Let Your Service Business Run Like Clockwork

Saleoid combines all your tasks like a personal assistant, making your service business run smoothly. Now schedule, invoice, and get paid - all in one place.

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Service management dashboard

Key Features To Optimize Service Business Operations

Optimize your service business operations with precision and efficiency by leveraging different features that Saleoid offers.

Online Bookings
Online Bookings
Automated Estimates
Automated Estimates
Client Portal
Client Portal
Document Management
Document Management
Scheduling and Dispatching
Scheduling and Dispatching
Sales CRM
Sales CRM
Appointments and Meeting
Appointments and Meeting
Agreements with E-sign
Agreements with E-sign
Business Flow Automation
Business Flow Automation
Marketing Automation
Marketing Automation

How Saleoid Helps Service Businesses Win More Jobs?

By offering solutions for scheduling jobs, generating estimates, communicating with customers, and handling other aspects, Saleoid provides your business a competitive advantage.

Job Management

Coordinate schedules, assign jobs, and track progress with Saleoid. It is like having an additional dedicated team member who is constantly managing your jobs efficiently.

Saleoid acts like a personal assistant, making sure technicians are in the right place at the right time. It optimizes their routes and ensures timely service delivery, allowing businesses to effectively manage their service operations.
  • Schedule jobs by dragging and dropping on a visual calendar.
  • Automatically assign jobs to suitable team members.
  • Ensure balanced workloads across the team.
  • Keep your team informed with automated notifications.

Organize and maintain customer information in one centralized location with Saleoid. From contact details to service history, it allows businesses to track interactions, manage appointments, and provide personalized service to clients.
  • Save all your customer details in one place.
  • Check customer service history and related details.
  • Track interactions and actions taken with potential customers.
  • Manage service appointments and job statuses.
  • Assign lead scores based on interactions and responses.

Saleoid allows businesses to build accurate and transparent cost estimates for customers before initiating service. With customizable templates and automated calculations, creating and sending estimates becomes effortless, empowering businesses to efficiently manage their sales pipeline.
  • Use templates to fast-track estimate creation.
  • Create custom templates.
  • Build service estimates with AI assistance.
  • Speed up estimate approval by clients with e-signatures.

Saleoid allows technicians to conduct on-site inspections, capturing detailed data and observations based on pre-built sets of questionnaires for specific service types.
  • Create custom inspection templates.
  • Input on-site inspection findings in real time.
  • Reduce errors and inefficiencies with digitization.
  • Provide customers with accurate assessment and estimates.

Saleoid allows technicians to access and fill out digital forms directly from their mobile devices while on site. They can efficiently capture essential information, such as work details and equipment status, all within Saleoid's mobile app.
  • Customize forms to fit job requirements.
  • Avoid paperwork, manual data entry, and reduce errors.
  • Store complete job details digitally.
  • Use checklist forms to provide quality service.
Job management overview

Automate Your Service Business and Get It Organized!

Get started with Saleoid to simplify your service business scheduling, enhance communication, and optimize resource allocation.

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Sales Management

Update your sales process, from lead generation to closing deals, empowering businesses to efficiently manage their sales pipeline using Saleoid.

Give your customers a user-friendly interface to select available time slots, specify service requirements, and receive instant confirmation.
  • Simplify booking process with online bookings.
  • Customize booking wizards for diverse services.
  • Get instant booking payments for your services.
  • Send personalized booking confirmations and reminders.

Create and manage service contracts and maintenance agreements with your customers. Saleoid allows you to upload your agreement or generate them using AI and share them with your clients.
  • Create agreement templates using AI.
  • Upload your own agreements and share them with clients.
  • Automate notifications and reminders for timely actions.
  • Speed up e-signatures and agreement approvals.

Get a visual representation of the sales process and track your business leads from initial contact to closing deals with Saleoid. It enables your sales teams to prioritize leads, identify blockages, and forecast revenue with greater accuracy.
  • Customize pipelines to fit your business needs.
  • Automate pipelines based on job status.
  • Customize pipeline views into Kanban and List views.
  • Manage deals easily with drag and drop features.

Give a dedicated online platform to your clients where they can access documents, agreements, service status, appointment scheduling, booking services, and update credit card information.
  • Give clients easy access to documents, invoices, and payments.
  • Share documents, request necessary files, and e-signatures.
  • Allow them to choose time slots and book appointments.
  • Allow them to securely update their payment details.

Saleoid allows businesses to generate custom reports to gain a comprehensive view of their operations. By analyzing service metrics, customer feedback, and technician performance, businesses can identify areas for improvement.
  • Custom dashboards to view sales and marketing data.
  • Build customized reports based on available data.
  • Use performance metrics and interactive widgets for data interpretation.
  • Export reports.
  • Create advanced reports with AI assistance.
Sales management overview

AI-Powered Automation

With AI-powered automation, Saleoid allows businesses to automate their operations from sales to marketing, billing to invoicing, and even client communication.

Automate your customer journey seamlessly from service inquiry to service delivery. With Saleoid's business flow automation tool, streamline your processes and ensure efficient communication at every step. Enhance customer satisfaction and optimize your workflow with our intuitive platform.
  • Streamline processes and reduce manual tasks with automated workflows.
  • Automate interactions and touchpoints throughout the customer journey.
  • Configure settings once and let the system run smoothly thereafter.
  • Boost efficiency and output by automating repetitive tasks.

Automate tasks such as assigning appointments and tasks, automating pipelines, updating contact lifecycle stages, applying tags, assigning contact owners, and sharing data with third-party apps using webhooks, all through workflow automation.
  • Automate pipeline management to streamline sales.
  • Track contacts' lifecycle stages with automated updates.
  • Simplify contact organization and segmentation with automated tags.
  • Integrate third-party apps to enhance your workflow.

Automate Email Marketing, Social Media Marketing, SMS Marketing, WhatsApp Marketing, and more, saving time and resources for businesses.
  • Use pre-designed templates for Email, SMS, and WhatsApp campaigns.
  • Create service-specific landing pages for lead generation.
  • Engage leads across multiple channels like social media, email, SMS, and WhatsApp.
  • Segment your customers based on behavior for precision targeting.

Generate and send invoices automatically based on completed work orders with Saleoid, eliminating manual data entry and reducing errors.
  • Generate and send service invoices automatically.
  • Integrate various payment gateways for smooth transactions.
  • Track KPIs, trends, and insights through analytics and reports.
  • Send important reminders and notifications to your customers.

Ensure fast and accurate responses to customer queries with Saleoid's AI Chatbot, assisting your sales team in enhancing connections and building stronger relationships by providing 24/7 customer support.
  • Access 24/7 support for all your inquiries using AI Chatbot.
  • Experience effortless bookings with AI.
  • Interactive human-like conversations.
  • Let customers schedule appointments within the chatbot.
  • Keep your customers updated with job status through the chatbot.
AI-powered automation overview

Industries We Serve

Get started with Saleoid to simplify your service business scheduling, enhance communication, and optimize resource allocation.

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Give Your Business a Fresh Start with Saleoid!

Curious to know how Saleoid can transform your business and its operations? Request a free demo today and witness the revolution firsthand!

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