Back Office
Desktop Software

Powerful back-office software that grows your customer base through quality customer engagement

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Customer Relationship Management

It’s time to grow your business without growing your headcount. Save time and eliminate busywork – and paperwork – with Evolve’s back-office software.

Identify and convert leads

Quickly and easily enter in new customers and update existing ones in just a few clicks

Create better relationships with your customers

Set up each customer’s communication preferences so that every interaction – text, email, even automated voice – is on their terms

Minimize customer no-shows with en-route notifications

SMS or email notifications let your customers know your technicians are on the way; you can even add a photo of your tech so the customers knows who to look out for

Smart Scheduler

It’s time to grow your business without growing your headcount. Save time and eliminate busywork – and paperwork – with Evolve’s back-office software.

Rapid response

Send the closest technician to priority customers with real-time visibility on each employee’s status

Scheduling priority

Create recurring schedules and one-time visits from the home office, along with permanent scheduling preferences for repeat clients

Route optimization

Save money on travel time and transportation costs by optimizing routes; automatically help technicians reach their appointments

Form Builder

Leave paperwork behind with Form Builder, Evolve’s robust form creation tool that lets you create digital copies of your paper forms for technicians to complete in the field.

Improve technicians’ productivity in the field

Using Evolve’s pre-defined form widgets, you can display data from the customer’s account, the service work order, the data to be entered by the technician and more

Reduce paperwork to zero

Building forms is simple and fast, with drag-and-drop widget such as your logo, customer data, date/time stamping and service/billing data

Get customers’ approval

Preview and update the final version of the form to be sent to the customer; show previews to the customer and get their electronic signature

Report Builder

Easily build your own custom reports and return only the data you need. Search through thousands of rows of your company's Evolve data in mere seconds.

Scheduled reports

Email your custom reports to you and your teams' inboxes daily, weekly, or monthly.

Everything is exportable

Every custom report you create with Report Builder can be exported as an Excel spreadsheet.

Power BI enabled

Evolve's Data Warehouse, which powers Report Builder, can be integrated with Power BI for even more in-depth data analysis.

Pay Schedules

Turn your service business into a subscription business by simplifying even the most complex customer invoices into easy monthly payments

Custom payment schedules

Easily select a service and create a unique payment schedule for the customer

Account integration

Increase efficiency in accounts receivable through integrated monthly payment information

Easy payment options

Ensure payment options are easy to understand and complete with highly customizable options

Commercial support

Commercial customers need a greater level of detail because regulations require a greater level of detail. With Evolve, you get that detail with robust commercial-specific features.

Areas and Device

Define areas, record activities, and easily manage compliance with Evolve’s mobile app

Digital e-log

Commercial customers can see their service history and past invoices via Evolve’s customer portal and digital e-log

Copesan integration

Evolve is one of two service software companies in the country that is directly integrated with Copesan

Customer API

Integrate your Evolve data with the applications your company already uses. Power BI, ERP systems, marketing software, and more.

And much more...

Customer Portal

Give your customers a place to login and see all their upcoming services, service history, invoices and even make payments

Renewal management

Reduce the headache of renewing service contracts with simple-to-use auto renew features

Robust reporting

Get a 10,000-foot view of all your operations and use the data to make informed decisions for your business

Industry Leading Integrations and Partnerships

In addition to our full service Customer API we also integrate and partner directly with the companies your business already relies on

The next steps in the process are easy. Evolve will reach out and schedule a consultation. We will then discuss all of the available options. We are here to make your next business software painless from purchase to implementation.

Schedule a Demo Today