Smart Service is a field service management software that assists businesses with scheduling and dispatching activities. The software connects with 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 and allows 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.



243 Reviews of Smart Service

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 243 reviews

November 2018

Samuel from Avery Dennison

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Scheduling Must Have

Pros

The best thing is the integration with quickbooks. User friendly, the layout and color coding makes it very easy to use.

Cons

Sometimes it seems to run a bit slow. But other than that it is really helpful.

November 2018

Catherine from Advanced Air Systems

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

Office Software

trying smart service was a smart move on our part, we enjoyed using it and was successful in what we wanted to achieve.

Pros

ease of scheduling, mapping and tracking technicians

Cons

some limitations but not many for this type of software

August 2018

Loreto from CJI

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Useful Software!

Pros

Aside from the fact that Smart Service is very easy to use I also like that it can be linked to quickbooks. It's scheduling feature is very useful.Also, they have a great customer support.

Cons

At this moment of time, I do not have any bad comments with Smart Service. I am very thankful of this software.

July 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

2 of 5

July 2018

Simple and easy to use excellent service and great customer support.

Great Customer Support

Pros

This software has made the day to day struggles a breeze and customer handling easy, cannot remember a time not using this system

Cons

The day to day use of this service is great however if there was one thing I could change it would be the location of the calendar very bulky.

June 2018

osahon from community research and development centre

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

June 2018

My experience using Smart Service has been wonderful, costumer service is always listening to real world scenarios and using those to improve the software.

Pros

The features it offers for the field staff are great, it allows for tracking real time and also be able to generate pay role. It is very user friendly.

Cons

i would advice that a manual for this program can help increase the rate at which users understand every feature in the software, so that field users can quickly learn how to use the software.

June 2018

Chris from Nor Cal Fire Equipment

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

This is a great program and easy to use

Not having to hand enter every invoice. Now the techs can do it and then I just post and print. So simle.

Pros

This program reads out QuickBooks, which made it easy to transition
Customer service is amazing, they have always been able to walk me thru whatever problem I have

Cons

Not all of our forms can be prefilled. Technicians cannot change the dates of service. There is not much bad to say about this program it works like it supposed to.

May 2018

Yanina from EyM solitions

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Is a field service management software

Pros

It's a great success I like it because it makes recurring jobs easy to set up and keep up without much ado

Cons


The cost to be paid to access other options or modules can be taken as a disadvantage. however, until now I am pleased

April 2018

Josh Bernthold, from The Hotshot Group

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

Great field mgmt software for Quickbooks users

Pros

The design is amazing and the integration works seamlessly with Quickbooks. The direct customer support is great but is an additional cost that I feel is a must-have for general support or when you get in a jam.

Cons

There are not too many cons with this software. The constant updating and making the software more versatile for the user would be the only negative point I could come across only because with any software update there is a chance for bugs. The fact the company is always doing it in response to making the software run better and adding feature requests from actual customers balances it out I feel.

April 2018

Jessica from Mission Mechanical

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

April 2018

Worked very well for dispatching HVAC/Plumbing/Electrical Service

Ability to dispatch efficiently. Ability to invoice easily without keeping track of paperwork. Everything was easily traceable. Very user friendly.

Pros

The ease of entering customers and service calls. Integrated live with QuickBooks. Easy to attach pictures and documents to service calls. Easy to run reports for department or service technician. Easy for technicians to complete work order/collect payment at the time of service call.

Cons

Tech support is great, but usually had to call and wait for a return call. Sometimes in the service industry those few minutes/hours can cost a lot of money.

March 2018

Milakaa from Smart Plumbers & Rooters

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

Smart Service is the program we use on an hourly basis to keep our service business going.

Everything is organized for me, makes taking, tracking calls a breeze!

Pros

Basic scheduling is very easy to learn, it only took me a couple of days to start scheduling basic calls. The rest involved mainly learning the service business that I work for in order to discover other needs within Smart Service. There is additional support via Smart Service's monthly webinars on various topics to assist with learning. I've attended 'Service Agreements' which I didn't know was possible until the webinar. I really like the reporting feature, it can generate useful data by request. For instance, pulling reports by customer location; if I want to view which customers live in South San Francisco I can easily create filters to do so. You really don't know how valuable a program is until your without it. We experienced our internet being down for half a day and had to go back to paper scheduling; that made us all realize how important Smart Service is to our business for sure!

Cons

If you misspell a customer name after selecting 'new customer/prospect' and make it to the main customer screen, you have to go into QuickBooks to make the corrections although it is a new customer. It would be better for new customers only to keep it unlocked until save is selected. That would save some time; I don't make constant errors but it happens occasionally. Also, tracking technicians does not seem to work 100%. I've made sure that their tablets are syncing but only have three technicians showing up on the map. Sometimes it can take a long time to load a customer and that delays a call and time. Other than those three minor problems, I can't really think of anything else.

March 2018

Angela from Hoover Pressure Cleaning

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

The best customer service!

Pros

The best customer service. Able to do all of our scheduling with ease. It works with quickbooks which was a huge selling point.

Cons

There is no way to see the schedule for everyone when the owner is out of the office. This is the #1 complaint from the owner.

March 2018

diannah from Focus Heating & Construction, Inc

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

March 2018

Encouraging!

Pros

It seems to have lots of flexibility and based around helping us to never 'drop the ball' again! I especially like the ease of scheduling and ability to have multiple in process schedule window open so I can bounce between calls when needed. Also the waiting list sort capabilities and the post to invoice window so I can always see what is not yet compete - I know I am not even coming close to working the software to it's fullest nor correctly but it is leaps and bounds above what we were using and the integration with QB is fabulous!

Cons

This is not a like least, but so many details and hard to know which areas to focus on first to create a smooth transition and flow of work.

March 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

3 of 5

March 2018

takes time to get used to but very functional

Save time and aggravation of telling and waiting for tech's to turn in paper work; it does not get lost anymore :)

Pros

That it integrates with quick books; is a good reoccurring database of our client with reoccurring work on semi and annual basis. no need for a separate data base anymore. When use with iFleet all work orders come back to the office electronically along with any photos taken, and can be processed immediately if desired; although some customers complained the guy was still in the parking lot when they got the invoice; LOL
the tech also has the ability to make estimates and email to the client right on the spot with our custom made form.
Has reduced our paper consumption by 80% in the first year.

Cons

Sometimes there is a long lapse between windows; generally it is several seconds but at time it can be 15 to 20 seconds.
Having to update the customer list almost everyday; it tedious and with over 10K clients can take a long time.

March 2018

Keith from Gold Coast USA

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

Very Informative and useful as well as user friendly for our technicians

As i stated before this program (iFleet) was very easy to understand and use. This made implementing it with our technicians all the easier. The Smart Service side was a little more complex but even still the depth of the tracking is great. It shows our technicians in route, lists our customer locations and more. Thanks

Pros

What i liked most about this program was the ease of use as well as how efficiently it tracks our fleet, jobs, technicians, customers and more.

Cons

What i liked least about this program was that the inventory module is an add-on. If this module came with the program it would help immensely

March 2018

Sarah from A-1 Advantage Asphalt

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

I haven'd had many issues, but customer support has always been very quick to help.

Pros

I like the organization of the jobs and customers. I also really like that it syncs to quickbooks at ease.

Cons

Sometimes seems to have trouble syncing up with our ifleet tablets. Other than that, everything is great.

March 2018

Tobey from Boyd Heating & Cooling

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

Smart Service has made my job as a dispatcher & A/R much easier Their customer service is the best!

Pros

It has streamlined the way I dispatch & invoice all of our customers. It also makes keeping up with our maintenance agreements much easier.
The customer service is outstanding & luckily for me they are very patient.

Cons

The only thing I've had issues with so far is the reports feature. There are almost too many to choose from... I hope a webinar is on the way.

March 2018

Emily from Casper Fire Extinguisher Service

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

We use Smart Service for all our scheduling. Everything kicks out on time!

Pros

We love that all our customers are able to have their extinguishers serviced every year on time due to Smart Service scheduling. Love the reporting tab so we can get a monthly spreadsheet of what we have due each month.

Cons

I've been using this software for 3+ years and have never had a problem so far! If I ever did, their technical support is always so helpful!

February 2018

brittany from Reliable Services

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

February 2018

easy to use, but don't benefit from all aspects

There are too many options and buttons that I do not use and do not know what service they provide.

Pros

easy to search for clients and i like how you can leave notes in each clients file that shows up when you print the schedules

February 2018

Sara from Little Caesars Corporate Office

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

2 of 5

Customer support

4 of 5

Functionality

5 of 5

February 2018

Smart Service has been a great tool for combining so many normal day work activities.

Pros

Love that this product is connected to Quickbooks. Easy way to combine banking, scheduling, jobs and invoices and many more all in one. Glad it is user friendly and able to edit or change anything quickly.

Cons

Some glitches here or there but usually easily remedied. Customer service is usually pretty quick with any questions or concerns. Overall, good product!

January 2018

Lucas from Formerly Thompson Services Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

This software along with I fleet helped us streamline our scheduling and billing without paper

less paperwork and holds on to all open jobs scheduled until they are completely billed out

Pros

It integrates with the google calendar and Quickbooks. It holds pictures of jobs and really makes recurring jobs a breeze to setup and keep up with along with storing equipment mn and sn as well as warranty info.

Cons

nothing to really complain about. Sometimes the google calendar can be a hindrance because technicians can see 3 days out out and may be concerned about projects they are not on yet. Some may even develop a sickness they did not know they had in advance of a project they want to avoid.