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Service365

Overview

Service365 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Service365
Service365
4.0
(3)

Pricing

Pricing available upon request

About Service365

Service365 is a comprehensive cloud-based ERP solution that streamlines field service processes with robust customer management, accounting, dispatching, and work order capabilities. Service365 connects your field services teams with QuickBooks Accounting.

With Service365, businesses can manage customer communications, schedule follow-ups, centralize contact information all in one place. Administrators can easily plan resources time for work orders, while managing costs for every job. For on-site teams, Service365 can capture the client needs to ensure that no details are missed. Service365 can also record expenses and approve time entries for labor expenses.

Service365 can easily integrate with payroll systems in order to track employee details and time for accurate payroll.

Service365 Screenshots

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Service365 Pricing and Plans

Free Trial
Free Version

Basic

Pricing available upon request

No plan information available

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    Service365 Features

    • Popular features found in Enterprise Resource Planning
      Accounting
      Billing & Invoicing
      Business Process Automation
      CRM
      HR Management
      Inventory Management
      Order Management
      Project Management
      Purchase Order Management
      Reporting/Analytics
      Supply Chain Management
      Task Management
    • More features of Service365
      Accounting Integration
      Activity Dashboard
      Activity Tracking
      Alerts/Notifications
      API
      Approval Process Control
      Automatic Backup
      Billable Items Tracking
      Bills of Material
      Calendar Management
      Compliance Management
      Contact Database
      Contract/License Management
      Customer Database
      Customer History
      Customer Management
      Customizable Branding
      Customizable Fields
      Customizable Forms
      Customizable Reports
      Customizable Templates
      Data Import/Export
      Dispatch Management
      Distribution Management
      Document Management
      Document Storage
      Estimating
      Expense Tracking
      File Storage
      Financial Management
      For Commercial and/or Industrial Electrical Contractors
      Forecasting
      Historical Reporting
      Integrated Business Operations
      Inventory Tracking
      Invoice Management
      Job Management
      Job Scheduling
      Job Tracking
      Maintenance Scheduling
      Mobile Access
      Multi-Location
      Multiple Projects
      Online Time Clock
      Project Time Tracking
      Project Tracking
      Project Workflow
      Proposal Generation
      QuickBooks Integration
      Quotes/Estimates
      Real-Time Analytics
      Real-Time Data
      Real-Time Notifications
      Real-Time Reporting
      Real-Time Updates
      Reminders
      Reporting & Statistics
      Resource Management
      Scheduling
      Service History
      Task Planning
      Task Progress Tracking
      Task Scheduling
      Third-Party Integrations
      Time & Expense Tracking
      Timesheet Management
      Time Tracking
      Workflow Management
      Work Order Management

    Service365 Integrations

    Microsoft Teams
    Microsoft Teams
    QuickBooks Online Advanced
    QuickBooks Online Advanced
    QuickBooks Online
    QuickBooks Online

    Service365 User Reviews

    Overall Rating

    4.0

    Ratings Breakdown

    5

    67%

    4

    0%

    3

    0%

    2

    33%

    1

    0%

    Secondary Ratings

    Ease of Use

    3.7

    Value for money

    3.0

    Customer support

    4.3

    Functionality

    3.7

    Have you used Service365 and would like to share your experience with others?

    SC

    Scott C.

    Verified reviewer

    Facilities Services

    51-200 employees

    Used daily for less than 2 years

    Review source

    Reviewed January 2021

    Service365 is easy to use for my field staff

    5

    Getting the data directly into our accounting system has always been a pain. Also, changes made in my finance department often would not find its way into the field. As a result decisions being made would be late or even wrong. Service365 allows the data between the field platform and the finance system to be 100% real time synced.

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    It very easy to navigate to jobs, create quotes, enter time and invoice complex job.
    Cons:
    I wish the product would integrate with other accounting platforms.

    Vendor Response

    Thank you Scott. We appreciate the feedback and understand the desire for more accounting integrations. Serve Electric is leading edge and progressive. Thank you.

    Replied January 2021

    Read More

    JK

    Jason K.

    Verified reviewer

    Financial Services

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed February 2021

    Service365 makes PO's to Payroll easy

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    A welcome addition to importing items into accounting software. Allows for easy reconciliations in payroll. Tracking of jobs just became an easy task.
    Cons:
    A few kinks along the road but issues get resolved quickly.

    Vendor Response

    Thanks for your review Jason. We work hard to make it easy and continue to make the solution better.

    Replied February 2021

    Read More

    AD

    Ami D.

    Verified reviewer

    Construction

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed October 2025

    Not great for residential service based businesses

    2

    We wish we had better things to say. We’re a residential, service-based electrical company with a high daily volume of smaller jobs. This software isn’t well suited for that type of workflow — it’s clearly designed for larger, commercial projects where technicians don’t need daily access. The user experience has been challenging. Our team has found it difficult and time-consuming to use, and it’s had a significant impact on our AR process because invoicing requires a lot of extra work on the office side. That said, we take responsibility for not fully understanding what we needed when we first chose this platform. We didn’t know how important it was to define our operational needs clearly until after we had this experience. The team behind the software seems genuinely committed to improving, but unfortunately, it just hasn’t been a fit for us. After six months of use, we’ve made the decision to switch to another system that better aligns with a service-based business model.

    Ratings Breakdown

    1
    Ease of use
    2
    Value for money
    3
    Customer support
    2
    Functionality
    icon
    Pros:
    The ability to get granular with data was a strong point. Reporting and visibility into job details were helpful once set up. It also integrates well with QuickBooks, which made financial syncing relatively seamless.
    Cons:
    The user experience is quite poor. It’s clunky, requires far too many clicks to complete simple tasks like booking a job, and isn’t intuitive at all. There’s no dedicated mobile app — techs have to use the web version, which often fails in basements or areas without internet access. Making changes to a job while on-site is nearly impossible for field staff and must be done by the office, which creates major inefficiencies. Committing materials to each job is cumbersome and time-consuming, and the customer-facing features are extremely limited. Overall, the platform feels underdeveloped for real-world field use in our experience, especially for residential service work.

    Reasons for switching to Service365

    We wanted better data integrity and Service365 promised this feature

    Read More

    Showing 1 - 3 of 3 Reviews

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