Tired of renting the keys to your own business from a software company?
You don't have to. Below is a series of short walkthroughs of real field service software owned outright by the company that runs on it — one clip per feature, book to bill. Not a demo account. Not a sales reel. Their software, their data, their keys.
Book to bill. SMW's ServiceFlow FSM
Job booking
From ringing phone to booked call: customer lookup, job type, priority and time window without leaving the screen.
The dispatch board
Drag-and-drop scheduling plus Click N Drop — alt-click a job card and every open slot becomes a target. Tech capacity at a glance.
Work performed in the field
Checklists, photos, equipment readings and parts used — captured on the tech's phone, signed by the customer on the spot.
Estimate creation
Build a priced estimate from the pricebook, attach photos and options, then send it for approval — approved estimates convert straight to jobs.
Memberships, contracts & payments
Maintenance memberships, recurring contracts, pricebook-driven invoices, and card or ACH collected before the truck leaves.
Customer creation
New customer on file in seconds — service locations, equipment, agreements and history all attached from the start.
SERVICEFLOW FSM, BUILT BY SMW REFRIGERATION & HEATING. Every clip, full size.
Job booking
From ringing phone to booked call: customer lookup, job type, priority and time window without leaving the screen.
The dispatch board
Drag-and-drop scheduling plus Click N Drop — alt-click a job card and every open slot becomes a target. Tech capacity at a glance.
Work performed in the field
Checklists, photos, equipment readings and parts used — captured on the tech's phone, signed by the customer on the spot.
Estimate creation
Build a priced estimate from the pricebook, attach photos and options, then send it for approval — approved estimates convert straight to jobs.
Memberships, contracts & payments
Maintenance memberships, recurring contracts, pricebook-driven invoices, and card or ACH collected before the truck leaves.
Customer creation
New customer on file in seconds — service locations, equipment, agreements and history all attached from the start.
What owning it saves you
When cumulative savings turn positive.
Versus staying on your current FSM.
Conservative, after the reduced-credit election. Possible upside up to $1,204.
May qualify under IRC Section 41. Estimate only, not tax advice. Your CPA decides eligibility and files Form 6765.
How this is calculated
SRVCWRX fee is 80% of your current monthly spend for 12 months. During the cutover we assume you also keep paying your current vendor on a conservative ramp: 100% for months 1–4, 75% for months 5–10, and 40% for months 11–12. After month 12 you own the software and only pay infrastructure.
The month-13+ estimate is the midpoint of the typical infrastructure range for your spend level. Actual infrastructure costs scale with usage, not headcount.
R&D credit: 65% of contractor fees count as qualifying research spending, times the 6% startup rate under the simplified method, times 79% for the reduced-credit election (about 3.1% of fees). The upside uses the 14% rate available to companies with past research spending. When included, the credit is applied in month 12. Software built for internal use must also pass a stricter innovation test.
80% of what you pay now. For 12 months. Then it's yours.
- Your price
- 80% of your current FSM software spend — so you're paying less from month one, not more.
- The term
- Twelve months of building, migrating, training and cutting over. Your team learns to run it as it gets built.
- Month 13
- No license fee. You hold the code, the database, the deployment keys and the know-how. You even name it.