Solutions for Here, There, and Anywhere

monday service (monday.com) is an AI-first Enterprise Service Management (ESM) no-code intuitive platform that enables service teams across an entire company of any size to streamline service delivery and support to its customers.

Utilizing smart automations that leverage the power of AI and featuring comprehensive dashboards, monday service centralizes and systematizes workflows across IT, business, and service teams. By facilitating seamless collaboration, the software facilitates faster resolutions by consolidating requests, incidents, projects, and business data in a single platform.

How it works: monday service capabilities include AI-powered Ticket Resolution, automatic ticket classification, and smart ticket routing.

The AI-powered Ticket Resolution offloads tickets and incident resolutions to an AI agent, utilizing ticket history to create knowledge bases for immediate handling, saving time for service teams.

Automatic ticket classification and smart routing enable AI to tag tickets by type, urgency, sentiment, department, and other criteria to prioritize incoming tickets accurately, resulting in speeding up ticket handling and reducing manual work with automatic assignment to the relevant agent or team.

A customizable Customer Portal, which seamlessly connects to the ticket board, acts as a company service hub where end-users can access self-service options, submit tickets, track status, and communicate with the service team.

The portal supports ticket intake by email or customizable Workforms and features two-way email integration with Gmail and Outlook and one dedicated inbox hosted on monday.com to intake all service requests.

Pricing: 3 tiers available, fee per seat monthly, billed annually.

Leadbeam AI

Leadbeam AI (leadbeam.ai, 518/817-7241) is a platform for field sales and service teams that aims to optimize field operations via AI. By automating lead capture, tracking rep activity, and providing intelligent follow-ups, the platform helps ensure that sales managers and field teams make data-driven decisions, forecast more accurately, and close more deals. 

How it works: Leadbeam features seamless CRM integrations and real-time automation. Using Salesforce, HubSpot, or a custom CRM, Leadbeam updates customer records instantly with just a voice note or image drop without requiring post-meeting data entry.  

AI-driven intelligent follow-ups help optimize offering demos, check-in at later date, or a service reminder. Plus, the solution includes Smart Task Automation—the system generates automated tasks and next-step recommendations to keep deals moving.

The software provides real-time visibility for managers and sales and service leaders, with availability to instant insights into rep performance, pipeline health, and customer interactions.

Pricing: quarterly and yearly plans scaled to accommodate businesses of all sizes, from start-ups to multi-region enterprises. The Starter Plan—fee per rep/month (billed annually), includes CRM updates via voice and image AI and up to five custom fields; The Pro Plan adds unlimited custom fields, location intelligence, and early access to LeadMaps for route optimization; The Enterprise Plan—fully configurable, with advanced integrations and white-labeling options. 

Bolt Enterprise

Bolt Enterprise (ECI Solutions, www.ecisolutions.com) end to end project and inventory management software is purpose built for larger home building trade contractors. The solution integrates project management, scheduling, purchasing, inventory, and real-time job costing. 

The software, which is scalable, correlates inventory levels with job schedules, generates precise material lists, and can plan bulk order. Pricing is custom quoted, reflective of your specific business needs and  number of users.

HouseCall Pro

HouseCall Pro (www.housecallpro.com, 858/923-5445) is a field service management platform that enables service professionals to run and grow their businesses. Available on both web and mobile, Pros use Housecall Pro to manage their business and financial operations from anywhere.

The Basic plan supports drag and drop scheduling and dispatch of technicians, with the ability to adjust the length of visit and toggle among daily, weekly and monthly screen views. Pros can streamline their communications with customers via appointment reminders, on-my-way alerts, and before and after photos. They can also provide paperless invoices, accept multiple payment methods, including cash, check, credit or debit cards, and financing, and request customer reviews upon job completion.    

Scheduling of jobs supports drag-and-drop work orders which can be color coded into your calendar for quick assignment to the most suitable technician. Scheduling fields include description and relevant customer and job info to help employees optimally understand the scope of the job.

You can secure bookings from anywhere on any device by adding your Online Booking link to your social media posts, email signature, Website, and Google Business Profile.

Customers can book appointments online 24/7 and can receive automatic reminders of upcoming appointments and follow-ups.

An upgraded Essentials plan adds integration with QuickBooks Desktop and QuickBooks Online, detailed job and estimate reporting, a visual price book, custom checklists, equipment tracking, technician performance, postcard and email marketing, and live website visitor chat. A sales proposal tool and a recurring service plan are available as optional add-ons for Basic and Essentials plans.

Providing more features is the MAX plan. Along with all the benefits of Essentials, MAX also includes recurring service plans, the sales proposal tool, advanced reporting, and open API data integration capabilities. MAX plans include white glove service for onboarding with a specialist and escalated phone support when needed.    

Pricing: scaled fees, billed monthly or annually, dependent upon plan selected.  Basic—one user, Essentials—up to 5 users, and Max—up to 8 users with the ability to add more users for additional fees. Free 14-day trial available.

Patti Feldman writes articles and web content for trade magazines and manufacturers of building products. She can be reached at [email protected].