ServiceTree Field Service

The ServiceTree app by MetaStack is built for field service contractors and self employed professionals. With seamless job management, scheduling, quoting, estimating and invoicing functionalities, ServiceTree has everything you need to manage your work from your mobile device - freeing you from time-consuming paperwork and increasing your business efficiencies.

FEATURES:
- Job Management
• Manage jobs and schedules in Job Calendar View or Job List View.
• Easily access all relevant information of a job: Client, Address, Contact, Work Items, Schedules, Photos, Estimates, Invoices, Status.
• Call job Contact, Text or Email Pre-Job reminder message, Post-Job follow-up message, Navigate to job Address on the go.
• Manage job Work Items (Services or Materials), Price, Quantity, Amount and Status.
• Manage job Schedules, Staffs and Actions.
• Attach Photos and Notes to job.
• Export or share job data to other apps for backup purposes.

- Estimating & Invoicing
• Create, Edit, Preview PDF format Estimates and Invoices.
• Email, Print, Share Estimates and Invoices, Capture Signatures on the spot.
• Fully customizable Estimate/Invoice Style, Layout, Theme and Language.
• Keep track of invoices and estimates status.

- CRM (Customer Relationship Management)
• View, Search, Create, Modify, Delete Clients.
• Client Data Drill Down: Addresses, Contacts, Jobs, Invoices, Estimates.
• Manage Contact information: Name, Title, Telephone, Mobile and Email information.
• Management all Addresses gathered in jobs, clients and contacts.
• View, Search, Create, Modify, Delete Work Items (Services and Materials).
• View, Search, Create, Modify, Delete Staffs.
• Manage, Search, View Invoices, Estimates.

- Settings and Customization
• Customize Business Details for your estimates and invoices: Business Name, Contact information and Logo.
• Customize Tax information: Tax Name, Tax Number and Tax Rate.
• Customize Invoice and Estimate Template: Title, Color, Layout, Naming Convention, Components, Text and Language.
• Customize Email and Text Message Template for client communication: General Contact template, Pre-Job Reminder template, Post-Job Follow-up template, Send Invoice template, Send Estimate template.
• Configure Date and Currency format used in Invoice and Estimate.
• Customize Job Status, Work Item Status, Schedule Status, Invoice/Estimate Status.

INDUSTRIES:
- HVAC
- Plumbing
- Painting
- Lawn Care
- Landscaping
- Snow Removal
- Roofing
- Residential Cleaning
- Appliance Repair
- Electrician
- General Contractor
- Handyman
- And More

PRICING:
To get access to unlimited jobs, unlimited estimates and unlimited invoices, ServiceTree offers two types of subscriptions:
Monthly Subscription - $4.99 USD per month.
Yearly Subscription - $39.99 USD per year.

Price may vary by location. Your subscription will be charged to your iTunes account at confirmation of purchase and will automatically renew unless auto-renew is turned off at least 24 hours before the end of the current period. Your subscription can be cancelled through the App Store or iTunes.

NOTES:
ServiceTree is built to be offline first. You don't need to setup any account before using ServiceTree and you can get your job done regardless of network connectivity. All your business data is stored in your own device and will not be transferred to our server. It is up to you to backup your data to iCloud if iCloud service is enabled on your device.

FEEDBACK:
We love to hear from you. We strive to make ServiceTree the best it can be. Connect with us at info@metastack.ca!

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