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Gallery How Flooring Stores Replace Spreadsheets, PDFs, and Legacy POS with One AI Platform
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play How Flooring Stores Replace Spreadsheets, PDFs, and Legacy POS with One AI Platform
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Service Buddy

Brand : Service Buddy

Starting at

$ 500

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Service Buddy Pricing & Plans

Starter
  • Service Buddy CRM to track leads, clients & follow
  • Quotes & invoices customers can digitally sign + p
  • Smart scheduling for jobs & installers
  • Real-time inventory, PO, WO, & QR Code labels
  • Built-in reporting + QuickBooks Online sync
    • Licenses
    • Monthly
Starting at $ 500

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Service Buddy Features

  • icon_check Customer Relationship Management Manage customer profiles, communication history, quotes, and project records from one dashboard.
  • icon_check Lead Management Capture, qualify, assign, and track leads through every stage of the sales pipeline.
  • icon_check Quote Management Create accurate quotes with products, pricing, taxes, and discounts in minutes.
  • icon_check Sales Order Management Convert approved quotations into sales orders and monitor fulfillment progress.
  • icon_check Inventory Management Track stock levels, product availability, and inventory movements across locations.
  • icon_check Purchase Order Management Create, send, and manage supplier purchase orders with delivery tracking.
  • icon_check Work Order Management Generate and assign work orders while monitoring installation and service activities.
  • icon_check Scheduling & Calendar Schedule appointments, site visits, installations, and employee tasks efficiently.
  • icon_check Job Management Track project milestones, labor, materials, and completion status from start to finish.
  • icon_check Billing & Invoicing Generate invoices, manage taxes, and streamline customer billing processes.
  • icon_check Payment Management Accept online payments and record transactions securely with payment tracking.
  • icon_check Document Management Store contracts, invoices, images, and project documents in a centralized repository.
  • icon_check Accounting Integration Synchronize financial data with accounting software to simplify bookkeeping tasks.
  • icon_check Reporting & Analytics Access real-time dashboards and reports for sales, inventory, and business performance.

Service Buddy Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Integration:
  • Training:
  • Language:
  • AI Features:
  • Technology:
  • Windows MacOS
  • Desktop
  • Web-Based
  • Retail, Offices, Traders & Supplier, Construction, Wholesale, Furnishing, Individual
  • Shopkeepers, Traders, Businessman, Wholesale, Retailers, Construction
  • Small Business, Medium Business, Enterprises, SMBs, SMEs
  • Phone, Email
  • API Integration
  • Live Online, Documentation
  • English
  • AI Integrated
  • Next Generation

Service Buddy Reviews and Ratings

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Service Buddy Company Details

Brand Name Service Buddy
Information AI-Powered Vertical SaaS for Flooring Retailers.
Founded Year 2023
Director/Founders Tom Strachan
Company Size 1-100 Employees
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