Prospects

Service Element not only provides a way for you to manage your customers but also allows for you to track and manage potential customers which we call Prospects.

You can enter these prospects into Service Element and begin the process of converting them into paying customers. Anytime you contact a prospect, whether in person, via email or on the phone, you can add this contact to the prospect record to keep an accurate history.

When your efforts have paid off and your prospect becomes a customer, Service Element makes it as easy as clicking a single button to convert the prospect to a customer and begin scheduling jobs.

Referral Program

We are happy to announce our referral program today.

Many of our customers come across other service businesses each day. Telling them about Service Element can save you money. When they sign up and mention your name and company name, you receive 1 month credit to your account!

Just send them to www.serviceelement.com.

2nd Month Free

For a limited time we are offering the 2nd month free to new Service Element subscribers. Sign up for only $19.95 per month and get the 2nd month FREE.

No Sign up Fee! No Contract!

Learn More

Route Sheet Totals

We’ve added route sheet totals to the bottom of your route sheet providing a quick summary view of the jobs scheduled for the day.

These totals include the total number of jobs to be performed and the total invoice amount of all jobs included on the route sheet.

American Express

We now accept American Express when subscribing to Service Element.

Any existing customers that would like to switch to their American Express card can do so by logging into their account and following the instructions under billing information.

New Feature: Location Details

When adding a new location or editing an existing location you will find a new field labeled “Location Details”.

This field is for any pertinent details about the location that your employees or yourself would find useful when arriving at the location. This information is automatically included on the job’s worksheet.

Maybe at a certain customer’s location they have a big dog that likes to bite. Or at another customer’s location they do not allow parking in the street.

So as you can see it’s for a little piece of information that will help you avoid some of the unseen problems that can arise from working at many locations.

Let the blogging begin!

We’ve been busy building the best service business software around and it’s time we let people know about it. 

Here new and existing customers can find out all about the exciting new features we have planned for Service Element. Features that we have determined through our customers’ feedback, would benefit your service business the most.

So check back often for the latest from Service Element!