NSB - Web Based HVAC Service Software

NetServiceBooks is web based and 100% integrated, including (Dispatching, Technician Portal, Invoicing, and Billing), plus more:

Contact Management:

• The Sales Board manages technician parts requests, customer quotes, estimates, jobs and other appointments.
• Contact Follow-up Board - Gather leads, track marketing media, follow lead progress, and send mass mailings.
• The Message Board is built for your receptionist to track and email messages as soon as they are recorded. 

Invoicing:

• Accept credit cards directly from the invoice at the customer's door using an electronic swiper. Payment will be recorded in Accounts Receivable instantly.
• Flat Rate Pricing - Integrate your company's flat rate directly into the invoice. Impress your customers without dragging out the book!

Service Contracts:

• Create online service contracts and keep them organized! Track billing, service, agreement letters, and profit/loss.
• Automatic monthly billing based on each contract's month to bill; cut your billing time in half!
• Integrates with the Schedule Board - one button will create Preventative Maintenance records on the Board based on your service contract file for the month. Technicians can drag and drop PM calls and complete them when they are in the area!

Job Cost:

• Estimates/Jobs - create estimates and/or jobs on site. Templates can be customized for your company including your logo.
• Job Detail - view live data regarding each job compiled from payroll, billing, and purchasing; accurately measure estimated costs vs. actual costs.
• Proposals - provide professional proposals that include pricing from your estimate!
• Interactive reporting - the job meeting report is perfect for staff meetings and logging live notes.

Vehicle Tracking:

• Track vehicles by employee along with tools and other equipment.
• Record gas costs, repairs and maintenance for each vehicle.
• View or print online reports to oversee inventory and costs.

Complete General Ledger:

• Full financial reports including chart of accounts, income statement and balance sheet
• Interactive comparison reporting makes error detecting easy
• View all transactions by fiscal period, journal number and date. Links are provided in all reports!

Customer Portal:

• Provide customers with login credentials to your company's interface
• View service and equipment history, request service or quotes online
• Chat live with your dispatcher
  

Commission Tracking:

• Track sales by invoice or customer for each sales person.
• Complete reporting by sales

Payroll:

• Time from technician invoices moves directly to payroll for easy tracking
• Use checks or direct deposit
• Full reports including certified payroll

Inventory:

• Print bar coded labels for easy scanning
• Updated real-time from purchase orders and invoices
  

Purchasing:

• Fax or email purchase orders to vendors
• Schedule Board is updated based on online purchase order status: notify technician and sales when parts are received

Accounts Payable:

• Interfaces with purchasing, payroll and job cost
• Interactive reports: view vendor balances, checks paid, miscellaneous transactions and online bank reconciliation
• Pay vendors in batches