myServiceForce Features | Complete Field Service ERP Capability Encyclopedia

Everything your service business runs on. Nothing sold separately.

myServiceForce mXP is a complete small business ERP — CRM, scheduling, dispatch, field apps, payments, bookkeeping, and vendor POs — with every module included in every plan.

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app.myserviceforce.com/dispatch-board
⚡ Dispatch Board (Live) 6 Techs Active
SCHEDULED
WO-1001 HVAC
IN ROUTE
WO-1002 Plumb
ON SITE
WO-1003 Panel
COMPLETE
WO-1004 Paid
First cloud field service platform — 2001 · Intuit Partner & QuickBooks Solution Provider · 25+ operational and financial KPIs · Family-owned, no outside investors

01. Get Noticed

Build your local reputation, automate follow-ups, and attract high-value work.

Ratings Capture & Google Review Automation

Automate rating requests after every appointment. Control which 5-star ratings post directly to Google Business, respond in-system, and receive immediate alerts for low ratings.

Google Review Trigger: "Hi John, thank you for choosing Apex HVAC! Click to rate Mike's service: [link]"

02. Win Jobs

Turn customer inquiries and leads into profitable approved work orders.

Estimates & Digital Proposal Creation

Create and edit professional estimates from office or FieldAgentPRO mobile app. Share instantly with customers via email/SMS and sync directly to QuickBooks Online upon approval.

📋 Estimate #EST-402: Heat Pump Replacement ($4,800.00) · Status: Approved & Synced QBO

03. Work Smarter

Manage scheduling, dispatching, field crews, CRM history, and warranty networks.

Resource Management & Double-Booking Avoidance

Set custom appointment types, manage technician skills, and automatically avoid double-booking with real-time resource availability controls.

📅 Smart Guard: Double-booking prevented for Tech Mike (10:00 AM - 12:00 PM locked).

04. Get Paid

Accelerate cash flow with field payments, certified QBO sync, and processing rebates.

Automated Processing Rebates (The Only Platform That Pays You Back)

Earn $7.50 back per $10,000 in credit card volume + $31.25 back per $10,000 in consumer financing. Receive 0.075% cash back above $200,000/mo processed.

💵 Rebate Summary (6-Tech Shop): $37.50 Card Rebate + $31.25 BNPL Rebate = $68.75/mo cash back credited directly.

What Others Charge Extra For — Included with myServiceForce

We don't gate basic features behind seat taxes and expensive add-on tiers.

Common Category Add-on Fees

  • ❌ Paid Add-on: Proposal & Quote Tools ($40–$80/mo)
  • ❌ Paid Add-on: Review & Reputation Automation ($99/mo)
  • ❌ Paid Add-on: 2-Way Texting & Customer Portal ($50/mo)
  • ❌ Paid Add-on: Vendor PO & Parts Tracking ($60/mo)
  • ❌ Seat Taxes: Tier jumps when adding 2 technicians

Included in Every mXP Plan

  • ✅ INCLUDED: Full Proposal & Quote Creation
  • ✅ INCLUDED: Automated Google Ratings & Reviews
  • ✅ INCLUDED: 2-Way SMS Texting & Self-Scheduling
  • ✅ INCLUDED: Vendor Management & Purchase Orders
  • ✅ INCLUDED: Zero Seat Tax Penalties ($75 base + $25/user)

Transparent Pricing & Live Calculator

CALCULATED NET RATE
$125.00/mo
High Volume Processing Flat Rate
SAVE 62%
vs. Housecall Pro published rate

SwitchSafe Zero-Downtime Guarantee

Both software systems run in parallel for 2 to 4 weeks until your team is 100% ready.

STEP 01

Planning & Audit

Data audit, QBO account verification & customer mapping.

STEP 02

Written Plan & Signoff

Locked dates & written milestone guarantees.

STEP 03

Conversion & QBO Sync

Data import, 2-way QBO certification & card re-enrollment.

STEP 04

2–4 Wk Parallel Run

Side-by-side software execution until team signs off.

Book Your Private Walkthrough

Schedule a 1-on-1 walkthrough with a myServiceForce software architect.

No contracts. No feature gates. Your data stays yours.

Complete Capability Sitemap Index

Dense reference index linking directly to feature details above.