ServiceCeo Upgrade Information and Support

Get information on Upgrading ServiceCeo versions.  APP Consulting specializes in assisting your upgrading process by creating:

• Custom scripts to update customer accounts with new fields
• Updating Crystal reports to the new database mapping
• Running tests of your database so you can see the changes before you decide
• Experienced factory trained personnel to assist you
• The largest customer reference list of any ServiceCeo support organization

APP Consulting has the most competitive ServiceCeo pricing for:

• Short Q&A on any topic
• Implementing on a budget
• No minimum meeting charges
• On Going Support
• Both Prepaid and Open Account Billing
• On site Implementation
• Crystal Reports
• Custom Scripts
• API Connection Middleware

Click Here to Contact Us at APP Consulting for a free consulting phone call about your company and ServiceCeo.  APP has done On-site ServiceCeo training in Canada, Hawaii, the Caribbean and the US.

Call us – we can help you with ServiceCeo QuickBooks and Crystal Reports

ServiceCeo Home Depot Installer gets help from APP

Company:  Home Depot Door, Window and Kitchen Installer.  Services 33 stores each with different install rates. Most jobs consist of two parts – order for measurement and estimate, and a second one for actual install and repair.  Company has twenty installer teams and two estimators. Installer teams are paid flat rate service performed, calculated every two weeks.  Home Depot is invoiced once for estimate and a second time for install. Dates of ordered materials arriving at job or store for pick-up plus customer coordination schedules keeps two people in office very busy.

Reason for Choosing APP Consulting for ServiceCeo support help and implementation consulting:  Previous to calling APP Consulting this customer had spent significant time and money with self education thru ServiceCeo classes plus had paid another ServiceCeo consulting group for help. When the owner called he did not have a functioning system or a trained office. 

Goals in choosing APP Consulting and ServiceCeo software were to 1> enable offsite office staff to schedule and invoice, 2> to create reliable schedules and coordinate those daily with sub-contractors over a two state area, 3> to speed up his invoicing and correct pricing to each of the thirty-three (33) Home Depot stores he services, 4> to have accurate sub-contractor commission/flat-fee reports on a timely basis, 4> manage kitchen installs with multiple sub-contractors for electrical and plumbing, 5> connect all to an accounting package for overall management, and 6> train the owner how to earn money with ServiceCeo.

APP Consulting and Home Depot connection with ServiceCeo:  APP Consulting trainers Geoff LaPlace, Debbie Smith and Robert Slusser were able to get this customer up and running with the new management reports he needed to run his company and meet all of his target goals. Geoff LaPlace having now worked with three Home Depot installers also led the new software connection team with other software middleware developers.  For more information about ServiceCeo and Home Depot installers, please contact us at APP Consulting – the largest independent ServiceCeo Consulting company.

ServiceCeo & APP help large 70 Truck HVAC company get organized

Situation before ServiceCEO:  Dispatch schedules on board, work orders printed and tracked as of date opened, stacks of “work to be done’ in different piles on different desks, Inventory department is a standalone operation not integrated with central company accounting, and Billing and Accounting freeform type the invoices at the end.   Workflow consists of people writing down job numbers and inventory numbers on slips of paper and carrying those papers to the next desk.  Management cash flow control and job profitably managed thru Excel sheets custom prepared by different departments.  Two software systems, scheduling board, job folders, reams of paper, plus Excel are used in the day to day system.

Challenges of Implementation:  With 70+ trucks in play every day the ability to run parallel for two weeks was out of the question.  We had to go live in one weekend.  Eighteen office personnel, four departments: Dispatch, Inventory/Merchandise, Purchasing, Service Management, Sales & Estimating, Billing, Cash Sales, and Accounting plus the all important HVAC company CEO and department managers all had to be on board, trained, and ready to make the change.

The Team of bringing ServiceCEO Change and Implementation from APP Consulting:  Our Team for this ServiceCeo installation consisted on Debbie Smith and Michael Kushinsky doing on line training. Robert Slusser working days and nights to deliver the constantly changing new ServiceCeo Crystal reports and ServiceCeo Crystal reports written for pin-feed forms on multiple printers throughout the sprawling facility.  Geoff LaPlace for the ServiceCeo Onsite training lead.  The days we’re ten to twelve hours long, reports and dB scripts were being run at night, and the changeover came on a weekend where the whole APP Consulting team and the HVAC company employees worked Saturday and Sunday.

The Start-Up:  The switch was thrown - old system out, new system “On”.  Within days of Geoff LaPlace arriving for the ServiceCeo on-site set-up, support and implementation we were off and running.  How?  APP has the largest team of ServiceCeo trained implementation people in the world. We have the most successes and the largest successes.  The whole team stands with your on site person.  So when the Monday morning rush of Customer outage calls came in, Geoff LaPlace was there to direct and field questions while the CEO of the company handled larger issues.  Simultaneously that morning techs cued up at the Inventory/Merchandise windows to get stock for their brand new work orders.  Stock personnel we trained in high-speed inventory transfers.  The techs rolled with all the parts and all the paperwork.   

Ongoing:  We have moved up their billing cycle from 3 weeks after service completed to 3 days. We have integrated Inventory into dispatch and integrated Service doing Repair quotes to a simple process which also indicates the profitability and costs before the work is done.  Purchase Order Approvals are now integrated in cash flow management and previewing invoices to get deposits for work to be done is improved.  As this company is an ongoing APP Consulting customer we maintain files and copies of their custom ServiceCeo Crystal Reports so upgrades and changes can be done immediately at the lowest of costs.  APP also works closely with the HVAC company CEO to help create and tune the ServiceCeo Accounting connection.  Yearly ServiceCeo provides audits when questions arise.  When you partner with a ServiceCeo Support company, it is very important to choose one who knows you and your business. APP Consulting has been in business – old system out, new system “On”.

Follow this link to more ServiceCeo Help and Support.

Why Choose an Onsite ServiceCeo implementer?

Aside from the question “Who is the best person for ServiceCeo Help and Implementation?” there are larger questions about the implementation itself.

Using an Onsite person is generally the most successful, or makes the most difference, when the company is larger and the “time frame to implement a multi-department change” is smaller.  APP Consulting and Geoff LaPlace are the experts at implementing ServiceCeo, the tool you purchased to bring change to your company.  Why onsite might work best for your company:  because flipping the operation over to a new system involves multiple people in multiple departments and must be accomplished in short-coordinated time frame.

You bought it – now make your new investment in change pay you back!  At APP Consulting our team begins by listening to you about your visions for the new system.  We then talk to you about integrating your vision into the new ServiceCeo work-flow.  ServiceCeo is the most advanced system for scheduling and job costing with integrated Purchasing, however success depends upon inter-department coordination.  The new idea that there is now only Work Order object with one master number, i.e. “the Estimate is the Work Order is the Invoice” also means that the employees will quickly see that much less work will be spent re-entering the same information over and over again to make a Service Call happen and get invoiced.

Also to be considered in the pre-planning are:

Changes to Accounting and Billing
Projects and long term construction
Cash Sales and Returns
Getting Trucks in and out quickly every morning
New Missing Parts procedures
Dispatch – Service Manager – Inventory: Who now does what with the new system
Purchase Order/Cash Flow Approval
Profitability review prior to invoicing

And the list goes on depending on your company, the system your leaving, the present duties of each department, and your vision of how it would look or what immediate benefit you would receive.

APP Consulting employs ServiceCeo Geoff LaPlace and Michael Kushinsky who are ServiceCeo factory trained personnel. Geoff LaPlace has traveled to several large on-site implementations in the Caribbean, Hawaii, and Toronto Canada.

Fire Alarm Inspection Company uses ServiceCeo and APP Consulting

Hawaii – Honolulu and outer Islands – 2009 and 2010 –

Reason for choosing APP for ServiceCeo implementation:  New installation of ServiceCeo attempted using normal support routes and local on island consultants. Initial installation dragged on for 12 months and at a critical decision point APP consulting were called in to re-implement ServiceCeo following best practices.

Company:  Large multiple office multiple island fire alarm inspection company uses APP Consulting for support and to implement ServiceCeo. Geoff LaPlace of San Francisco makes the short flight from SFO to Honolulu and outer islands to train employees on site. APP Consulting also works closely with top management to layout an implementation plan with timelines and expectations. APP Consulting also maintains ServiceCEO SQL database.

Additional support for Crystal Reports and ServiceCeo was provided by our Redwood City Database center run by APP Consultant Robert Slusser. More information about support for Crystal Reports and ServiceCeo is available by contacting Debbie Smith, Geoff LaPlace, Michael Kushinsky, or Robert Slusser of APP Consulting.

Offices in California, Phoenix and Houston.

ServiceCeo crystal report modified for month end close for large Toronto Canada company

 Toronto Canada. A multi-national company using ServiceCeo to schedule document management services across multiple provinces chooses APP Consulting two times in twelve months to aid in corporate reporting needs.

APP Consulting, consisting of four ServiceCeo trained personnel, also maintains a Crystal Report writing group and several servers set aside to test reports on client’s databases before delivering.  In this case ServiceCeo was not accounting for intercompany payment transfers between branches caused by large multiple location customers paying their invoices centrally to cover services scheduled and rendered by multiple independent branches using ServiceCeo to schedule.

Our audit team was able to clarify quickly revenue adjustments and cross posting errors which resulted in unreported revenues being found and credited correctly.

Of all the ServiceCeo training and implementation companies, APP stands alone at the top. With four ServiceCeo trained people ready for remote phone training or to fly on-site to implement they appear to be faster and more flexible than the software company itself.  App Consulting implementation plan can be tailored to suit your operation, personnel, and budget.

Geoff LaPlace led the team by being on site and interviewing each branch accounting department while other APP Consulting team members in Houston, Phoenix, and San Francisco audited the databases and created the necessary reports for presentation while Mr. Geoff LaPlace was still on site.

ServiceCeo helps large multi-office Fire Alarm inspection company get their work done on time

“It wasn’t always this easy” says the GM, we initially rolled out ServiceCeo using a local consulting team but we didn’t have the success we expected.  Since changing to APP Consulting and using Geoff LaPlace for onsite on island training and implementation guidance we can say we are on the way to getting ServiceCeo software to meet our original vision”.

Geoff LaPlace’s experience with the operations side of distribution and service companies. In this Fire Protection and Inspection company, the on-site consultant had to connect ServiceCeo across multiple departments and multiple offices.  “After flying to the customer and interviewing all the deparments and techs, we were able to layout a plan to bring in different facets of the new operation while keeping the old system running in the other departments. Results: A smooth ripple free transition.”

Before:  Ten Service trucks. Three new construction teams, Independent Parts and Service Department, Stand alone quoting and follow-up on Service Improvement jobs, unconnected billing/invoicing with no integrated inventory control, Service Techs spent time in office gathering documents and verifying schedules.

After:   Integrated work flow from customer-service-phone to scheduler to service-manager to service-techs back to service-manager for review of days work by tech to billing to management reports for president.

Of all the ServiceCeo training and implementation companies, APP stands alone at the top. With four ServiceCeo trained people ready for remote phone training or to fly on-site to implement they appear to be faster and more flexible than the software company itself.  App Consulting implementation plan can be tailored to suit your operation, personnel, and budget.