Smart Service is a field service management software that assists businesses with scheduling and dispatching activities. The software connects QuickBooks for exchanging financial data and transaction records. Smart Service is a modular software comprising of integrated modules for scheduling, reporting, dispatching, workforce tracking and inventory management.
Smart Service teams with QuickBooks to synchronize existing and new customer, product, employee and service information within both applications. With automated route planning tool, service delivery managers just have to add service locations and the tool automatically builds daily service plans for field operators and drivers. The mobile-enabled technology allows field workers to communicate with their back-end managers, receive service details, and send service updates.
Smart Service is GPS enabled allowing office managers to track locations of their field drivers. The solution also provides inventory management features to track inventory level, update inventories and more.
Smart Service is used in various field service businesses including HVAC, plumbing, pest control, cleaning, contractor and handyman businesses.
Katrina from Blue Reserve Water
Employees number: 2-10 employees
This is a great program, they could fix a few things, but other than that I have been satisfied.
Scheduling is easy and organized.
They don't tell you when it has been updated and their mapping system does not allow you to "optimize" more than 100 jobs at a time. My techs tell when their system is acting up and then I have to contact them to find out why and usually it is due to an update.
Walter from WT Mechanical
Employees number: 2-10 employees
Have had no real problem , they have been quick to to fix any bugs that I have had or on a new roll out. There staff have always been quick and great.
Todd from Bromwells
Employees number: 2-10 employees
If you have existing software and want to use this as an interface don't do it, it may work fine on standalone but not integration. They will tell you it will work and then when it doesn't they will try and have you change your ways to make it work. Once you realize it's not going to work it will be too late to get your money back then you will not hear from them again.
Associates were nice.
Would not work as expected and they didn't care .
Be very careful making this decision, I spent several years looking and spent almost a year before purchasing this system and it was a complete failure. It may work fine if you are starting from scratch but not when doing the integration .
Brer from WOW Windowboxes
Employees number: 11-50 employees
We thought this was what we had been looking for. They system is not very user friendly. It must me stored on a computer making working from home not possible. The service center NEVER answers their phone. They always all you back that day but it's maddening when you need to figure something out that you have to leave a message. However, if you call sales they pick up right away.
It's an ok service but I would look elsewhere. For a few grand more you could have a custom system built.
It does store pictures and routes the jobs, however, many times it can't find the house so that is just omitted from the route.
Can be very slow, especially syncing. Integration with maps would be better with Google maps verse apple maps. Customer service is the biggest con
Be careful, the sales guys tell you it does anything you ask and there is NO trial period. I think because if people tried it and saw the limitations they wouldn't buy it.
Gabriella from ALTA IT Services
Specialty: Information Technology
Employees number: 201-500 employees
I absolutely love SS, its extremely user friendly, has tons of features. Makes recruiting easier than ever!
Job Posting features! and TXT message feature
nothing bad to say
totally worth the investment
DENISE from Modern Mechanical Inc/Cal-Coast Refrigeration Inc
What I like best about this software, is that it has the ability to do pretty much anything I need it to. I can add fields where necessary, big bonus!
I can't say there is anything I do not like about this product or vendor.
I highly recommend giving this software a try. It is excellent for the service and repair industry.
Lisa from Knights Air Conditioning LLC
It integrated with out our accounting program.
Real time interaction with our service techs in the field.
I can not use our own forms, with out time consuming efforts to create them. In order to use our forms we need to create them our selves using PDF Doc. too time consuming for me. Would prefer to be able to upload them in a word or excel format. (it is an access program should be compatible)
This is our 2nd scheduling program - the ability to own it was important to us. We scheduled demos with 5 separate companies and narrowed it down to 2. Finally decided to go with the Smart Service it really had everything we needed; mapping ability real time locations of our service guys. The ability to attached reports and link multiple service calls at one location. Invoicing, marketing and service contacts etc... The program just works for us.
Maria from Total Paving
Great ideas in theory for managing service business. Technicians can view pictures and send pictures back to office in report.
Customer service, girl answers and ALWAYS needs to get back to you. Same day response RARELY HAPPENS. Once they do get back to you 9/10 issues couldn't be resolved or "are under development" or will submit to developer. I never got notification if something was ever fixed. I alway had to try to find it for myself. They charge an additional monthly customer service fee for SUPPORT & UPDATES! Most of the time I called was because something in their system wasn't working.
The system is very slow, one way integration with quickbooks. Meaning you can pull information in from Quickbooks and not vice versa. Not a two way sync with Google cal only one way.
Overall, overpriced software, bad customer service, slow to fix bugs.
Never pay for someone to learn about the bugs in they're software. If you're looking for a complete software that has all of the features they mention and it's intended purposes this is NOT IT!
Natalie from BRIAN'S PLUMBING INC.
We use Smart Service to dispatch our team of 14 Plumbers and Apprentice Plumbers. This would be a Herculean job without the Smart Service technology. With Smart Service, our two dispatchers are able to orchestrate our work orders to match up skills of plumber with customer needs and minimize drive time. If there is a technical problem, Smart Service is very responsive and helpful. The best part of Smart Service software is that it integrates with QuickBooks and I-Fleet Phones.
Our Plumbers do have a suggestion to improve Smart Service. When the Work order information shows on the Plumber's I-Fleet phone, he sees the main contact name and phone number plus an alternate phone number. It would be helpful if he also could see an alternate name.
I would recommend evaluating Smart Service on the basis of effectiveness. The Smart Service scheduling board is very user-friendly, easy to navigate and easy to read. The mechanics of completing jobs in Smart Service and invoicing for each job in QuickBooks is seamless. Jobs that start but do not finish in one day are easy to track. No job ever gets "lost" in the system. Your bottom line is protected using Smart Service.
Ross from Toronto Pool Services
Specialty: Pool/Spa Maintenance
It is a very user-friendly software, I very much like the interface, location of the buttons, and help menu with the explanatory videos. It is great for Pool businesses.
In general it's very good software. Sometimes it's a little slow while saving.
The route optimization and scheduling are done very smart. This software managed to put together great inventory , iFleet, and variety of customers filtration. It has a very user-friendly interface. This software makes the scheduling experience easy and enjoyable. They have very knowledgeable sale and IT staff. They're always ready to help you with any question.
Ben from Coast Pavement Services
Specialty: Property Maintenance
For the regular dispatching features, I was able to learn completely on my own with no instruction, becoming our in-house "expert." It is intuitive enough that I found solutions for problems that tech support thought had no work-around.
The program as a whole is outdated and clunky, built around Microsoft Access, limiting its modern application. For example, if you have a customer with 10 locations and 15 total jobs, and they change their billing address, you have to manually go change it 26 times, in a clunky system that is not fast at all.
Adding a new customer takes forever, especially if you have a location and job to enter as well. There is also no feature to have an AP email for their default QuickBooks email, while still have primary contact's email prevalent.
Scheduling is nice that a job can recur indefinitely, but if a job cancels, you have to change its recurrence pattern PRIOR to inactivating the job, or it still comes up on the schedule. It also has no features for a job to occur for a certain period of time, or to recur on a seasonal basis.
If your customers have multiple services per invoice, it is a huge pain. The "Batch invoices to Quickbooks" feature requires the user to post each individual batch one. at. a. time. Again, on a slow, clunky system.
Many of the advanced features have not worked for us at all, or were not as advertised in the demo. Granted, the most annoying part (the scheduler does not work for us) is largely due to our painfully slow cloud system, making it inoperable.
If you want to print a schedule for each employee, be prepared to pay for an upgrade (ours was $600) so they can program a custom report for you, that is iffy on how often it works on the first attempt. (Ours works on the second attempt every time.)
The "Prospect" feature is useless... it doesn't transition over to "Customer" well at all.
It is also impractical to use many features integrated with Quickbooks-- it requires syncing for anything useful, and with a large customer database, that is completely impractical for the frequency required.
Bill your customer a flat rate each month? Forget about it, unless you cheat the system and create two jobs-- one that is the real job for your employee and charges nothing, and one that only your accountant uses.
Bottom line: It's intuitive to figure out basic functions, but there is SO much room for error, and something simple like an updated address once took me 2 hours to complete for our largest customer. They need to do a complete overhaul of their programming and add some basic features before I could recommend Smart Service to anyone. We've found that to make it work, it requires constant ingenuity to come up with a work-around for design flaws.
ONLY use this software if:
-You never have recurring jobs whose price or frequency vary seasonally
-It is hosted on a really fast server, and you can stand a somewhat slow system
-You have at most a handful of customers with multiple services batched to one invoice.
-You have tons of time to waste and love mundane data-entry
-You rarely have new customers to add
Sebu from Aquatron Inc.
Smart Service has greatly improved our efficiency when it comes to scheduling and dispatching our technicians. We're able to keep detailed notes and attachments, private and public, regarding our customers and individual jobs. After using this product for more than 7 years, we've noticed great improvements in speed and functionality. Customer service and tech support is also very knowledgeable and friendly and always help us through any issues we may have in a timely manner.
Updates are somewhat slow to be released, and although there's a lot for us to customize, I think it could use some more customizing options. Split window (scheduling window side by side with customer search) would be a significantly valuable feature to have.
Make sure the setup of the software as far as server and network requirements is feasible for your operation. Because this isn't a cloud solution, you need to make sure you're on top of your backups, server upkeep, and network stability.
Amee from Advanced Irrigation, Inc
Easy to use. Scheduling is so nice. Invoicing is great!
Can't think of anything! Communication is also very good.
I found that I cannot add the logo on the software.
Richard from Herman Integration Services
I like the integration with Google Maps. The vendor's support is excellent and quick to address issues.
I can't say there's anything that I like least, but I would like to see the app accessible via the web for remote users.
Our company uses the software slightly different than its initial intent. It's great for generating estimates for customers and tracking/billing jobs.
Tina from Calvin Johnson Home Inspection & Services,Inc
They have great tech support and customer service. The software is user-friendly.
The usability of iFleet could be better streamlined so that updating when in the field would automatically update in the office as well.
It is all you need to have a precise account of all activity in the office or out in the field.
Becky from Streamline Plumbing & Electric, Inc
Smart Service support is great. The software is pretty simple to teach someone how to add a customer and add jobs to the board.
The reports are very confusing. Also when we try to update customers from QuickBooks the name changes. We have a real issue with it going over to Smart Service.
Be honest when evaluating, so they can improve the items that are not up to par for your business needs.
John from Alternative Roofing, Inc.
I really like that you can time stamp everything. This is very effective for keeping records. I also like that everything converts over to QuickBooks.
I don't like that you cannot transfer information. For example, if we enter a prospect and find out later that the prospect has been referred to us within our database, we have to delete the prospect and add them in under the location they were referred by. It would be much easier if you could manipulate them into that specific location instead of deleting and re-entering. When we complete a job and convert it to QuickBooks, we have problems. If we have symbols on our invoices (which is typical), when they convert over to QuickBooks, the symbols becomes questions marks. We have called and tried to figure this problem out, but have not been successful.
This is not something I can answer. It depends on the company/person that is interested in the software and how they would be using it and what they would be using it for.
Keith from Professional Fire Alarm Systems, Inc
I like the ability to look at all of the technicians' schedules at a glance. It's also easy to reassign work.
Finding completed work is difficult. I also have to remember to check specific boxes to get all the info needed.
Think it through, and take advantage of the trail period.
Greg from Master Locators, Inc.
I like the way Smart Service is organized. The vendor is easy to work with, as they are prompt and courteous.
We weren't aware that the project ran off of QuickBooks. It ended up working out for the best for us, but the additional work and cost associated with it was unexpected. The technicians performing the training were nice, but most of the training was asking questions. We've learned most from working in the system and calling in with questions.
Try and talk with someone that is already using the software.
Tessa from Wildlife Pros
The software is user-friendly with clear and defined fields, and the address verification is wonderful!
It is time-consuming at first to learn all the different avenues that it has incorporated.
Take the time to learn the system fully before giving up and thinking that it won't work. Talk with the developers and make it work for your needs!