http://servicelineup.com/ | Business management software enables companies to manage and track essential business functions, including customer data, email, work orders, customer payments, sales, and more.

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2. + Business Management Software (BMS) is
computer software that enables small and mid-sized
business owners to manage important
aspects of their businesses, including:
• Accounting
• Customer data
• Email
• Field scheduling (e.g. for technicians and
contractors)
• Financials
• Operations
• Payment processing
• Payroll
• Sales
A central database that captures a company’s
data into a single system helps streamline
processes, improve efficiency, and prevent errors
and oversights.

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Too often business owners allow themselves
to be bogged down by administrative tasks
that can be automated or handled by
someone else.
Business Management Software enables
you to focus less on administrative tasks
and more on what really matters: growing
your businesses.
Don’t spend your time on administrative
tasks that business management software
could handle for you.

4. Business management software enables you to
capture and store essential information about
your customers.
Never shuffle through folders or sift through
Excel spreadsheets again to find customer
information.
Business management software enables you to
input, retrieve and export customer data all in
one place, and it securely stores the
information.
BMS also allows you to easily send your
customers correspondences like coupons,
emails, and surveys, increasing the
familiarity and salience of your brand.
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Muddled, disjointed workflows cost your business
money and decrease employee and customer
satisfaction, leading to internal and external
turnover. This is simply bad for business.
By using centralized business management
software to:
• Send emails
• Store customer data
• Send out work orders
• Process payments
• Communicate internally
Your workflows become easy to track, manage,
and monitor.

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In a business, time is money.
Using multiple systems is inefficient and
cumbersome, and it can lead to confusion
and errors.
Business management software centralizes
your office programs.
Input customer data, send out work orders,
perform accounting and payroll functions,
and send messages, emails, and letters, all
from a single program.

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BMS with a payment processing interface
allows you to securely process credit cards
and electronic checks from your customers.
This helps ensure that your business is PCI
compliant and that your customers’ financial
information is protected.
Payment processing functionality also enables
you to secure payment from your customers
without having to wait for checks and other
slower forms of payment.

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Whether you need to schedule a meeting
with a customer, a contractor, or your CFO,
scheduling software helps you make
appointments and avoid double booking.
For field service industries like plumbing and
HVAC, a BMS program with scheduling
software enables you to review upcoming
jobs, look for available contractors, and
schedule customer appointments.
BMS programs typically come with a report
generation feature that allows you to print
various reports and avoid manually entering
data into a program like Excel.

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Reputation is everything in today’s online world.
Poor remarks about your company on review
sites can hurt your business considerably.
You can’t afford to lose customers or damage
your reputation because of disorganization and
poor communication.
Business management software helps you
streamline workflows, improve efficiency, and
keep internal communications flowing within
your business.
And when your business operates more
smoothly, your customers will be positively
impacted.

10. Service Line Up is the creator of affordable business management software to help business
owners streamline workflows, increase efficiency, and improve customer satisfaction. Our
industry-tailored software includes options for field service companies (plumbing, electrical,
HVAC) as well as cleaning service companies (housecleaning, janitorial).
Print reports and manage your email, customer data, work orders, and much more. Our
software helps you focus on what matters: growing your business. To learn more about our
affordable monthly and annual plans, visit servicelineup.com or call us at 800-963-8847.