Welcome to our FAQs page for Site Service Software.

Here, you’ll find answers to common questions about our cloud-based solution designed to streamline your business operations. Whether you’re curious about system requirements, software updates, customer support, or specific features of our mobile app, we’ve compiled this comprehensive list to address your inquiries. Our goal is to provide you with clear, concise information about Site Service Software to help you make informed decisions and get the most out of our platform.

Software and System Requirements

What are system requirements for Site Service Cloud? You just need an internet enabled device

Will Site Service Cloud software run on a Mac? Yes

Is my device compatible with your applications? If you have internet access you are good to go!

Which browsers are supported?

What mobile devices and operating systems are compatible with mobile applications offered by Mobile Site Service? Android and Apple devices

Software Updates and Maintenance

How often are updates, and do they cost money? Updates are done automatically and do not require the user to do anything

Do I need to install updates to the new Successware platform on an ongoing basis? Updates are done automatically and do not require the user to do anything

Customer Support and Training

How do I contact Site Service Support? Site Service has email support, live phone support, training video support

What are the hours of operation for SIte Service support? Live support is available from 6am Eastern time thru 8pm Eastern time.

What do the training sessions consist of? Training videos are available for new employees based on tasks and modules assigned

Can we use our clients’ names and sites to practice? We set up a DEMO/TEST company for each customer that is a copy of the live company which is then used to train employees

Do you offer any ongoing training?- training videos are available for new employees based on tasks and modules assigned.

Subscription and Pricing

Can I view the details of my subscription online? Account billing details are available on the customer dashboard.

My subscription is past due/expired. How do I re-subscribe? Yes

Does Ste Service Cloud have an onboarding fee? There is an initial setup and configuration fee specific to each customer

Are there any contracts? Site Service Cloud customers are on a monthly subscription basis and can end their subscription at any time.

Mobile Apps and Field Service Management

Can I upload photos or documents in the Site Service Mobile App? Yes

How can I add notes to an appointment that a technician will see in the tech mobile app? Yes

What kind of notes can a technician see in the mobile app? The technicians can be sent notes and instructions, pictures, directions and documents.

When do the mobile apps sync with the web app? Site Service Mobile is live at all times with the Site Service Cloud database.

Can I use the Site Service mobile app without internet or in an area without reception? Site Service Mobile can be used in “disconnected mode” to create tickets while working remotely and storing them for later delivery to the office.

Is the Site Service Mobile app easy to install on my teams’ mobile devices? Yes through the app stores.

I make frequent service calls to areas with no network connection. Does the app still work? Site Service Mobile can be used in “disconnected mode” to create tickets while working remotely and storing them for later delivery to the office.

Is the Site Service Mobile app secure? Yes.

Payments and Accounting

Is there a fee for online payments? Fees apply for Credit Card payments

Can I manually change the currency for a specific invoice? Yes if your company is setup for multi-currency

Does Method Support Multi-currency? Yes

What Accounting software do you integrate with? Microsoft Business Central

Does Site Service Cloud process Payroll? Yes for most payroll services and we add others as needed.

How do I send information to my payroll company? We train your personnel to use the Payroll Uplink.

Data Management and Security

How do I change my Organization / Account name? Company Name changes are simple in Site Service Cloud.

How to Export Data to Print Labels? There are many data export features in Site Service Cloud

Is My Information Safe? Site Service Cloud has role based security enabling detailed denial of access to data

How long does the data migration process take? Varies depending on company database size and the amount of historical information to be imported.

Can I import my data? Site Service Cloud provides import sheets to make data importing easy

Software Comparisons and Industry Fit

Why is Site Service Cloud better than other custom software? Site Service has a 30 year history with the industry and has built that experience into our software and services

Is Site Service Cloud  a good fit for large accounts? Our software is 100% scaleable from the smallest to the largest customers.

Can I connect my current information CRM, ERP or accounting software to Site Service Cloud? Our software can be used stand alone or integrated to Microsoft Business Central

Do I need special technical skills to use Site Service Cloud? No

Is the software easy to use? Yes, and includes training and support.