Service Business Management
Software — Jobs, Scheduling, Parts, Invoicing & AR
Run your service operation on an integrated platform that unifies estimates & work orders, scheduling/dispatch, parts & inventory, time & labor, invoicing/AR, vendor bills/AP, and CRM. TableViews Integrated connects the field and the back office so job costing, COGS, cash flow, and customer history stay accurate—without spreadsheets or double entry. Built for professional services (consulting, law, architecture, advertising/marketing), medical offices, HVAC, plumbing, electrical, appliance & mobile repair, IT/MSP, equipment rental & service, marine/auto service, landscaping/grounds, salons & spas (service + retail) and more.
Are You Being Held Back By These Common Service Business Frustrations?
- Client information scattered across emails, spreadsheets, and sticky notes
- Hard to track project details and billable hours for specific clients
- Manual invoicing processes causing errors and delayed payments
- Difficulty chasing overdue accounts receivable
- Lack of insight into project profitability or overall financial performance
Not to worry, there’s a comprehensive solution!
Read about how estimates → jobs, scheduling, parts & inventory, and billing/AR work together in one flow
TVI Completely Transforms Your Service Business Management
Estimates → Work Orders → Invoices (Job Flow)
Standardize margins with price books and bundled kits for common jobs, and guard approvals with role-based thresholds. Photos, signatures, and attachments stay with the record for clean audits and fewer disputes—all tied back to Inventory and Accounting for accurate COGS and revenue recognition.
- Zero Re-Entry: Estimate lines become work order lines, then invoice lines.
- Pricing Controls: Standard/contract pricing, bundles/kits, approval thresholds.
- Photos/Notes & Attachments: Evidence lives with the job for clarity.
- Deposits & Progress Billing: Upfront + milestone billing mapped to GL.
- Change Orders: Track add-ons with audit trails.
- Digital Signatures: Capture on-site approvals on estimate or job.
- Tax & Surcharge Rules: Item or job-level taxes, fees, environmental charges.
Scheduling & Dispatch
Balance workloads with skill tags, regions, and priority codes; build in travel buffers and prep time to reduce overbooking. When plans change, rescheduling keeps a full audit trail, and customers can be sent ETA updates from the same system.
- Board View Of Today & Tomorrow: Balance workloads by skill, region, or crew.
- Service Windows & SLAs (Service Level Agreement): Track commitments and alerts.
- Rescheduling Without Chaos: Plan, modify, and notify; audit the change.
- Route & Resource Notes: Parking codes, gate access, special tools.
- Tech Utilization & KPIs (Key Performance Indicator): See completion, first-time fix, and callbacks.
- Waitlist & Backfill: Easily access schedules for next jobs/customers for free timeslots.
- Travel Buffers & Prep Time: Enforce realistic schedules.
- Status Automation: Updates roll job state and downstream billing.
Parts, Inventory & Purchasing (Service)
Use barcodes/serials for speed and traceability, set min/max per vehicle, and let vendor lead times drive replenishment suggestions. Returns and RMA workflows tie to AP so credits land quickly and technicians always know what’s truly available.
- Real-Time Decrements: Consumed parts update Inventory instantly.
- Barcodes & Serials: Scan items; validate serial/barcode where required.
- Truck/Van Replenishment: Min/max per vehicle with auto-suggest POs.
- Accurate Receiving: Barcode receiving sets true landed cost.
- RMA & Vendor Returns: Credits flow to AP fast.
- Alternates/Substitutions: Approved equivalent parts prevent delays.
- Cycle Counts By Class: ABC frequency keeps high-value stock tight.
- Core Deposit Management: Track returnable cores and automatically reconcile customer deposits.
Time, Labour & Job Costing
Compare estimate vs. actual in real time and flag exceptions automatically. Model flat-rate vs. T&M, apply burden rates, and track technician profitability to improve quotes and staffing decisions.
- Role-Based Rates: Tech, apprentice, senior, after-hours.
- Billable Rules: Contract coverage, warranty, or T&M (Time and Materials).
- Cost vs. price view: Estimate vs. actual by job.
- Exception Flags: Negative margin, excessive returns, repeat visits.
- Payroll Export: Keep HR systems aligned.
- Burden & overhead: Apply labor burden for accurate margins.
- Flat-Rate Catalogs: Consistent pricing on common jobs.
- Profit By Tech & Job Type: Identify training or pricing gaps.
Assets, Install History & Warranties
Use QR codes for quick lookup in the field, maintain attachments (photos, manuals), and build asset hierarchies (parent/child) for complex systems. Recall and campaign tags pinpoint affected serial ranges in seconds.
- Asset Register: Make/model/serial, install date, location.
- Warranty Rules: Coverage windows, labor-only vs. parts, exclusions.
- Recall & Campaign Tags: Target serial ranges precisely.
- Next-Service Reminders: Interval or calendar-based triggers.
- Attachment Library: Photos, PDFs, manuals on the record.
- QR/Label Scanning: Instant asset pull-up on site.
- Parent/Child Assets: Track subassemblies and dependencies.
- Failure Patterns: Spot repeat issues across models/series.
Service Agreements & Preventive Maintenance
Offer Bronze/Silver/Gold tiers with included parts/labor or discounts, and renew with automated reminders. Choose deferred revenue or per-visit recognition so finance stays audit-ready.
- Contract Templates: Plan tiers with coverage/rates.
- Auto-Scheduled Visits: Seasonal windows and assignments.
- Parts Entitlements: Include/exclude consumables by plan.
- Renewals & Reminders: Reduce churn with timely outreach.
- Clean Accounting: Deferred vs. per-visit recognition.
- SLAs (Service Level Agreement) by tier: Response times and priorities encoded.
- Entitlement Checks At POS/Job: Prevent accidental give-aways.
- Upsell Triggers: Suggest tier upgrades based on usage.
Billing, AR & AP (Cash Clarity)
Automate statements, reminders, and payment links (where configured), apply retainers correctly, and match vendor credits/RMAs without side spreadsheets. Dispute notes, attachments, and approvals live with the transaction.
- Milestone & T&M Billing: Flexible invoices with attachments.
- Deposits & Retainers: Map to GL; apply as you bill.
- Collections Insight: Accurate AR aging with contact context.
- Vendor Bill Matching: Three-way match to POs/receipts/jobs.
- Audit-Ready: Drill from GL to the source document.
- E-Invoicing & Statements: Batch send with tracking (where supported).
- Payment Plans & Partials: Structure settlements without confusion.
- Tax Groups & Surcharges: Correct liability by item/region.
Customer Experience & Service CRM
Segment accounts by equipment installed, contract tier, renewal window, geography, and spend. Trigger proactive outreach (e.g., filter changes, safety checks) and measure results with revenue and margin attribution to campaigns.
- Households & Companies: Parent/child relationships and sites.
- Segments That Update: Equipment owners, warranty status, contract tier.
- Offer Tracking: Coupons/bundles with measured revenue/margin.
- Case Notes & Tasks: Assign, deadline, and notify.
- CSAT (Customer Satisfaction Score)/NPS (Net Promoter Score) capture: Close the loop on service quality.
- Omnichannel History: Calls, emails, on-site notes together.
- Preferred Techs & Notes: Continuity customers notice.
- Do-Not-Service Flags: Enforce policy and compliance.
Reporting & Job Profitability
Give each role the view that matters: owner dashboards (profitability, cash, backlog), ops dashboards (capacity, SLAs, parts velocity), and finance dashboards (AR aging, WIP, variance). Schedule exports or feed BI via API/webhooks.
- Job Profitability: Estimate vs. actual by category/customer.
- Parts Velocity & Stockouts Prevented: Protect completion rates.
- Aging & Collections: Focus follow-ups that move cash.
- Technician Performance: Throughput and quality indicators.
- Cohorts & Callbacks: Spot repeat issues by device/model.
- WIP (Work in Progress) & Backlog: Forward-looking capacity and revenue.
- Margin Waterfall: Where profit disappears—fix the leaks.
- Scheduled Exports/BI: Keep your business intelligence dashboards fresh automatically.
Tailored Solutions for Every Service Industry
Every service business is unique — from law firms and consulting agencies to plumbers and personal trainers. That’s why TVI adapts to your industry, offering flexible tools for CRM, invoicing, accounting, and project tracking.
Professional Services
Running a professional practice demands precision, compliance, and accurate billing.
- Law firms can track clients, cases, and billable hours while ensuring accurate trust accounting.
- Accounting and tax firms benefit from TVI’s double-entry ledger and multi-company reporting.
- Consulting companies gain better visibility into project profitability and client invoicing.
Technical & IT Services
- Track client contracts, support tickets, and recurring billing cycles.
- Manage project budgets, vendor costs, and profitability with integrated accounting.
- Customize categories to track service types (web design, development, cybersecurity).
Health & Wellness Practices
- Manage patient or client records, appointments, and billing seamlessly.
- Handle recurring memberships (like gyms or wellness packages).
- Track expenses and revenue across different services (therapy, chiropractic, personal training).
Home & Trade Services
- Plumbers and electricians can manage jobs, track materials, and invoice quickly.
- Landscaping and cleaning businesses can schedule clients, manage staff, and ensure accurate billing.
- Project profitability becomes clear with real-time cost tracking.
Creative & Marketing Agencies
- Agencies can track client briefs, campaign budgets, and project phases.
- Invoice easily for flat-fee or hourly work.
- Use TVI’s CRM tools to segment clients by industry or campaign type.
Hospitality, Care & Property Services
- Child care centers can manage billing cycles and track attendance.
- Property managers can handle tenants, leases, and vendor invoices.
- Pet care and catering companies benefit from CRM, invoicing, and financial visibility.
Even More Key Benefits for Service Businesses
- Improve client relationship management with centralized CRM
- Streamline invoicing & reduce billing errors
- Enhance cash flow management with integrated AR
- Gain accurate financial insights with built-in double-entry accounting
- Reduce manual work with automation across all functions
- Make smarter decisions with real-time, integrated reports
Answers to the most common questions service-based businesses ask us
Service Business Management FAQ — Common Questions Answered
Service companies switch to TVI to finish more jobs per day, tighten job costing, and get cash collected sooner—without juggling point solutions
What Our Service Business Clients Say About Us
“ We actually know what’s in every truck now, and what’s in the shop!”
“ Estimates convert in clicks; invoicing is same-day.”
“ Callbacks dropped once we tracked warranty & install history.”
See TVI for Service Businesses in Action!
