Thoughtful Systems

Scheduling Manager

4 / 5 18 reviews

Who Uses This Software?

Service businesses which need to keep track of job schedules, accounts receivable, payroll, CRM, mapping within one integrated program. You can also use the system to track sales leads.


Average Ratings

18 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $795.00/one-time
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Thoughtful Systems
  • www.thoughtfulsystems.com
  • Founded 2000
  • United States

About Scheduling Manager

Scheduling Manager, from Thoughtful Systems, makes the management of your service business a breeze. We developed the first software available for the Service Business Industry in 1987 and have continuously improved our product over the years while tailoring it to specific industries. Extensive features include customer and employee information management, team information, Work Codes, Job Scheduling, Accounts Receivable, Payroll, Mapping, Quickbooks interface, Mobile option, and more.


Scheduling Manager Features

  • Billing & Invoicing
  • Call Center Management
  • Contract Management
  • Customer Database
  • Dispatch Management
  • Electronic Signature
  • Inventory Control
  • Job Management
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Maintenance Scheduling
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Billing & Invoicing
  • Client Management
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Mobile Access
  • Payroll Management
  • Quotes / Estimates
  • Recurring Appointments
  • Routing
  • Scheduling
  • Service History Tracking
  • Work Order Management
  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Billing & Invoicing
  • Customer Accounts
  • Customer Database
  • Equipment Tracking
  • Inventory Management
  • Routing
  • Scheduling
  • Waste Disposal
  • Work Order Management

Scheduling Manager Reviews Recently Reviewed!

Archaic and outdated program.

Jun 07, 2017
2/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Extremely
Likely

Comments: I'm sure Scheduling Manager was great 10 years ago. But it leaves a lot to be desired and the App has very few features.

Pros: They provided very detailed one on one training and called to follow up and see if I had any questions.

Cons: The program is not user friendly, not really geared towards field service professions. There are better products out there for the price. You pay dearly for any extra features like credit card processing or text reminders and have to go through third party companies to get them.

SMG Review

Jan 17, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Cons: The lack of flexibility. The lack or difficulty of generating reports.

Overall: For basic functions, the software is sufficient. But much functionality is lacking. Reports, multi-screen use, the capacity to change some factors in customer or job files to name a few.

Best Software

Dec 19, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: This software has been a time saver for our company. It is user-friendly and compatible with our other programs.

Highly Recommended Software program

Dec 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I was very happy with the thoughtful systems software program.It was easy to use and understand and their customer service was always great.

Great Benefit to my business

Dec 06, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Comments: Was a great decision moving my companies platform over to Thoughfull!! We have been using them for 3 years with very few problems. Customer service is always on point and do a great job.

Feature Rich But Needs Work

Dec 06, 2016
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: Feature Rich but needs a much better UI and the ability to easily create custom reports on all the data fields. Also, needs online help for for most visible fields. Finally, unit, system and integration testing needs to be much better.

They are great!

Dec 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: The software is great! It is easy to use and very straight forward. It has lots of great functionality to make the business workflow without a complication. There are some things that you need to work on at the beginning to make sure you have it to your standards, but once that is done, you are on easy street!

3 years of success

Oct 20, 2014
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have used scheduling manager for 3 1/2 years. It gives us great data with which to run our business- capacity management, schedule balancing, production forecasting, etc. The reporting is set up whereby we can easily evaluate a technicians performance at any time, our job performance for a particular client or the profitability of a given salespersons book of business. It has been a godsend for us.

Very Dependable Year after Year

Oct 13, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been using Thoughtful Systems software for almost 7 years now. The platform is very stable and we save hundreds of hours each year by having a one stop shop for our customer service and tracking needs. We especially like the rapid speed of the new Gemini product and the ease of use. Overall, we made the right decision investing in Thoughtful systems software without question.

Outstanding and easy to use

Jan 10, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been using Schedule Manager for over twenty years and I seriously cannot see myself using any other program to schedule appointments. Time management is key and the program is extremely easy to navigate without any complex formats. The user interface and the template is easy and it gives me the flexibility of making sudden or repeated adjustments to the schedule very effective. It also allows me to execute other various tasks such as email, messaging, payroll, and creating invoices with a few easy clicks. For me, it's the ultimate tool in organization.

Good program

Sep 04, 2013
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: We looked at ll software programs available for our Cleaning business. We decided We purchased the small business version of this program. It is user friendly and offers quick learning for the not so savy users. We recently upgraded to the Pro version as our business has grown. All in all; for the price it is the way to go.

Great service and helpful schedule program

Jan 03, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: I was looking around for more than a year for schedule program for our plumbing company in Toronto, Canada. Nothing was matching our needs.
Finally, I choose THOUGHTFULSYSTEM Schedule program.We met a lot of extra fixtures - phone module, different reports to make quality controls for our plumbers, ability to change the crew every time we need (to have chances to find who was at that job site and be flexible with switching the plumbers).
Sales department did a great job, Elina was very patient with me, answer right away on all my questions.
Charlie! The person who pick up the marathon from Elina to serve us, any minute I can call and I will get a help from professionals, they fixed every single peace at this program specially for us.

Cons: About the program - very friendly interface! We just follow the instruction (company provided to us book with articles about every module available) This year we are sending special Christmas LETTER for every customer
Easy to control changes (assign plumbers to projects and than re-assign them because of changes happenned on the day schedule)
Make notes every time customer called us, every time next dispatcher will serve this customer she will know what the details were in a previous cases.
Any time you need to make "remind call", you make a note and on that time special window will appear to remind you to call the customer to confirm the appointment, for example.

Easy to learn the fixtures, no complication (for the first couple weeks we called to technical support - to install the program we even didn't use Network Admin, we did ourself, every workstation were installed just with all recommendation from the book-instruction provided with program

Overall: Ask as much question as possible about every fisture at this progam, get all helpful modules for your company, save your money on your services (speedy database entrance with CALLER_ID fixture) and quality of services (NO mistakes on phone numbers, machine does entry itself, no dispatch is needed

I'm ready to accept more calls now! And meet more services, it save me money from extra person in a office.

Count yourself, talk to Service Department at Schedule System, and ask for DEMO version.

If any question, send me e-mail, use this system myself with my dispatchers, very helpful, I don't have to run to them and explain every details anymore - they can see on thier computers screen all my notes and warnings

Scheduling Manager Review

Dec 15, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Over the 5 years we¿¿¿ve been using The Scheduling Manager, we¿¿¿ve found more and more features which help us save time, and even help generate new business.

It¿¿¿s great for keeping track of the technicians. We can see all the appointments for each tech on the drag and drop calendars. This makes it much easier for us to handle existing appointments and find the right tech for a new appointment while a client is on the phone, asking for service. We found that it¿¿¿s much better to try and give a definite appointment time to our plumbing customers at the time they call. We used to have to call them back, and then there were problems with playing phone tag. Sometimes we lost a job altogether.

Also, it¿¿¿s a great plus that we can send a text message straight from the software to the tech who¿¿¿s assigned the job, giving him the job details right on his mobile phone.

Cons: Nothing I can think of right now. In the past, we found certain things we wanted that we didn¿¿¿t find in the software. After discussions with the folks at Thoughtful Systems, we had the software customized so that we got the features we needed. As of now, we¿¿¿re happy!

Overall: We bought Scheduling Manager 5 years ago for our plumbing business.

It has been a big help in the day to day running of our business. We've been very happy with the service we've received from Thoughtful Systems. Sarah was very helpful to us. Initially, she helped us learn the program and get started inputting our data. Over the years, as we¿¿¿ve grown, we¿¿¿ve learned more and more things that the software can do.

We had a few things changed for us, so that it would work exactly according to our needs. Like customizing an invoice and some of the email templates. It saves us a lot of time, and is very convenient when you need to send out Christmas cards, etc., or promotional pieces offering special offers or new service offerings. The built-in e-mail features are great!

I highly recommend the software for your plumbing business, or any business you¿¿¿re in that requires keeping tabs on customers, assigning jobs to employees, tracking accounts.

Absolutely LOVE Scheduling Manager!

Dec 07, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: The Scheduling Manager has helped us grow, and maintain efficiency, save time with the credit card processing, e-mailing, work orders and customer reminders and other useful features.

Since then, we¿¿¿ve upgraded again, and added in some special customizations for ourselves. We also implemented the same system at our new sister companies. We didn¿¿¿t need to learn new software for the pet walking business or the handyman business. Now we¿¿¿re running the Enterprise Deluxe version for 4 companies.

The e-mail marketing module helps us get new clients and encourage existing clients to re-book. We don¿¿¿t have to use Constant Contact any longer!

We really like the support and training we get when we need it from the friendly support people at Thoughtful. Sarah, in particular, has been really great to work with. Also, we appreciate the fact that we can get custom modifications made at a reasonable cost when we need them.

Cons: None that I can think of right now.

Overall: We started with the Basic version 6 years ago. We have upgraded as we went along to higher versions, giving us more capabilities.

We're very happy with the software and the support services provided by Thoughtful Systems. It¿¿¿s great that you can get started with an inexpensive version and then upgrade as you grow to more and more sophisticated versions, with more features, and allowing more users, etc.

It¿¿¿s also a plus that we could ask Thoughtful for customizations when we needed them, and they provided them to us at a reasonable cost.

My businesses could not run nearly as effectively without the Scheduling Manager. It has so many features which save us time, like the automatic credit card processing and the Hopstop interface, the e-mail capability, amongst others.

I would recommend it to anyone who needs to schedule a lot of clients, keep track of employees, and amounts due, as well as payroll, etc.

Recommend Scheduling Manager

May 26, 2011
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Pros: Excellent Screens
Wide Variety of built-in reports
Good support from Customer Service
Technical Support very knowledgable

Cons: Pricing Structure too detailed
Systems needs generic report writer

Overall: We research 5 different products and Scheduling Manager was by far the best. A good system for a growing business.

I reccomend Scheduling Manager

May 26, 2011
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: Wide variety of input screens
The screens are well laid-out and the user-defined fields make customizing easier.
Good Customer Support
Technical Support Team very responsive to our set up, which is a bit non-traditional.
The purchased add-ons are excellent.

Cons: Things I thought came with the base system were in fact add-ons. They were not clear about during our discussions.
They need to have an imbedded report writer so clients can create or modify their own reports.

Overall: We researched 5 different packages for running our cleaning business. Scheduling Manager was by far the best. The others either were too basic or had a weird pricing structure. I reccomend this product, especially if you have a growing business or are already high end.

Poor Customer service

Mar 03, 2011
1/5
Overall
1 / 5
Ease of Use
1 / 5
Customer Support

Pros: It would be good if you had a large service business that used teams to do work.

Cons: complicated, hard to navigate, poor service, and they do not
honor agreements. If you try it do not go over your 30 day trial period no matter what they tell you. Get anything theypromise in writing.

Overall: I would not recommend Thoughtful Systems

Scheduling Manager really helped

Mar 25, 2010
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: This software has been a great help to us in getting our business more organized. Before getting this software, we had our customer information on one place, and our calendars in another, and we had to use Quickbooks for invoicing. Now we can get everything done using just the Scheduling Manager. And, it does more, that we didn't expect -- like the emails module, which is really cool

Cons: None that I can think of

Overall: I very much recommend this software. The company is very helpful. Whenever I've need help and support, Sarah or one of her staff have been ready to assist. Once, even when it wasnt really anything to do with their software.