Refrigeration

When it comes to the business of Installing or maintaining refrigeration systems for commercial clients then accurate asset records must be kept complying with audits from clients and regulators alike.

The ezServiceHUB

The ezServiceHUB will enable you to manage all of your existing and new contracts whilst being able to use our CRM functionality to store and access critical work documents that have been completed by your engineers when at a client site.

Asset Tracking

With ezServiceHUB you can track all of your assets at a client site, manage your Planned Preventative maintenance contracts using the ezServiceHUB Scheduler and assign reactive jobs to engineers and have peace of mind you will never miss a job again. Record all the maintenance completed for each asset and store against the client using our CRM system. All job hours are tracked making payroll easy, housing them all in an easy to access and understand report.

Invoicing

Invoicing jobs is a doddle as all parts and labour costs are input into the system and you can assign a margin or mark up of your choice. Meaning all invoices are accurate and the process is streamlined removing the human error which can happen when trying to pull all the information together manually

The Process

  • 1

    Once a job is sent to the ezServiceApp, the engineer will receive an audible notification on their mobile device. It automatically tracks the travel and labour hours as well as any parts added to a job. Also, your technicians and engineers can capture customer signatures and images, and time and geolocation stamps. The ezServiceApp is GPS tracked, providing a real-time view of where each engineer and job are located.

  • 2

    The worksheet can be programmed with bespoke checklists for individual jobs and relevant Refrigeration related industry forms and documentation can be completed quickly as unlike paper forms, customer details are already pre-populated for each document.

  • 3

    Once the job is completed, the ezServiceApp syncs the information back to the in real-time back to the office allowing your admin team to prepare the job for automated invoicing where parts used, hours on each job are recorded with job margins. Our clever pricing module also tracks projects with multiple invoices for the same customer/job.

Starter package

ezServiceHUB Lite

Works best for service businesses who want to start using a scheduling and job software package before moving to the full package.

  • Simple CRM

  • Dispatch & Schedule Jobs

  • Job Management

  • Contract Management (PPM)

  • Holiday Planner

  • Time Sheets

  • Task Manager

  • Job KPI Reporting

  • ezServiceApp for Field Workers

  • Job Pricing

  • Van Stock & Parts Management

  • Invoicing

  • Credits/Debits/Payment Receipts

  • Payment processing via Stripe

  • Quotes

  • Accounting Integrations*

Complete package

ezServiceHUB Pro

The full package to manage your field service business end to end.

  • Simple CRM

  • Dispatch & Schedule Jobs

  • Job Management

  • Contract Management (PPM)

  • Holiday Planner

  • Time Sheets

  • Task Manager

  • Job KPI Reporting

  • ezServiceApp for Field Workers

  • Job Pricing

  • Van Stock & Parts Management

  • Invoicing

  • Credits/Debit/Payment Receipts

  • Payment processing via Stripe

  • Quotes

  • Accounting Integrations*

Since installing the ez Management Software and Apps our company has saved tens of thousands of euro.

It has allowed us to improve our job costing, increase productivity and streamline processes leading to improved cashflow. The product is easy to use from our perspective and easy to understand from our clients perspective. The real time data and reporting is a great money saving tool for our company.

Jason Shields , Finance Director - Sharp Group Fire & Security Services

Trusted By

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Customised Electronic Documentation

Although the work sheet and some industry forms are available free on the ezServiceApp.

Customised forms for your field workers which are unique to your company can be designed cost effectively.
These can be automatically pre-populated with Job and Client details for faster completion.

Please talk to our team and let them know your requirements.

ezServiceHUB customer features

Accounting Integrations

Preconfigured integrations with Xero, QuickBooks, SAGE, Big Red Books and Stripe for payments.

stripe
xero
intuit quickbooks
big red cloud
sage intacct
Sage Business Cloud logo
sage 200
sage 50

SMS

SMS’s can be used to let customers know what time the fieldworker is attending a Job and also when the Job is completed.

ezServiceHUB messaging

Accounts

Complete history of Invoices, Account Payments, Credit Notes, Credit & Debit Adjustments which can be exported to your Accounting Package* if required and Stripe* can be used for payments.

*Add-on Features

ezServiceHUB invoicing dashboard

Invoicing

Invoice directly from the ezServiceHUB pulling the information on time, parts and labour used on Job. Miscellaneous and other items can be added and modified if required.

ezServiceHUB invoicing

Pricing

Create Bespoke Pricing Schemes to cover parts and labour overheads and apply these to individual customer or customer types. Tracks projects with multiple invoices for the same customer/job.

ezServiceHUB job pricing dashboard

Van Stock

Manage stock levels within the vans on the road: assign stock to each and receive a MOQ (minimum order quantity) stock alert when low to ensure efficient stock levels. The office will receive an email every morning of current stock levels.

ezServiceHUB Field service management software

Reporting KPI's

Key performance data and reporting capabilities (KPI’s) on Jobs to plan and manage your business. The dashboard will provide a graphical snapshot providing valuable Job insights in Real-time which can be exported into Excel for reporting.

Job Management software dashboard

Checklists

Create and complete Job specific checklists within the software for worksheets – where all job tasks are listed on the App to be signed off by the client.

ezServiceHUB checklists

Time Sheets

Track and record time spent by each member of staff at each Job, making pay-roll simpler.

ezServiceHUB field service scheduling software

Contract Management

Store all maintenance contracts in one place, where future Jobs are automatically scheduled – never miss an appointment again. Plan for renewals and if required bulk invoice contracts* easily.

*Available on ezPro

ezServiceHUB contract management

GPS & Job Map

Full view of where all Jobs are located, type/stage of Job in Real-time, as well as a view of your team’s location as they move from job to job each day.

ezServiceHUB field service management app

Task Manager

Keep on top of Customer and Site tasks with the help of reminder email and SMS notifications.

Use the task boards for public and private team or individual task management.

ezServiceHUB task manager

Jobs

Jobs can be created on the software or the ezService App. Get real time updates of Jobs on route, WIP (work in progress/ in progress) declined, reassigned and completed. Manage reactive or planned Jobs. Jobs can also be split between field workers.

ezServiceHUB Job Management software

Schedular

Drag & drop Scheduler. View field worker’s scheduler by day, week or month. No more double booking. Clear calendar overview of job scheduled, dispatched, WIP and completed including- unassigned future jobs and annual leave. Easy one click Job dispatch feature.

ezServiceHUB dashboard

CRM

All Client details stored in one secure location including all Service history generated from ezService App as well as notes and Accounts*.

*Available on ezPro

ezServiceHUB site details