Run every program from first call to final invoice.
ServiceMain is the operations platform for utility conservation and incentive programs. Your office schedules the work, field crews capture it on any phone, even without a signal, and finished visits turn into reports and invoices on their own.
Built for water conservation, energy efficiency, rebate and direct-install programs.
- Water conservation
- Energy efficiency
- Rebates and incentives
- Direct install
- Surveys and inspections
Programs outgrow spreadsheets fast.
Most program teams run on a patchwork of spreadsheets, shared drives, paper forms and no-code apps. It works until the second program, the third client or the busy season.
Visits tracked in five places
Schedules in a spreadsheet, photos on someone's phone, signatures on paper, and notes in email.
Reports built by hand
Every completed visit means copying details into a template, attaching photos and saving a PDF.
A month-end billing scramble
Counting visits, applying the right price for each program, and building every client's invoice.
ServiceMain puts all of it on one line, from the office to every customer's door.
Everything a program needs. Nothing it doesn't.
One platform for the office, the field and the clients you report to.
Programs set up your way
Stages, forms, fields, report layouts and price lists are settings, not code. Start a new program by copying one that works.
Field-ready on any phone
Installs from the browser. Crews see their day, take photos, collect signatures and keep working offline. Nothing is lost when the signal drops.
Reports that write themselves
Each finished visit produces a clean PDF report with photos and signatures, laid out the way your client wants it.
Charges and monthly invoicing
Price rules turn finished work into charges automatically. At month-end, each client's invoice and export is ready to send.
Files that file themselves
Photos and documents are organized by client, program, participant and visit. A closed program becomes a single archive you can download.
Roles and a full audit trail
Customer service, technicians and administrators each see what they need, and every change is recorded with who made it and when.
How it works
From a new program to the month-end invoice in three steps.
Set up the program
Define its stages, forms and prices, or start from a template. Invite your office staff and field crews.
Schedule and visit
Customer service books appointments. Technicians complete them in the field, online or off, with photos and signatures.
Report and bill
Reports go out as visits close. At month-end, charges roll up into an invoice and export for each client.
Your own workspace, sized to your programs.
Every organization gets its own database and its own file storage. Your data is never mixed with anyone else's.
Managed for you
Everything you need to run your programs, on our managed platform.
- Your own database and file storage
- Backups and updates handled for you
- Unlimited programs
Room for high volume
A dedicated database server and report processing for busy, high-volume programs.
- Resources sized to your workload
- Large reports and archives never wait in line
- One consolidated monthly bill
In your own account
ServiceMain deployed in your organization's own Google Cloud account, for agencies that keep data in-house.
- Your account, your access controls
- Pay your cloud provider directly
- We deploy and maintain it
Pricing depends on your plan and team size. Ask us for a quote.
Built in the field, not in a boardroom.
ServiceMain grew out of the day-to-day work of running water conservation programs for Southern California water agencies: appointments, installs, inspections, photos, signatures and monthly invoices.
Every feature exists because a real program needed it. Like the main that serves every home on the street, one line connects the office, the field crews and the clients they report to.
Questions
Does it work without a signal?
Yes. ServiceMain installs on phones and tablets from the browser and keeps working offline. Entries are saved on the device and sent when the connection returns.
Can we set up our own programs?
Yes. Stages, forms, fields, report layouts and price lists are all configuration. Most programs start from a template and are adjusted from there.
Is our data kept separate from other organizations?
Yes. Each organization has its own database and its own file storage.
Can we get our data out?
Any time. A program can be downloaded as one archive: spreadsheets of its activities and charges, plus every photo and document.
What does it cost?
It depends on your plan and the size of your team. We're onboarding early partners now, so get in touch for a quote.
Bring your next program to ServiceMain.
Tell us about the programs you run, and we'll show you ServiceMain set up with your own forms and price lists.