Service Assistant FAQ

Does Service Assistant (Lawn & Pest Assistant) integrate with Quick Books?
Yes, Service Assistant has a customizable Chart of Account and a General Ledger. The GL creates an .IIF file which is exported out and saved.This file can then be imported into QuickBooks.

What kind of companies can use Service Assistant?

Service Assistant software is designed for any service company that needs to track customer accounts, services, billing, and scheduling. Examples of companies that use Service Assistant are Lawn Care, Lawn Maintenance, Landscaping, Pest Control, and Irrigation Companies.

Does Service Assistant work on a Mac?
No, Service Assistant will work on MS Windows XP, Vista, MS SQL server.

Is Service Assistant a Web based system? Yes, and No. Service Assistant runs a client base front end application which can connect to the internet to provide data to be used on the PC or laptop.

What kind of scheduling tools are in Service Assistant?
There are many tools and utilities in Service Assistant to help set, view, and manage appointments. This includes a best fit calendar which shows a color coded calendar based on distance, date, time and location. You may also select service frequency, acceptable days of the week, time window and more

Can you bill monthly?
Yes, Monthly billing, Group billing, Installments, Credit Card, or Invoice at the time of service are available.

Can you process Credit Cards?
Yes, through our Customer Assistant web site. Your customers can also sign up for “Auto Pay”, which will bill their credit card automatically when services are completed.

What is the Customer Assistant web site?
Customer Assistant is a web site that we host for our customers which allow your customers to logon to and make online payments, order services, get an online statement and much more.

What kind of marketing tools are built in to Service Assistant?
Service Assistant has built in user defined upsell messages for invoices and statements. Also you can print postcards, letters and other marketing pieces right out of our software.

Can you import Marketing data?
Yes, you can import marketing data through our marketing import utility built in to Service Assistant. This tool will allow you to preview the data before importing, remove duplicates and more.