theserviceprogram.com

What It Is

The Service Program is service business management software developed by Westrom Software, aimed at small and midsize field service, maintenance, and route delivery companies. The page highlights it as QuickBooks Compatible Software and positions it for industries such as pool maintenance, lawn care, landscaping, irrigation, plumbing, HVAC, pest control, liquid waste hauling, portable toilet rental, equipment rental, and property management.

Core Features and Integrations

The product is built around the field service operations workflow. Users can create service calls, reminders, and tasks, while tracking overdue time and completion status. Route drivers and service technicians can enter tasks in the field via PDA, smartphone, or tablet, and the relevant records are saved to the customer history. For routing, the system integrates with Google Maps and offers Map Wise Smart Routing, which recommends which route and stop a new customer should be assigned to. It can also analyze routes based on factors such as delivery volume, refusal count, service frequency, and stop profitability. The inventory module can write directly to QuickBooks and supports multiple inventory locations, such as vehicle inventory. It can also record equipment, materials, and chemicals used for jobs or route stops.

Sales, Customers, and Collaboration

The lead and quoting features allow users to import or enter prospects, track activities such as calls and visits, and generate price comparison quotes. Once a quote is accepted, the system can create the customer in QuickBooks and generate the related work orders and first order. The customer portal and app can improve customer communication and allow customers to pay within the app, with payment information synced to QuickBooks. On team collaboration, the page mentions task assignment, field-to-office information flow, and accumulated customer history, but does not disclose granular permissions, role management, or approval workflows.

Pricing and Limitations

The page only provides Request A Demo and Request More Info options, with no public plans, pricing, free version, or trial policy. Security and compliance, data encryption, backups, access control, deployment model, APIs, and developer support are also not explained in the main content. For SaaS procurement, these are key factors when evaluating scalability and enterprise readiness, so they should be confirmed directly with the vendor.

Who It’s For and Access from China

It is best suited to North American small and midsize field service companies that already use QuickBooks and need to connect routing, work orders, inventory, quotes, and customer payments. If a company does not use QuickBooks, or needs China-local tax, finance, payment, mapping, and compliance support, the fit may be weaker. Access from mainland China is unknown, and supported payment methods are not disclosed. It may be worth comparing it with international solutions such as ServiceTitan, Jobber, Housecall Pro, and FieldEdge, or considering local field service work order, CRM, and inventory management systems as alternatives.