Tour - ServiceSidekick

1. Unparalleled Customer Support

Take our challenge!
Contact support@servicesidekick.com or
call (800) 530-3156 ANYTIME
to see our dedication to customer service.
2. QuickBooks® Desktop and QuickBooks® Online Sync
- Eliminate double-entry.
- One-click sync.
- Setup takes less than 10 minutes.
Watch the videos to see how easy it is to setup our integration:
- QuickBooks® Integration setup (7 minutes)
- QuickBooks® Online Integration setup (4 minutes)
3. Customer Relationship Management (CRM)
- Keep all customer data in one secure central location.
- Track multiple contacts, notes, and tasks for each customer.
- Run built-in and custom customer reports.
- Import from Excel. Export to Excel.
- Lead management features with follow-up tasks.
4. Shared Calendar
- Keep the whole team on the same page.
- Daily, weekly and monthly views.
- Schedule new jobs and tasks directly from calendar.
- Drag-and-drop scheduling.
5. Estimate Management
- Manage all estimates in one central location.
- Never forget to follow-up with automatic reminders.
- Email professional estimates directly to customers.
6. Task Management
- Never forget a phone call, meeting, or follow-up action again.
- Automatic email reminders let nothing fall through the cracks.
- Assign tasks to team members.
- Delegate and follow-up on tasks assigned to team members.
7. Customization Options
- Powerful custom fields.
- Flexible custom reports.
- Track and report on the data important to your business.
8. Smart Search
- Find any record with speed and ease.
- Search by custom fields.
- Smart search by name, address, phone number, or record number.
9. Calendar Integration
- Works with Outlook, Google Calendar, iPhone and more …
- Allows offline access.
- Easy to setup.
10. Mobile Access
- Streamlined mobile site supports nearly all phones.
- Create customers and estimates while out of the office.
- Never be without an important phone number or address.