Field Service Management

It would be nice to be able to have a "print" button with each screen that provides a viewable sheet/report.

Hello ServiceBridge Support Team, I am reaching out to request a feature enhancement regarding notifications. Currently, I am able to set up reminders for jobs and tasks, and I also receive estimate-related notifications. However, there does not seem to be a way to receive an automatic alert when a work order is marked as finished, particularly those generated from estimates. For my commission report, it would be very helpful if ServiceBridge could: 1. Send a push notification and/or email to designated users when a work order status changes to “Finished.” 2. Allow this to be linked back to the original estimate so we can better track the full workflow (Estimate → Work Order → Completion). And therefore our weekly pay, very important to know this. This feature would help improve communication between field technicians and office staff, reduce manual checking of the Work Orders list, and ensure timely follow-up with customers once jobs are complete. Could you please let me know if this functionality exists today in any form, or if it is something that could be added to your product roadmap? Thank you for your time and support. Best regards, Brogan Duffy

Every application, especially calendar based apps like this one, gives you control over color setting. It is so baffling to me why I cannot set team colors, status colors, or any other color setting inside this app. This has been a request for well over 5 years. It cannot be that hard and you will make almost everyone happy. Please listen and fix this.

Would also like if these text messages were automatic

Need the ability to print the calendar. Either by week or month, this way we can see where our Reps are for the week or month, instead of having to click on each day.

integrate with a CRM like HubSpot or Active Campaign, so email marketing efforts can be tied to the customer database.

Before-and-after photos lose their impact when they can’t be viewed side by side. Expecting users to scroll back and forth to match photos—especially when there are many similar images, such as ductwork—is not user-friendly. We need the ability to display each "before" photo directly next to its corresponding "after" photo to make the comparison clear and effective.

This would be easier to track current and past customer activity in one central location versus having to search through old emails in another software. You would be able to send out emails and receive just like any other email through your existing email address.

Currently, you can get the third party bill payer information but not change it. Setting this would improve the ability to create custom integrations with other SaaS apps.

One of our biggest time consuming activities is sending out confirmation e-mails with the customer name/address/phone number/appointment date & time, etc. It would be great if once we've completed a booking that there is an Automated Confirmation E-mail contact button you can select or not select. If it is selected, it will have 3 different automated e-mails that it could send out. 1 - Initial confirmation e-mail to the customer if outside 24 HRs of appointment confirming the appointment being scheduled, the date, time, customer's address, phone number, contact information, and the brief description of the service to be completed (summary). This could be something that can have auto-fill sections but can also be manually updated with their own personal touch to end the e-mail or have a certain message at the bottom of the e-mail. 2 - Confirmation e-mail 24HR prior to the scheduled date/time of the service. This would be nice if you could have a confirm or cancel button within this e-mail so that it would automatically switch to confirmed within the calendar and you don't even have to call that customer. 3 - Automated Thank You/Survey E-mail once the job has been finished by the tech in the field. Again, if you could use templates with codes to enter parts of the customer information into each of the automated responses that would automatically populate, and send out depending on the settings you've input for each automatic e-mail, that would take so much busy work off our office staff leaving them more time to make more money for the company.