Frequently Asked Questions

Taking phone calls and dispatching work is easy, and integrated with ServiceFirst!™ There is no need to even stop and save what you are working on when you are interrupted by a phone call!™ You can instantly:

• View the entire dispatching calendar
• Display contract information
• See where your technicians are
• Display equipment information
• Display service records
• Send messages to pagers

When finished, simply click the window to return to whatever you were working on before you were interrupted!

Refrigerant is automatically tracked each time an invoice is added to the system. You can then use our report generator to design your own reports.

Service records are automatically created each time an invoice is added to the system and include information such as:

• Materials and labor sold
• Serial numbers
• Invoice date
• Warranty information
• Invoice number
• Special notes

Five flat rate options are provided:

• Maio Marketing interface
• Callahan/Roach interface
• Service Doctors interface
• Collier interface
• Design your own flat rate

The main features of Job Costing include the following:

ServiceFirst has been in business since 1981, serving customers in a variety of service industries. We continue to invest in our product line and are committed to adding state-of-the-art features and functionality. At the same time, we understand our customers and are committed to keeping our prices very reasonable. That’s why we believe we offer the best overall value available to you.

In today's competitive environment, automating your accounting is only half the battle!™
We provide you the following management tools which will help improve your success and your profit!™

• Breakeven report - Calculates how much income your company must generate to meet all of your fixed and variable costs. The breakeven report is integrated in SERVICE FIRST!™ - no extra data entry is required!
• Calculate overhead - Calculates your overhead which is then used in the Job Costing software, so you can bid profitable jobs!
• Forecasting option which allows you to ask unlimited "What if" questions such as:
  • What if I increase my sales by 8 percent?
  • What if I decrease my overhead by 5 percent?
  • What if I decrease my cost of goods by 7 percent?
  You can then print an income statement based on the above projections which will show how your net profit will be affected.
• Option to design your own Balance Sheet and Income Statement.
• Integrated dispatching and sales and service scheduling.
• Sell and track service agreements.
• Print marketing mailouts.
• and much more...

We offer a complete Payroll system that interfaces with Job Costing and General Ledger and includes the following:

• Calculates all taxes including federal, state, local, FICA and Medicare
• Supports multiple deductions
• Multiple pay rates
• Tracks vacation and sick pay
• Prints W-2 forms
• Prints checks
• Tracks worker's comp information

ServiceFirst!™ for Windows is fully enabled for multiuser networks. Base license fees include up to five users, with additional fees required for larger environments.
Windows and Novell networks are supported. For specific questions, please see our Hardware/Network Requirements page.

Not at this time. ServiceFirst!™ is a complete, integrated, accounting system. There is no need to interface to another accounting system. In addition, if you have a question or a problem, you only have to call one provider (and the technical phone support is free for customers in our Annual Maintenance Program).
For customers who are committed to other backoffice accounting solutions, they may choose to just purchase Accounts Receivable (with Sales & Service Manager) to manage their dispatching and customer accounts, as well as purchasing Inventory Management to automate their price lists and/or inventory.

Although a considerable amount of income can be generated by selling service/maintenance agreements, many companies are reluctant to do so because of the time required to manage the overall effort. We have eliminated the headaches of managing contracts by including the following:

• Design Letters option which allows you to design contracts and contract renewal letters.
• You may specify a date range and the system will automatically print renewal letters or post cards for all contracts that will expire during the dates specified.
• Mailing labels may also be printed for customers who have contracts.
• If customers do not renew their contracts, you may specify a date range and the contract type and all contract information will automatically be deleted for the selected customer.

Professional on-site trainers with extensive accounting and software experience are available at very reasonable rates.