. 1016.70 Aug 4 Search text codes quickly when building a quote.
Various bug fixes and performance improvements. 1016.69 Jul 16 App now shows an alert when the quote sync is rejected from the server.
Improved item search to be consistent with the office.
UX improvements in payments. 1016.68 Jun 25 UX changes for payment collection in the field.
Fixed an issue with the Flat Rate Pricing Book showing incorrect count/price on items included. 1016.67 May 20 Added "Credit Hold" indicator for a Customer.
S/A discount is now used anytime a customer is on an S/A, and applied over edited item prices too.
Fixed an issue that caused non-billable items added in iOS to show savings amount in the PDF generated.
Fixed an issue that might cause the quote sync to fail.
Fixed an issue that caused the discount not to be calculated sometimes.
Fixed issues that might sometimes create idle entries in the timesheet. 1016.66 May 8 UX improvements in the payment page. 1016.65 Apr 2 Fixed issues with how manually created FR prices are calculated and displayed in some cases. 1016.64 Mar 25 UX improvements in the PayFields payment page.
Fixed issues with how flat rate prices are calculated and displayed in some cases.
Added validation for Unicode characters in PO item description.
App now supports a minimum iOS version, rather than the exact version on release. 1016.63 Mar 19 Minor payment UX updates.
Fix - Equipment Attachments sometimes not visible in View Equipment History.
Fix - UI Issues. 1016.62 Feb 27 Forward Payment - Pay using the link sent to inbox.
Fix - Equipment Attachments sometimes not visible in View Equipment History.
Fix - UI Issues. 1016.61 Feb 27 Technician's locations are now tracked when clocking in & clocking out, and also while travelling in a WO.
Items can now be added to a PO from the web, even when the WO is in Working status.
Fixed - CC payments made through payment SDK interfaces now populate the employee display name as Clerk in OE Reports. 1016.60 Jan 14 Fixed - Payments not being processed with MITC Devices. 1016.59 12/16/2025 Fixed - Brand & Equipment Type sometimes not filling automatically when the model is selected in the Equipment Add page. 1016.58 12/12/2025 Card payments can now be processed within the app using OpenEdge SDK. 1016.57 12/03/2025 Fixed the issue where invoice amounts were miscalculated in some cases. 1016.56 10/01/2025 The ability to add Quote Summary and view Quote Estimates has now been added.
Added Serial Number to Equipment in History Screen.
Fixed allowing addition of duplicate equipment model numbers.
Added warning pop-up for unsaved changes on forms. 1016.55 07/17/2025 Bug fixes and enhancements. 1016.54 06/23/2025 MITC payment method is now available. 1016.53 04/03/2025 Quotes - Multiple tabs are now available 1016.52 04/01/2025 Quotes - Multiple tabs are now available 1016.51 03/24/2025 Quotes - Multiple tabs are now available 1016.50 03/21/2025 Quotes - Multiple tabs are now available 1016.49 03/20/2025 Quotes - Multiple tabs are now available 1016.48 03/19/2025