Field service software for SMEs
End-to-end solution to centralize and automate your business processes
Invoicing Software
Create and send quotes and invoices in one click with personalized templates.
Create a single invoice for multiple work notes and finish your monthly invoicing in one click.
Create electronic invoices quickly and securely, fully compliant with current regulations.
Manage recurring billing. Automate creating and sending quotes, invoices, and other documents from your workflows.
Include a pay button on your invoices, so your customers can pay online.
Filter only customers with outstanding invoices and notify them all in one click.
Create personalized past-due notices.
View all your sales and purchase invoices at a glance.
Customer Relationship Management (CRM)
Comprehensive customer management from your PC, tablet or cell phone.
Mass import your customer and lead lists.
Set special prices for each customer.
Collect customer signatures right on your cell phone or tablet.
View all sales documents for each customer and manage job requests in the Client Hub.
Create email marketing templates with dynamic tags and send them to multiple customers at once. Send documents with read receipts and include our rating widget to get instant feedback.
Inventory tracking, multiwarehouse, and bundled products
Detailed tracking of on hand and future inventory in your warehouse.
Set sales margins or markups for each item and define your profit margin for products and services.
Identify top-selling products and services and which have the best margens.
Efficient inventory transfers between warehouses and real-time alerts for low stock at each warehouse.
Create bundled products and add them to your sales documents in one click.
HVACR contractors that use STEL Order to manage their businesses
JMC
“JMC was STEL Order’s first client. José Morales explains why he decided to give STEL Order a chance and tells us the story of his business.”
Client stories
3 businesses with very different needs that span multiple industries. All of them have one thing in common: they use STEL Order to simplify how they run their businesses.
Here’s what they have to say about us
4 businesses with unique needs from very different industries talk about STEL Order. Find out why we’re one of the top-rated solutions on the market.
Expense tracking and supplier management
Detailed supplier files to help manage and streamline POs.
Create a single supplier invoice from multiple packing lists in just one click.
Track and document expenses, so you’re always ready for an audit.
Manage your cost prices quickly and easily: the system will prompt you to update your catalog based on changes in your supplier purchase orders.
Create different document templates for each type of order and include the required information for each different supplier.
Integrated ecommerce platform and client hub
It’s a snap to create an ecommerce platform that is fully integrated with STEL Order using Shop. No need for web design experience.
Connect with your customers through STEL Shop and monitor their purchases, job requests, and invoices. Follow up on all your orders, job requests, and invoices.
Your customers can use secure payment platforms like PayPal and Stripe to make purchases on your Shop.
STEL Shop’s design adapts to any type of device: cell phones, tablets, and PCs.
Employee time card management
Personalize access to information and functions in the system by creating and configuring different roles.
Easily manage employee time cards and requests for time off with STEL Tempo.
Create multiple calendars with the STEL Order Calendar feature, and share them with your employees or teams.
Our GPS add-on will help your employees to optimize their routes and improve response times.
Frequently Asked Questions about field service software for HVAC contractors
STEL Order has a wide range of features purpose-built for small businesses. This includes creating invoices, managing jobs and maintenance agreements, quotes and recurring billing, inventory tracking and tools to streamline your sales and catalog management. What’s more, you can do all this from anywhere with our mobile apps, even without an internet connection.
You can receive job requests by email and automatically or manually assign them to your techs. Create quotes, work notes, and invoices directly from these job requests, streamlining your workflows.
With STEL Order you can automatically assign job requests to your field techs. The tech receives a push notification on their cell phone with access to all the relevant information about the job, and can then create sales documents directly from the job request.
The STEL Order Inbox add-on is a feature that automatically converts all emails received into job requests. This improves communication with customers and streamlines response times for field service. This all adds up to huge time savings in the back office and better job request management.
A shared calendar in STEL Order is a central location for events and tasks to help you plan and schedule operations. Create shared work calendars where you can attach documents and improve communciation and job management.
STEL Order includes a detailed registry of all equipment and assets under management at customer locations. This improves scheduling and managing periodic and corrective maintenance services. You can also show customers your product and services catalog directly on your mobile device.
Yes. STEL Order was designed to continue providing full functionality even when you are offline. You can access and show customers your catalog, create quotes, work notes and invoices, schedule events on your calendar, and check a client’s outstanding balance without an internet connection. No need to worry about lost data, as soon as your internet connection is restored, all your info and activity will automatically be synced.
One of the biggest advantages of STEL Order is its ease of use and premium customer support, which is provided to all our users. STEL Order is intuitive and was designed so that anyone could learn to use it in a matter of minutes. We also offer premium customer support both to ensure the onboarding process goes smoothly and efficiently and to guarantee a trouble-free user experience. Our real person pledge means that you will always talk to people, and never bots. We are committed to providing robust support to all our clients.
