Hindsite Saves time

overall, Hindsite has saved us the aggrevation of scheduling, frustration of not knowing where the technicians are. Their help department is the best, if I call to get their help, I know that I will not have to call back

Pros

Hindsite saves time with the mapping. You know exactly how many miles from the next job your technician is and they are not wandering aimlessly around for the next stop.

Cons

I cant say I have a con because they have now even added texting, who doesn't like to text a customer, again!! game changer!!

Hindsite Great for Service Related Industries

We contiue to be grateful for all the details that Hindsite has allowed us to manage for our business. Our customers also find GREAT value in the fact that they can call the office and get highly detailed answers from office staff very quickly and efficiently (thanks to the HISTORY feature). As an office administrator, scheduling multiple technicians for multiple services (estimates, repairs, installations etc.) has become MUCH easier with HindSite Software. Using HindSite software in conjunction with a mapping software allows us to schedule appointments much more efficiently by location, eliminating a great deal of drive time. Many service related industries can benefit from HindSite. If you're IN to details, HindSite is the program for your business. There are many ways to track time records for employees and several mapping features that are sure to be helpful.

Pros

The biggest PRO I think HindSite offers is the CUSTOM REPORTS - you can pull just about any report needed for about any situation for any data captured. Another favorite feature is ADD-A-NOTE. This lets you attach a note to the customer (ie. calls made to or received from) and keeps it with that contact. SPECIAL NEEDS is an amazing feature for the office personnel to allow them quick information about a customer such as "HIS name is Kelly, HERS is Jean" or "Must pay past due balance prior to scheduling next service". Then there's PDA SPECIAL NEEDS is great for service technicians. It's a special 'pop-up message' that appears as they time in to a job and allows us to warn technicians for items such as Dogs, warranty void, or other items that only pertain to that particular customer. REMINDERS is another one of my favorite features for tasks you don't want to forget for the future. HISTORY keeps all data at your fingertips for all services rendered. There are MANY more benefits too!

Cons

If you want to review work schedules from a past dates, you will only be able to view the data that exists with current employees who are licensed. All of the data for each customer still exists in the HISTORY, its just that you cannot expect all the appointments to be in a screen where you can view the schedule as it was from a past date. The exception to this would be if you retain the same staff/licenses. Moving appointments or changing from one date to another is very easy - sometimes too easy. If you're not careful it's possible to accidently relocate a scheduled appointment to a date or time that wasn't intended.

Good product idea just not easy to make changes

Don’t use apple devices with this software because it won’t work properly

Pros

Having contracts in the system and knowing that once they are completed they will get billed properly.

Cons

Anytime you need to make a change to a contract it seems like it is easier to delete the current one and add a new one.

Quite frankly, I couldn't imagine doing my job without this software. It is a must have for service

Overall my experience has been great. The staff and HindSite really support their product to the best of their abilities, and their attitude makes the small nuances in the software easy to overlook.

Pros

The support staff is phenomenal, they are always helpful and informative, and are never afraid to admit if they need help from a superior. I have had great experiences with every level of personnel they have. The software itself is very thorough, almost overwhelming, without a little direction. The ease of scheduling and ability to customize to your own specific requirements is great, and the integration with QuickBooks makes invoicing mostly a breeze. The contracts and marketing aspects which tie everything together really make it a must have for any service based company, especially in their industry-specific niche. Keeping track of parts & products for billing and inventory is SO easy.

Cons

Not cloud or web-based: lose power at the office, and the mobile techs can be at a loss. So many options and features make development a little slow, and tweaking existing products to perfection is can be hampered by new feature additions. Sometimes contract labor conversions to QuickBooks invoicing can be glitchy.

Hindsite Software is the BEST service business solution

I rate Hindsite as an A+ product. It is sensational in how it functions and there customer support is beyond tremendous! There is always a learning curve with any new software but our office manager and myself picked it up very quickly. We manage over 4,500 customers. My office manager has said he will quit if I ever quit using Hindsite. It is that good!

Pros

Ability to websync service tech. invoices from the field back to the office in real time. Has great lightning fast connection with quickbooks software. No more double data entry for the office. Everything from parts to labor to service plans are entered by our technicians in the field using a droid phone or netbooks and there data is sent back to our office via the web in seconds. We click one button and the invoices are already done in quickbooks. They are emailed out the same day from our office. It has done away with paper invoices at our office. No more squinting and trying to read your technicians chicken scratches which is suppose to pass as handwriting. Has fantastic search query ability. I can search the Hindsite database by phone, address, first or last name or any other field in the database. The database functionality is fantastic. Easily export data files to excel for an email broadcast or voice phone broadcast. Hindsite has revolutionized our business!!!!!

Cons

None that I can think of. It is a terrific product and I am a raving fan!