Don't Waste Your Money!
Buddy 
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[09/09/2009]  It looks good on their demo page. I have had two people come in to set up this program for my business and both of them said it's not worth it. No hard copy owner’s manual. You can only get it online with the program. If you need support they operate only on east coast time. I also found out that if you don’t buy their support or updates before it expires, you have to buy the whole program AGAIN!!! If you’re on the west coast their classes are in the early morning. My advice is to keep looking for another software program. My software is over a year old for two computers and it still doesn’t work!
 
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Great product!
handymanselection@rogers.com 
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[12/31/2008]  We've been using Service CEO since 2007 and are pleased with it. There are plenty of options out there, some were extremely expensive and had way too much product that made it complicated to use. Finally we came across Service CEO, after reading the product info and checking out the website, we finally committed to the product in December 2007. To be honest, I was intimidated. I never really worked with software systems before other than standard programs such as word or excel. I was pleasantly surprised at the tutorials, they did help a lot. We found it to be a lot easier than expected to start using the system. In less than a week we were up and running, as with computers and software there is a learning curve. Service CEO customer support had helped out if we needed them. Tremendous product, hope they continue. Gary Rodriguez, Handyman Selection
 
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Best solution for us
Chief Junk Officer 
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[12/11/2008]  We've been using ServiceCEO since 2006 and are pleased with it. We looked at other offerings and felt Insight Direct offered the best solution for us. The key to starting off right is proper implementation. The more time you spend here will payoff in the long run. It might not be a bad idea to invest in a couple of hours of personal training from one of their trainers. It will get you up to speed much more quickly and help customize it to your needs. We work to improve our systems and infrastructure on a daily basis and ServiceCEO is no exception. Small changes in how we utilize the software has helped us be a better company along the way. It's just like anything else; you get out of it what you put into it. Looking back over three years of using the software I would invest in it again.
 
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Not worth it
Unhappy customer 
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[11/21/2008]  We got this a year ago hoping we finally found the solution to our multiple needs (dispatching, scheduling appts, client database...) this seemed to have it all. Many issues arose that were tied to the 6.01 edition, once they did an upgrade; a lot of those problems went away. However, we only got new ones and more of them. We've spent all of our customer service minutes fixing CEO's problems. It’s been nine months since we began using ServiceCEO and we're very unhappy with the software. Major problem: can't run a simple client mailing list, it duplicates all of our clients 2, 3 times in the list so we have to go through all 309 of them manually to remove the extras. Not worth the $2000 we spent. Only good thing: customer service people are nice but they will charge your account if they can in any way for software glitches. Not meant for animal care/ pet care companies. This software seems to be geared towards maid services, computer companies. We found this very hard to set up and no hardcopy manual was provided. You must print an online version that happened to be outdated.
 
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Service CEO for Fitness Companies!
Fitness 
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[11/03/2008]  I have had Service CEO since 2004, and it has been the best and more flexible client management application I have every used. I am owner and president of Fit Essentials, a fitness and wellness company. We provide fitness center management & staffing solutions for business, personal training, employee wellness, and online fitness programming. My cousin, who owns a very successful pest control company, introduced me to Service CEO and said it was like a one-stop-shop solution. He was right. After purchasing the application it was more than I expected. I really needed an application that could store all my customers [and potential clients] info and also provide invoicing capabilities. With Service CEO I can input all my customer’s and lead’s information; track communications in the notes section; input numerous location under one customer (which is particularly significant and unique, since we create strategic partnerships); store all my services and their corresponding rates; link customer files to word documents for convenient review; invoice (with the ability to save invoices as Word documents for modifications); and so much more. Ironically when I contacted the sales rep for Service CEO in 2004 he did not understand why I [personal trainer] need such a sophisticated program since they had never sold an application to a fitness professional. Once I explain we provided more than personal training services and our customer dynamic and relationships was similar to that of a general contractor or pest control company, he began to realize our needs and the rest is history. It has been almost five years since I purchased Service CEO and I have not found any other application that compare. It is an application that grows with a business and seems to always outdo itself.
 
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Wonderful Service Ceo
Aboutime 
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[10/17/2008]  I find it difficult to understand why so many people have problems with ServiceCEO. Our experience could not be further from this. Yes we have had to give time to implementation and yes it was challenging to our business practices and our staff but what a result. Anything worth having is not easily had and so it is with ServiceCEO. It takes time, patience and concentration to achieve the desired end but tell me any good business practice that does not require the same. We have found ServiceCEO consultants and backup to be excellent and economical. You must work hard in the background so that when you go on the phone to them you can make best use of the time for which you are paying but overall the whole implementation cost a fraction of what other companies wanted to charge us.
About Time Limited
Comm/Res Cleaning

 
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Service CEO- Versatility with company control for a reasonable cost.
james@kbscs.com 
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[09/26/2008]  I have been a user for over 3 years. This software allows my company located in multiple states control over our entire inventory, mobile invoicing, time cards and more with ease. I did not originally take as much time as they suggest in setting up the initial database. I wished to kind of test it out. The mobile features had some initial kinks but these where quickly worked out. After a few months when I was sold on ServiceCEO, I spent a lot more time serializing our inventory, integrating mail merge, improving customer tracking, and creating some customized reports. Today, the software has grown with our company and the support is awesome. I think the knowledge base at times could pull up better search results but more often than not, if there is a knowledgebase article, support will respond with that prior to charging my support account. The credit card integration is seamless too and the rates are far better than that we had with QuickBooks previously. Also the exportation into QuickBooks works very well. If I had it all over to do again I would still choose ServiceCEO. However, I would do the following: 1. Plan on integrating all areas from the start, I thought I would just use a few. 2. Attend the online training before beginning, or do the training with a test database. I made a few mistakes, not attending the training first. 3. Keep a log of all questions and attend the online question classes, this is invaluable. 4. Plan your strategy with tomorrow in mind, that is try not to keep your company status quoi but set up the software with your ideals…it will perform. I would recommend ServiceCEO to any small business that needs flexibility and invoicing that goes beyond the limitations of QuickBooks. For the price it is a great value. I know I have looked at several.
 
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Positive Experience
HVAC Maven 
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[09/24/2008]  I have never found a perfect fit for my business. ServiceCEO was not too far off though. It took me longer to set up than I anticipated, but once it was up and running it made my life a lot better. I did have to change the way I did some things, but in the end some of the changes were an improvement. Half of the work was getting my employees to change but now they love it.
 
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Perfect Software for your Small Business
mike@ctny.net 
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[09/24/2008]  Constructure Technologies, LLC is a NY Computer Service company that has been using Service CEO for 2 years. This program performs everything from scheduling jobs to AR reporting. It really is everything you need wrapped up in one application! This also has an easy integration with QuickBooks! Service CEO has made it so easy to run my business with one application.
 
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BE AWARE!
CEO 
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[09/18/2008]  We bought this in Jan. 2008. The person who sold it to us mentioned: this is not an easy software to implement and learn. Seriously, it is very, VERY hard to use and they are very much lacking in technical support. While everyone I talk to is nice, I feel like they are just reading from some out of date, lacking information manual. (lots of "I think that's the answer, type responses...") While I still hold on to the notion that we'll get this working, By God... as the cost wasn't cheap and I'm determined. But I wont recommend this to anyone who doesn't have the time to learn it (and the videos they provide don’t really help) and I mean learn it, top to bottom... or has some tech help. Not easy to use or user friendly for non-tech people. Good for those who know how to manipulate software and can think outside the box.
 
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Mixed Bag
Snowbird 
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[06/19/2008]  I bought this 6 months ago. I'm a fairly tech-savvy person but configuring and implementing this to fit my business was pretty impossible. Tech support is basically non-existent. I finally ended up hiring a consultant to help me - at least it's $120 an hour instead of $150 which is what the tech support charges. Yeah, they have all these videos and classes and stuff but they didn't apply to my business. I think it's going to be pretty good if I can ever really get it going. But just be aware that you are ON YOUR OWN with getting it going and it is NOT something intuitive that you can just figure out. Plus, I have to say that it's NOT wonderful. There are a LOT of quirks - just sloppy stuff that could probably be fixed with just a few lines of code but I'm not holding my breath. And it's not NEARLY as customizable as they led us to believe. For example, they said there were 25 customizable fields. Well, yeah...but only 5 of them are in customer records, where I actually need them. And they rush through the demo so fast, you hardly get to see anything. But nothing is perfect.
 
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Terrible
hvacr 
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[04/03/2008]  This is the worst company we have ever dealt with. After purchasing this software, tech support seemed to have left the building. They still have not updated the software to work with QuickBooks 2008, Canadian version. The software did nothing to what they said it would do. They will not give any refunds for this product at all. I cannot recommend using this software to anyone.
 
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Not happy
JustuseQB 
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[01/29/2008]  We switched to Service CEO in hopes of tracking our inventory a little better. There is not a single person in our company that was happy with this program. It is ridiculously expensive, the interface is entirely convoluted and unintuitive, and simple processes like assigning inventory to a given project can take you to three or four separate stages of redundancy. In order to guide you through the counter-intuitive steps of doing anything useful with this software, they offer very expensive phone support, and as a bonus cost to you, you are required to pay an astronomical fee every year or lose your right to pay for said phone support or receive updates. It seems to me that this product is a cash cow for somebody, but it is certainly not good for your business. Would you like to print statements for customers that have outstanding bills? You will need to open each customer's profile, check the "print Statements" box, print the statements, and then open every one of those customer's records up again to uncheck the box so it doesn't print one next time around. Never have I been so frustrated with software, and never again will I use this product.
 
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UnHappy
Aquaman 
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[11/24/2007]  I have tried and tried for two years with this program to no avail. When I purchased the program I simply wanted a way to send a statement at the end of the month to my customers. The reports that came with the software are not laid out in a good format. They use Crystal Reports and if you do not know how to manipulate these reports around yourself than you will have to pay extra for the techs at CEO to build you a custom one. (cost $300.00 and up). After I paid for there so called custom report and "many months" of CEO techs sending me different reports and my customers still constantly calling in with complaints, I gave up and I am moving on. I would not recommend this software to anyone. I have personally wasted two years and many un-happy customers on this product.
 
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