Don't loose your data!
SmokeStackServices 
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[01/07/2012]  This software does work with QB but not in a way that will allow you to access your data if you decide to stop using CEO. The sales department is great at showing you how to the software is intended to work but we found the online videos to not have been updated or detailed enough to explain some of the complex processes in setup. I wasted nearly a full year and more than $2000 on software that frustrated me and my accountant. All financial activity in ServiceCEO is imported into Quickbooks as one customer. So we couldn't use the powerful reporting tools in QB since it was only the 1 customer. We also couldn't import the customer list from ServiceCEO into QB. They don't tell you this in the demo.
 
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Manager
Alarm Company 
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[12/22/2011]  We bought this program about 2,3 years ago. Never got any training how to use it, only from online videos. We spent a lot of $$$ for it + crystal reports + to send to cell phones...etc... . Whenever we call for support we get the same response "you can attend our free session or look it up on our online training video". The online training video is very limited and every company has different needs. After wasting months of time, taking off from going out to the field to work, and attending all trainings daily and weekly. Still not using it correctly, they want us to pay more $$$ for training. How do you sell a product without teaching the customer how to use it? SAVE YOUR MONEY$$$. DON"T BUY.
 
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great software
sdawson 
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[10/18/2011]  I run two maid service companies, and could not have done it without ServiceCEO. I knew that any business is always going to start with one customer, but I needed to figure out a way to run my business when it got to 489 customers. This is where ServiceCEO came in to play. Having a database background I knew that selecting a program was not going to be an easy task. After watching the videos off the web and having a quick demonstration, I was sold. The implementation phase was easy and short. ServiceCEO provides you with great training resources and phenomenal support. I started by going through the implementation checklist and watching the training videos. When I was up and running the live training classes really helped me make the most of the software. What is really great about the program is that it covers both commercial and residential cleaning jobs without a problem. Keeping track of your business as it starts to grow can be a difficult, but not if you have software to keep track of your customers and jobs. In the cleaning business it is crucial to have customer information organized. Once we had all of our customers in the database it was a breeze to have my employees schedule jobs. We could print out their jobs for the day, and have them on the road in no time with all the information they need. By doing this we rarely run into scheduling conflicts. I would recommend ServiceCEO to anyone who runs a service business. Scott Dawson Handy Maids
 
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Site has been down for over 12 hours - how can this happen!
ComJan 
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[08/25/2011]  I have been using CEO for a year and generally is it pretty good. However, we are running a business off this software and 8/25/11 it has been down for over 12 hours and still waiting. This cannot happen for any software solution that you use for a business (for example quickbooks or salesforce have never been down). I am not going to renew my $5,000 per year subscription because of this issue.
 
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Nothing but Smoke and Mirrors
karl@laundryservicescompany.com 
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[07/18/2011]  I have been using this software for almost two years now. Upfront, it would appear there are many powerful tools and features in this softeware. Many of them are just for show. Plus, it does not completely integrate with QuickBooks as reported, especially when attempting to use the "contract" feature. Job costing is not accurately reported if using "advanced billing" and/or "contract" function. I wrote a review previously. I did receive a call from their sales manager asking me to delete my review. He was to have a consultant look further into my issues in exchange for the deleted review. It would be my observation that Service CEO staffing is better able to manipulate users into providing positive reviews rather than manipulating their software to work. If your customers have more than a single repair item at each location, this software will be your worst nightmare. When posting data, be very, very careful! If a mistake is made, one cannot go back to correct the error like you can in QuickBooks.
 
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ServiceCEO has helped us so much
grasserelec 
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[06/17/2011]  ServiceCEO is an amazing program to manage your business. Most field service management software programs can be a bit hard to get up and running. However, their online member center has a great array of training resources that can get anyone up and running within a week. If I had a specific question I would just watch the training videos in the member center. The live classes are what helped me out the most. The instructors are very friendly and knowledgeable and create a great learning environment. The customer management part of the program is another great feature. I can manipulate the customer information using filters to find anything I need about a particular customer. It is just really easy to take phone call from a new customer, and get them into the system. The dispatch board is another amazing feature of this program. The way you can color code your jobs for the day makes viewing your company’s workload for the day so much easier than the traditional whiteboard. The calendar view is great. You can switch from a day, week, and month view very easily which makes viewing your future and current jobs a breeze. Overall I would recommend ServiceCEO to anyone who is looking to reduce overhead, paperwork and the time it takes to manage your business.
 
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ServiceCEO - A great addition to our service department.
doug_anderson@abs-abs.com 
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[06/16/2011]  Having implemented ServiceCOE into my service department 18 months ago, I can honestly say the program has been a great success. Given the Windows look and feel, option of writing unique and valuable reports, and the ability to easily link Outlook emails (and attachments/photos) into job history, makes ServiceCEO an extremely valuable tool. We quickly went from a service department that spent an inordinate amount of time using Excel to document our service activities,to using ServiceCEO, which allows us to store, review, and schedule services very quickly and efficiently. Most customers and our Sales staff are surprised at how quickly we can access job information and answer questions during their incoming calls to us. As if that wasn't enough, the overall cost of implementing ServiceCEO is very very reasonable. As with any software, you should closely evaluate your needs with the capability of the software you purchase. If you find ServiceCEO to be a close match, you can feel certain everyone at ServiceCEO will do their best to help you implement the program. While evaluating whether to purchase ServiceCEO for my department or not, I asked my ServiceCEO contact what system bugs they were working on that needed to be resolved. Their honest response was..."there aren't any". Having worked in software environments in the past, I was very impressed with their response and my experiences with ServiceCEO after my purchase, have confirmed their claim.
 
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Service CEO is a very powerful tool
bholman 
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[05/11/2011]  We operate a water treatment service and sales company. When purchasing thie software we were told the software was easily modified to suit our business, however the makeup of our business is stretching the capabilities of CEO to the max. We have 3 seperate business types within the business. 1. We offer technicians to install and service water pressure and treatment equipment in our locale. 2. We have a very sucessful internet business providing the equipment nationally. 3. We also have a store front where we sell the equipment to walk in customers. Service CEO handles the service segment of the business very well. Adding in the other 2 segments has made for lots of customization. There were a lot of issues that Service CEO assisted us in creating reports or customizing data entry screens etc. We practically wore out our welcome at CEO but they continued to support us through the startup. It took over a year to get the major issues ironed out prior to switching over from our obsolete Access DB which was very limited compared to what CEO can do. What makes Service CEO shine is the reports, which is true of any database program. The quoting and quote tracking reports are excellent. From the overall business stand point the sales and profit reports will help us make informed decisions as we grow the business. You have to keep in mind that this is not a plug and play system. You have to spend time to getting it setup the way you want to run your business and your efforts will be well worth while.
 
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Does not fully integrate with QuickBooks
karlkeefer@msn.com 
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[01/11/2011]  I have been using QuickBooks for more than 10 years and wanted to gain better costing of my service contracts. I purchased Service CEO after receiving a spiffy presentation and was totally impressed with their "Service Contract" feature. Click, click, click... "see how easy this is". Unfortunately, the setup us clumsy and cumbersome. Just navigating the software is clumsy as well. The biggest disappointment is the one hot button that sold me, the Service Contract feature. This feature does not integrate at all with QuickBooks as reported. Tech support has no solution and infact cannot tell you how to make the necessary redundant entries in QuickBooks without messing up Accounts Receivable reporting or more important, the Balance Sheet. I'm now a year into this project and I am not certain I can keep this software despite its huge price tag. I just feel sick throwing away the hours of implementation and huge cost. What I thought was going to be a lifesaver has turned into a nightmare. If you are looking for a fully integratable software to QuickBooks, Service CEO is not worth the investment. Perhaps, as a standalone software, but not to augment QuickBooks. It is strickly a field-support software. Additional problems: No way to transfer warehouse items from one warehouse to another without doing it via a specific job; Service CEO receivables are not correctly posted to QuickBooks; To sell an item, one must create a workorder rather than simply creating an invoice; if an invoice is created in error, its almost impossible to delete; many entries cannot be deleted; if a payment from a customer is incorrectly posted, you cannot reverse this action... Very unhappy!
 
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THIS SOFTWARE IS A HUGE HEADACHE AND WASTE OF TIME & MONEY
goingsolo2010@yahoo.com 
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[10/30/2010]  Tons of software bugs and glitches. I called and went over a huge list of issues, most of which they could not resolve as they were bugs, Insight used up my 90 min free tech support fixing NOTHING and then wanted $150/hr for any support after that while stilll inside my 1st year! Then when the membership expired they want anopther THOUSAND DOLLARS to renew access to HORRIBLE Tech Support? Seems like they will tell you anything to get you to buy then you find out later all the hidden costs and bugs and lack of customizability for your business! After 3 1/2 years I still have a a non functional cruipled POS data managment software and am looking for a better solution.
 
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Wonderful for Systemic Flow
dc_darryl 
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[08/17/2010]  ServiceCEO is the operations life blood of our totally systemic business. We are a residential and commercial service organization of 20 years. Over five years ago we began developing a franchise model for a group of our specialty services. We needed a operations software that had the ability to meet and guide a total systemic service and administrative structure. We also wanted a software package that was scalable to branch and enterprise level. ServiceCEO more than provided the platform we required. We were able to organize front to back service delivery using the multifaceted obtions and feature lists. The call center and dispatch center easily handles daily service orders, customer data, estimates, email delivery, job and work orders, mapping of job location, invoicing, payment process, service team management, personnel management, marketing efforts, and more. The design allows for continual needs based customization of the call center service flow. We love to make it easy to order our services. Excellent for the customer’s experience and service provider. We make it a point to plan and organize around the software’s capacity and capabilities. It is wonderful to own a software that is fully and overly functional. No need to continue to buy module after module. Also, our customers are impressed by our through and organized service handling, presentation, and paperwork. With the help of the software, we look and operated as a large franchise - from the first day we launched. Training, support, and service have also been extremely smooth and beneficial. Problems are handled quickly and professionally. Never has there been a delay in response. We run our system on a server platform. Our call center is built to gather relevant customer information. We designed it gather competitor information; guided line item service needs in a sequence that matches how the customer thinks, lives, and buys; and to ask other more sensitive and personal questions – all with in ten minute lead in of a call. We use in house training video to handle the ServiceCEO learning curve. However, once training is complete, they system supports every user to easily negotiate business transactions with highest level of efficient and dependable delivery.
 
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Service CEO!
apatterson@svdpdet.org 
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[06/22/2010]  Service Ceo has been a wonderful experience. Your software has allowed us great opportunities to organize and maintain our trucking operation here at St. Vincent De-Paul. We can create jobs with Recurring Schedules, Assign a dispatch board, which allows us to keep track of all jobs created, cancelled, and scheduled. Service Ceo's Editing and Printing reports section also proves most beneficial to our company. We can prepare reports with specific data, that helps keep track of our inventory, Archived customers we have serviced over the years. Generate our weekly trucking report of all pick-ups and special projects needed in keeping our company a thriving sucess here at St.Vincent De-Paul. Thank You, Service Ceo.
 
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General Manager
Jim B 
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[06/04/2010]  We use ServiceCEO to manage our chimney service company and to scheduled approximately 8 techs each day. ServiceCEO has helped us greatly by providing everything we need to stay organized in one application. It integrates nicely with Quickbooks to eliminate double entry between CRM and accounting.
 
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ServiceCEO is the CHOICE!
yami 
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[06/03/2010]  After searching through dozens of programs and so-called solutions, we had one of the nice guys over at ServiceCEO walk us through a hands on demo of ServiceCEO. I almost fell off the chair! Everything we needed. It's our secret weapon! We are whooping it up and it has saved us thousands of hours in saved productivity hours with all its bells and whistles. Nothing else compares!
 
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ServiceCEO by Insight Direct
Webbster 
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[06/03/2010]  ServiceCEO does a great job at scheduling and billing customers. This has been one of the biggest helps to our company. That along with the availability to customize existing reports or have reports built from scratch gives it the ability to adapt to almost every need. They are continuing to improve the product with each upgrade making the product more and more customizable to a wider variety of industries.
 
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Update on review of ServiceCEO
cathi@athomepetsitters.net 
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[05/11/2010]  I was pleasantly surprised when I received a phone call from a new person at CEO. He checked into the problems I was having and has done his best to solve them and has made me feel like Insight Direct is doing something to improve their companies support program and member center requirements. I still think CEO is the best program for scheduling appointments and it has so much to offer to users. I am very happy that my issue was addressed.
 
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The best software and company you will find for this niche software. Period.
Marc I 
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[03/04/2010]  In choosing ServiceCEO, we researched dozens of inadequate solutions. We chose ServiceCEO after much deliberation. It has hands down been the best INVESTMENT in the future of our business. There is no other practical way we could have achieved month-over-month extended growth without this product. Life is too busy to try to patchwork together a series of other ways to get done what ServiceCEO does for you. It easily takes the place of at least 3 people on a daily basis. It saves us thousands and provides a foundation for sustained growth. If you are in the market, then book a demo with a sales rep and see it in action! ServiceCEO is a WMP - a Weapon of Mass Profits!
 
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Streamline
Lane 
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[02/26/2010]  We have been using Service CEO since 2003, it really has streamlined our business and made our day to day tasks much easier. Their customer service is way above par and they are adding new features with every update. I would strongly recommend reading the manuals and using their online tutorials before you go live it will save frustration in the long run. Overall this product has made running my business much more enjoyable
 
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Excellent Business Management Software for Commercial Cleaning Companies
CCS CEO 
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[02/23/2010]  Service CEO is a great management software for our commercial and residential cleaning company. It is a very robust software that has allowed for consistent growth with limited management overhead. We have had Service CEO since 2004 and each year we continue to use more of the features it offers. Also, throughout the years we have requested different features that would make the software better and many of them have been added. The customer support has gotten better each year. Tech Support constantly amaze us with their knowledge and ability to resolve the most complicated issues! We would recommend Service CEO to Commercial & Residential Cleaning companies. In fact, it would be great for most service companies!!
 
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Works Well, If It's Exactly What You Need
Martin 
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[02/16/2010]  I created a database for my company and it may not have had a professional polish, but it did exactly what we needed. Someone went completely over my head though and purchased ServiceCEO. The first thing you notice is it's "their way or the highway", meaning simple tasks have been made very complicated. Customization of views is minimal. No separation between a service call/trouble ticket and the action/response. Tasks are not added into Job labor costs. If you're starting a new business this may work well for you. If you already have a system in place then you will have to adapt to the software, not the other way around.
 
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