Field Service Management

Currently, we are required to go into individual WOs to send job confirmation texts. This is time consuming, especially when we want to send reminders to everyone scheduled within a certain time period - generally 30-40 calls per day, or 200 per week. It would be very helpful if we could select all jobs in one screen and hit "send reminder", similar to the sending of bulk invoices from the Accounting tab.

The current requirement to associate photos with a specific job before they can be carried over to the main customer record creates unnecessary friction and additional administrative work. Allowing technicians to update photos and attachments directly from the field would ensure customer records remain accurate and up to date in real time, while eliminating redundant steps and improving overall workflow efficiency.

Deficiencies must be added every time we service a location. Can we make them carry forward and automatically populate until they are marked as corrected so they are not missed by technicians? This would create consistency in documentation across multiple visits.

Would like to send solicitation emails for future services to all clients with email addresses at one time rather than sending individually using a blind copy feature. When you have multiple customers (over 150 currently) it would be nice to be able to send one email to all of them.

90% of my work is in the field. When I obtain a new account it would be an extra bonus to be able to take pictures, etc, on site, and add to the customer profile rather than having to wait until I get to the office where pictures get lost, you forget to add them, and you have multiple technicians using different devices. A solution could be to have an attachment file for each customer within the app that is separate from the work order so pics and docs in the field can be shared with admin staff so they can decide what to add to the customers file.

Please take out the time on the service confirmation email. We give customers a time range, so the time they would get on their service confirmation may not be accurate. I also think that being able to schedule when it goes out would be helpful (ex: 3 days prior to schedule date, 1 week prior to schedule date).

would like to be able to create, edit, and send invoices directly from a mobile device. As an owner-operator, I complete my work in the field and it takes a significant amount of extra time to close out a job, then go home and use a computer just to finish and send the invoice. I have been requesting this functionality for years, and I believe it would make ServiceBridge much more efficient for owner-operators and technicians who handle their own billing. Please consider including the ability to fully create, edit, and send invoices from the mobile app in your next update. This would be a major improvement and would save a tremendous amount of time. Thank you for considering this request.

ServiceBridge currently sends reminders out for estimates without even notifying the user that is happening. That caused an erroneous email to be sent to one of our customers. We sent an estimate to a customer, and when we did, we overrode the contact person's email address and sent it to another person. We never wanted the contact person in the system to receive the information otherwise, they would have been included in the original email. ServiceBridge, without our knowledge, implemented some reminder feature that sends reminders about estimates out, and you can't turn it off without turning the whole estimate approval function off. When contacting ServiceBridge's support team, they defended the functionality instead of acknowledging there is a security gap in the whole design. In our case, pricing was sent to somebody that shouldn't have received it, and it cost us our relationship with a partner. This security gap needs to be fixed, and also reminders need to be able to be set by customers or by individual estimate. You should not have to deactivate the whole estimating approval feature to get rid of the reminders for a given customer. I was directed here by the support team, even though this is really a bug and a product design flaw. They said I should request this as a new feature.

Before the last update the column on the left side of the screen would allow for 1 click to get into the calendar. Now you must select jobs, scheduling, accounting etc. then make your selection. I suggest a customizable "quick list" or recent or "most used" "quick nav" section to one part of the screen. This could be set up by each user or company to allow 1 click navigation to the parts of Service bridge that each business or user navigates to most often. When the schedule was a drop down prompt before it would remain and 1 click navigation the the calendar was easy. It now takes two clicks each time and sometimes will have a load delay. Thank you.

When they are approving the estimate online, they should be given the option of saving the credit card on file. We need a card on file for certain services, like recurring cleanings. Also a lot of customers assume we have their card on file from when they paid the deposit and do not pay on time because of this.