Service Request Manager

Go Paperless, Reduce Data Entry & Get Paid Faster with QuickBooks Integration

Service Request Manager is a mobile friendly, web-based solution developed by Image One that allows HVAC and other service techs to create customer work orders in the field using mobile devices, tablets or laptops with a web browser. Most importantly, Service Request Manager integrates with QuickBooks and emails invoices directly to customers so that you get paid much faster – and it’s the most cost-effective, flexible work order solution on the market.

How It Works

Customers go online to fill out a service request form. Field technicians then schedule an appointment using Service Request Manager to document the service needed or provided, with the ability to add photographs, a parts list and a signature as well. Form fields are custom designed to be identical to the paper forms you use today. The software then emails a PDF copy of the work order to the customer or tenant. Work orders are then exported into QuickBooks, automatically creating an invoice.

The system tracks open requests and orders, boosting productivity and customer satisfaction. Service Request Manager also retains the original document for archival and audit trail purposes. The interface is customized with your logo.

Accelerate Cash Flow

With the QuickBooks integration, our Service Request Manager will accelerate cash flow by 1-2 weeks or more. “My days to invoice will go from 10 to 14 days to maybe 3 to 4,” said the GM at EnCon, a Tampa-based provider of commercial and industrial air conditioning and electrical services. “From a cash flow standpoint, that’s huge.”

EnCons GM had been looking for something like Service Request Manager, but found his options limited. “Everything was either too expensive or didn’t integrate with QuickBooks,” he said. “I hadn’t found anything that wouldn’t cost me an arm and a leg every month.”

Image One offered him Service Request Manager that he now owns for a one time flat fee. We also customize Service Manager to match your branding and accommodate any specific functionality you need.

Learn more about EnCon’s experience with Service Request Manager here