Business Branding App

You can stay in control of your business's information and updates with our intuitive customer portal as well as customize and manage your Q-Card app 24/7 to ensure that your customers have access to the most accurate and up-to-date information.

  • Mirror your website to include all of the information
  • Provide your clients with instant quotes
  • Offer online appointment scheduling
  • List your offerings
  • Showcase calendar availability
  • Compile testimonials and reviews
  • Display your social media content in real time

Q-Card App Features

  • Bio pages
  • Services page
  • Calendar page
  • Photo gallery
  • Testimonials page
  • Website page
  • Facebook page
  • Instagram page
  • Twitter page
  • Call mobile
  • Call work
  • Email me
  • Text me
  • Share via text
  • Share via email
  • Share via QR code
  • Add me to contacts
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Online Scheduling

Our system allows customers to:

  • View your available services
  • Select their preferred date and time
  • Book appointments online in just a few clicks

With the Q-Card and Website Widget integration, you can customize the widget to match your website's branding and design, ensuring a cohesive and professional look and feel. At the same time, providing a seamless experience for your customers. New customers visiting your website can now book appointments directly without having to leave your site.

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Interactive Calendar

With the ServiceQuote Inc. Interactive Calendar, you have the flexibility to control your availability in real time through the Q-Card app. Our user-friendly interface allows you to manage the following:

  • View upcoming appointments
  • Manage your calendar
  • Update or cancel schedules
  • Sync with your Google and Outlook calendars
  • Access customer details

You can now block off time slots for personal commitments, set specific availability for different services, or make last-minute adjustments in real time, and it will automatically reflect in your connected calendars. You can now say goodbye to double bookings and the hassle of manual syncing.

Our interactive calendar is designed to simplify and streamline your appointment management process to save you time, eliminate the stress of manual scheduling, and enhance your business operations' overall efficiency.

Instant Quotes and Estimates

For complex projects requiring detailed estimates, you can create estimates that reflect the scope of work, materials, and associated costs. This gives you complete control over the pricing and the ability to customize the estimate based on specific customer requirements, which can then be sent directly to the customer.

This system includes an embedded approval button within the emailed estimate that allows can simply click the approval button if they are satisfied with the estimate, signaling their intent to move forward with the project.

Upon receiving the approval, you, as the business owner, will be notified via an approval confirmation email. This prompt notification prompts you to schedule a start date for the project, ensuring efficient project management and seamless coordination with your customers.

We have simplified the quoting and estimating process, enabling you to deliver instant quotes, professional estimates, and a seamless approval workflow.

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Text and Email Appointment Reminders

When a customer schedules an appointment through our online booking system, they will automatically receive a confirmation text or email to the customer with all the necessary details, including the date, time, and location of the appointment, along with any specific instructions or requirements.

Leading up to the scheduled date, customers receive automated reminder text messages or emails, gently prompting them to keep their appointment. This proactive approach reduces the likelihood of no-shows, ensuring your schedule remains optimized and your business operations run smoothly.

The automated text and email appointment confirmations and reminders can be fully customized to reflect your brand and business tone. Personalize the messages with your logo, branding elements, and a friendly, professional tone to create a cohesive and engaging customer experience.

Our technology takes care of the communication process for you, freeing up your valuable time to focus on delivering exceptional service to your customers and effortlessly stay connected with your customers.

Email Communications and Marketing

Our platform offers a user-friendly interface that allows you to design eye-catching email templates and compelling text messages that will enable you to:

  • Customize the content, layout, and branding elements
  • Utilize customer data stored in the Customer Relationship Management (CRM) system to create specific customer segments
  • Plan and automate your email and text marketing campaigns

ServiceQuote Inc. also offers robust analytics and reporting tools that provide insights into email open rates, click-through rates, and customer engagement metrics. Use these valuable insights to refine your future campaigns and maximize their effectiveness.

Experience the power of ServiceQuote Inc.'s email and text marketing capabilities. Engage your customers, drive conversions, and build lasting relationships with personalized and targeted marketing campaigns.

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File Storage

Our advanced technology ensures that your documents are protected and easily searchable. With just a few clicks, you can access and retrieve any document you need, saving you time and eliminating the frustration of manual searching through physical files.

Our robust search capabilities allow you to locate specific documents by keywords, dates, or other relevant criteria, making document retrieval a breeze. Collaboration is also simplified with our cloud-based storage solution. Multiple users can access and work on documents simultaneously, enhancing productivity and teamwork.

Take advantage of our cloud-based business storage locker to streamline your document management processes, improve accessibility, and enhance collaboration within your organization. You can upload company files to that can be accessed and shared with employees from any device (laptop, mobile phone, or tablet) for up to 51 to 100 licensed users for $99.

Referral Rewards

Your satisfied customers become brand advocates, spreading the word about your services through the convenience of our branded business app. They can easily share their unique app link with their network, enabling their family and friends to book appointments directly through the app.

When a referral from a verified customer books a service through the branded business app, our system automatically tracks the successful referral. It rewards the referring customer with credits that you will determine through the management portal.

These referral credits are seamlessly updated in the referring customer's history within the management portal, allowing them to easily track their rewards and see the impact of their referrals. The credits earned can be automatically applied to the referring customer's next appointment, creating a win-win scenario for you and your loyal customers.

Our referral rewards program not only fosters customer loyalty but also drives new referrals and provides a simple and rewarding process acquisition. By leveraging the power, you can exponentially expand your customer base and increase revenue.

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Texting Communication

With ServiceQuote Inc., you can draft personalized messages or use predefined templates to streamline your communication. Easily customize the content to match your brand voice and provide clear and concise information to your customers.

ServiceQuote Inc. also allows tracking and monitoring your text message communication. You can view delivery statuses and track customer engagement, allowing you to assess the effectiveness of your messaging and make any necessary adjustments.

Customer Account Management (CRM)

With the ServiceQuote Inc. CRM, you can effortlessly store and organize customer information in a centralized database that can keep track of each customer’s profile that contains vital details such as:

  • Contact information
  • Service history
  • Appointment records
  • Customer preferences
  • Past interactions
  • And other notes

Our CRM solution goes beyond basic customer information storage. You can add notes to customer profiles, enabling you to capture important details, specific requests, or any other relevant information. This ensures that every interaction with the customer is personalized and informed, strengthening customer satisfaction and loyalty.

We also support seamless communication with your customers through various channels, including sending appointment reminders, follow-up messages, or promotional offers with just a few clicks.

The comprehensive CRM dashboard provides valuable insights into customer behavior, preferences, and engagement patterns. Access detailed reports and analytics to identify trends, track customer satisfaction levels, and make data-driven business decisions.

Our customer account database and CRM solutions empower you to build and nurture strong customer relationships. Experience the benefits of a streamlined and personalized approach to customer management, and watch your business thrive.

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A person holding an invoice in front of a calculator.


With ServiceQuote Inc.'s invoicing process, you can create customized invoices that reflect your brand identity. Add your company logo, personalized message, and choose from various templates to create a visually appealing and professional invoice. Impress your customers with your attention to detail and reinforce your brand image with every transaction.

We take invoicing a step further by providing an integrated payment link within each invoice. This payment link allows your customers to conveniently pay online at any time and from anywhere, eliminating the need for manual check processing or in-person payments. Your customers can click the payment link, securely enter their payment information, and easily complete the transaction.

Our invoicing system also keeps track of payment statuses, allowing you to monitor and manage your outstanding payments. Stay organized and gain full visibility into your invoice history, payment records, and overall financial health of your business.

Simplify your invoicing process, enhance professionalism, and expedite payment collection with our invoicing solution. Experience the convenience of creating branded invoices, sending them digitally, and offering online payment options to your customers. With ServiceQuote Inc., you can streamline your financial operations and focus on growing your business.

Job and Appointment Dispatching

This system gives you full control over assigning tasks to your employees. Whether it's scheduling appointments, assigning service requests, or dispatching job orders, our intuitive management portal provides a centralized hub for managing all your team's activities.

Easily create new jobs or appointments and assign them to specific employees based on their availability, skills, or geographic location. Our smart scheduling algorithm considers various factors, such as travel time and employee workload, to help you make efficient and informed assignment decisions.

Through the management portal, you can track the progress of each job or appointment in real time by getting instant updates on job statuses, completion rates, and employee activities, allowing you to stay on top of your team's performance and ensure timely service delivery.

This feature also includes advanced communication capabilities. Send automated notifications and reminders to employees, informing them about their assigned tasks and any updates or changes. This seamless communication streamlines coordination, minimizes confusion, and improves overall team efficiency.

With our job and appointment dispatching, you can optimize your workforce allocation, minimize downtime, and maximize customer satisfaction. Take control of your scheduling processes, improve resource utilization, and ensure that the right employee is assigned to the right job at the right time.

Experience the power of our job and appointment dispatching through our intuitive management portal. Simplify your operations, enhance team collaboration, and deliver exceptional customer service.

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Employee Accounts

With our Employee Account Capabilities, you can assign different roles to your employees based on their responsibilities and customize their access levels accordingly. You empower your employees to provide personalized service and seamless customer interactions through this.

Through this system, you can give your employees access to the following:

  • Customer profiles
  • View past interactions
  • Update contact information
  • Create and edit invoices on the go
  • Add detailed notes to customer accounts
  • View their assigned appointments
  • Manage their schedules
  • Track their activities

Empower your team to deliver exceptional service and drive business growth with our Employee Account system by purchasing our service.

Review Generator

After providing your services, send a review request to your customers through text or email. Our automated system ensures a hassle-free process for both you and your customers. Once your customers submit their reviews, you have full control over which testimonials to display on your branded business app.

The feedback can be customized to match your branding and includes a user-friendly interface for an effortless experience.

Take advantage of our review and testimonial process to gather valuable feedback and showcase your customers' positive experiences.

A review of the service desk
A sales dashboard with graphs and numbers

Sales Dashboard

Gain a comprehensive view of your business's sales activities, revenue trends, customer behavior, and more. With easy-to-understand visualizations and intuitive dashboards, you'll have the information you need to make informed business decisions.

  • Uncover hidden patterns and trends within your sales data
  • Identify opportunities for growth and improvement
  • Drill down into your sales pipeline
  • Analyze conversion rates
  • Track customer acquisition and retention
  • Monitor the performance of your sales team
  • Identify bottlenecks
  • Monitor key metrics related to:
    • Project completion
    • Service delivery
    • Customer satisfaction
    • Resource utilization

Our analytics and sales dashboard is user-friendly and customizable, allowing you to tailor the analytics experience to your specific business needs. Visualize your data in charts, graphs, and reports that are easy to interpret and share with your team.

Experience the power of data-driven decision-making with our analytics and sales dashboard.

QuickBooks Integration

With our QuickBooks integration, you can effortlessly sync your customer information, invoices, estimates, and payment data between the two platforms.

Eliminate manual tasks, streamline your accounting processes, and gain full control over your financials. Join the numerous businesses that have already integrated ServiceQuote Inc. with QuickBooks and unlock the potential for increased efficiency, accuracy, and growth by purchasing our service.

  • Track your revenue, expenses, and cash flow
  • Generate invoices
  • Manage accounts receivable
  • Track payments
  • Access and analyze your financial reports
  • Gain insights into your profitability
  • Make data-driven decisions to drive your business forward
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Analytics and Insight Reports

Our advanced analytics capabilities enable you to gain a comprehensive look at your data to help find the following information:

  • Uncovering patterns, trends, and opportunities
  • Identify your best-performing services
  • Understand customer preferences
  • Discover areas for improvement

The reports are customizable to meet your specific business needs, so you can choose the metrics and KPIs that matter most to you and create customized reports that provide a holistic view of your business performance. In addition to real-time data analysis, our reports also provide historical performance data, allowing you to identify long-term trends and patterns.

Understanding past performance allows you to make accurate forecasts, set achievable goals, and plan for future growth. Gain valuable insights, optimize your operations, and drive growth for your business.

Credit Card Processing

Service Quote's credit card processing solution through Stripe provides businesses with a seamless and secure way to accept payments from their customers. Integrated directly into the Service Quote platform, Stripe allows businesses to securely process credit card payments with ease. With Stripe, businesses can accept payments online, in-person, or through mobile devices, providing customers with flexible payment options. The solution supports major credit cards and offers advanced security features to protect sensitive customer information. Businesses can easily manage and track payments, view transaction history, and issue refunds through the intuitive Stripe interface. With Service Quote's integration with Stripe, businesses can streamline their payment processes, improve cash flow, and enhance the overall customer experience.

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