Explore our features
Coming Soon: ORDER CREATION | INVENTORY | PAYMENTS
Easy Contract Management
Do you want to minimize low value work time and simplify repetitive work tasks?
The ServicePad solution helps manage contracts made between dealers, manufacturers and RTO management companies. Our solution delivers an easy to use, step by step approach to completing a contract - enter required information once, ensures document compliance and minimizes human error, while maintaining data integrity.
Our software delivers an easy to use, step by step approach to completing a contract - enter required information once, ensures document compliance and minimizes human error, while maintaining data integrity.
Our dynamic templates provide flawless documents in a matter of minutes. Features in our easy management solution include:
Point of Sale
Quickly Capture Sales
It starts with satisfying customers with a simple and quick sales process.
Most aspects of the portable building, trailer and carport business are becoming automated in one way or another. You want to be able to serve your customers with a high level of personal touch, yet shortening up the sales process. Businesses face the challenge of customers being able to build and shop online, making it essential to be up to date with reliable, automated contract and sales processes.
ServicePad captures contracts and delivers RTO agreement automation that guides the dealer step by step to complete an agreement and get it signed in under 5 minutes.
All the data elements required to complete a RTO contract are contained in 6 easy steps to make entering data easy, editable and fast.
✓ Step 1 Payment
- Payment amount
- Term length
- Extra down payments
✓ Step 2 Agreement
- Amount due at signing
- Payment date
✓ Step 3 Renter information
✓ Step 4 Co-renter information
✓ Step 5 References
✓ Step 6 Review RTO agreement, then e-sign
ServicePad also delivers RTO agreement management by enabling dealers, manufacturers and RTO management companies to access the agreement in one location to accelerate the approval process.
✓ Incomplete RTO agreements
- Access customer info for follow up
- Add notes re: action items and next steps
✓ Signed RTO agreements
- Upload required documents for easy review
- Request additional information
- Notify the next reviewer in the process
- Each status change is documented
- Approved RTO agreements are archived
Customizable Dashboards Coming 2023
Secure, Anytime Access to Your Data
Without automation and customization of your data, you could spend countless hours and have to use multiple programs to gather, monitor and analyze the information you need to gauge the health and success of your business. A dashboard adds value to your business through predefined and custom reports that enables multiple users to see the information in real time, helping all stakeholders to have access to reliable data for better decision making.
Our customizable dashboards allow you to have interactive features and filter views by need, in the easiest format for the non-technical user.
Complete Inventory Management Coming 2023
Simplified Inventory Management
Our complete inventory management system allows you to manage response times to changes in manufacture inventory, resulting in more accurate inventory records and shorter lead times. No need for catalogs or phone calls to see what is in-stock or its availability. Your customers rely on accurate inventory information, but they don’t want to wait - would you rather spend time on closing the sale or running down inventory? With our inventory management system, we take on the task of letting you and your customers know what’s available in real time - freeing up your time to focus on more sales and happier customers.
ServicePad’s inventory management system will initially deliver:
Tracking of assets, pricing management, auto fill work orders for faster transactions and facilitating sales to other stakeholders. In addition, our inventory management will provide tracking of an asset through the build process, determining build timelines based on raw materials available, and communicating status updates to customers and dealers. And just wait to see what we are already building on next.
Seamless Direct Integrations
Plug & Play with Your Favorite Applications
ServicePad’s integrative abilities allow other software applications needed for the contract and sales process, to be implemented into our solution for superior and seamless communication between applications.
From customizing with visual configuration of carports and portable buildings to digital signatures at the point of sale, we’ve designed with progress in mind. Application Program Interfaces (API) allows direct data communication between applications. We have the development resources to customize and continually and quickly update for ever-changing customer needs and markets.
- We’ve integrated with IdeaRoom, the portable building industry’s leading 3D design software, to enable a customer’s design data to automatically populate a branded work order and RTO agreement to streamline the process - only enter data once!
- We’ve also integrated e-signing software into ServicePad to streamline the signing process and add valuable functionality. Customers can sign on a computer or mobile device. They can sign now or later via an email link - expiration of link is defined by the manufacturer.
- We don’t lock you into a closed loop system. With ServicePad, you are welcome to use industry leading partners to integrate into our software with ease. Our flexible architecture allows future connections to happen with ease. Interested in connecting your software with ServicePad? Click Here to contact us today.
Payment & Tax Integrations
Payment & Tax Integrations
Our integrative payment system provides seamless automated communication to improve back-end operations and the merging of isolated components of the payment process such as calculating sales tax and receiving payments, enhancing the point of sale feature. It helps to reduce the time customers have for a change of mind by processing and posting payments immediately. The automated tax integration feature calculates the tax rate for each transaction based on the customer's location, reducing human error and saving time not having to look up rates and do the calculations. Instead of using separate tools to process a sale, our integration structures combine all tasks into one flawless operation.
Capture payments easily with integrated payment options through the leading industry payment processor, MATIC. Securely take credit cards, debit cards or ACH payments using an integrated solution leveraging the ServicePad API. It’s simple to connect and get set up to begin taking payments today.
Future Features
Accelerating the Future Together
ServicePad delivers efficiency in generating, managing and completing RTO agreements. Currently these benefits are available for the carport industry. We are rapidly making progress on providing ServicePad to the trailer and portable building industries. Stay tuned!
